Scan and Add Assets using a Barcode

Updated on January 2nd, 2024

Table of Contents

Create an asset on a task Add assets to a client

Using the barcode scanner on your device, or using an external barcode scanner, you can add new assets against a task or the client card.

For instructions on how to set up barcode scanning on your device, see Barcode Scanning .

To learn how to create your own barcodes, see Generate Scannable Barcodes .

Create an asset on a task

To add a new asset to a task:

Open the Task.
Tap the Assets tile, or the More tab > Assets.
Tap (green plus button) to bring up the assets list for the client
Tap Categories to select a relevant category.

New categories can only be created in AroFlo Office. See Create Asset Categories .
Tap (green plus button) > Create Asset.
Complete the relevant asset details (see Create an Asset)

Browser-based scanning

To use browser scanning, tap the (black square) within the Add Asset screen to populate the Barcode field and any custom fields that have been set up as 'Barcode' fields.

If you're using an external barcode scanner paired to your device, tap into any field for which you have a barcode, e.g. Model No or Serial No, and scan the item.
Tap Create Asset to save.