Using the barcode scanner on your device, or an external barcode scanner, you can quickly and easily add materials from inventory on to a Task, Quote, Purchase Order, or Invoice.
For instructions on how to set up barcode scanning on your device, see Barcode Scanning.
- Tap Material in the Job Costs Overview or Items tab > Material. - Tap (green plus button) > Search.
using the Task Shortcuts
- Tap > Add Material - Tap Search
Tap the (camera) icon, to use your browser's inbuilt scanner. If using an external scanner paired to your device, tap into the field beside the icon (or any other field for which you have a barcode).
If you're using pic2shop, make sure you're working in your default browser and tap Scan Barcode (pic2shop).
Scan the item's barcode.
Enter the quantity used.
Tap Save.
Quote
Create or open a quote.
Tap the Items Total tab
Tap View & Edit Quote Items.
Tap (green plus button) > Multi-Search
Tap (barcode) in the Search option at the top of the page.
This option is also available from the Advanced Search.
Purchase Order
Create or open a purchase order.
Tap the Items tab
Tap (green plus button) > Search Material
Tap the (barcode) icon to use your browser's inbuilt scanner, or tap into the field beside the icon to use an external scanner.
If you're using pic2shop, make sure you're working in your default browser and tap Scan Barcode (pic2shop).
Invoice
Create or open an invoice.
Tap the Items Total tab
Tap Capture Signature
Tap Std Mat
Tap Search.
Tap the (camera) icon, to use your browser's inbuilt scanner. If using an external scanner paired to your device, tap into the field beside the icon (or any other field for which you have a barcode).
If you're using pic2shop, make sure you're working in your default browser and tap Scan Barcode (pic2shop).
(green plus button) > Search.
(camera) icon, to use your browser's inbuilt scanner. If using an external scanner paired to your device, tap into the field beside the icon (or any other field for which you have a barcode).
(barcode) in the Search option at the top of the page.
