This barcode scanning functionality in Unleashed provides your teams with greater inventory control and speeds up stock management processes for the following transactions:
Purchase Orders
Stock Counts
Sales Shipments
Warehouse Transfers
Points to note
To use barcode scanning a barcode number must be provided in the product's record, in the product's Details tab under Units of Measure.
A unique barcode can be provided per unit of measure of a product.
To use barcode scanning in Stock Counts, Shipments or Warehouse Transfers only the base unit of measure of a product requires a barcode.
Only Purchase Orders support barcode scanning for a product's alternative units of measure.
Unleashed does not generate barcode numbers.
You cannot scan serial numbers or batch numbers in the barcode scanning function.
🤓Tip: Most plug and play or Bluetooth barcode scanners are supported, but to ensure compatibility with Unleashed, please test whether the scanner is able to read and write into an Excel spreadsheet.
Add Barcode Numbers to your stock
Before you can use barcode scanning, you will need to provide a unique barcode per unit of measure, per product that's expected to be scanned.
To update a product's base or alternative unit of measure's barcode:
Navigate to the product record in Unleashed.
In the Details tab, scroll down the Unit of Measure section.
Click on the unit of measure's row in the table displayed.
In the "Update Base Unit of Measure" pop-up window, enter the new barcode number in the Barcode field.
Click Save.
Bulk update Barcodes
A product's base unit of measure Barcode can be added or updated, in bulk, using the Import Products template.
Barcodes for alternative units of measure on your products can be added or updated, in bulk, using the Import Alternative Units of Measure template.
Use Barcode Scanning
Barcode scanning can be used in any of the following transaction workflows to speed up and improve the accuracy of your stock management process:
Receipting stock on a Purchase Order.
Counting stock for an open Stock Count.
Dispatching stock on a Shipment.
Transferring stock on a Warehouse Transfer.
To use barcode scanning:
On the "Receipt Purchase", "Add Stock Count", "Create Shipment" or "Warehouse Transfer" page, click on the button with a barcode image icon in the top right corner.
For Purchase Orders, the Receipt Quantity column will change to zero, regardless of whether the Auto Set Receipt Quantity setting is enabled or disabled.
A "Scan Single Barcode" window will pop-up. Toggle on Multi Scan if you will be scanning multiple products and then copying the scanned list into the Barcode field.
If using Scan Single Barcode:
If there are multiple units of the single product, update the Increment By field with the quantity counted.
Ensure the Barcode box is selected.
Scan the product's Barcode.
Click Add.
If using "Scan Multiple Barcodes":
Ensure the Barcode box is selected.
Scan the product barcodes, which will populate as a list (or by comma's) in the Barcodes field.
Click Add.
The the transaction will update to show the total quantity scanned per product's line.
Tutorial Video: Using barcode scanners to receipt in goods
Include barcodes and barcode images on Doc Designer templates
For barcode images to successfully display in your Doc Designer templates you will need to ensure the barcode numbers provided in your product records are compatible with the following Doc Designer supported barcode formats.
EAN-13
UPC-A
EAN-8
Code 128
ITF 14
To include barcode images on your Doc Designer templates:
From Unleashed's main menu, go to Settings > Doc Designer, and select the Document Type you want to update a template for.
Use the Template Name dropdown menu to select the template. Classic and Formal templates cannot be edited.
Select the LinesGrid component in the template's layout, and click on the Component tab on the right of your screen.
Under Column Control, scroll through the Headers field and select BarcodeImage.
Tick the Visible checkbox.
In the Barcode Type drop-down menu, select the barcode format your product barcodes will be converted to.
Click Save, and use the Preview tab to review the changes.
Click Publish to apply the template changes.
📌Note: A barcode image will not be displayed if the product does not have a barcode or the barcode value is invalid.
FAQ
Is there a recommended Barcode Scanner to use with Unleashed?
Is there a recommended Barcode Scanner to use with Unleashed?
You can use any Plug and Play or Bluetooth device when you are scanning barcodes, as long as the barcode scanner has a keyboard input setting itself.
Within testing, we have used the Cino Brand, but we are not resellers, so there is no particular brand or type of scanner that we recommend as such. Any plug and play scanner should work.
Is there a barcode character limit?
Is there a barcode character limit?
A barcode field within Unleashed has a character limit of 200.
Is barcode scanning available if the Order Management is disabled?
Is barcode scanning available if the Order Management is disabled?
The Order Management setting must be enabled in order to use the barcode scanning functionality for Shipments. However, barcode scanning is still available to use with Purchase Orders, Stock Counts and Warehouse Transfers if Order Management is disabled.
Can products be added to a transaction using barcode scanning?
Can products be added to a transaction using barcode scanning?
Barcode scanning cannot be utilised to add new items or lines to a transaction. The primary use of the barcode scanning feature is to facilitate the counting of units already listed on the Purchase Order, Stock Count, Shipment or Warehouse Transfer.