Barcode Scanner on the Mobile App

Scanning a Product Using the Mobile App This guide explains how to scan a product using the built-in scanner feature in our mobile app. This functionality allows for quick and accurate capture of product data using your device’s camera, enhancing your workflow efficiency.

Step-by-Step Instructions#

Prerequisites#

Before using the barcode scanner, ensure that your products have barcode numbers assigned to them. The Workshop Software mobile app requires these barcodes for scanning.

Searchable Fields#

When entering a product into Workshop Software, you can use any of the following three fields to add a product to an invoice:

• Item Code
• Description
• Searchable Tag
• Note: The Searchable Tag does not appear on job cards, invoices, or stock orders, making it an ideal field for holding barcode details.

Adding a Barcode as a Searchable Tag#

          Search for the Product:

1. • Open your Workshop Software account and navigate to the Product List.
   • Locate the product you want to add a barcode to. If the product does not exist, you can create a new one
   • Edit Product Details:
     • Open the Product Details page.
     • In the Searchable Tag field, enter the product’s barcode.

  Save Changes:

• • Click Save to apply the changes. The product can now be easily found using the barcode scanner in the mobile app during future searches.

  https://workshopsoftware.com/knowledge-base/products-jobs/how-to-use-a-barcode-scanner/

Using the Mobile App to Scan Products#

. Log In:

1. • Open the Workshop Software mobile app and log in.
   • Select a Job:
     • Go to the Job Centre and select the job you want to work on.

  . Access Products:

• • In the top menu of the selected job, tap the Products tab to view products already added to the job card.

  . Add a Product:

• • Tap the Add Product button at the bottom of the screen.
  • A search bar will appear. You can either:
    • Type the product name, or
    • Tap the barcode icon on the right side of the search bar to open the barcode scanner.

 

1. Scan the Barcode:
   • Hover the scanner over the barcode of the physical product.
   • Once the barcode is read, confirm the product by tapping on it.
2. Enter Quantity:
   • Input the quantity used and then confirm.
3. Finalize:
   • You will return to the Products tab, where the newly added product will now appear on the job card.

  https://workshopsoftware.com/knowledge-base/mobile-phone-app/enabling-new-features-in-the-mobile-app/

Note: Allow Camera Access#

The first time you use the scanner, the app will request access to your device's camera. Tap Allow when prompted. If you need to enable it manually, follow these steps:

• iOS:
  • Go to Settings > Workshop Software App > Camera > Toggle On.
• Android:
  • Go to Settings > Apps > Workshop Software App > Permissions > Camera > Enable.

By following these instructions, you can efficiently scan products using the Workshop Software mobile app.

Also Explore#

• Workshop Software Mobile App - Feature Overview
• Technician Productivity Tracking - Feature Overview
• Blog: Mobile Job Card Checklists for Workshops
• Workshop University: Why Your Technicians Are Underutilised