Barcode Scanner on the Mobile App

15 November 3, 2024

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:

    • 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:

    • 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.