Barcode And Import Configuration
- Michelle Cabaya (Unlicensed)
You must have the Barcode and Import Configuration permission to view and the Edit Barcode and Import Customization permission to edit this section.
See Users for more information.
The Barcode And Import Configuration allows you to set up barcode configurations within the Operations App, so your clients can quickly scan their 2D barcodes to fill out the entire order form within the Client Portal. These configurations can be applied to your entire client base or to specific customers.
For example, 2D barcode scanning order placement within the Client Portal can be used for pharmacy clients with large quantities of orders that go to addresses that may not already be within their address book. See the 2D Barcode Scanning in the Client Portal section below for more information on how to use this feature in the Client Portal.
Currently, javascript is the language available to set up the the translation for the barcodes.
To get to the Barcode And Import Configuration section, go to Client Portal Settings > Barcode And Import Configuration.
Quick Tip: The “Order Barcode Translation Example” configuration is an example configuration for reference. It cannot be edited.
Field Name | Description |
|---|---|
Description | Unique description name that will appear as a selectable option to users in the Client Portal's Place Order page for scanning in order data. |
Active | The status whether or not the configuration will be available for use within the Client Portal to all internet users associated with the specified customer(s) on the configuration.
|
Data Type | The type of data sent in with the configuration. |
Translation Type | The translation type used with the configuration. |
All Customers | Whether the configuration is for all customers or specific customer.
|
ID | The ID for the configuration. |
How to Create a New Barcode And Import Configuration
Go to Client Portal Settings > Barcode And Import Configuration.
Click the + button in the top right.
How to Edit a Barcode And Import Configuration
Go to Client Portal Settings > Barcode And Import Configuration.
Click the configuration you would like to edit or click the action menu at the end of the row and select Edit.
How to Delete a Barcode And Import Configuration
Go to Client Portal Settings > Barcode And Import Configuration.
Check the checkbox of the configuration(s) you would like to delete.
Click the delete button in the top right.
Barcode And Import Configuration Form
Field Name | Description |
|---|---|
ID | Auto generated ID that cannot be edited. |
Description | Unique description name that will appear as a selectable option to users in the Client Portal's Place Order page for scanning in order data. |
Status | Selected status whether or not the configuration will be available for use within the Client Portal to all internet users associated with the specified customers below.
|
Data Type | The type of data sent in with this configuration.
|
Translation Type | The translation type used with this configuration.
|
Translation | The translation for the 2D barcode format. The code language here should match the selected Translation Type. For more information see Example Translation below. |
All Customers | When checked, this configuration will be applied to all customers. When unchecked, a Customers field will be displayed below to select specific customers. |
Customers | Visible when the All Customers checkbox is unchecked. The selected customer(s) that the configuration is applied to. |
2D Barcode Scanning in the Client Portal
Once the Barcode And Import Configuration is set up, customers associated with the configuration will see the option to select the configuration and scan the barcode using a Bluetooth or USB scanner, or enter it manually. Users can also select Manual Placement to review the order details before placing the order, Auto Placement to automatically place the order, or Add to Cart (if configured) to add the order automatically to the user’s cart.
Example Translation
The following is a basic example that can be customized to fit your specific barcode.
The text of the barcode would return the following: