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
