Barcode And Import Configuration

You must have the Barcode and Import Configuration permission to view and the Edit Barcode and Import Customization permission to edit this section.

Please go to Maintenance > Users to enable the permission.

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. Active Inactive
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. All customers Specific customers
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.

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the configurations and clicking the edit pencil icon in the top right.

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. Active Inactive
Data Type	This field is currently uneditable. The type of data sent in with this configuration. Order Data
Translation Type	This field is currently uneditable. The translation type used with this configuration. Javascript
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.

Quick Tip: Add to Cart requires the "Allow Cart Checkout" option enabled on the user's internet user record. See Internet Users or Internet Users (Classic Operations App).

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:

Quick Tip: You can use a third party barcode generator website to create barcodes with the text or copy and paste the text in the Client Portal.