Purpose

The Quick Action Scanning feature, accessible via the "lightning bolt" icon throughout the software, allows users to quickly perform actions by scanning Barcode (1D) or QR Code (2D) labels. This feature enhances efficiency across various modules by enabling rapid data access, inventory management, and workflow processing.


Key Features

Scan Button

The "Scan" button appears when scanning functionality is available for a specific module or device. It initiates the scanning process using the device's camera or an alternative scanning method.

Module-Specific Functionality

Module Functionality
Inventory

Scan Location labels to view or assign inventory items

Scan Product or SKU labels for quick item lookup or inventory matching

Work Tickets and Shipping

Scan items to complete tickets

Manifest items for shipping

Acknowledge items for delivery

Receiving

Scan items during offloading to update inventory levels

Jobs

Scan QR codes on job labels to quickly access customer jobs

Assets

Change assignments

Enter maintenance records

Record field expenses


Scanning Methods

  1. Device Camera (Default): Uses the built-in camera of the device
  2. Third-party Device: Compatible with devices like iLinea (set in User Preferences)
  3. Manual Mode: Supports bluetooth or wired scanners via keyboard input prompt

Additional Features

  • Integration across multiple modules for consistent user experience
  • Customizable scanning preferences to suit various hardware setups
  • Support for both 1D (Barcode) and 2D (QR Code) labels
  • Real-time inventory updates through scanning
  • Efficient tracking of assets, jobs, and materials throughout their lifecycle

Common Workflow Questions

  1. How do I access the Quick Action Scanning feature?
  2. Can I use an external scanner instead of my device's camera?
  3. How do I set up scanning preferences?
  4. What types of barcodes and QR codes are supported?
  5. How can I create scannable labels for fabricated materials?