Purpose
The Quick Action Scan 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.
Access Path: Lightning Bolt Icon > Scan
Scanning Methods
The Scan button appears when scanning functionality is available for a specific module or device. TRUE supports multiple scanning methods:
| Method | Description |
|---|---|
| Device Camera | Default method - uses the built-in camera of your device to scan barcodes or QR codes |
| Third-Party Device | Compatible with external devices like iLinea (configure in User Preferences) |
| Manual Mode | Supports Bluetooth or wired scanners via keyboard input prompt |
Module-Specific Functionality
Scanning functionality varies by module, enabling rapid actions specific to each workflow:
| Module | Scanning Capabilities |
|---|---|
| Inventory |
|
| Work Tickets & Shipping |
|
| Receiving | Scan items during offloading to update inventory levels in real-time |
| Jobs | Scan QR codes on job labels to quickly access customer jobs |
| Assets |
|
Supported Label Types
| Label Type | Description |
|---|---|
| 1D Barcodes | Traditional linear barcodes used for product identification and inventory tracking |
| 2D QR Codes | Quick Response codes that can store more data, commonly used for job and asset identification |
Frequently Asked Questions
Getting Started
- Click the lightning bolt icon in the header bar or within any supported module.
- Select Scan from the Quick Actions menu.
- Point your device camera at the barcode or QR code to scan.
The Scan button appears when scanning functionality is available for the specific module or device you're using. It is accessible through:
- The Quick Actions lightning bolt menu in the header bar
- Within Inventory, Work Tickets, Shipping, Receiving, Jobs, and Assets modules
- Any context where barcode/QR scanning enhances the workflow
Scanner Configuration
Yes, TRUE supports multiple scanner types:
- Third-party devices like iLinea can be configured in User Preferences
- Bluetooth scanners work via the Manual Mode with keyboard input
- Wired USB scanners are also supported through keyboard input mode
- Navigate to User Preferences from the settings menu.
- Locate the scanning configuration section.
- Select your preferred scanning method (Device Camera, Third-party Device, or Manual Mode).
- Save your preferences to apply the settings.
TRUE supports both major label types:
- 1D Barcodes - Traditional linear barcodes commonly used on products and inventory
- 2D QR Codes - Quick Response codes that can store more information, often used for jobs, assets, and locations
Common Workflows
- Open the Inventory module or access Scan from Quick Actions.
- Point your scanner at a Location label to view items at that location.
- Scan a Product or SKU label to look up item details or match inventory.
- The system will display matching records and available actions.
- Navigate to the Receiving module.
- Use the Scan feature during the offloading process.
- Scan each item's barcode or QR code as it arrives.
- Inventory levels update in real-time as items are scanned.
Labels for fabricated materials can be generated from various modules:
- In Work Tickets, print labels for items being fabricated
- In Inventory, generate location and product labels
- In Jobs, create QR code labels linking to specific job records
- In Assets, print asset identification labels for tracking