Barcode Scanning: Adding and Deleting Barcodes

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This article is part of Barcode Scanning and covers adding and deleting barcodes in R365 Web. 

Purchased Item barcodes can be found in the Barcodes column of the Items Grid and the Recipes Grid as well as within the Purchased Item Record. When an additional barcode needs to be connected to a purchased item or recipe, a new barcode can be added to the item. When a barcode was added in error or is no longer needed, barcodes can be deleted from items or recipes. Barcodes can be added and deleted from the Items Grid, Recipe Grid, or the Purchased Item Record. 


Security

In addition to Inventory Count Permissions required to utilize Barcode Scanning, adding and deleting barcodes requires access to editing purchased items and recipes. The permissions listed here are associated with adding and deleting barcodes. These permissions can be added to Custom User Roles or single users. Learn more about managing permissions and Custom User Roles.

Recipe and Item permissions are found in the Permission Tree as follows:

  • Food

    • Purchased Items

      • View Purchased Items

      • Edit Purchased Items

      • Create Purchased Items

      • Delete Purchased Items

    • Recipes

      • View Recipes

      • Edit Recipes

      • Create Recipes

      • Delete Recipes

The Generating a Permissions Access Report can be used to determine which User Roles or users already have these permissions assigned. Learn more about User Setup and Security.


Editing Barcodes from the Items or Recipes Grid

Add Barcodes Column to the Grid

To edit barcodes in the Smart Items or Recipes Grid, the Barcodes column must first be made available. This can be done by clicking the Columns buttonfrom the Table Functions and checking the Barcodes checkbox.


 

Add, Edit, Delete Barcodes In Grid

To add, edit, or delete barcodes in the Items or Recipes Grid, follow these steps:

1) Locate the Item or Recipe in the Grid. Then, hover over and click the Barcode field.

2 ) Click Edit Barcodes from the dropdown.


 

3) From Barcode Edit Mode, add, edit, or delete barcodes.

The R365 Assigned Barcode is locked and cannot be edited or deleted.

  • Add a New Barcode
    To add a barcode, click the New Barcode button. Then, type in the new barcode as prompted and press the ENTER key or click Apply. The barcode now appears in the Barcodes list.


  • Edit an Existing Barcode

    To edit an existing barcode, click the barcode that needs to be edited. Then, type in any changes in the field.


  • Delete a Barcode

    To delete an existing barcode, click the X next to the barcode that needs to be deleted.

4) Once the necessary actions have been taken, click Apply to save the changes made to the recipe or item.

The Barcode field updates to reflect the new number of barcodes connected to the purchased item or recipe. New barcodes are added to the list, deleted barcodes are removed from the list, and any edits are reflected.
 


Purchased Item Record

To add and delete Barcodes from the Purchased Item Record, first navigate to the Item Barcodes list by clicking View Full Details from the General section of the Purchased Item Record Settings tab.

This opens the item's Barcode List, where barcodes can be added, edited, or deleted for this specific purchased item.

The R365 Assigned Barcode is labeled with the R365 Barcode marker. This barcode cannot be edited or deleted.

Adding Barcodes

To add a barcode, follow these steps:

1) From the Item Barcodes list, click the ADD BARCODES in the top right corner of the list.

2) A new barcode field opens. Type in the new barcode and press the ENTER key.

3) The barcode now appears on the Barcode List.

Deleting Barcodes

Barcodes can be deleted individually or in bulk.

Individually

To delete one barcode, click the trash icon in the barcode's row. The barcode is deleted.
 

Bulk Delete

To bulk delete, check the boxes of the barcodes that need to be deleted. Then, click the trash icon from the bulk delete options.

 

Editing Barcodes

To edit a barcode, follow these steps:

1) Hover over and click the barcode from the list that needs to be edited.


 

2) Edit the barcode as necessary, and press the ENTER key to save the changes. The barcode updates in the list.