Barcode scanning links barcodes to purchased items in R365. When entering waste logs, donations logs, or item transfers, users can save time by using the camera on their mobile device to scan purchased items onto the log or transfer. When a barcode that is mapped to a purchased/recipe item is scanned, users will be prompted to enter a quantity for the item so that it can be added to the log entry or item transfer form. This feature also allows users to map new Barcodes to previously unmapped Items.
Barcodes can be managed via web. From the web version of R365, users can do the following:
Barcode Scanning is an add-on feature. Contact your CSM to learn more.
Security
To utilize barcode scanning with waste logs, donations logs, or item transfers, users will need Permissions required to access the respective features. The permissions listed below are associated with waste logs, donation logs, and item transfers:
Food
Donations
View Donations
View Donations Distributions
Edit Donations
Edit Donations Each Amounts
Create Donations
Waste Logs
View Waste Logs
View Waste Log Distributions
Edit Waste Logs
Edit Waste Log Each Amounts
Create Waste Logs
Item Transfers
View Item Transfers
View Item Transfer Distributions
Edit Item Transfers
Edit Item Transfer Detail Amounts
Create/Send Item Transfers
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Barcode Scanning Waste Logs and Donations Logs
Users can utilize barcode scanning to scan purchased items onto waste logs or donation logs. Scanning items onto log entries instead of manual entry allows for more accurate item entry.
Users can access barcode scanning for log entries from the log's add item tab. To open the barcode scanner and begin scanning for either waste logs or donation logs, follow these steps:
1) Navigate to Waste logs or Donation logs from the More menu in the bottom tab bar.
2) Tap to open an In progress log, or create a new log.
3) When adding to an existing log, tap the Add item + button from the Items tab.
When a new log is created, users should follow the system prompts for creating a new waste log or donation log, entering items on step 2.
4) Select the Scan barcode option to access the barcode scanner.
5) Aim the device camera at the selected barcode to scan the item onto the log.
6) Complete the item information, including quantity, and, for donation logs, a reason type.
7) Tap the Add item button to finish adding the item to the log.
8) Select Yes on the Continue scanning prompt to add another item with barcode scanning. Select No to return to the log’s item list.
9) Once completed, the item(s) will be added to the waste or donation log, and users can proceed with the log as needed.
Barcode Scanning Item Transfers
Users can utilize barcode scanning to scan purchased items onto item transfers. Scanning items onto item transfer forms instead of manual entry allows for more accurate item entry.
Users can access barcode scanning for item transfers from the transfer's add item tab. To open the barcode scanner and begin scanning onto item transfers, follow these steps:
1) Navigate to Between store transfers from the More menu in the bottom tab bar.
2) Tap to open an In progress transfer, or create a new transfer.
3) When adding to an existing transfer, tap the Add item + button from the Items tab.
When a new transfer is created, users should follow the system prompts for creating a new transfer, entering items on step 2.
4) Select the Scan barcode option to access the barcode scanner.
5) Aim the device camera at the selected barcode to scan the item onto the item transfer.
6) Complete the item information by entering a quantity.
7) Tap the Add item button to finish adding the item to the transfer.
8) Select Yes on the Continue scanning prompt to add another item with barcode scanning. Select No to return to the transfer’s item list.
9) Once completed, the item(s) will be added to the transfer, and users can proceed with the transfer as needed.
Barcode Not Found
When an unlinked barcode is scanned, users may encounter the 'Barcode not found' message. Users will need to cancel or link the barcode to an item to proceed. Learn more about linking barcodes to items.
