Overview

Once your products have barcodes saved, you can scan them to add products to a transaction instead of searching for each one by hand. This works the same way across the transactions you use every day — purchases, sales, stock adjustments, transfers, and stock counts.

Before you start, make sure your scanner is connected and your products have barcodes saved. If a product has no barcode, scanning won't find it — you'll need to add it first.

How scanning works in a transaction

The basic action is the same everywhere in StockUnify.

  1. Open or create the transaction you're working on.
  2. Click the [Scan Barcode] button to open the barcode scanning pop-up window.

    3. use barcode scanner

  3. When it shows "Ready to scan", use your barcode scanner to scan the products.

    4. use barcode scanner

  4. StockUnify finds each matching product as you scan.

    5. use barcode scanner

  5. When you've finished scanning, click [Save] in the pop-up window. The products are added to the order as line items.

    6. use barcode scanner

Tip: Keep the scanning pop-up window open while you scan. If you close it, scanning stops.

The [Scan Barcode] button is available on quotes, sales, purchases, stock adjustments, stock transfers, and stocktakes — they all work the same way.

If a scan doesn't find a product

If a product can't be found, an error appears in the scanning window. Check these first:

use barcode scanner

  • The scanning pop-up window is open and showing "Ready to scan" before you scan.
  • The product has a barcode saved, and it matches the code on the label.
  • The scanner is connected — test it by scanning into any text field to see if the number appears.