Scanning onto Sales Orders feature streamlines the process of adding items to sales orders by allowing continuous scanning of package tags directly into the system. This feature is designed to enhance efficiency and accuracy when managing sales orders.
Note: Sales Orders need to be created for Scanning Mode to appear.
Watch this video covering the feature in action:
Key Features
- Continuous Scanning: Seamlessly scan multiple package tags without interruptions. Each scan takes less than 1 second.
- Scanning Mode: When activated, this mode allows users to continuously scan tags to add items to a sales order.
- Automatic add items: Use this toggle to automatically add Line Items to your orders from the packages you scan, even if the Items are not already on the order.
How to Use Scanning onto Sales Orders
Activating Scanning Mode
- Navigate to the Sales Orders section in the Canix application.
- Open or create a sales order where you want to allocate packages.
- Enable “Scanning Mode” by selecting the Scanning Mode toggle in the Sales Order search bar.
Adding Packages via Scanning
Once in “Scanning Mode,” follow these steps to add items:
- Scan the Tag: Use the barcode scanner to scan the package tag. The system will process the scan in about 1 second.
- Verify Tag Validity: The system will automatically check if the scanned tag is valid for the sales order.
- Automatic add Items: If you want packages to be added to the Sales Order even if the Item has not been added yet, ensure that the Automatic add items toggle is enabled.
Tag Validation
When a tag is scanned onto a sales order and cannot be added, Canix provides detailed feedback and options to address the issue.
If a scanned tag cannot be added to the sales order, Canix will:
- Add the Invalid Tag to the Top of the Sales Order: Each invalid tag will be listed individually at the top of the sales order.
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Display Detailed Information: For each invalid tag, the following details will be shown:
- Order of Scanning: The sequence in which the tag was scanned.
- Tag Number: The unique identifier of the tag.
- Item Name: The name of the item associated with the tag.
- Package Weight: The weight of the package associated with the tag.
- Reason for Invalidity: Explanation of why the tag cannot be added to the order.
Reasons for Invalid Tags
Tags may be deemed invalid for the following reasons:
- Item Not on Sales Order: The item associated with the tag is not listed on the sales order (unless the “Automatically add Items” toggle is enabled).
- Tag Not in Facility: The tag does not belong to the current facility.
- Tag Not Available to Sell: The tag is not available for sale.
Options for Invalid Tags
For each invalid tag, users have the following options:
- Dismiss: Removes the warning without taking further action.
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Retry: Attempts to add the tag to the order again.
- If successful, the tag is added in the original scanning order.
- If failed, the invalid tag warning persists.
Bulk Actions for Invalid Tags
To manage multiple invalid tags efficiently, users can perform bulk actions:
- Copy Invalid Tags: Copies all invalid tag numbers for easy reference or external use.
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Retry All: Attempts to re-add all invalid tags to the sales order.
- Valid tags are added in the order they were originally scanned.
- Invalid tags that still fail will retain their warning.
- Dismiss All: Dismisses warnings for all invalid tags without further action.
Order of Scanned Packages
To update the order in which packages appear on the sales order, navigate to that facility's settings in Facility Management.
There are two options for how packages appear on the sales order once scanned.
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Alphanumeric (Default): sorts packages alphabetically, regardless of the order in which they were added
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Order Added to Sales Order: when packages are scanned or added manually, the order in which the packages were added is maintained
Please note that the order in which packages appear on the sales order is the same order in which they will appear on the transfer manifest.