Using Barcodes for Order Entry

Instructions for manual order entry in Workflow utilizing barcodes

What’s Needed

• Price Sheet in Workflow

• Reference ID’s

• External Package sheet with Barcodes

• Barcode Scanner

Steps

1. Open up or create a new Price sheet

2. Enter in the Reference ID for Packages or a la cart items in the price sheet

   

3. If this is a Build Your Own Package (BYOP) then you will want to have the Reference ID set for the package and also for each individual product

   1. This allows you to scan for the package then do a scan for each product to select

4. Once this is completed the studio will also want to make sure to have a list of all barcodes and products outside of workflow. They will use this list to scan for packages

4. To enter in orders first go into the job

   1. If you would like to use barcodes to scan the subjects then you can run a barcode export

   2. You can also choose to just select the given subject to enter orders for

5. Go to the Capture screen (Tools - Capture)

6. Select on a subject (either by scanning or manually selecting)

7. Go to “orders”

8. Select to add a Preorder

9. Now you can scan your barcodes for the products chosen by the customer

10. Once complete you can go to the next subject (this would be easiest to do with barcodes). That way you do not need to exit the screen

    1. Note that you will not be able to complete the order until all services are selected. These will need to be done without scanning

    2. If you attempt to proceed before all necessary items are selected you will get this message and if you choose to leave then the order will be lost

12. On the next subject, scan the next set of products

13. Continue until done

14. Once all the orders have been created, you can then sync to create the orders

15. Assign images then release the orders