When creating estimates or invoices, use barcode scanning to swiftly add items and quickly retrieve relevant details like pricing, descriptions, and SKU numbers. This speeds up the invoicing process, minimizes mistakes, and enhances overall efficiency. Additionally, enhance your line item records by incorporating barcode digits, allowing for fast and accurate item list updates.

To utilize barcode scanning when adding items to estimates and invoices, begin by opening a new estimate or invoice in the mobile app. Scroll down and select Add Line Item.

Select the Scan Barcode icon.

Your device camera will now be used to scan the barcode. If the barcode does not exist in your system, it will read No Results Found. You can then select Create New Item.

Enter the item name, type, SKU (if applicable), unit cost, unit price, and description. Notice that the barcode you scanned has been auto-populated in the UPC (Barcode) Field. When you're finished, save the item and select Add Item. This will save the item in your item list and add it to the current estimate or invoice.

If you search a barcode that is already in your system, you can see/adjust the details, as well as easily select the Add Item button to include it in your estimate or invoice.

To easily update or add line items, use the barcode scanner. Our barcode scanner feature makes finding line items efficient and allows you to update your costs, pricing, or inventory quickly.

To get started, navigate to your Item List in the mobile app, then select the Scan Barcode icon.

Your device camera will now be used to scan the barcode. If the barcode does not exist in your system, it will read No Results Found. You can then select Create New Item.

If you search a barcode that is already in your system, you can easily adjust the item name, cost, and price, as well as easily select the Open Full Item button to update other details of this item such as inventory.