This functionality is available from the Premium plan and above, so the highest license tier is required to use it.

Using a barcode scanner also requires the appropriate company settings, where the option to use a scanner can be disabled. To enable scanner use, leave the setting in its default state, i.e., enabled.

If you want to use a barcode scanner in the desktop application instead, you can find the relevant settings in our desktop application guide.

In this article, however, we will focus on how to use a barcode scanner in the web interface.

The first step before you can start using the scanner is to assign EAN codes to your price list items. Open the price list and add the EAN codes to the relevant items.

If the EAN code field is not visible, you can display it using the form field settings. In addition to showing or hiding fields, you can also customize the form appearance.

The field mentioned above is used to identify a single unit of the relevant item. However, it is also possible to work with EAN codes assigned to packaging. If you need an EAN code to identify multiple units of an item (i.e., a package), assign the EAN code to the packaging.

Once you have set up EAN codes for the items you want to scan, you can proceed to the next step.

Note:

When using a scanner, the web interface can also search by price list codes. You can therefore use the "Code/Abbreviation" field to identify items with the scanner.

In the desktop application, more advanced configuration was required — it was necessary to set a scanner prefix and work only with compatible scanners. In the web interface, however, this is no longer the case.

The web interface works with a barcode scanner in standard mode — that is, as a keyboard input device. No specific configuration is required.

If you are unsure which scanner to choose, you can refer to the previously compiled list of compatible scanners for the desktop application:

All that remains is to demonstrate the actual use of the scanner. Open the document into which you want to scan items. For this example, we will use a stock receipt.

The scanner can also be used in many other document types, such as invoices, stock issue notes, or orders. The workflow is the same in all cases.

The screenshot above shows where to find the button that opens the scanner interface. Once you have a scanner connected to your device, you can open the interface.

Let's first explain the meaning of the individual fields and toggles:

To scan an item, the mouse focus must be within the scanner interface. If it is not, Flexi will notify you of this.

Return the focus to where it should be and proceed to scan the item.

Since the EAN code corresponded to one unit of the relevant item, one unit was added to the form. Scanning the same EAN code again will add another unit.

You can also use the additional EAN codes displayed alongside functional buttons (which can be clicked or scanned) to speed up your workflow. The available options include removing one unit, adding five units, or removing the entire item row.

Once you have scanned all the items you want to add to the receipt, you can confirm the form. This can be done using either the scanner or the mouse.

In the case of our example, the result is the item saved in the stock receipt form. When the receipt is saved, the stock quantity will be increased accordingly.

As mentioned at the beginning of this guide, the scanner can also be used in many other document types. The workflow is the same throughout.

The scanner can be used not only for adding items to documents, but also for order fulfillment — the process of creating a new document (a stock movement or invoice) from an existing order. This applies to both purchase orders and sales orders.

If you have an order you want to fulfill, and its items have EAN codes assigned, you can complete the fulfillment using the scanner.

In the order, select the appropriate fulfillment method and confirm your selection.

You will be taken to a form where you can select the items to fulfill. For this example, we will demonstrate creating an invoice.

From there, you can simply start scanning the relevant EAN codes. The top section of the form will clearly show how many units of each item have already been scanned. For example, if 3 units of a given item are scanned, the form will look like this.

Confirming the form will create the corresponding document along with its line items.

Can the scanner be used to search for items within the price list?

Not at this time — this functionality is only available in the desktop application. Searching and filtering can only be done manually.

Can the scanner be used to search for items within document line items?

This functionality is not currently available. Searching and filtering can only be done manually.

How do I use a scanner in the desktop application?

The full procedure is described in our documentation. Please follow the steps outlined there.