Scan-to-Order for Wholesalers, Distributors, and Manufacturers
Popular Use Cases
- Wholesalers and distributors: First, enable customers to order stock and initiate delivery by scanning the item’s barcodes. Secondly, automate order processing by auto-uploading orders to your back-end system.
- Manufacturers, distributors, representatives: First, enable remote ordering. Secondly, track the samples that you gave to clients. Thirdly, monitor inventory at clients’ locations.
Typically, your own IT staff or third-party developers can complete the integration and branding.
Create a Database
Importantly, when you manually enter, search, or scan an item, the app will check an online or on-device database. Here, it will if the Item ID is valid. Then, if it’s valid, the app will display your associated text or HTML content for that item. More specifically, the content can include the description, package quantity, price, and etc. Additionally, it can display a photo and URL as well. Follow these steps for creating a Database.
Data Collection – The Quantity
Notably, after the user scans an item’s ID (UPC, EAN, etc.), the app will check your database. After that, it will display the item’s description. Also, when creating the app’s flow, you can prompt users to enter answers via forms, dropdowns, photos, signatures, etc. Then, the answers will be part of the scan record of that item.
The most common answer types for this use case would be Order Quantity and Comments. Notably, if the quantity is always ‘1’, then the first answer on a dropdown menu should also be ‘1’. Alternatively, if you don’t require any other information, you don’t need to ask for the quantity.
Create and Assign App Users
First, users must sign in to the app with the credentials you’ve assigned to them. Secondly, upon signing in, they will see only those Services which you’ve associated with their credentials. Thirdly, after selecting a Service, the app will download the database associated with that Service. After that, the app user can then start scanning. Follow these steps for creating app users.
Also, you can create as many users as you need. More specifically, the username can be a customer number or other identifier, clearly identifying the app user’s affiliation (store, company, etc.). Moreover, you can optionally limit the number of devices an app user can use. Furthermore, you can remove access to Services, delete the app user, or change the password.
Create a Service
For instance, you can collect and manage scanned data to achieve specific results through our services. Here, you can simply record scans or validate scans as well against an on-device or online database. Importantly, account administrators control Services by assigning app users. In addition, they assign databases and data-entry forms to specific services. Follow these steps to create a Service.
You can view, filter, and export your scan records in many ways. Options include:
- Export Templates
- CSV Download Links (for selective sharing)
- Postback URL (for posting scans directly to your server)
- Scheduled FTP/SFTP and Email of filtered scan records
- Manual download
- Auto-insert to Google Sheets, QuickBase, etc.
- Fetch using our API