Wholesalers and distributors can enable their merchant-customers to order stock and initiate delivery simply by scanning the barcodes of in-store items with codeREADr. Orders can be automatically uploaded to their back-end systems to automate order processing. Manufacturers, distributors, representatives and marketers can a) enable remote ordering; b) track samples given to clients; and c) monitor inventory at client locations. Integration and branding are typically done with your own IT staff or alternatively through developers.

Databases: When an item is scanned, manually entered or searched, the app will check an online or on-device database to determine if the Item ID is valid and, if so, display the associated description text (description, package quantity, price, etc. and optionally a URL, if appropriate). Follow these steps:

  1. Format your database as a comma delimited file (CSV) with two columns of data:Item ID (UPC/EAN code, etc)Description: 01234567 Item name, description, price, comments, etc.
    12345678 Item name, description, price, comments, etc. 
    Detailed instructions here: How do I create and upload a CSV file?
  2. Go to >> Databases >> Create Database. Here you can create, name and upload your database(s).
  3. Once you’ve created your database you will be able to associate it with the appropriate Services when creating or editing them. [See Services below.]

Data Collection: After an item’s ID (UPC, EAN, etc.) has been scanned, the app will check the associated database (stored either on-device or online) and report the status (Valid or Invalid) to the app user along with the item’s description.

The app user can also be presented with a manual entry form and/or a multiple choice form. Manual entry forms are used by the app user to enter such information as Order Quantity or Notes. The multiple choice form can also be used for selecting an order quantity or other data. Follow these steps:

  1. Go to >> Data Collection >> Add a Question. Here you can create as many questions as you would like.
  2. Associate your question(s) with the appropriate Service(s) at any time while creating or editing your Service(s).

Users: Authorized app users must sign in to the codeREADr app with the credentials (username and password) you’ve assigned to them. Upon signing in they are presented with only those Services which you’ve associated with their credentials. Upon selecting a Service, the app will download the database associated to that Service. The app user can then start scanning. Follow these steps:

  1. Go to >> Users >> Create a User. Here you can create as many users as you would like. Often the username is a customer number or other identifier clearly identifying the app user’s affiliation (store, company, etc.).
  2. Choose the Service(s) which each app user is allowed to see on the app. If you haven’t created a Service yet, you can associate app users later when you create your Service(s) – see Services below.
  3. Limit the number of devices an app user’s credentials can be used with (optional). Often credentials are limited to a certain number of devices, depending on the application. The most common is one device per credential.

Services: ‘Services’ provide the framework for collecting and managing scanned data to achieve specific results. Services can be used to simply record scans or to record and validate scans against an on-device or online database. Account administrators control Services by assigning app users, databases and data-entry forms to specific services. Follow these steps:

Go to >> Services >> Create a Service. Here you can create as many services as you would like. Start with a Name and Description (optional – this description is shown to the app user each time they select this service.

  1. Select a Service Type. Generally for Barcode Ordering select Validate Scans >> On-Device >> Duplicate Scans = Valid. You also need to select the database against which the scans made with this service will be validated against. No internet connection is required as scans will be saved on the device for uploading later.
  2. Authorize Users. When the credentials of these app users are entered into the app they will be able to see and select this service. You may optionally give them the option to delete and/or edit saved scans (recommended for Barcode Ordering).
  3. Add Questions. You may assign a specific order to the questions by hovering over the question. There are four options for question flow:
  • Before submitting a scan – Questions are presented before scan is recorded or validated.
  • After submitting a scan – Questions are presented after scan data has been recorded or validated. The same questions are presented for both Valid and Invalid scan results.
  • Only after submitting a Valid scan – Questions are presented after scan data has been validated against a database. Only these questions are presented when the scan result is Valid.
  • Only after submitting an Invalid scan – Questions are presented after scan data has been validated against a database. Only these questions are presented when the scan result is Invalid.

4. Email Scan Data. The CSV file of scans uploaded from a device are automatically emailed to a specific address. This is recommended if you don’t want to use the web site to filter and export your scans. Note: there’s an API for exporting scan data, too.

5. Enable Duration. For Scan to Order this feature is typically not used.

6. Track GPS location. For Scan to Order this feature is typically not used.

7. Editing/Deleting scans. For Scan to Order this feature is valuable.

8. Improve Performance. This option is typically selected to make barcode scanning faster. Test your settings.

Developers API (option): A full set of APIs are available to developers.

in Best Practices with Instructions