Difference between revisions of "Barcoding"

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With HandiFox you can assign barcodes to products, which can then be scanned for quick item selection when entering transactions, counting inventory and in other appropriate situations.  
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With HandiFox you can assign barcodes to products and services, which can then be scanned for quick item selection when entering transactions, counting inventory and in other appropriate situations.  
 
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[[File:Demobar.PNG|300px|thumb|right|Example of [[Barcoding#Printing_Barcodes_and_Labels|Label]]]]
== Assigning Barcodes ==
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==[[File:tabletandroid.png | 36px]] [[File:comp.png | 36px]] Assigning Barcodes ==
 
Assignment of barcodes to items is possible in both the [https://www.handifox.com/ Desktop app] and the Mobile app.  
 
Assignment of barcodes to items is possible in both the [https://www.handifox.com/ Desktop app] and the Mobile app.  
  
=== In the Desktop App ===
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=== Assigning Barcodes On the Computer ===
==== Barcode List window ====
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'''Barcode List window'''
 
[[File:Barliswin.PNG|400px|thumb|left|View of the '''Barcodes List''' window]]
 
[[File:Barliswin.PNG|400px|thumb|left|View of the '''Barcodes List''' window]]
* '''Look For''' box: It allows to find any item by typing key word you need in any field. You can choose the field in the box beside Look For box.
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* '''Look For''' box allows finding any item by typing a keyword to look for in any field. You can choose the field in the drop-down box beside the ''Look For'' box.
* '''Search''' button: It allows to find the item by characteristics set before.
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* '''Search''' button: It allows finding the item by characteristics set before.
* '''Clear Filter''' button: It allows clearing the characteristics in Look For box chosen for the search.
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* '''Clear Filter''' button allows clearing the data in the ''Look For'' box.
* '''Refresh''' button: It allows clearing all the characteristics set before .
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* '''Refresh''' button allows clearing all the data that was set before saving.
* '''Copy of number items''' box: It allows choosing any copy number of items for printing. Use Set button to  
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* '''Copy of number items''' box allows setting any number of copies of the item's label for printing. Use the '''Set''' button to set the number of copies.
* '''Set''' button: It allows setting the copy number of items for all the checked items in the list
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* '''Set''' button allows setting the number of copies for all the checked items in the list
* '''Select Item Receipts''' button: You can use it to work only with Items from chosen Item Receipt.
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* '''Include inactive''' box allows working with inactive items.
* '''Include inactive''' box: It allows working with inactive items.
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* '''Save''' button: you can use it to save new barcodes for items.
* '''Save''' button: You can use it to save new barcodes for items.
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* '''Generate''' button allows generating barcode numbers for items without barcodes.  
* '''Generate''' button: It allows generating barcode numbers for items without barcodes.  
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* '''Print Label''' button allows printing labels for checked items.  
* '''Print Label''' button: It allows printing labels for checked items.  
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* '''Print List''' button allows printing the list of barcodes.  
* '''Print List''' button: It allows printing list of barcodes.  
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* '''Export List''' button allows exporting the list of barcodes to a file.
* '''Export List''' button: It allows exporting the list of barcodes to file.
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* '''Close''' button: click the button to close the Barcodes List screen
* '''Close''' button: Click the button to close Barcodes List screen
 
 
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{{Gototop}}
 
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==== Assigning Barcodes in the Desktop App: ====
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'''Assigning Barcodes On the Computer:'''
 
[[File:Genbar.PNG|400px|thumb|right|Automatically generated barcodes]]
 
[[File:Genbar.PNG|400px|thumb|right|Automatically generated barcodes]]
#  In QuickBooks, go to ''Menu → HandiFox → Barcodes List'' to open the '''Barcode List''' window.
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#  In QuickBooks, go to ''Menu → HandiFox → Barcodes List'' to open the ''Barcode List'' window.
#  Enter the barcodes you wish to assign to a specific item in the Barcode column or click on ''Generate'' to make the system generate a unique barcode for every item that does not have on assigned.
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#  Enter the barcodes you wish to assign to a specific item in the Barcode column or click on '''Generate''' to make the system generate a unique barcode for every item that does not have one assigned yet.
#  Click on ''Save''.
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#  Click on '''Save'''.
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==== Assigning Barcodes the Mobile App ====
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=== Assigning Barcodes in the Mobile App ===
 
[[File:Barmob.jpg|200px|thumb|left|Editing Barcode on the '''Edit Item''' screen]]
 
[[File:Barmob.jpg|200px|thumb|left|Editing Barcode on the '''Edit Item''' screen]]
# Go to the ''Main Screen → Inventory → Item List''  
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# Go to ''Main Screen → Inventory → Item List''  
 
# Select the item to which you want to assign a barcode.  
 
# Select the item to which you want to assign a barcode.  
# Tap the ''Edit''.  
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# Tap the '''Edit''' button.  
# Switch to the '''barcode''' tab.  
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# Switch to the ''Barcode'' tab.  
 
# Tap the barcode field next to the '''U/M''' to which you want to assign a barcode. Here you can either type in a barcode, or scan one (see [[Barcoding#Scanning_Barcodes|Scanning Barcodes]]).
 
# Tap the barcode field next to the '''U/M''' to which you want to assign a barcode. Here you can either type in a barcode, or scan one (see [[Barcoding#Scanning_Barcodes|Scanning Barcodes]]).
# Tap ''Save'' when you are done, or go back to cancel the operation.
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# Tap '''Save''' when you are done, or go back to cancel the operation.
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== Deleting Barcodes ==  
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==[[File:tabletandroid.png | 36px]] [[File:comp.png | 36px]] Deleting Barcodes ==  
=== In the Desktop App ===
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=== On the Computer ===
=== In the mobile App ===
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#  In QuickBooks, go to ''Menu → HandiFox → Barcodes List'' to open the ''Barcode List'' window.
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#  Click on the barcode you wish to delete and manually remove all its characters.
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#  Click on '''Save'''.
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=== In the Mobile App ===
 
# Go to ''Main screen → Inventory → Item List''  
 
# Go to ''Main screen → Inventory → Item List''  
 
# Highlight the item from which you want to remove a barcode.
 
# Highlight the item from which you want to remove a barcode.
# Tap ''Edit''.
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# Tap '''Edit'''.
 
# Switch to the ''Barcode'' tab.  
 
# Switch to the ''Barcode'' tab.  
 
# Delete the desired barcode from the barcode field next to the '''U/M'''.   
 
# Delete the desired barcode from the barcode field next to the '''U/M'''.   
# Tap ''Save'' when you are done or go back to cancel the operation.
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# Tap '''Save''' when you are done or go back to cancel the operation.
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{{Gototop}}
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== Editing Barcodes ==
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==[[File:tabletandroid.png | 36px]] [[File:comp.png | 36px]] Editing Barcodes ==
=== In the Desktop App ===
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=== On the Computer ===
 
# In QuickBooks, go to ''File → HandiFox → Barcodes List''.
 
# In QuickBooks, go to ''File → HandiFox → Barcodes List''.
# Click on the barcode you wish to edit under the '''Barcode''' column
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# Click on the barcode you wish to edit under the ''Barcode'' column
 
# Enter characters manually.
 
# Enter characters manually.
# Click on ''Save'' to save the changes or ''Close'', a confirmation popup will appear, click on '''NO'' to discard changes.
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# Click on '''Save''' to save the changes or '''Close''', a confirmation popup will appear, click on '''NO''' to discard changes.
  
=== In the mobile App ===
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=== In the Mobile App ===
 
# Go to ''Main screen → Inventory → Item List''  
 
# Go to ''Main screen → Inventory → Item List''  
 
# Highlight the item from which you want to remove a barcode.
 
# Highlight the item from which you want to remove a barcode.
# Tap ''Edit''.
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# Tap '''Edit'''.
 
# Switch to the ''Barcode'' tab.  
 
# Switch to the ''Barcode'' tab.  
# Make the necessary changes the desired barcode from the barcode field next to the '''U/M'''.   
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# Make the necessary changes to the desired barcode from the barcode field next to the '''U/M'''.   
# Tap ''Save'' when you are done or go back to cancel the operation.
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# Tap '''Save''' when you are done or go back to cancel the operation.
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== Scanning Barcodes ==
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==[[File:tabletandroid.png | 36px]] Scanning Barcodes ==
<h3>Scanning with Camera</h3>
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<h3>Scanning with a Built-in Camera</h3>
 
This method is the simplest but the least performant of all, so if you plan on scanning a lot of barcodes regularly, we recommend that you consider other methods described below.
 
This method is the simplest but the least performant of all, so if you plan on scanning a lot of barcodes regularly, we recommend that you consider other methods described below.
  
To scan a barcode with your device’s camera, simply tap the ''Scan'' button in the mobile app. This button will appear on all screens where barcode scanning is applicable.
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To scan a barcode with your device’s camera, simply tap the '''Scan''' button in the mobile app. This button will appear on all screens where barcode scanning is applicable.
  
{{Info | If a different scanning method is used, the Scan button becomes unnecessary and can be disabled in Admin → Settings →  Select Scanner to avoid confusion.}}
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{{Infogray | If a different scanning method is used, the Scan button becomes unnecessary and can be disabled in Admin → Settings →  Select Scanner to avoid confusion.}}
  
{{Info | 1 = Scanning barcodes with camera requires the [https://play.google.com/store/apps/details?id=com.google.zxing.client.android Barcode Scanner] app to be installed on the device, otherwise you will be prompted to install it after pressing the Scan button.}}
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{{Info | 1 = Scanning barcodes with the camera requires the [https://play.google.com/store/apps/details?id=com.google.zxing.client.android Barcode Scanner] app to be installed on the device, otherwise, you will be prompted to install it after pressing the Scan button.}}
  
 
<h3>Bluetooth Scanner</h3>
 
<h3>Bluetooth Scanner</h3>
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You can use a wireless Bluetooth barcode scanner with your mobile device for barcode scanning inside the HandiFox app.
 
You can use a wireless Bluetooth barcode scanner with your mobile device for barcode scanning inside the HandiFox app.
  
The scanner must first be paired with the mobile device (per the scanner’s manual). Once the scanner is paired, open HandiFox app and go to Admin → Settings → Select Scanner. Tap Scan Bluetooth and wait for the search to complete, then select your scanner from the list.
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The scanner must first be paired with the mobile device (per the scanner’s manual). Once the scanner is paired, open the HandiFox app and go to ''Admin → Settings → Select Scanner''. Tap Scan Bluetooth and wait for the search to complete, then select your scanner from the list.
  
You can also enter scanner’s Bluetooth address manually in case automatic discovery fails (this address can be viewed in the ''Bluetooth'' section of ''Android settings'', in the properties of the paired scanner).
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You can also enter the scanner’s Bluetooth address manually in case automatic discovery fails (this address can be viewed in the ''Bluetooth'' section of ''Android settings'', in the properties of the paired scanner).
  
 
{{Warning | Only scanners capable of [https://en.wikipedia.org/wiki/List_of_Bluetooth_profiles#Serial_Port_Profile_.28SPP.29 SPP] mode will work with HandiFox as advertised. Check the [http://www.handifox.com/products/system-requirements/ System Requirements] for recommended models.}}
 
{{Warning | Only scanners capable of [https://en.wikipedia.org/wiki/List_of_Bluetooth_profiles#Serial_Port_Profile_.28SPP.29 SPP] mode will work with HandiFox as advertised. Check the [http://www.handifox.com/products/system-requirements/ System Requirements] for recommended models.}}
 
<h3>Built-in Scanner</h3>
 
<h3>Built-in Scanner</h3>
 
HandiFox supports certain devices with built-in laser scanners. Visit [https://www.handifox.com/about/news/we-have-updated-the-list-of-handifox-hardware-requirements/ this page] to see all the devices supported. On Motorola devices, additional configuring is required to start using the scanner in HandiFox. Please [mailto:support@handifox.com contact us] for details.
 
HandiFox supports certain devices with built-in laser scanners. Visit [https://www.handifox.com/about/news/we-have-updated-the-list-of-handifox-hardware-requirements/ this page] to see all the devices supported. On Motorola devices, additional configuring is required to start using the scanner in HandiFox. Please [mailto:support@handifox.com contact us] for details.
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== Exporting and Importing Barcodes ==
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==[[File:comp.png | 36px]] Exporting and Importing Barcodes ==
=== Exporting List of Barcodes ===
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=== Exporting the List of Barcodes ===
 
# Open QuickBooks and go to ''File → HandiFox → Barcodes List'' to open the Barcodes List window.  
 
# Open QuickBooks and go to ''File → HandiFox → Barcodes List'' to open the Barcodes List window.  
# Click on ''Export list'' to export a list of all your barcodes as an Excel or CSV spreadsheet
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# Click on '''Export list''' to export a list of all your barcodes as an Excel or CSV spreadsheet
# Select to which drive/folder you want to export your data
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# Select the drive/folder you want to export your data to
# Choose the file format ('''''.xls, .cvs, .txt''''') in which you want to save your file list, and click on ''Save''.
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# Choose the file format ('''''.xls, .cvs, .txt''''') in which you want to save your export file, and click on '''Save'''.
 
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=== Importing List of Barcodes ===
 
=== Importing List of Barcodes ===
 
See [[Exporting_and_Importing_Data#Importing_Data|Importing Data]].
 
See [[Exporting_and_Importing_Data#Importing_Data|Importing Data]].
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== Printing Barcodes and Labels ==
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==[[File:comp.png | 36px]] Printing Barcodes and Labels ==
 
Barcode labels can be printed from the desktop app.  
 
Barcode labels can be printed from the desktop app.  
=== Printing List of Barcodes ===
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=== Printing the List of Barcodes ===
 
# Open QuickBooks and go to ''File → HandiFox → Barcodes List''.   
 
# Open QuickBooks and go to ''File → HandiFox → Barcodes List''.   
# Click on ''Print List''.
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# Click on '''Print List'''.
# The printer will open, select printer and click on ''OK'' to continue.
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# The printer will open, select printer and click on '''OK''' to continue.
#
 
  
 
=== Printing Specific Label(s) ===
 
=== Printing Specific Label(s) ===
 
# In QuickBooks, go to ''File →  HandiFox → Barcodes List''.
 
# In QuickBooks, go to ''File →  HandiFox → Barcodes List''.
 
# Use the check-boxes in the left-most column to check the items for which you want to print labels.  
 
# Use the check-boxes in the left-most column to check the items for which you want to print labels.  
# Enter the number of copies of each labels you wish to print in the box net to ''"Copy number of items"'' and click on ''Set''.
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# Enter the number of copies of each label you wish to print. You can do it both automatically and manually.
# Click on ''Print label'' and select what fields should show up on the labels. The system will generate a document with labels which you can then send to your printer.
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##Automatically. Fill the '''''Copy number of items''''' and click on '''Set'''. The ''Copy number'' column will be filled for all checked barcodes if it was empty before.
# In the '''Printer''' window, click on ''OK'' to continue.
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##Manually. Enter the number of copies in the ''Copy number'' column.
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# Click on '''Print label''' and select what fields should show up on the labels. The system will generate a document with labels which you can then send to your printer.
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# In the ''Printer'' window, click on '''OK''' to continue.
  
 
=== Printing All Labels ===
 
=== Printing All Labels ===
  
# In QuickBooks, go to ''File → HandiFox → Barcodes List'', Check/Tick the box to the left of the '''Name''' column to select all barcodes at once for printing.  
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# In QuickBooks, go to ''File → HandiFox → Barcodes List'', Check/Tick the box to the left of the ''Name'' column to select all barcodes at once for printing.  
# Enter the number of copies you need in the '''Copy number''' column  
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# Enter the number of copies you need: you can do it both automatically and manually.
# Click on ''Print label'' and select what fields should show up on the labels. The system will generate a document with labels which you can then send to your printer.
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##Automatically. Fill the '''''Copy number of items''''' and click on '''Set'''. The ''Copy number'' column will be filled for all checked barcodes if it was empty before.
# To close the '''Print Barcode Label''' screen, click on the '''Cancel''' button
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##Manually. Enter the number of copies in the ''Copy number'' column.
# To close '''Barcodes List''' screen, click on the '''Close''' button
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# Click on '''Print label''' and select what fields should show up on the labels. The system will generate a document with labels which you can then send to your printer.
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# To close the ''Print Barcode Label'' screen, click on '''Cancel'''.
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# To close the ''Barcodes List'' screen, click on '''Close'''.
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: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>NOTE: Starting from Handifox version 7.1.0, it is possible to print labels with Lot numbers and quantity. To enable this feature, go to ''File → HandiFox → Settings → enable "Use GS1 barcode standard" → check "Use quantity column" and/or "Use lot number column"''. You will find the respective columns in the '''Barcodes List''' window after that.</td></table></div>
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Latest revision as of 19:07, 15 July 2021

With HandiFox you can assign barcodes to products and services, which can then be scanned for quick item selection when entering transactions, counting inventory and in other appropriate situations.

Example of Label

Tabletandroid.png Comp.png Assigning Barcodes

Assignment of barcodes to items is possible in both the Desktop app and the Mobile app.

Assigning Barcodes On the Computer

Barcode List window

View of the Barcodes List window
  • Look For box allows finding any item by typing a keyword to look for in any field. You can choose the field in the drop-down box beside the Look For box.
  • Search button: It allows finding the item by characteristics set before.
  • Clear Filter button allows clearing the data in the Look For box.
  • Refresh button allows clearing all the data that was set before saving.
  • Copy of number items box allows setting any number of copies of the item's label for printing. Use the Set button to set the number of copies.
  • Set button allows setting the number of copies for all the checked items in the list
  • Include inactive box allows working with inactive items.
  • Save button: you can use it to save new barcodes for items.
  • Generate button allows generating barcode numbers for items without barcodes.
  • Print Label button allows printing labels for checked items.
  • Print List button allows printing the list of barcodes.
  • Export List button allows exporting the list of barcodes to a file.
  • Close button: click the button to close the Barcodes List screen



[Back to top]


Assigning Barcodes On the Computer:

Automatically generated barcodes
  1. In QuickBooks, go to Menu → HandiFox → Barcodes List to open the Barcode List window.
  2. Enter the barcodes you wish to assign to a specific item in the Barcode column or click on Generate to make the system generate a unique barcode for every item that does not have one assigned yet.
  3. Click on Save.












Assigning Barcodes in the Mobile App

Editing Barcode on the Edit Item screen


  1. Go to Main Screen → Inventory → Item List
  2. Select the item to which you want to assign a barcode.
  3. Tap the Edit button.
  4. Switch to the Barcode tab.
  5. Tap the barcode field next to the U/M to which you want to assign a barcode. Here you can either type in a barcode, or scan one (see Scanning Barcodes).
  6. Tap Save when you are done, or go back to cancel the operation.














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Tabletandroid.png Comp.png Deleting Barcodes

On the Computer

  1. In QuickBooks, go to Menu → HandiFox → Barcodes List to open the Barcode List window.
  2. Click on the barcode you wish to delete and manually remove all its characters.
  3. Click on Save.

In the Mobile App

  1. Go to Main screen → Inventory → Item List
  2. Highlight the item from which you want to remove a barcode.
  3. Tap Edit.
  4. Switch to the Barcode tab.
  5. Delete the desired barcode from the barcode field next to the U/M.
  6. Tap Save when you are done or go back to cancel the operation.


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Tabletandroid.png Comp.png Editing Barcodes

On the Computer

  1. In QuickBooks, go to File → HandiFox → Barcodes List.
  2. Click on the barcode you wish to edit under the Barcode column
  3. Enter characters manually.
  4. Click on Save to save the changes or Close, a confirmation popup will appear, click on NO to discard changes.

In the Mobile App

  1. Go to Main screen → Inventory → Item List
  2. Highlight the item from which you want to remove a barcode.
  3. Tap Edit.
  4. Switch to the Barcode tab.
  5. Make the necessary changes to the desired barcode from the barcode field next to the U/M.
  6. Tap Save when you are done or go back to cancel the operation.


[Back to top]


Tabletandroid.png Scanning Barcodes

Scanning with a Built-in Camera

This method is the simplest but the least performant of all, so if you plan on scanning a lot of barcodes regularly, we recommend that you consider other methods described below.

To scan a barcode with your device’s camera, simply tap the Scan button in the mobile app. This button will appear on all screens where barcode scanning is applicable.

Info-sign.png If a different scanning method is used, the Scan button becomes unnecessary and can be disabled in Admin → Settings → Select Scanner to avoid confusion.
Info-sign.png Scanning barcodes with the camera requires the Barcode Scanner app to be installed on the device, otherwise, you will be prompted to install it after pressing the Scan button.

Bluetooth Scanner

You can use a wireless Bluetooth barcode scanner with your mobile device for barcode scanning inside the HandiFox app.

The scanner must first be paired with the mobile device (per the scanner’s manual). Once the scanner is paired, open the HandiFox app and go to Admin → Settings → Select Scanner. Tap Scan Bluetooth and wait for the search to complete, then select your scanner from the list.

You can also enter the scanner’s Bluetooth address manually in case automatic discovery fails (this address can be viewed in the Bluetooth section of Android settings, in the properties of the paired scanner).

Warning-sign.png Only scanners capable of SPP mode will work with HandiFox as advertised. Check the System Requirements for recommended models.

Built-in Scanner

HandiFox supports certain devices with built-in laser scanners. Visit this page to see all the devices supported. On Motorola devices, additional configuring is required to start using the scanner in HandiFox. Please contact us for details.

[Back to top]


Comp.png Exporting and Importing Barcodes

Exporting the List of Barcodes

  1. Open QuickBooks and go to File → HandiFox → Barcodes List to open the Barcodes List window.
  2. Click on Export list to export a list of all your barcodes as an Excel or CSV spreadsheet
  3. Select the drive/folder you want to export your data to
  4. Choose the file format (.xls, .cvs, .txt) in which you want to save your export file, and click on Save.


Info-sign.png Alternatively, barcodes can be exported via the Export/Import window, see Exporting Data for more details

Importing List of Barcodes

See Importing Data.

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Comp.png Printing Barcodes and Labels

Barcode labels can be printed from the desktop app.

Printing the List of Barcodes

  1. Open QuickBooks and go to File → HandiFox → Barcodes List.
  2. Click on Print List.
  3. The printer will open, select printer and click on OK to continue.

Printing Specific Label(s)

  1. In QuickBooks, go to File → HandiFox → Barcodes List.
  2. Use the check-boxes in the left-most column to check the items for which you want to print labels.
  3. Enter the number of copies of each label you wish to print. You can do it both automatically and manually.
    1. Automatically. Fill the Copy number of items and click on Set. The Copy number column will be filled for all checked barcodes if it was empty before.
    2. Manually. Enter the number of copies in the Copy number column.
  4. Click on Print label and select what fields should show up on the labels. The system will generate a document with labels which you can then send to your printer.
  5. In the Printer window, click on OK to continue.

Printing All Labels

  1. In QuickBooks, go to File → HandiFox → Barcodes List, Check/Tick the box to the left of the Name column to select all barcodes at once for printing.
  2. Enter the number of copies you need: you can do it both automatically and manually.
    1. Automatically. Fill the Copy number of items and click on Set. The Copy number column will be filled for all checked barcodes if it was empty before.
    2. Manually. Enter the number of copies in the Copy number column.
  3. Click on Print label and select what fields should show up on the labels. The system will generate a document with labels which you can then send to your printer.
  4. To close the Print Barcode Label screen, click on Cancel.
  5. To close the Barcodes List screen, click on Close.
NOTE: Starting from Handifox version 7.1.0, it is possible to print labels with Lot numbers and quantity. To enable this feature, go to File → HandiFox → Settings → enable "Use GS1 barcode standard" → check "Use quantity column" and/or "Use lot number column". You will find the respective columns in the Barcodes List window after that.


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