How do I set up item scan codes ?

Scan codes

Recent Updates (August 2022)

• We've enhanced the scancode management capabilities in our backoffice for more efficient additions, removals and updates to scancodes. Now, if you want to update the prices of your existing scancodes, you can upload a spreadsheet with new prices and it will update the prices linked back to each scancode (PLU). 
• We've added the ability to replace all data in a spreadsheet import or simply update data with spreadsheet import
• We've also added the ability to view file history, so you can see all your files imports and exports
  • From the file history, you can download result files to see if your imports were successful or uploaded with errors 

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Overview

• Item scan codes are set up for the scan & go feature
• Scan codes can be set up manually or by importing a spreadsheet with data
• You can search for item scan codes using he search bar 
• You can view or hide expired scan codes using the Hide Expired toggle

Setting up scan codes manually 

1. Go to the Menus tab in the backoffice
2. Select your company and brand from the dropdown menus
3. Go to the Scan codes tab 
4. Click ADD NEW button
5. Click Add Manually 
6. Enter the fields
   • The required fields are name, category, PLU number and Price.
   • If the location is POS Connected you need input the POS ID and price level if applicable. 
   • The deposit is used for bottle deposits 
7. Click SAVE to save your changes 

 

Importing scan codes

The scan code excel template is attached to this page. Please scroll down to bottom of page to download. 

1. Go to the Menus tab in the backoffice
2. Select your company and brand from the dropdown menus
3. Go to the Scan codes tab 
4. Click ADD NEW button
5. Select Import Spreadsheet
   • Select Replace to replace all existing data with new data in your spreadsheet
   • Select Update to update your existing scancodes with new fields (ie. update prices) 
6. Click Choose file and select the spreadsheet from your computer
7. Click Save

Note

If you are experiencing errors when uploading scancodes files, please check for duplicate codes and trailing spaces.

Exporting Scan Codes

You can export the existing scan codes at a location at any time. 

1. Click the more button 
2. Select EXPORT .CSV
3. Once you have triggered the export, go to View File History to Download the CSV File 
4. Locate your export and click Download button on right hand side of pop-up 
   
   

View File History

You can view all your scan-code import and export history from the scan codes tab to keep track of your scan code inventory. 

1. Click the "more" button
2. Select View File History
   1. A pop-up will appear with all of your file import and export history
   2. Each import/export will have a status, telling you if the file was successfully loaded
   3. For imports, Download the response file by clicking download button for the import. In case there were errors in the upload you can view which items have issues in the CSV file on each line. 
   4. For exports, you can trigger an export of existing data (see section above) and download the export file at any time

 

Editing scan codes 

1. Search for the item scan code 
2. Click Pencil icon 
3. Edit information in popup 
4. Click save

Expiring scan codes

1. Search for the item scan code 
2. Click on Check box in the Expire column 
3. Click save

Download the import template below