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Barcode scanning to invoice

Scans a barcode and books that stock onto a job as material used.

Record a recognised stock item as material used on a job.

Before you start

Availability: Crew plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office, Field. A role name alone does not override the permissions set by your business.

Where to find it: Stock & Inventory > Barcode scanning to invoice.

Open Scan, choose Use on job and select the correct job. Check the item and unit before confirming a quantity.

Using this guide in United States

  • Choose your business country when creating a new account. For an existing business, check the country in Business settings before entering addresses or preparing documents. Some country changes are unavailable for existing businesses, even when new accounts can sign up in that country. Changing the public website region does not change your business settings.
  • Check the business currency (USD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.

Step by step

  1. Open Scan and choose Use on job.
  2. Pick the job, then scan the item barcode.
  3. Confirm the quantity. The scan books the material against that job.
  4. Stock in, stock out, transfers and van locations stay on Business.

Worked example

Scan the barcode on a fitting, confirm the matched catalogue item and record the number used on the selected job.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Reopen the job and check the material, quantity and resulting charges. Resolve an unknown or ambiguous barcode before recording use.

Limits and troubleshooting

This Crew feature records job material use; it does not itself issue or send an invoice. Stock receipts, transfers and multi-location stock management retain their separate Business permissions.

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