Barcode scanners

Barcode Scanner in Altegio

A barcode scanner is an input device, just like a keyboard or mouse. It simply scans a barcode and inputs the value into the active field. You need to connect the scanner to your computer or laptop.

Important: #

No integration between the scanner and Altegio is required.

General Usage Guide #

1. Click on the field where you want to enter the barcode or add a product by barcode.

2. Point the scanner at the product’s barcode.

3. Press the button on the scanner to scan the barcode.

4. The barcode number will appear in the field.

How Can a Barcode Scanner Be Useful in Altegio? #

Entering a Barcode in the Product Card #

1. Go to Inventory > Products and open the product card or create a new product.

2. Click on the Barcode field.

   

3. Point the scanner at the product’s barcode.

4. Press the button on the scanner to scan the barcode.

5. The barcode number will appear in the Barcode field. Don’t forget to save the product.

You can also generate a barcode automatically in the product card using the circular arrow button.

Quickly Selling a Product #

1. Open the visit in the Visit Status tab (in the new version of the booking window — in the Payment tab), or Quick bar > Product sales, or Inventory > Inventory Management section.
   

2. Click on the product field.

3. Point the scanner at the product’s barcode.

4. Press the button on the scanner to scan the barcode.

5. The barcode number will appear in the field.

6. The corresponding product will appear in the dropdown list and can be selected.

Managing Gift Cards and Memberships #

If you have a gift card or membership cards with unique barcodes, you can use the scanner to speed up both the sale and the redemption processes.

To sell a certificate or membership:

1. Open the visit in the Visit Status tab or open the Inventory Management creation form.

2. Choose the type of Gift card or membership.

3. Click on the Code field.

4. Point the scanner at the Gift card or membership barcode.

5. Press the button on the scanner to scan it. The barcode number will appear in the Code field, assigning it to the sold gift card or membership.

To redeem with a certificate or membership:

Open the visit in the Payment tab.

In the Fast payment tab, go to the Loyalty section → in the Search by code and other payment methods, click on the input field under Search Gift card or Search Membership.

Alternatively, click on the Gift card or Membership field in the Detailed payment tab in the new version of the booking window.

Point the scanner at the barcode.

Press the scanner button. The barcode will appear in the field. Then click the magnifying glass icon to find and apply the gift card or membership.

Using the Scanner for Inventory #

Step 1: Prepare a File for Inventory #

1. Create a new text file on your computer with the .txt extension.

2. Click inside the open file.

3. Scan the barcodes of all items in your inventory. Each scan will appear in the file. If there are multiple units of a product, the barcode will appear multiple times.

4. Save the file with a clear name.

Step 2: Upload the File into Inventory in Altegio #

Go to Inventory > Stock Audit.

Click on Create stock audit.

Fill in all required fields: Date and Time, Inventory, Category of the product, Comment.

Check the box for Upload file with product barcodes.

Choose a value for Actual stock of items not in the file: either Set to zero or Set to calculated stock.

Drag and drop your file or upload it manually.

Click Start stock audit. The number of barcode entries in the file will be used to determine the quantity of each product in stock.