Barcode scanning is a type of proof of delivery (POD) that allows your drivers to confirm the completion of an order by scanning a barcode. In this article, we will go over how to set this up.
Who can use this feature | |
Pro and Custom plans | |
Users that have administrator privileges | |
All regions |
Enabling barcode scanning
Barcode scanning for proof of delivery is automatically enabled for Pro plans and higher. To start using barcode scanning you only need two things:
- Attach barcodes to orders (or allow for unplanned barcodes to be scanned)
- Make sure your configuration matches your needs
Driver applications will also need to be updated to the iPhone version 2.16.7 or above or Android 2.16.5 version.
If you are using custom POD forms, please reach out to support for assistance in using barcodes in your forms. |
Attaching barcodes to an order
You can set the pre-attached barcode values to an order, during manual creation/edit of an order, or at order import, or at API order insert.
Manually attaching barcodes
To manually add barcodes to an order:
- Select the order you want to add barcodes to
- Choose the “Barcodes” section from the left menu of the window
- Click “+ Add barcode”
- Input the barcode values you want to be attached to this order
Attaching barcodes via import
Barcodes can also be added in bulk by import. When importing:
- Multiple barcodes entry for a single order can be entered in one column.
- For Excel, use comma-separated values (example: 1234,1235,1236).
- For CSV files, use the double quotes when using multiple barcodes for a single order.
To do this:
- Add a column for barcodes to your spreadsheet
- Import spreadsheet
- Map the column to the dedicated field mapping called "Barcode"
Attaching barcodes using the API
Barcodes expected are pre-attached to an order while calling ‘Create Order’ or ‘Create or Update Orders’ methods.
Use the OrderData object to send single or multiple barcode object key-values in an array, for example:
- "barcode": [ { "barcode": "1234" } ]
- "barcode": [ { "barcode": "1234" }, { "barcode": "1235" }, { "barcode": "1236" } ]
If there are no barcodes attached to the order, the result will return an empty array.
In addition to the above, the same OrderData object is also used when calling ‘Get Orders’ or ‘Search Orders’.
Using unplanned barcodes with orders
You can also use barcode scanning without previously attaching barcodes to your orders for collection purposes. This must be enabled.
To allow for unplanned barcodes:
- Go to Administration→Settings→Driver app
- Choose “Configuration” from the left menu
- Scroll down to find the section called “Barcode scanning”
- Enable the “Show option to add new barcodes for the collection of unexpected items” checkbox.
If needed, you can also make the unplanned barcodes as a mandatory action, by enabling the option “Require at least one collected barcode”.
Configuring the barcode scanning
Next you'll want to make sure you configure your driver app to support the desired behavior you want for your barcodes.
To configure the driver app:
- Go to Administration→Settings→Driver app
- Choose “Configuration” from the left menu
- Scroll down to find the section called “Barcode scanning”
- Select the options that you want to enable
Option | What it does |
---|---|
Require scanning to complete orders |
This option allows you to require that the driver scan the barcode to complete the order as proof of delivery. If disabled, the barcode will still be optionally available for scanning upon order completion. |
Allow drivers to mark barcode as “item missing” | This option enables the driver to report if a barcode is not scannable or damaged. This option also comes with the ability to require the driver to take a photo of the unscannable barcode. |
Allow drivers to confirm an expected barcode by scanning a different one | This option allows the driver to scan a different barcode in place of the expected one that was originally attached to the order. |
Allow drivers to confirm an expected barcode by manual input of a different barcode | This option allows the driver to type in a different barcode in place of the expected one that was originally attached to the order. |
Show option to add new barcodes for the collection of unexpected items | In the event the driver has a barcode that was not originally part of the order, this option allows them to add these additional barcodes to the order. This can be used for “scan on the go” with unplanned barcodes and also on-site collections (for example scanning the return of empty containers). |