Creating A New Bar Code Record

Bar Code records are used to cross reference your Product records with a bar code used by (a) the Customer, (b) the Supplier, or (c) by your own company/organisation. You may potentially create multiple Bar Code records of all types (i.e. Customer/Supplier/Our Code) against a single Product.

To create a new Bar Code record use one of the following methods:

(a) From the Toolbar - Sub Menu: click the arrow next to New... then select Bar Code.

OR: (b) If 'Bar Code' is the current 'default document' (i.e. the document type currently selected in the New... menu on the left of the Toolbar - Sub Menu): click [F5] on your keyboard.

OR: (c) From the Home tab: under create, select Bar Code.

OR: (d) From the Toolbar Main Menu: select File > New then select Bar Code from the menu.

OR: (e) From the Finder Toolbar: click the arrow on the Search... button and select Search Bar Codes (any Bar Codes created will appear in the search results) then select New Bar Code from the Finder toolbar. See example:

OR: (f) Click the appropriate module on the Mega Menu (e.g. System Administration), then under create select Bar Code.

A new Bar Code record will open in a new tab:

Record the Bar Code record's details in the various available fields, using the information below as guidance:

Note: Certain fields - coloured yellow - are mandatory. You may use your [Tab] key to move from one field to the next.

Field

Definition (* = mandatory field)

Bar Code *

Enter the Bar Code of the product.

Note: The Bar Code must be 15 characters long. The system will add spaces if fewer than 15 characters are entered.

If the Bar Code Type (see below) is set to O or S, the Bar Code entered must be unique; i.e. must not match a Bar Code set up against any other product used by your organisation/a supplier.

Bar Code Type

Use the menu to select whether the Bar Code is being used by the:

(C) Customer,
(S) Supplier, or
(O) Our Code (i.e. by your business/organisation)

Default

If you selected the Bar Code Type 'O - Our Code' above:

Check this field if this record is to be treated as the default Bar Code for this product.

Account *

If you selected the Bar Code Type 'C - Customer' or 'S - Supplier' above:

Enter the Customer/Supplier account number in this field.

If you do not know the account number, click [F3] to activate the context-sensitive Finder. Customers/Suppliers will now be available to search/select in the Finder. For further details see Finding Customers or Finding Suppliers.

When you click to the next field the Customer/Supplier's full name will be displayed in the field to the right.

Product *

Enter the Product Code of the product the Bar Code record will be linked to.

If you do not know the product code, click [F3] to activate the context-sensitive Finder. For further details see Finding Products.

When you click to the next field the Product's Description will be displayed in the field to the right.

Label Code *

Use the menu to select the Label Code; i.e. the label 'type' used when printing this Product Barcode (e.g. Portrait Large Product Label; Type A Barcode Label).

Note: These menu options are set up and maintained in Label records. See Label Maintenance.

Pack Quantity *

If required, enter the pack quantity here. The field defaults to 1, but you may enter any number greater than zero.

For example, if the bar code is for a single item, enter 1. If the bar code is for a six-pack of beer, enter 6.

Quantity UoM *

For timber and sheet products only: enter the quantity unit of measure here (e.g. m3).

Note: * = mandatory field

When you have completed the fields as required, select Save from the Toolbar - Sub Menu to save the new record.