If you have a customer who repeatedly brings in the same items to be cleaned, you can create a barcode for those items to save you time during intake. Uniform items are unique to your customer and the same barcode number can be reused for multiple customers for different items.
Enabling Uniform Tracking
- As an administrator, go to Admin → Company
- Under the Intake tab, check the Enable Uniform Tracked Items check box
- Click the update button to apply this setting
Maintaining Uniforms
- Go to Maintanence → Uniforms
- To add new uniform item, click the add button
- You can use a pre-existing barcode to identify the item, or Route Clean can generate a barcode for you.
- Enter the required information for the new item
- Click Ok to create your new uniform item
- If you generated a barcode, you can click the barcode item you created and click Print Barcode
- This will print the barcode and the Identifier information with your reciept printer
Using Barcodes For Intake
You can add items to an invoice using barcodes in three ways
Method A
- When adding an item to an invoice, scan a barcode for your customer from inside the Pick Item popup
- This will generate a new item for your invoice configured to that barcode
Method B
- From the invoice detail page, click the at the top of your screen
- Scan a barcode for that customer
- An item will be generated for your invoice
Method C
- From any other page in Route Clean, click the at the top of your screen
- Scan or enter your barcode number into the Barcode popup
- If the barcode has been used with multiple customers, you will be prompted to choose who you would like to work with
- Choose if you would like to add the item to the most recent open invoice for that customer or create a new invoice for that customer
- Once you have chosen, you will be taken to the invoice's detail page where the item was added
Adding Uniform Items During Intake
You can add new uniform items for a customer during your intake process in two ways
Method A
- Select an item to add to the invoice from the Pick Item popup
- Click the Create Uniform Item button at the bottom of the Invoice Item popup
- Enter the barcode for your item and confirm your barcode item's details
- Any changes you make to the barcode item will be reflected on your invoice item
- Click Ok to create your new barcode
Method B
- When picking an item for an invoice from the Pick Item popup, enter or scan a barcode not used for that customer
- You will be prompted to add a new barcode
- Choose Yes and add the required information for the new uniform item
- Click Ok to add your new barcode
- Your new barcode will be added for reuse and the uniform item you created will be added to your invoice