How To: Use a USB scanner to add items to a purchasing document

How To: Use a USB scanner to add items to a purchasing document

If your team uses a USB laser scanner, you can quickly add items to purchasing documents by scanning barcodes instead of searching manually. This reduces data entry time and errors.

  1. Unitech USB laser scanner

Scan to add items to a purchasing document

The default scanner configuration lets you scan items into a purchasing document using the item lookup screen.

  1. Open a purchasing document.

  2. Select Add line items to open the item lookup screen.

  3. Scan the item barcode.

    • The item is automatically added to the purchasing document.


Figure: Example of the Add Line Items option in Purchase Orders 

Scan items directly into a purchasing document

You can also configure the scanner to add items directly to the purchasing document without selecting Add line items.

With this configuration, scanning a barcode automatically:

  • Opens the item lookup screen

  • Finds the item

  • Adds the item to the document

Configure direct scanning
  1. Print the configuration barcodes provided below.

  2. Scan the barcodes in order, starting with 1. Enter configuration mode and ending with 12. Exit configuration mode.

Reset the scanner

To undo this configuration, scan the Reset to defaults barcode at the top of the page.



    • Related Articles

    • Troubleshooting: Unable to Add an Item to a Purchasing Document

      The item is active, but you can’t add it to a purchasing document. One or more of the following conditions apply: The item isn’t configured for use in purchasing documents. The item doesn’t have a vendor assigned. Use the Size Behaviors tab to manage ...
    • Feature Overview: The Purchasing Module

      The Yellow Dog Purchasing module lets you track and manage all purchasing activities in one place. The module is highly configurable and supports a wide range of client workflows. Purchasing Module Use the Purchasing module whenever you need to ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Quick Reference: Converting purchasing documents

      When a purchasing document reaches the next step in the workflow, you must convert it. Converting a document moves it forward in the purchasing process while preserving its details Figure: Sample of the Convert To button within a purchasing document ...
    • How To: Remove a Purchasing Document

      If a purchasing document is created or committed by mistake, you may need to remove it to maintain accurate inventory and financial records. Required permissions depend on the document type and its current status. Typical permissions include: Edit ...
    • Popular Articles

    • How To: Find Your Yellow Dog Inventory Version

      Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...
    • Feature Overview: Par & Re-Order Points

      Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...
    • Tips & Tricks: How do I download and install drivers for my Zebra Printer?

      **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...
    • How To: Swap the On-Hand/Parent Size (Edit Base Unit)

      When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...
    • FAQs: What are Bins?

      Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...