Barcode & RFID Support

Streamline warehouse operations and ensure accuracy by using barcode or RFID scanning for item identification, stock movements, order picking, and shipping in the CGIC App.

Overview

What it does:

• Allows you to scan item barcodes or RFID tags instead of manually typing item codes
• Accelerates key transactions: Purchase Receipts, Stock Entries (Transfers), Pick Lists, Delivery Notes
• Reduces data‐entry errors by verifying scanned items against system records
• Supports both 1D barcodes (UPC, EAN) and RFID tags (if hardware integration is set up)

Prerequisites

1. Hardware & Network
   • Functional barcode scanner (USB, Bluetooth) or RFID reader configured to input into your computer or mobile device
   • Stable network access (Wi-Fi or cellular) to the CGIC App on scanning devices

2. App Settings
   • Items in Stock > Item have valid Barcode or RFID Tag fields populated
   • If using RFID, ensure your middleware maps tags to item codes recognized by CGIC

3. Item Configuration
   • Under Stock > Item > Item List, each stock‐tracked Item record must include:
     • Barcode (for 1D scanning) or
     • RFID Tag ID (for RFID scanning)
   • For batch/serial tracking, enable Batch or Serial Number under Item settings.

1.0 Receiving Goods (Purchase Receipt)

1. Open the Purchase Receipt form
   • Go to Buying > Purchase Order > Purchase Order List, select a PO, then click Create > Purchase Receipt.
2. Activate Scanning in the Items table
   • Click into the Item Code cell of a new row.
   • Use your scanner or RFID reader to scan the item’s barcode or RFID tag. The system auto-populates Item Code and Description.
3. Enter Quantity via Scan
   • After scanning the item, move to Qty Received.
   • If your scanner is configured to send quantity (e.g., “ITEM123×5”), the system fills both item code and quantity. Otherwise, scan item once and manually type quantity.
4. Assign Batches/Serials (if enabled)
   • For batch-tracked items, click Add Batch.
   • Scan the Batch Barcode or enter Batch No. manually; system links the batch to the receipt line.
   • For serialized items, click Serial No., then scan each item’s RFID or barcode to assign unique serials.
5. Save & Submit
   • Once all lines are scanned and quantities verified, click Save, then Submit.
   • Inventory is updated instantly, with on-hand adjustments recorded in the Stock Ledger.

2.0 Inter-Warehouse Transfer (Stock Entry)

1. Open a New Stock Entry
   • Go to Stock > Stock Entry > New Stock Entry and set Purpose = Material Transfer.
2. Scan Source Item & Location
   • In Items, scan the item’s barcode or RFID tag to populate Item Code.
   • In Source Warehouse (or Source Bin if bin-managed), scan the warehouse bin’s barcode label or enter it manually.
3. Scan Target Location
   • In Target Warehouse / Target Bin, scan the destination location’s barcode.
   • The system ensures the scanned bin belongs to the selected warehouse.
4. Enter Quantity
   • Scan quantity barcode if supported, or type the number.
   • Scan multiple times or use a handheld keypad to increment quantity by 1 per scan (if configured).
5. Save & Submit
   • Click Save to review.
   • Click Submit to deduct stock from source and add to target in real time.

3.0 Order Picking (Pick List)

1. Open or Create a Pick List
   • Go to Stock > Pick List > Pick List List, click New, and select Sales Orders to pick.
2. Scan Items for Picking
   • In Items to Pick, click the Bin Location cell and scan the bin’s barcode where the item is stored.
   • In Item Code, scan the item barcode/RFID tag to confirm you’re picking the correct product.
   • In Qty to Pick, type or scan quantity.
3. Confirm Pick
   • Once the scanned item and location match, the row marks as picked.
   • If bin or item mismatch, the system displays an error to prevent wrong picks.
4. Save Pick List
   • After scanning all required lines, click Save.
   • Click Create > Delivery Note (or Stock Entry) to move picked inventory out of the warehouse.

4.0 Shipping Goods (Delivery Note)

1. Open Delivery Note
   • Go to Selling > Delivery Note > New Delivery Note (or use Get Items from Pick List).
2. Scan for Verification
   • In Items, scan the item’s barcode/RFID to auto-populate Item Code and Qty to Deliver.
   • Scan the bin label to validate warehouse location before shipping.
3. Scan Package/Carton Labels
   • If you generate packing labels with barcodes (e.g., “DN-0001-BOX1”), scan the packing barcode to link the physical box to the Delivery Note.
   • Repeat for each carton or pallet.
4. Submit Delivery Note
   • After scanning and verifying each line, click Save.
   • Click Submit to finalize shipment—inventory is deducted automatically, and shipping status updates.