How to Use the Scan Function in the Counter Sales Tool in 10X ERP
The Scan function in the Counter Sales tool lets you add items to a counter sale order by scanning UPC codes or item barcodes with a plug-in scanner, speeding up the counter checkout process. The Scan button only appears on counter sale orders. Scanning the same item repeatedly increases its quantity, and for the fastest workflow your scanner can be configured to open the tool, scan, and confirm the item in a single trigger.
- Open a Counter Sale Order and go to the line item section, where you will see the Scan button. This button only appears on counter sale orders, not standard sales orders.
- Click the Scan Button or Press F2 to open the scan prompt; the system then waits for a scan from your scanner.
- Scan an Item's UPC Code to add it to the order at a quantity of one.
- Scan by Product ID or Cross-Reference (XREF) Code as well—any of these will pull in the matching item.
- Correct Unit of Measure Auto-Fills based on the code scanned: a standard UPC uses the item's display unit, while a custom UPC pulls the correct custom unit of measure.
- Scan the Same Item Again to Increase Quantity—each duplicate scan increments that line rather than adding a new one.
- Scan a Different Item to Add a New Line, and repeat for as many items as needed.
- Configure Your Scanner for the Fastest Workflow by programming it to fire F2, scan the barcode, and enter the code in a single trigger, so each scan opens the tool, reads the item, and confirms it with no manual clicks. See How to Configure Your Barcode Scanner for Counter Sales for setup steps.
For further assistance, contact the 10X support team.