Using Barcodes in Fleetwire
📊 Create and Import Barcodes in Fleetwire!
Looking to streamline your rental workflow? With Fleetwire, you can create and import barcodes to assign to customers, making it a breeze to add them to orders using a quick scan—like with a customer card! This feature saves time, reduces errors, and keeps your operations running smoothly. Let’s dive into how to set up barcodes for your customers!
🎯 Why Use Barcodes in Fleetwire?
Adding barcodes to customer profiles offers several benefits:
- Speed Up Checkouts: Scan a customer’s barcode to quickly add them to an order—no manual searching needed.
- Reduce Errors: Minimize mistakes by automating customer identification with a simple scan.
- Enhance Organization: Assign barcodes to customer cards for a professional, efficient workflow.
🛠How to Create and Import Barcodes
Follow these steps to create barcodes for your customers in Fleetwire, choose the right barcode type, and optionally import them in bulk.
Step 1: Choose the Right Barcode Type
Before creating barcodes, understand the types Fleetwire supports to pick the best one for your needs.
Fleetwire supports the following barcode formats:
- QR Code: Ideal for most use cases—flexible in size, high fault tolerance, and fast readability, even if damaged. They can store a lot of data in a small space.
- Code 39: Stores both digits and characters but is larger, making it less suitable for small items like customer cards.
Step 2: Create a Barcode for a Customer
Generate a barcode for an individual customer to use on a customer card or for quick order lookup.
- In your Fleetwire dashboard, go to Customers and select a customer.
- In the right sidebar, click Add Barcode.
- Choose a barcode type (e.g.,
QR Code
orCode 39
). - Either:
- Scan or type the barcode number manually, or
- Leave the field blank to let Fleetwire automatically generate a barcode for you.
- Click Save to assign the barcode to the customer.
Step 3: Test Your Barcodes
Verify that your barcodes work as expected when adding customers to orders.
- Use a barcode scanner (or your device’s camera for QR codes) to scan a customer’s barcode.
- In your Fleetwire dashboard, create a new order in Orders.
- Scan the barcode to auto-populate the customer’s details in the order.
- Confirm the customer is added correctly and proceed with the order.
🌟 Barcodes Ready, Workflow Streamlined!
You’ve successfully created and imported barcodes in Fleetwire! Your customer lookup process is now faster and more accurate, making rentals a breeze. Test a scan today to ensure everything works perfectly.
🚀 Next Steps
Enhance your customer and order management with these tips:
- Import Customers: Add more customers via CSV with Importing Customer Data into Fleetwire.
- Add Custom Fields: Collect extra customer info with Adding Custom Fields to Customer Profiles and Orders.
- Track Orders: Monitor rentals with Registering Pickups and Returns in Fleetwire.
- Need Help? Contact us at hi@fleetwire.io or via the in-app chat.
Happy scanning! 🌟
Updated on: 15/05/2025
Thank you!