Skip to main content

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
  1. 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
  1. 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.