Searching for Clients by Barcode on Invoices and POS
The system allows you to identify and assign a client on sales invoices, sales orders, estimates, and POS orders by scanning their barcode or typing it manually, speeding up the client selection process without needing to search by name or code.
Screens Where Barcode Search Is Available
On web:
- Sales Invoice create/edit form.
- Sales Order create/edit form.
- Estimate create/edit form.
- POS order screen (client selection field).
- Clients list (search field).
On the POS Mobile App:
- The client search field on the order screen — supports barcode scanning via the device camera, consistent with how product barcode scanning works in the same app.
How to Search for a Client by Barcode
- Open any of the supported screens listed above.
- Focus the client search field.
- Scan the client’s barcode using a barcode scanner, or type the barcode value manually into the field.
The system automatically searches for the client by barcode in addition to the existing search criteria (name, code, email, and mobile number).
Search Results
- Single match: The client is auto-selected and the field is immediately populated with their name and code — no dropdown confirmation needed.
- Multiple matches: A dropdown list of matching clients appears for the user to select from manually.
- No match: The message appears: “No client found with this barcode.” and the field remains empty.
If you are searching from the Clients list and select a client from the search results, the system navigates directly to that client’s view page.
Notes
- Barcode search respects all existing client access permissions — if a user is restricted to viewing specific clients only, clients outside their accessible scope will not be returned even when the barcode matches.
- If the Branch plugin is active, barcode lookup is scoped to clients within the user’s accessible branches only.
- Clients with no barcode assigned will never appear in barcode search results.
- Barcode lookup is case-insensitive.
- If the barcode scanner appends trailing characters such as a newline, the system strips them automatically before performing the lookup.