---
title: "Scanning and pinning on a new booking"
description: "Add items to a new booking by typing or scanning a code, and pin the exact physical units the customer gets, on the web and in the mobile app."
canonical_url: "https://requiply.com/docs/en/guides/bookings/add-booking/scanning-and-pinning"
---
# Scanning and pinning on a new booking

> Add items to a new booking by typing or scanning a code, and pin the exact physical units the customer gets, on the web and in the mobile app.

On [Add booking](https://requiply.com/docs/en/guides/bookings/add-booking) you can add items by their code instead of by name and, when your organization allows it, pin the exact units that go out with the booking.

## Adding items by scanning

You can add an item by its code instead of looking it up by name. There is no separate scan field: codes go into the **Booking items** search, and a handheld barcode scanner works anywhere on the form.

**Typing a code.** Open **Booking items** and type or paste a unit code, a unit SKU, or (with [Sales](https://requiply.com/docs/en/guides/sales)) the barcode of a product for sale. The search placeholder reads *Name, SKU or unit code*. When the text matches no product by name or SKU and is at least 3 characters long, Requiply looks it up as a code and offers one row: the product image and name, then *Unit {sku}* or *For sale · {price}*, with an **Add** tag. Click the row or press **Enter** to add it. The search clears so you can type the next code. A code that matches nothing shows *No results found*.

<figure>

![The Add booking form in dark mode with the Booking items dropdown open. Box 1 marks the search field containing RODE-PROC-002; its placeholder is Name, SKU or unit code. Box 2 marks the single row under it: the Rode Procaster image and name, the line Unit RODE-PROC-002, and an Add tag with a plus. A Remove all link sits under the list](https://requiply.com/docs/assets/booking/add/code-search.png)<figcaption>

**1** A unit code typed into the items search. **2** The matching unit, added with a click or **Enter**.

</figcaption>
</figure>

**Scanning.** With [QR codes & barcodes](https://requiply.com/docs/en/guides/settings/organization/features#enable-qr-codes-barcodes) on (Advanced plan), scan a label with a handheld scanner while the Add booking page is open. You do not need to click into a field first: Requiply recognizes the scanner by its burst of 5 or more very fast keystrokes and adds the item. If the cursor was in another field, such as the client search, that field keeps its own text. Scans are ignored while a dialog is open, and in **Start from dates** mode until both dates are picked.

Code search is available when [unit assignment on creation](#assigning-units-on-creation) is allowed for you, or when QR codes & barcodes is on. Scanning with a handheld scanner needs QR codes & barcodes.

<table>
<thead>
  <tr>
    <th>
      You enter or scan
    </th>
    
    <th>
      Without unit assignment
    </th>
    
    <th>
      With unit assignment
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      A unit's barcode or SKU
    </td>
    
    <td>
      The unit's product is added, or its quantity goes up by one: <em>
        {name} added to the booking.
      </em>
      
       No specific unit is pinned.
    </td>
    
    <td>
      The unit is pinned, see below.
    </td>
  </tr>
  
  <tr>
    <td>
      A product barcode of a good for sale
    </td>
    
    <td>
      One is added to the sold goods: <em>
        {name} added to the booking.
      </em>
    </td>
    
    <td>
      The same.
    </td>
  </tr>
  
  <tr>
    <td>
      A scan that matches nothing
    </td>
    
    <td>
      <em>
        No unit or item for sale matches this code.
      </em>
      
       (or <em>
        No unit matches this code.
      </em>
      
       without Sales)
    </td>
    
    <td>
      The same.
    </td>
  </tr>
</tbody>
</table>

## Assigning units on creation

Staff can pin specific physical units to a booking while creating it, by scanning or typing the unit's code. Use it when the customer asked for a particular unit, or when the unit is already on the counter.

Two switches are needed:

1. **Allow assigning units on creation** is on in [Booking creation settings](https://requiply.com/docs/en/guides/settings/bookings/booking-creation). It is off by default.
2. The member's [permission group](https://requiply.com/docs/en/guides/settings/organization/accounts/permission-groups) has **Allow assigning units on booking creation** (section **Booking creation**). It is on for **Administrators** by default and off for new groups.

With both, a unit code entered in the **Booking items** search, or scanned with a handheld scanner, pins that exact unit to the booking (see [Adding items by scanning](#adding-items-by-scanning) for how codes are entered):

- Pinned units are listed under **Booking items** as **Pinned units**, each with its image, product name, SKU tag, and an **X** button (**Unpin unit**) to remove the pin. The list appears only once a unit is pinned.
- In **Start from dates** mode codes are accepted only once both dates are picked.

**Which codes work.** A unit barcode (the Requiply `RQ…` code, an EAN-8 code, or a manufacturer barcode tied to the unit) or the unit's SKU. Only owned units can be pinned; units of subrental products cannot.

**What pinning does:**

- If the unit's product is not selected yet, it is added with quantity 1.
- If the product is already selected and its quantity has a slot without a pinned unit, the unit fills that slot.
- Otherwise the product's quantity goes up by 1.
- Lowering the quantity in **Booking items** unpins the most recently pinned units first.
- The preview on the right shows the pinned SKUs as tags under the product name.

<table>
<thead>
  <tr>
    <th>
      Message
    </th>
    
    <th>
      Meaning
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      <em>
        Unit {sku} pinned to the booking.
      </em>
    </td>
    
    <td>
      The unit was pinned.
    </td>
  </tr>
  
  <tr>
    <td>
      <em>
        No unit matches this code.
      </em>
    </td>
    
    <td>
      The code or SKU is unknown, or it belongs to a subrental product or to another organization.
    </td>
  </tr>
  
  <tr>
    <td>
      <em>
        Unit {sku} is already pinned to this booking.
      </em>
    </td>
    
    <td>
      Nothing to do; the unit is on the list already.
    </td>
  </tr>
  
  <tr>
    <td>
      <em>
        Unit {sku} is {status} and cannot be booked.
      </em>
    </td>
    
    <td>
      The unit's status is not <strong>
        Available
      </strong>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      <em>
        {name} is not available for the selected dates.
      </em>
    </td>
    
    <td>
      The product has no free stock for the dates.
    </td>
  </tr>
  
  <tr>
    <td>
      <em>
        Unit {sku} is booked by another reservation for these dates.
      </em>
    </td>
    
    <td>
      An overlapping booking already holds this unit.
    </td>
  </tr>
  
  <tr>
    <td>
      <em>
        All available units of {name} are already in this booking.
      </em>
    </td>
    
    <td>
      The product line is already at its available quantity.
    </td>
  </tr>
</tbody>
</table>

**Dates and conflicts.**

- In **Start from items** mode, days when a pinned unit is booked by another booking are blocked in the date picker.
- If the dates change after units are pinned and a pinned unit is booked elsewhere for the new dates, that unit gets a red **Booked #N** tag with the other booking's number. The form shows *Remove the conflicting units before creating the booking*, and **Create booking** stays disabled until you unpin the unit or pick other dates.
- In **Start from dates** mode, changing the dates clears the selected items together with their pinned units.

**What happens on create.** Pinned units are assigned to the booking immediately. The rest of the quantity follows the **Unit assignment** option under [Features](https://requiply.com/docs/en/guides/settings/organization/features#enable-pickup-return-checklists): with **Assign units at booking** (or with checklists switched off) it is auto-assigned right away; with **Assign units at pickup** it waits for the [pickup checklist](https://requiply.com/docs/en/guides/bookings/checklists/pickup#assigning-units-at-pickup). If the setting or the permission is missing, the server refuses the booking with *Assigning units on booking creation is not enabled for this organization* or *Your permission group does not allow assigning units on booking creation*.

### In the mobile app

You can create a booking from the Requiply mobile app on iPhone and Android: tap the **New booking** button and work through the same wizard as the web form. The mobile app does not ask whether to start from items or from dates; it opens straight into whichever mode is set as **Start from** under [Booking creation](https://requiply.com/docs/en/guides/settings/bookings/booking-creation#choosing-where-the-booking-form-starts). The *How do you want to start?* question only appears when you go back from the first step or clear the draft. Everything below describes how scanning units into a booking behaves there. For the whole wizard step by step, see [Creating a booking](https://requiply.com/docs/en/guides/mobile-app/bookings#creating-a-booking) in the mobile app section.

The same two switches control unit pinning in the Requiply mobile app. Members with both see a units block on the **Inventory** step of **New booking**: step 1 when starting from items, step 2 when starting from dates. The block sits between the selected quantity counter (for example *0 pcs*) and the item list.

- **Scan** opens the camera scanner. It appears only when [QR codes & barcodes](https://requiply.com/docs/en/guides/settings/organization/features#enable-qr-codes-barcodes) is on, which needs the Advanced plan.
- **Enter code** opens the **Pin a unit** prompt: *Enter a unit barcode or SKU to add it to this booking.* Type the code into **Barcode / SKU** and tap **Add**.
- Pinned units are listed under the buttons with the product name and SKU. Tap **✕** (**Unpin unit**) to remove a pin.

When Sales is on, goods for sale appear in the item list with a **For sale** tag, and the code prompt becomes **Add by code**: *Enter a unit barcode, SKU or the barcode of an item for sale.* A scanned product for sale is added to the sold goods (*{name} added to the booking*); an unknown code shows *No unit or item for sale matches this code*.

Pinning follows the same rules as on the web: a product that is not selected yet is added, and lowering its quantity unpins units. When dates are already picked, a unit held by another booking for those dates cannot be pinned (*Unit {sku} is booked by another reservation for these dates*). A pinned unit that becomes held after a date change gets a red **Booked #N** tag, and creating the booking stops with *Remove the conflicting units before creating the booking*.

### When unit pinning or the scan buttons are missing

Go through these checks in order. The web form and the mobile app both need all of them.

<table>
<thead>
  <tr>
    <th>
      Check
    </th>
    
    <th>
      Where
    </th>
    
    <th>
      What to look for
    </th>
  </tr>
</thead>

<tbody>
  <tr>
    <td>
      Organization toggle
    </td>
    
    <td>
      <a href="https://app.requiply.com/settings/reservations/booking-creation" rel="nofollow">
        Settings → Bookings settings → Booking creation
      </a>
    </td>
    
    <td>
      <strong>
        Allow assigning units on creation
      </strong>
      
       is on and saved. It is off by default for every organization. Without it, a unit code on the web only adds the product.
    </td>
  </tr>
  
  <tr>
    <td>
      Member permission
    </td>
    
    <td>
      <a href="https://app.requiply.com/settings/org/accounts?tab=groups" rel="nofollow">
        Permission groups
      </a>
      
      , <strong>
        Booking creation
      </strong>
      
       section
    </td>
    
    <td>
      The member's group has <strong>
        Allow assigning units on booking creation
      </strong>
      
      .
    </td>
  </tr>
  
  <tr>
    <td>
      Mobile app version
    </td>
    
    <td>
      App Store or Google Play
    </td>
    
    <td>
      The Requiply app is updated to the latest version.
    </td>
  </tr>
  
  <tr>
    <td>
      Mobile app refresh
    </td>
    
    <td>
      The phone
    </td>
    
    <td>
      After switching the toggle on, close and reopen the app. The app keeps the previous value for a few minutes.
    </td>
  </tr>
</tbody>
</table>

If **Enter code** is there but **Scan** is not, the units block is working: the camera button needs [QR codes & barcodes](https://requiply.com/docs/en/guides/settings/organization/features#enable-qr-codes-barcodes) switched on, on the Advanced plan.

<warning>

**The most common cause is the organization toggle.** Administrators have the permission by default, so their group looks correct, yet nobody can pin units until **Allow assigning units on creation** is switched on and saved.

</warning>


## Sitemap

See the full [sitemap](https://requiply.com/docs/sitemap.md) for all pages.
