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Reference","\u002Fen\u002Fdevelopers\u002Fapi-reference","en\u002F03.developers\u002F03.api-reference","i-prime-server",{"title":744,"path":745,"stem":746,"icon":6},"Examples","\u002Fen\u002Fdevelopers\u002Fexamples","en\u002F03.developers\u002F04.examples",{"id":748,"title":749,"body":750,"description":1425,"extension":1426,"links":1427,"meta":1428,"navigation":1429,"path":72,"seo":1430,"stem":73,"__hash__":1431},"docs_en\u002Fen\u002F01.guides\u002F02.bookings\u002F03.add-booking\u002F02.scanning-and-pinning.md","Scanning and pinning on a new booking",{"type":751,"value":752,"toc":1415},"minimark",[753,761,766,774,811,834,849,857,925,929,932,935,967,977,1004,1015,1020,1040,1126,1131,1159,1192,1197,1221,1234,1275,1297,1309,1313,1316,1393,1405],[754,755,756,757,760],"p",{},"On ",[758,759,59],"a",{"href":61}," 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.",[762,763,765],"h2",{"id":764},"adding-items-by-scanning","Adding items by scanning",[754,767,768,769,773],{},"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 ",[770,771,772],"strong",{},"Booking items"," search, and a handheld barcode scanner works anywhere on the form.",[754,775,776,779,780,782,783,785,786,790,791,794,795,798,799,802,803,806,807,810],{},[770,777,778],{},"Typing a code."," Open ",[770,781,772],{}," and type or paste a unit code, a unit SKU, or (with ",[758,784,287],{"href":289},") the barcode of a product for sale. The search placeholder reads ",[787,788,789],"em",{},"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 ",[787,792,793],{},"Unit {sku}"," or ",[787,796,797],{},"For sale · {price}",", with an ",[770,800,801],{},"Add"," tag. Click the row or press ",[770,804,805],{},"Enter"," to add it. The search clears so you can type the next code. A code that matches nothing shows ",[787,808,809],{},"No results found",".",[812,813,814,819],"figure",{},[815,816],"img",{"src":817,"alt":818},"\u002Fassets\u002Fbooking\u002Fadd\u002Fcode-search.png","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",[820,821,822],"figcaption",{},[754,823,824,827,828,831,832,810],{},[770,825,826],{},"1"," A unit code typed into the items search. ",[770,829,830],{},"2"," The matching unit, added with a click or ",[770,833,805],{},[754,835,836,839,840,844,845,848],{},[770,837,838],{},"Scanning."," With ",[758,841,843],{"href":842},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Ffeatures#enable-qr-codes-barcodes","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 ",[770,846,847],{},"Start from dates"," mode until both dates are picked.",[754,850,851,852,856],{},"Code search is available when ",[758,853,855],{"href":854},"#assigning-units-on-creation","unit assignment on creation"," is allowed for you, or when QR codes & barcodes is on. Scanning with a handheld scanner needs QR codes & barcodes.",[858,859,860,876],"table",{},[861,862,863],"thead",{},[864,865,866,870,873],"tr",{},[867,868,869],"th",{},"You enter or scan",[867,871,872],{},"Without unit assignment",[867,874,875],{},"With unit assignment",[877,878,879,895,908],"tbody",{},[864,880,881,885,892],{},[882,883,884],"td",{},"A unit's barcode or SKU",[882,886,887,888,891],{},"The unit's product is added, or its quantity goes up by one: ",[787,889,890],{},"{name} added to the booking."," No specific unit is pinned.",[882,893,894],{},"The unit is pinned, see below.",[864,896,897,900,905],{},[882,898,899],{},"A product barcode of a good for sale",[882,901,902,903],{},"One is added to the sold goods: ",[787,904,890],{},[882,906,907],{},"The same.",[864,909,910,913,923],{},[882,911,912],{},"A scan that matches nothing",[882,914,915,918,919,922],{},[787,916,917],{},"No unit or item for sale matches this code."," (or ",[787,920,921],{},"No unit matches this code."," without Sales)",[882,924,907],{},[762,926,928],{"id":927},"assigning-units-on-creation","Assigning units on creation",[754,930,931],{},"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.",[754,933,934],{},"Two switches are needed:",[936,937,938,949],"ol",{},[939,940,941,944,945,948],"li",{},[770,942,943],{},"Allow assigning units on creation"," is on in ",[758,946,947],{"href":588},"Booking creation settings",". It is off by default.",[939,950,951,952,955,956,959,960,962,963,966],{},"The member's ",[758,953,954],{"href":481},"permission group"," has ",[770,957,958],{},"Allow assigning units on booking creation"," (section ",[770,961,587],{},"). It is on for ",[770,964,965],{},"Administrators"," by default and off for new groups.",[754,968,969,970,972,973,976],{},"With both, a unit code entered in the ",[770,971,772],{}," search, or scanned with a handheld scanner, pins that exact unit to the booking (see ",[758,974,765],{"href":975},"#adding-items-by-scanning"," for how codes are entered):",[978,979,980,998],"ul",{},[939,981,982,983,985,986,989,990,993,994,997],{},"Pinned units are listed under ",[770,984,772],{}," as ",[770,987,988],{},"Pinned units",", each with its image, product name, SKU tag, and an ",[770,991,992],{},"X"," button (",[770,995,996],{},"Unpin unit",") to remove the pin. The list appears only once a unit is pinned.",[939,999,1000,1001,1003],{},"In ",[770,1002,847],{}," mode codes are accepted only once both dates are picked.",[754,1005,1006,1009,1010,1014],{},[770,1007,1008],{},"Which codes work."," A unit barcode (the Requiply ",[1011,1012,1013],"code",{},"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.",[754,1016,1017],{},[770,1018,1019],{},"What pinning does:",[978,1021,1022,1025,1028,1031,1037],{},[939,1023,1024],{},"If the unit's product is not selected yet, it is added with quantity 1.",[939,1026,1027],{},"If the product is already selected and its quantity has a slot without a pinned unit, the unit fills that slot.",[939,1029,1030],{},"Otherwise the product's quantity goes up by 1.",[939,1032,1033,1034,1036],{},"Lowering the quantity in ",[770,1035,772],{}," unpins the most recently pinned units first.",[939,1038,1039],{},"The preview on the right shows the pinned SKUs as tags under the product name.",[858,1041,1042,1052],{},[861,1043,1044],{},[864,1045,1046,1049],{},[867,1047,1048],{},"Message",[867,1050,1051],{},"Meaning",[877,1053,1054,1064,1073,1083,1096,1106,1116],{},[864,1055,1056,1061],{},[882,1057,1058],{},[787,1059,1060],{},"Unit {sku} pinned to the booking.",[882,1062,1063],{},"The unit was pinned.",[864,1065,1066,1070],{},[882,1067,1068],{},[787,1069,921],{},[882,1071,1072],{},"The code or SKU is unknown, or it belongs to a subrental product or to another organization.",[864,1074,1075,1080],{},[882,1076,1077],{},[787,1078,1079],{},"Unit {sku} is already pinned to this booking.",[882,1081,1082],{},"Nothing to do; the unit is on the list already.",[864,1084,1085,1090],{},[882,1086,1087],{},[787,1088,1089],{},"Unit {sku} is {status} and cannot be booked.",[882,1091,1092,1093,810],{},"The unit's status is not ",[770,1094,1095],{},"Available",[864,1097,1098,1103],{},[882,1099,1100],{},[787,1101,1102],{},"{name} is not available for the selected dates.",[882,1104,1105],{},"The product has no free stock for the dates.",[864,1107,1108,1113],{},[882,1109,1110],{},[787,1111,1112],{},"Unit {sku} is booked by another reservation for these dates.",[882,1114,1115],{},"An overlapping booking already holds this unit.",[864,1117,1118,1123],{},[882,1119,1120],{},[787,1121,1122],{},"All available units of {name} are already in this booking.",[882,1124,1125],{},"The product line is already at its available quantity.",[754,1127,1128],{},[770,1129,1130],{},"Dates and conflicts.",[978,1132,1133,1139,1154],{},[939,1134,1000,1135,1138],{},[770,1136,1137],{},"Start from items"," mode, days when a pinned unit is booked by another booking are blocked in the date picker.",[939,1140,1141,1142,1145,1146,1149,1150,1153],{},"If the dates change after units are pinned and a pinned unit is booked elsewhere for the new dates, that unit gets a red ",[770,1143,1144],{},"Booked #N"," tag with the other booking's number. The form shows ",[787,1147,1148],{},"Remove the conflicting units before creating the booking",", and ",[770,1151,1152],{},"Create booking"," stays disabled until you unpin the unit or pick other dates.",[939,1155,1000,1156,1158],{},[770,1157,847],{}," mode, changing the dates clears the selected items together with their pinned units.",[754,1160,1161,1164,1165,1168,1169,1172,1173,1176,1177,1180,1181,1185,1186,794,1189,810],{},[770,1162,1163],{},"What happens on create."," Pinned units are assigned to the booking immediately. The rest of the quantity follows the ",[770,1166,1167],{},"Unit assignment"," option under ",[758,1170,469],{"href":1171},"\u002Fen\u002Fguides\u002Fsettings\u002Forganization\u002Ffeatures#enable-pickup-return-checklists",": with ",[770,1174,1175],{},"Assign units at booking"," (or with checklists switched off) it is auto-assigned right away; with ",[770,1178,1179],{},"Assign units at pickup"," it waits for the ",[758,1182,1184],{"href":1183},"\u002Fen\u002Fguides\u002Fbookings\u002Fchecklists\u002Fpickup#assigning-units-at-pickup","pickup checklist",". If the setting or the permission is missing, the server refuses the booking with ",[787,1187,1188],{},"Assigning units on booking creation is not enabled for this organization",[787,1190,1191],{},"Your permission group does not allow assigning units on booking creation",[1193,1194,1196],"h3",{"id":1195},"in-the-mobile-app","In the mobile app",[754,1198,1199,1200,1203,1204,1207,1208,1211,1212,1215,1216,1220],{},"You can create a booking from the Requiply mobile app on iPhone and Android: tap the ",[770,1201,1202],{},"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 ",[770,1205,1206],{},"Start from"," under ",[758,1209,587],{"href":1210},"\u002Fen\u002Fguides\u002Fsettings\u002Fbookings\u002Fbooking-creation#choosing-where-the-booking-form-starts",". The ",[787,1213,1214],{},"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 ",[758,1217,1219],{"href":1218},"\u002Fen\u002Fguides\u002Fmobile-app\u002Fbookings#creating-a-booking","Creating a booking"," in the mobile app section.",[754,1222,1223,1224,1226,1227,1229,1230,1233],{},"The same two switches control unit pinning in the Requiply mobile app. Members with both see a units block on the ",[770,1225,151],{}," step of ",[770,1228,1202],{},": step 1 when starting from items, step 2 when starting from dates. The block sits between the selected quantity counter (for example ",[787,1231,1232],{},"0 pcs",") and the item list.",[978,1235,1236,1245,1265],{},[939,1237,1238,1241,1242,1244],{},[770,1239,1240],{},"Scan"," opens the camera scanner. It appears only when ",[758,1243,843],{"href":842}," is on, which needs the Advanced plan.",[939,1246,1247,1250,1251,1254,1255,1258,1259,1262,1263,810],{},[770,1248,1249],{},"Enter code"," opens the ",[770,1252,1253],{},"Pin a unit"," prompt: ",[787,1256,1257],{},"Enter a unit barcode or SKU to add it to this booking."," Type the code into ",[770,1260,1261],{},"Barcode \u002F SKU"," and tap ",[770,1264,801],{},[939,1266,1267,1268,1271,1272,1274],{},"Pinned units are listed under the buttons with the product name and SKU. Tap ",[770,1269,1270],{},"✕"," (",[770,1273,996],{},") to remove a pin.",[754,1276,1277,1278,1281,1282,1285,1286,1289,1290,1293,1294,810],{},"When Sales is on, goods for sale appear in the item list with a ",[770,1279,1280],{},"For sale"," tag, and the code prompt becomes ",[770,1283,1284],{},"Add by code",": ",[787,1287,1288],{},"Enter a unit barcode, SKU or the barcode of an item for sale."," A scanned product for sale is added to the sold goods (",[787,1291,1292],{},"{name} added to the booking","); an unknown code shows ",[787,1295,1296],{},"No unit or item for sale matches this code",[754,1298,1299,1300,1303,1304,1306,1307,810],{},"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 (",[787,1301,1302],{},"Unit {sku} is booked by another reservation for these dates","). A pinned unit that becomes held after a date change gets a red ",[770,1305,1144],{}," tag, and creating the booking stops with ",[787,1308,1148],{},[1193,1310,1312],{"id":1311},"when-unit-pinning-or-the-scan-buttons-are-missing","When unit pinning or the scan buttons are missing",[754,1314,1315],{},"Go through these checks in order. The web form and the mobile app both need all of them.",[858,1317,1318,1331],{},[861,1319,1320],{},[864,1321,1322,1325,1328],{},[867,1323,1324],{},"Check",[867,1326,1327],{},"Where",[867,1329,1330],{},"What to look for",[877,1332,1333,1351,1371,1382],{},[864,1334,1335,1338,1346],{},[882,1336,1337],{},"Organization toggle",[882,1339,1340],{},[758,1341,1345],{"href":1342,"rel":1343},"https:\u002F\u002Fapp.requiply.com\u002Fsettings\u002Freservations\u002Fbooking-creation",[1344],"nofollow","Settings → Bookings settings → Booking creation",[882,1347,1348,1350],{},[770,1349,943],{}," is on and saved. It is off by default for every organization. Without it, a unit code on the web only adds the product.",[864,1352,1353,1356,1366],{},[882,1354,1355],{},"Member permission",[882,1357,1358,1362,1363,1365],{},[758,1359,480],{"href":1360,"rel":1361},"https:\u002F\u002Fapp.requiply.com\u002Fsettings\u002Forg\u002Faccounts?tab=groups",[1344],", ",[770,1364,587],{}," section",[882,1367,1368,1369,810],{},"The member's group has ",[770,1370,958],{},[864,1372,1373,1376,1379],{},[882,1374,1375],{},"Mobile app version",[882,1377,1378],{},"App Store or Google Play",[882,1380,1381],{},"The Requiply app is updated to the latest version.",[864,1383,1384,1387,1390],{},[882,1385,1386],{},"Mobile app refresh",[882,1388,1389],{},"The phone",[882,1391,1392],{},"After switching the toggle on, close and reopen the app. The app keeps the previous value for a few minutes.",[754,1394,1395,1396,1398,1399,1401,1402,1404],{},"If ",[770,1397,1249],{}," is there but ",[770,1400,1240],{}," is not, the units block is working: the camera button needs ",[758,1403,843],{"href":842}," switched on, on the Advanced plan.",[1406,1407,1408,1411,1412,1414],"warning",{},[770,1409,1410],{},"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 ",[770,1413,943],{}," is switched on and saved.",{"title":1416,"searchDepth":1417,"depth":1417,"links":1418},"",2,[1419,1420],{"id":764,"depth":1417,"text":765},{"id":927,"depth":1417,"text":928,"children":1421},[1422,1424],{"id":1195,"depth":1423,"text":1196},3,{"id":1311,"depth":1423,"text":1312},"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.","md",null,{},{"title":71,"icon":74},{"title":749,"description":1425},"6tqkRq9IZ2BbnndWlo4SSCmU_t2iyFKlsXU5U6e8zic",[1433,1435],{"title":66,"path":67,"stem":68,"description":1434,"icon":69,"children":-1},"Pick the pickup and the return on the Add booking calendar: availability colors, selecting a range in either direction, and booking outside working hours with the matching permission.",{"title":76,"path":77,"stem":78,"description":1436,"icon":79,"children":-1},"Pick or create the client for a new booking, complete a client who is missing required details, and fill in the booking fields your organization asks for at creation.",1792585986743]