Mandatory Barcode Reconciliation – Loading And Unloading Label Code Scan
With Route4Me’s Mandatory Tasks, you can easily set up required tasks your field employees must complete at destinations for delivery, visit, service, etc. In this guide, you can learn how to enable and use the Mandatory Barcode Reconciliation. In detail, this advanced configuration requires mandatory barcode scanning for loading packages before starting a route and scanning barcodes for marking orders and deliveries as completed.
NOTE: Route4Me’s Mandatory Tasks are scheduled to be disabled soon. Instead of the Mandatory Tasks, you can use our Final Mile Workflows that offer a wider variety of mandatory tasks, flexible task customization, a dedicated user interface, and more.
Table of Contents
Mandatory Loading And Unloading Barcode Reconciliation Overview
The entire barcode reconciliation process for loading and unloading is extremely easy and error-proof:
- Add barcodes to route destinations as custom data, manually or automatically through API.
- Before starting a route, drivers are required to scan barcodes to confirm loading packages.
- Drivers start their routes and proceed to navigation and delivery.
- Drivers are required to scan barcodes to confirm unloading packages at each route destination.
This works identically on Route4Me’s iOS Route Planner and Android Route Planner apps for smartphones and tablets.
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Enable Mandatory Barcode Reconciliation Advanced Configurations
You can enable Mandatory Delivery Scanning through Route4Me’s Advanced Configuration Editor. To do so, go to “Account” > “Account Settings” > “Advanced Configuration” from the Navigation Menu. Then, click “Add Variable” and enables one of the Advanced Configurations from the table below.
Open Your Advanced Configuration Editor
Configuration | Description |
---|---|
SINGLE_BARCODE_RECONCILIATION_ENABLED | Requires to reconcile barcodes for loading packages at route destinations. |
SINGLE_BARCODE_SCAN_ENABLED | Requires to reconcile barcodes for unloading packages at route destinations. |
Enable QR Code Scanner For Mandatory Delivery Scanning
By default, Route4Me’s mobile routing apps scan barcodes of almost all types. Learn more about our supported barcode formats.
Additionally, the Route4Me’s Mobile Route Planner App can scan QR Codes. To enable the QR Code scanner for your route planner apps, add the “SCAN_QR_CODE” advanced configuration as shown below.
Add Barcodes To Route Destinations With Orders And Custom Data
Mandatory Barcode Reconciliation requires barcodes that are associated with Route Destinations. When you plan routes with orders, their barcodes are automatically associated with destinations on the planned routes. You can also include destination barcodes in your address upload spreadsheet.
Additionally, you can manually add barcodes to destinations as Custom Data. To do so, open a route destination in the Route Editor, click Pencil Icon in the “Custom Data” section, and input the barcode text. Learn more about Route4Me Custom Data.
NOTE: You can add hundreds of thousands of barcodes to routes with Route4Me’s flexible API. Contact our Customer Success Team to learn more.
Not Loaded Route Destinations
Once you have barcodes added to route destinations, these destinations will have the “Not Loaded” status. Accordingly, the “Not Loaded” status indicates that a barcode for the given destination was not scanned and the respective package was not loaded on the vehicle.
Start Loading – Scan Barcodes to Confirm Loading Packages
To start reconciling barcodes and loading packages, start the preferred route on the iOS or Android Route Planner app. Next, you can check what route destinations have the “Not Loaded” status. Accordingly, tap on the “Start Loading” button at the top of the route to start barcode reconciliation for loading packages.
Use Route Planner Barcode Scanner App to Scan Barcodes
After tapping on the “Start Loading” button, the app will automatically launch the barcode scanner app. Next, use your device camera to scan barcodes on the packages that need to be loaded on the vehicle. Accordingly, when you scan a barcode on a package associated with a particular route destination, the app will automatically reconcile it and change the status of the respective destination from “Not Loaded” to the “Loaded” status. Thus, you can continuously scan barcodes on all packages for loading, and the app will automatically detect loaded parcels and assign the respective route destination statuses.
Add New Route Destinations for Unidentified Packages
Equally important, the app allows you to add unidentified packages as additional route destinations. For example, when you scan a package barcode that was not added to the given route, the app will prompt you to add a new route stop for this package. To do so, tap “Yes” when prompted and then add an address for the new route stops. Accordingly, after adding a new stop, the app will place it as the last stop on the route with the “Loaded” reconciliation status. Additionally, you can re-optimize the route on the route planner app to place the new stops at the most optimal sequence position.
Loaded Route Destinations on Route Planner Apps
Accordingly, after reconciling barcodes for loading packages on route destinations, route destinations with reconciled barcodes will have the “Loaded” status. Furthermore, you can automatically synchronize the barcodes reconciled using the barcode scanner app on Route4Me’s iOS and Android Route Planners with Web Platform. In this way, drivers can confirm loading the truck using the mobile app and dispatches, or managers can check loading confirmations at the office.
Start Route Navigation and Unloading Packages on Route Planner
After loading the required inventory and packages, you can start navigating the route to complete orders. Accordingly, click on the “Start Route” button to start and navigate the opened route on the route planner app. Another key point, you can load more packages on the route even after you’ve already started the route using the “Load More” button.
Mandatory Barcode Reconciliation for Package Unloading
As you progress on the route, you can mark route destinations as “Arrived” to indicate arriving and “Done” to indicate that the order was delivered or completed. Accordingly, when you tap on the “Done” button, the app will automatically prompt you to complete all mandatory tasks required to complete the delivery or order.
With the Mandatory Barcode Reconciliation enabled, the app doesn’t allow marking route stops as “Done” or completed without reconciling the respective barcode first. Therefore, on the “Mandatory Tasks” screen, tap on the “Scan Barcode” button to reconcile the required barcode.
- Track Route Progress on iOS Route Planner (Arrived and Done)
- Track Delivery Route Progress on Android Route Planner (Arrived and Done)
Use Barcode Scanner App to Confirm Unload Packages
Next, use the route planner barcode scanner app to scan the barcode on the package that you want to unload. Additionally, the barcode scanner will show the data encoded into the barcode that needs to be reconciled at the respective route stop. Once you’ve scanned the required barcode, the app will make the “Mark as Done” button available.
After that, tap on the “Mark as Done” button to confirm unloading a package at the given route destination. Accordingly, after you complete unloading, the app will assign the “Unloaded” status to the respective route stop. Thus, the destination with a successfully unloaded package will have both the “Unloaded” and “Done” statuses.
Sync Unloaded Package Confirmations Between Route Planners
When you reconcile barcodes and unload packages using mobile route planner apps, you can synchronize unloading confirmations with the Web Platform in real-time. Accordingly, route destinations with completed unloading will have the “Unloaded” and “Done” statuses on mobile apps and the Web Platform. Thus, you can easily synchronize the unloaded package confirmations between field team members and route planners or dispatches at the headquarters.
Mandatory Barcode Reconciliation for Unloading Packages
With the mandatory barcodes for unloading, you need to reconcile barcodes only when unloading packages. Accordingly, tap on the “Arrived” button when arrived and then tap on the “Done” button to complete the delivery. The app will automatically prompt you to the “Mandatory Tasks” screen, where you need to tap on the “Scan Barcode” button to reconcile the required barcode.
Scan QR Code or Barcode to Confirm Package Delivery
Next, use the barcode scanner app to scan the QR code or barcode on the package that you want to unload. After you’ve scanned the required barcode, the app will enable the “Mark as Done” button so that you can complete the unloading.
NOTE: The barcode reconciliation for unloading only doesn’t show the “Unloaded” status next to route destinations. Since the app doesn’t allow marking stops as “Done” without scanning the required barcodes, the “Done” status indicates completed unloading.
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