⚙️ Personalization Settings

The Personalization Settings dialog opens by clicking the gear button ⚙️ at the top of the count screen. Every setting can be changed in real time – all are saved automatically to the personal user account.

💡 For Managers: The "Save for All Employees" button applies the current settings to all employee accounts simultaneously – useful before a large count to ensure consistency.

⚠️ Save for All Employees replaces the personal settings of every employee with no option to restore.

The dialog is divided into 4 tabs (Accordion panels), each with a clear topic. Click on the tab title to open/close it.

📡 Tab 1 – Scanning Settings

Everything related to how barcodes/item identifiers are entered and processed.

📷 Scan with Camera

• On: The smartphone camera is active for real-time barcode scanning.
• Off: Use an external scanner (Bluetooth/USB) or manual entry only.

⚠️ QR Code and UPC-A Normalization settings are shown only when camera is enabled.

📲 QR Code Scanning

Visible only when camera is enabled

• On: The camera also detects QR codes in addition to 1D barcodes.
• Off: Barcodes only (faster for stores without QR codes).

🔢 Show Quantity Window After Scan

• On: After every scan a quantity entry window opens (enlarged number keypad).
• Off: Quantity 1 is recorded automatically; can be changed manually later.

💡 Useful when counting products with varying quantities – cartons, crates, large packages.

⚠️ Discrete Quantity, Maximum Quantity Threshold and Minimum Quantity Threshold settings are shown only when the quantity window is enabled.

🔢 Discrete Quantity

Visible only when quantity window is enabled

• On: In the quantity window, a "Discrete quantity" field will be shown allowing quantity detail at the unit level.
• Useful when counting both by carton and by individual units.

🔢 Maximum Quantity Threshold

Visible only when quantity window is enabled

• Set a threshold number (e.g. 99) – if the entered quantity is above the threshold, a warning appears.
• Protects against typing errors (e.g. 1000 instead of 10).
• Leave empty = no limit.

🔢 Minimum Quantity Threshold (Negative)

Visible only when quantity window is enabled

• Set a negative value (e.g. -10) – warning if quantity is below the threshold.
• Relevant when working in "Subtract from Inventory" mode.

🔁 Barcode Transformation Rules

Allows defining rules that modify the scanned barcode before the system searches for it in the catalog.

Activation: Check the "Enable Barcode Transformation Rules" toggle.

Available Rules

Rule	Description	Example
Remove characters from end	Deletes last N digits	1234567890 → 12345678 (remove 2)
Remove characters from beginning	Deletes first N digits	1234567890 → 34567890 (remove 2)
Add prefix	Adds text before barcode	1234 → ABC1234
Add suffix	Adds text after barcode	1234 → 1234XYZ

• You can set multiple rules in sequential order – executed top to bottom.
• Instant preview – enter an example barcode and see the result before saving.
• Each rule can be removed with the trash 🗑️ button.

Practical example: ERP saved 12345, but the label shows 12345000X (9 digits). Rule "Remove 4 characters from end" will turn 12345000X into 12345 – and the item will be found.

🏷️ Fixed Prefix for Item Identifier

• On: You can define a fixed prefix to be added to every barcode scanned.
• Useful when the catalog contains barcodes with a fixed prefix not shown on product labels.

🧹 Remove Spaces from Item Identifier

Found in the count settings tab

• On: Spaces are automatically removed from the barcode before searching.
• Useful when certain barcode scanners add a space at the end.

📅 Additional Fields in Scan Card

Additional fields can be activated to appear in the quantity window / item card:

Field	Description
Batch Number	Field for entering a lot/batch number for each scan.
Expiration Date	Date picker for the scanned item's expiration date.
Status	Free text field for item classification/status.

⚠️ These fields are hidden in order collection mode and order creation mode.

🖼️ Scan Card Display

Choose which fields are displayed in the item card in the count list. Multiple fields can be selected:

Field	Description
Item Code	Shows the item code
Barcode	Shows the item barcode
Selling Price	Shows selling price
Cost Price	Shows cost price (for authorized managers only)
Supplier	Supplier name
Category	Item category
Sort Code	Item sort code

💡 Remove irrelevant fields for a cleaner and faster interface.

📊 Tab 2 – Count Settings

Settings related to the counting behavior itself – duplicates, count modes, special barcodes.

⚠️ This entire tab is hidden in order collection mode and order creation mode.

🚨 Duplicate Count Warning

• On: A warning is displayed when scanning an item that has already been counted in the same count.
• Useful for preventing double-counting of the same product.

➕➖ Count Mode – Add / Subtract

• "Add to Inventory" (default): Every scan increases the quantity.
• "Subtract from Inventory": Every scan decreases the quantity – suitable for recording stock outflows.

💡 You can switch between modes during an active count without data loss.

⚠️ This setting is locked when Loan/Return mode is active.

🔍 Show Similar Items List

• On: When an identifier is not found, the system shows a list of similar items for selection.
• Off: Only a "item not found" message is shown.

⚡ Auto-Select the Most Similar Item

• On: If a single match with a high score is found – the system will select it automatically without additional clicking.
• Reduces manual clicks when most scans are identified.

🔤 Search by Name Only

• On: When searching by typing – item name only is searched.
• Off: Search across all fields: name, item code, barcode, supplier, category.

✂️ Shortened Barcodes

• On: The system attempts to match partial barcodes to the catalog (e.g. catalog saved with 6 digits, scanned barcode is 13 digits).
• Useful when the ERP system saved short barcodes only.

🏷️ Danacode Format Support

• On: The system automatically recognizes and normalizes Danacode barcodes during scanning.

🔢 UPC-A Normalization

• On: EAN-13 (13 digits) barcode is automatically converted to UPC-A (12 digits) before searching.
• Resolves mismatches when the ERP saved a UPC-A barcode but the product has an EAN-13 label.

📲 Hide Keyboard Button During Scanning

• On: A "Hide Keyboard" button is displayed next to the scan field – allows hiding the virtual keyboard for a more comfortable view.
• Useful on devices with a large virtual keyboard that covers the count list.

⌨️ Hide Virtual Keyboard When Editing Quantity

• On: When opening the quantity editing window, the virtual keyboard is automatically hidden.
• Frees up screen space so the count list is more visible.

📍 Tab 3 – Location Settings

All settings related to scanning with assignment to physical locations (shelves, departments, rows).

⚠️ This entire tab is hidden in order collection mode and order creation mode.

📍 Enable Locations

• On: A "Location" field is displayed at the top of the count screen. Every item scanned will be associated with the current location.
• Off: Counting without location assignment.

All other settings in this tab are shown only when locations are enabled.

⚠️ Warning for Empty Location Field

• On: If scanning an item without a selected location, a warning appears (and it won't be added without explicit confirmation).
• Useful for enforcing organized work by locations.

🔒 Warning for Location Marked as "Completed"

• On: If trying to scan in a location marked as "completed" – a warning is displayed.
• Protects against double-counting of the same department.

👥 Warning for Location Counted by Another User

• On: If entering a location that another user has already finished – a warning is shown.
• Useful in group counting to distribute loads and prevent duplication.

❓ Warning for Location Not in List

• On: If entering a location name not in the predefined list – a warning is shown.
• Useful for enforcing precise names.

🗺️ Warning for Location Mismatch

• On: If in the catalog the item is assigned to a different location than the current one – a message is shown.
• Helps identify items that are "in the wrong place".

🚫 Block Addition After Location Warning

• On: When one of the location warnings appears, the item will not be added without explicit confirmation.
• Off: The item is added even after the warning.

⚙️ Tab 4 – System Modes

Special modes that change the behavior of the entire count screen.

⚠️ This entire tab is hidden in order collection mode and order creation mode.

🆕 New Items Only Mode (Item Catalog Creation Mode)

• On: Only items not in the catalog can be scanned – existing items won't be added. When an unknown barcode is scanned, you can fill in the item details and add it to the catalog.
• Useful for manually building a new catalog or finding missing items.

⚠️ This mode is locked when Loan/Return mode is active (the two modes are incompatible).

🔗 Show Option to Link Barcode to Existing Item

• On: When scanning an unrecognized barcode, an option "Link to Existing Item" is shown – you can link the new barcode to an item already in the catalog.
• Useful when the same product has multiple different barcodes.

⚠️ This mode is locked when Loan/Return mode is active.

🔄 Loan/Return Mode

• On: The count screen switches to Loan/Return mode – every scan is recorded as an equipment movement.
• A borrower and direction (Loan / Return) must be selected before each scan.
• See full details on the "Borrowers & Loans Management" page.

⚠️ Activating this mode automatically disables the "Add/Subtract" and "New Items Only" modes.

🎯 Count Goal (Count Scope)

A Count Goal allows counting according to a predefined item list instead of free counting.

The progress card appears automatically at the top of the counter page (no manual activation in settings needed). In the card, choose from a dropdown which goal to track – the system shows how many items were counted, how many are missing, and completion percentage in real time.

Goal management (create, edit, delete, bulk create) is done from: Branch Management → click "🎯 Count Goals" button in the relevant branch row.

See full details on the 🎯 Count Scope Management page.

💾 Saving Settings

Action	What happens
Change a setting	Saved automatically to the user account.
"Save and Close" button	Saves all settings and closes the dialog.
"Save for All Employees" button (managers only)	Applies current settings to all employee accounts in the company.

⚠️ "Save for All Employees" replaces each employee's personal settings. This action cannot be undone.

📖 Summary Table – All Settings

Setting	Tab	Visible in Collection Mode?
Camera for scanning	Scanning	✅ Yes
QR Code	Scanning	✅ Yes (when camera is on)
Quantity window	Scanning	✅ Yes
Discrete Quantity	Scanning	❌ No
Maximum quantity threshold	Scanning	❌ No
Minimum quantity threshold	Scanning	❌ No
Batch number	Scanning	❌ No
Expiration date	Scanning	❌ No
Status	Scanning	✅ Yes
Scan card display	Scanning	✅ Yes
Fixed prefix	Scanning	❌ No
Barcode transformation rules	Scanning	✅ Yes
Duplicate count warning	Count	❌ No
Add/Subtract mode	Count	❌ No
Remove spaces	Count	❌ No
Similar items	Count	❌ No
Auto-select most similar	Count	❌ No
Search by name only	Count	❌ No
Shortened barcodes	Count	❌ No
Danacode	Count	❌ No
UPC-A normalization	Count	✅ Yes (when camera is on)
Hide keyboard button	Count	❌ No
Hide keyboard when editing	Count	❌ No
All location settings	Locations	❌ No
New items only mode	System modes	❌ No
Link barcode to existing item	System modes	❌ No
Loan/Return mode	System modes	❌ No