Workflows
Barcodes
Print labels, scan from your phone, and link unknown codes to items — no special hardware required.
Overview
Barcodes turn a phone camera into the only scanner your team needs. Print labels for items in your warehouse, then scan a code to look up the item, add it to a house, or assign the label to something new — no dedicated hardware required.
Every barcode points at one item in your inventory, but each item can carry several barcodes — useful when one piece ships with the manufacturer's tag and you also want a fresh sticker for the warehouse. Codes that aren't yet assigned still work; scanning one prompts you to link it to an existing item or create a new one on the spot.
QR codes and standard barcodes
Two formats are supported. QR codes are the default and recommended for new setups; standard barcodes match dedicated scanner hardware your team may already use.
QR Code is a 2D square that any phone camera can read, including the system camera app. Pick this if your team scans with phones — most setups should. QR labels also have a scannable variant that encodes a full URL, so a quick snap from the iOS or Android camera app jumps straight into Staging Assistant without first opening the app.
Standard Barcode is the traditional one-dimensional stripe pattern (Code 128). Pick this when you have an existing warehouse scanner gun or want compatibility with another system that already prints linear codes. Standard barcodes accept printable ASCII characters and need at least four characters per code.
A preferred format can be set company-wide from the barcode settings — that controls which format the print page and the Auto-generate on new items setting use by default.
Assigning a code to an item
A barcode is just a string of characters until it's linked to an item. Codes can be assigned by typing them in, by scanning a label that doesn't have an item yet, or generated automatically when a new item is created.
From an item's edit form, click No barcodes (or the existing barcode preview, if one is set) to open the barcode editor. Inside, click Barcode for a standard barcode or QR Code for a QR code, then type or paste the code value. The editor checks each code against the rest of your inventory and refuses duplicates so two items can't share a label.
To skip typing, turn on Auto-generate on new items from barcode settings. Every new item then gets a unique code in the preferred format the moment it's created. Assigning codes by hand doesn't require any special permission, either — linking a scanned-but-unknown code to an existing item is a Mover-safe action (see team).
Printing labels
The print page handles two jobs: generating a batch of fresh, unassigned codes, and reprinting labels for items that already have barcodes. Both share the same layout settings and live preview, and both print to regular label sheets or to a thermal label roll.
There are two ways in. From the inventory list, open the more-actions menu and pick Print Barcodes — if items are selected, the entry reads Print Barcodes (N selected) and the selection carries onto the page with you. Or, from a single item, click its barcode to open the preview and choose Print Label to land on the print page with just that item loaded.

Pick a workflow
Generate New Codes creates a batch of unassigned codes that can be slapped on items as they come in. Choose the format, set the quantity (1 to 500), and click Generate. Existing Item Barcodes reprints labels for items you already own — search items in by name, or arrive with a selection from the inventory list and the items will already be loaded (a banner shows how many carried over, with a Clear button to start fresh). Adjust the copies-per-barcode count if you want more than one sticker per code.Choose sheets or a roll
The Sheets | Roll switch at the bottom of Layout Settings picks the printer type. Sheets is for a regular printer loaded with die-cut sticker sheets. Roll is for thermal label printers that feed labels one at a time — the PDF comes out with one label per page, sized to the label itself.Choose a label format
Set Label Format to match what's in your printer. On sheets, the default for QR codes is the 2" by 2" square sheet (20 labels per page); standard barcodes default to Avery 5160 (30 labels per page), with other Avery and asset-tag formats listed alongside. On a roll, presets cover common thermal sizes like 2.25" by 1.25" and DYMO address labels. Either mode also has a Custom option — set the page size, label counts, margins, and gaps for an unusual sheet, or just the label width and height for a roll. Your choices are remembered, including custom sizes, so you don't have to re-enter them every time.Set a start position and fill order (sheets)
If you've already used some labels off a sheet, set Start Row and Start Column — or just click the cell in the page preview where printing should begin. Fill Order controls whether labels fill left to right (the default) or top to bottom, useful when you peel columns off a sheet rather than rows.Generate and print
The summary at the top of the sidebar shows how many labels and pages the current job will produce. Click Generate PDF — the finished PDF opens in a new tab, ready to print. If nothing opens, allow pop-ups for the site and click again.

For QR codes, a Use compact QR codes checkbox toggles between two encodings. Scannable (the default) embeds a full URL so any phone camera can read it; compact encodes the bare code, which prints smaller but only the Staging Assistant app can scan it. Pick scannable unless you need to fit a tiny label.
Scanning on desktop
Most barcode scanning happens on phones, but a connected scanner gun on a desktop works too. Standard barcode scanners type the code into whichever input is focused, so they slot into the same fields you'd type into.
On the inventory page, focus the search box and scan — the matching item filters in. Inside the barcode editor, focus a code field and scan to fill it. There's no separate desktop scan mode; the keyboard shortcut a scanner sends is enough.
On mobile, you can scan a code to look up an item, add it to a house, or check it out — see the mobile guide for details.
Unknown codes and shortlinks
A scannable QR code resolves to a short URL. If the code is already linked to an item, that URL jumps straight to the item's detail page. If it isn't, the unknown-barcode page opens with two next steps.
From there you can Associate with Existing Item — search by name, pick from the result list, and confirm — or Create New Item, which opens the new-item form with the scanned code already filled in. Anyone with edit permission sees both options; movers see only Associate with Existing Item (more in the team guide).
The shortlink page also works without a camera. Type a code into the URL bar and the same association screen opens — handy when a label is too damaged to scan and you want to look it up by hand.
Settings and defaults
A few settings control how barcodes appear and behave across the company. Admins set them once; everyone else inherits the choice.
Display Style picks how barcodes show up on item pages — Prominent renders the barcode large with the code string underneath, while Compact tucks it inline next to a smaller preview. Preferred Format sets the default for the print page and any auto-generated codes. Auto-generate on new items is off by default; turn it on to give every new item a fresh code without anyone needing to think about it.
What's next
Once your items are labelled, barcodes plug into the rest of the product:
- Browse the inventory page to select which items need labels, then jump to the print workflow with your selection already loaded.
- Use holds and checkouts on mobile so movers can scan items in and out as the truck loads.
- Invite movers to your team with the Mover role, which can scan and assign codes without seeing financial fields or creating new items.