Add a barcode or QR code, including one that opens the record
Add a code that’s built from each record’s data when you print: the invoice number, a link, or the link to the record itself.
Before you start · for owners and managersThe permission to edit document templates
Before you start · for owners and managers
The permission to edit document templates
- You need: The permission to edit document templates
Steps
1
Insert a barcode from the
/ menu.2
Choose the type from the table below.
3
Type the value. It can contain fields such as
{{invoice_number}}.For a code that opens the record, choose Record link.
4
Change the size and save.
How it works
The code is drawn again for each record when you print, and isn’t stored as an image. That’s why every invoice carries its own code.
If a code can’t be drawn, such as letters in an EAN-13, the document prints without it.
Record link: scanning the code opens the record in Corteksa for anyone allowed to see it. See System fields: date, your name, record link and page numbers.
At a glance
Type
Use
QR
Links and text. The most common
Code 128
Numbers and letters, such as an invoice number
Code 39
Numbers and capital letters
EAN-13, EAN-8 and UPC-A
Product numbers
Data Matrix
A small square code
PDF417
A long code for a lot of data
If something goes wrong
What you see
Why
What to do
The code doesn’t show
The value doesn’t suit the type, or it’s empty in the record.
Use QR or Code 128 for text.
The record code doesn’t open
The person scanning has no account in the workspace, or no permission for the record.
A real example
Shield Security Co.
The situation
A technician on site needs to open the contract record quickly.
What they did
- A QR code with the record link as its value, in the footer of the maintenance label.
- A Code 128 with the contract’s serial number.
The result
The technician scans the label with their phone and the contract opens, with its visit history.
A made-up company, to show the idea. The numbers are rounded.
Good to know
A code’s value can be up to 4,296 characters, and each type has its own lower limit.
8 types.
Did this guide solve it?
If not, we’ll ask what was missing.