Onboarding Hub - Step 9 Scan Tags [add later/phase 2]

Onboarding Hub - Step 9 Scan Tags [add later/phase 2]

Setup Your Scan Tags

This article explains how to configure Scan Tags and details their purpose.

Page URL:

How To

To begin, navigate to one of the above Page URLs which are located under either Configuration > Lists and Zones > Scan Types OR Configuration > Lists and Zones > Dictionary Lists.

Scan Tags setup via the Scan Types page

Scan Tags can be configured for a specific scan type as mandatory. When using that scan, the user must select and apply one of the associated scan tags:


This concept is useful for scenarios such as auto-assignments triggered by Linehaul Scans. A Linehaul scan with a tag can be applied to a consignment item, which then triggers an auto-assignment rule to allocate the scanned freight to the linked carrier or agent. More information on the setup can be found hereAuto Assignment

At their core, Scan Tags allow additional information to be attached to a scan. They can be used with assignment rules as described above and are also useful for tracking or internal communication purposes.

Scan Tags setup via the Dictionary List page

Scan tags can be setup as optional selections a user can make when performing a scan.
Simply click the scan tag option and then Add to create as needed:



FAQs

Q: What is the difference between setting up Scan Tags in the Scan Types page vs the Dictionary List?

Scan Tags configured on the Scan Types page are mandatory and must be applied when performing a scan that lists these tags.
Scan Tags configured in the Dictionary List are optional, and scans can be completed without selecting a Scan Tag.

Please see below links that provide more information on the content of this help article:
  1. Dictionary List
  2. Freight Scan Types


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