Creating a New Session

Overview

The "New Session" screen in the Scanner App is where users can initiate a new scanning session. This screen is designed to capture essential details about the session, which can be useful when scanning involves a customer.

Fields and Functions

Session Details

• Customer: Enter the name of the customer associated with the session.

• Phone Number: Provide a contact number for quick reference or follow-ups.

• Address: Include the location related to the session, if applicable.

• Email Address: Add an email for the customer.

• Notes: Utilize this field to note important details about the session, such as specific requests or conditions.

Action Buttons

• OK: Press to confirm and save the session details. This will create the session and take you back to the Sessions screen.

• Cancel: Use this to discard any changes and return to the Sessions screen without saving.

• Just Scan: This option allows users to bypass detailed entries and immediately start scanning. This is ideal for tasks like inventory checks where customer details are not necessary.

Flexible Data Entry

Users have the flexibility to leave fields blank initially and return to complete or edit them at a later stage. This feature ensures that scanning activities can commence without delay.

Best Practices for Session Creation

• Accurate Information: While immediate detail entry is not mandatory, entering accurate information whenever possible helps in maintaining organized records.

• Utilize Notes: The notes field can be particularly useful for recording unique details about each session, enhancing the ability to search and track specific activities.

Link to Session Insights

For more insights and best practices on managing your sessions effectively, refer to the Session Insights Guide.