Fulfillment

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Picking is the process of pulling inventory from the warehouse to be included in the customer's order. Packing is the process of gathering and packaging these items to prepare them for shipment to the customer.

Tabletandroid.png Picking and Packing Sales Orders

Picking:

  1. In the app, go to Main → Sales → Open Orders.
  2. Choose any order you want to pick and tap the Pick button.
  3. Type the items' quantity in the Pick Qty field or use the Scan button to pick the necessary quantity for each item.
  4. Tap the Save button.

Packing:

  1. Choose the order that has been picked and tap the Pack button.
  2. Check the Pack All checkbox or use the Scan button to pack items in the order.
  3. Tap the Save button.
  4. Fill in the Customer Name field, tap the Enter Sign button and enter the signature into the field.
  5. Tap OK and Save.

Tabletandroid.png Picking Several Sales Orders at Once

Allow to pick several sales orders at once


Info-sign.png Starting from Handifox 7.1.0, it is possible to pick several Sales Orders at once. To enable this feature, go to Quickbooks, File → Handifox → Settings, check "Allow to pick several sales orders at once".

To pick several orders at once:

  1. Go to Handifox mobile app → Sales → Open Orders.
  2. You can filter orders by number or by the customer via respective fields
  3. Check the necessary orders
  4. Click the "Pick" button.








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Tabletandroid.png Picking and Packing Invoices

Picking:

  1. In the app, go to Main → Sales → Open Invoices.
  2. Choose any order you want to pick and tap the Pick button.
  3. Type the items' quantity in the Pick Qty field or use the Scan button to pick the necessary quantity for each item.
  4. Tap the Save button.

Packing:

  1. Choose the order that has been picked and tap the Pack button.
  2. Check the Pack All checkbox or use the Scan button to pack items in the invoice.
  3. Tap the Save button.
  4. Fill in the Customer Name field, tap the Enter Sign button and enter the signature into the field.
  5. Tap OK and Save.


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Comp.png Marking Invoices as Packed

  1. In QuickBooks, go to File → HandiFox → Open Transactions to Pick/Pack.
  2. Choose Invoice in the Transaction Type section.
  3. Choose the necessary transaction in the list and check it.
  4. Click the Mark As Packed button and click OK.

Comp.png Printing the List of Sales Orders and Invoices to Pick and Pack

  1. In QuickBooks, go to File → HandiFox → Open Transactions to Pick/Pack.
  2. Choose Invoice or Sales Orders in the Transaction Type section.
  3. Check the transactions you want to print.
  4. Click the Print List' button and click OK.


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Tabletandroid.png Printing Pick Lists and Packing Slips

You can print pick lists in the HandiFox app:

  1. In the app, go to Main → Sales.
  2. Tap the Open Orders or Open Invoices button and select a picked transaction.
  3. Tap Contextmenu.PNG and tap the Print button to print the pick list.

In the HandiFox app, you can also print packing slips:

  1. In the app, go to Main → Sales.
  2. Tap the Open Orders or Open Invoices button and select a picked transaction.
  3. Tap the Pack button, and tap Print to print the packing slip.


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