Difference between revisions of "Desktop and Mobile Applications"
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*'''View''' drop-down menu allows watching active or all the transactions. | *'''View''' drop-down menu allows watching active or all the transactions. | ||
*'''Filter''' checkbox allows creating filters to look for customers according to specific features. | *'''Filter''' checkbox allows creating filters to look for customers according to specific features. | ||
| − | + | :'''Look for''' field allows entering the information which helps to find the customer. | |
| − | + | :'''In''' drop-down menu allows choosing the field to which the filter would be applied.<br> | |
| − | + | :'''Back''' button allows leaving the Filter screen without saving changes. | |
| − | + | :'''Apply''' button allows applying filters. | |
*'''New''' button allows creating a new customer. | *'''New''' button allows creating a new customer. | ||
*'''Edit''' button allows editing created customers. | *'''Edit''' button allows editing created customers. | ||
*'''Scan''' button allows looking for transactions with the help of a scanner. | *'''Scan''' button allows looking for transactions with the help of a scanner. | ||
| − | + | ==== Customer Orders Screen ==== | |
| − | + | '''Customer Orders''' button opens the Customer Orders screen which allows performing different actions with sales orders like creating new, editing, picking, or invoicing. | |
| − | + | *'''Look for Order''' field allows entering the number of sales order which helps to find it | |
| − | + | *'''Status''' drop-down menu allows looking for sales orders according to their status | |
| − | + | *'''New''' button allows creating a new sales order. | |
| − | + | *'''Edit''' button allows editing existing sales orders. | |
| − | + | *'''Pick''' button allows picking sales orders. | |
| − | + | *'''Invoice''' button allows invoicing sales orders. | |
| − | **'''Look for customer''' field allows entering the name of the customer to find them. | + | ==== Open Orders Screen ==== |
| − | + | '''Open Orders''' button opens the Open Orders Screen which allows performing different actions with open sales orders like editing and picking. | |
| − | + | *'''Look for Order''' field allows entering the number of the sales order to find it. | |
| − | + | *'''Status''' drop-down menu allows looking for sales orders according to their status | |
| − | + | *'''Look for customer''' field allows entering the name of the customer to find them. | |
| − | + | *'''Filter''' checkbox allows creating filters to look for customers according to specific features. | |
| − | + | **'''Look for''' field allows entering the information which helps to find a customer. | |
| − | + | **'''In''' drop-down box allows choosing a section to which the filter would be applied. | |
| − | + | **'''Back''' button allows leaving Filter screen without saving changes. | |
| − | + | **'''Apply''' button allows applying filters. | |
| − | + | *'''Scan''' button allows looking for transactions with the help of a scanner. | |
| + | *'''Edit''' button allows editing existing sales orders. | ||
| + | *'''Pick''' button allows picking sales orders. | ||
<br> | <br> | ||
{{Gototop}} | {{Gototop}} | ||
<br> | <br> | ||
Revision as of 22:08, 28 June 2021
HandiFox consists of two parts:
| Desktop App | Mobile App |
|---|---|
| It is used for control and administration | It contains the main functionality of HandiFox |
Contents
Desktop Application
The HandiFox Desktop application is intended for setup and management tasks and it directly communicates with QuickBooks. It allows you to:
- Create and edit Inventory Sites
- Manage connected mobile devices
- Add barcodes for items and print barcode labels
- View and adjust inventory levels on each site
- View and generate Purchase Orders
- Transfer inventory between sites
- Review and approve the results of Inventory Counts done in the mobile app
- Print Invoices with customer signatures
- Select Orders and Invoices to be shipped
- Add users, manage user roles and permissions
Mobile Application
The HandiFox Android App is designed to aid your employees in warehouse operations and allows them to:
- Review products and services and check quantities on hand
- Use barcode scanning for quick product selection
- Do partial or full inventory counts
- Enter, edit and receive Purchase Orders
- Create and edit Sales Orders
- Create and edit Invoices
- Do Picking and Packing of open Sales Orders and Invoices
- Enter Sales Receipts and Credit Memos
- Receive Payments
- Transfer Inventory between Sites
Mobile Application Interface
Customer Center Screen
- Look for customer field allows looking for the customer you want to work with.
- View drop-down menu allows watching active or all the transactions.
- Filter checkbox allows creating filters to look for customers according to specific features.
- Look for field allows entering the information which helps to find the customer.
- In drop-down menu allows choosing the field to which the filter would be applied.
- Back button allows leaving the Filter screen without saving changes.
- Apply button allows applying filters.
- New button allows creating a new customer.
- Edit button allows editing created customers.
- Scan button allows looking for transactions with the help of a scanner.
Customer Orders Screen
Customer Orders button opens the Customer Orders screen which allows performing different actions with sales orders like creating new, editing, picking, or invoicing.
- Look for Order field allows entering the number of sales order which helps to find it
- Status drop-down menu allows looking for sales orders according to their status
- New button allows creating a new sales order.
- Edit button allows editing existing sales orders.
- Pick button allows picking sales orders.
- Invoice button allows invoicing sales orders.
Open Orders Screen
Open Orders button opens the Open Orders Screen which allows performing different actions with open sales orders like editing and picking.
- Look for Order field allows entering the number of the sales order to find it.
- Status drop-down menu allows looking for sales orders according to their status
- Look for customer field allows entering the name of the customer to find them.
- Filter checkbox allows creating filters to look for customers according to specific features.
- Look for field allows entering the information which helps to find a customer.
- In drop-down box allows choosing a section to which the filter would be applied.
- Back button allows leaving Filter screen without saving changes.
- Apply button allows applying filters.
- Scan button allows looking for transactions with the help of a scanner.
- Edit button allows editing existing sales orders.
- Pick button allows picking sales orders.
