Difference between revisions of "QuickBooks Integration"
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* Handheld Device Manager - allows managing the list of registered handheld devices. | * Handheld Device Manager - allows managing the list of registered handheld devices. | ||
* Handheld User Manager - allows creating, editing and removing handheld users. | * Handheld User Manager - allows creating, editing and removing handheld users. | ||
| − | * Open Transactions to Pick/Pack - | + | * Open Transactions to Pick/Pack - allows closing sales orders and pack invoices. |
| − | * Price Rules - | + | * Price Rules - allows setting price rules and volume discounts for items. |
* QOH Viewer - allows viewing and adjusting any item's quantity on hand at every location. | * QOH Viewer - allows viewing and adjusting any item's quantity on hand at every location. | ||
| − | * Search by Serial/Lot number - | + | * Search by Serial/Lot number - allows looking for transactions by serial/lot number. |
* Settings - allows configuring HandiFox’s settings. | * Settings - allows configuring HandiFox’s settings. | ||
| − | * Transfer Center - | + | * Transfer Center - allows doing different operations with transfers like creating, receiving and editing. |
| − | * Transfer Discrepancy Report - | + | * Transfer Discrepancy Report - allows checking discrepancy for transfers made. |
* View/Print Invoice - allows viewing and printing invoices with customer signature (is disabled if Sales function is not allowed in the license). | * View/Print Invoice - allows viewing and printing invoices with customer signature (is disabled if Sales function is not allowed in the license). | ||
Revision as of 19:34, 25 May 2020
The QuickBooks Integrated Module is available from the QuickBooks user interface. It is located under File → HandiFox
QuickBooks Integration Module
The QuickBooks Integration Module consists of several windows:
- Barcodes List - allows viewing, generating, editing and printing barcodes for inventory items.
- Counting Sessions - allows viewing, creating and voiding counting sessions created on handhelds.
- Customize Reports - allows viewing and editing report templates.
- Directions to install on a mobile device
- Export\Import - allows exporting and importing specific information from\to the system.
- Generate Purchase Order - automatically generates purchase orders based on item's sales information.
- Handheld Device Manager - allows managing the list of registered handheld devices.
- Handheld User Manager - allows creating, editing and removing handheld users.
- Open Transactions to Pick/Pack - allows closing sales orders and pack invoices.
- Price Rules - allows setting price rules and volume discounts for items.
- QOH Viewer - allows viewing and adjusting any item's quantity on hand at every location.
- Search by Serial/Lot number - allows looking for transactions by serial/lot number.
- Settings - allows configuring HandiFox’s settings.
- Transfer Center - allows doing different operations with transfers like creating, receiving and editing.
- Transfer Discrepancy Report - allows checking discrepancy for transfers made.
- View/Print Invoice - allows viewing and printing invoices with customer signature (is disabled if Sales function is not allowed in the license).
