Difference between revisions of "Fulfillment"

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=Picking and Packing Sales Orders=
 
−
#In the app, go to Main>Sales>Open Orders.
 
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#Choose any order in the list you want to pick and tap Pick button.
 
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#Type items quantity in the Pick Qty field or use Scan button to pick each items' quantity needed.
 
−
#Tap Save button.
 
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#Choose picked order and tap Pack button.
 
−
#Check Pack All checkbox or use Scan button to pack items in the order.
 
−
#Tap Save button.
 
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#Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
 
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#Tap OK and Save.
 
  
−
=Picking and Packing Invoices=
+
Picking is the process of pulling inventory from the warehouse to be included in the customer's order.
−
#In the app, go to Main>Sales>Open Invoices.
+
Packing is the process of gathering and packaging these items to prepare them for shipment to the customer.
−
#Choose any order in the list you want to pick and tap Pick button.
 
−
#Type items quantity in the Pick Qty field or use Scan button to pick each items' quantity needed.
 
−
#Tap Save button.
 
−
#Choose picked order and tap Pack button.
 
−
#Check Pack All checkbox or use Scan button to pack items in the invoice.
 
−
#Tap Save button.
 
−
#Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
 
−
#Tap OK and Save.
 
  
−
=Marking Orders/Invoices as Packed on the Computer=
+
=[[File:tabletandroid.png | 36px]] Picking and Packing Sales Orders=
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#In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
+
'''Picking:'''
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#Choose invoice in Transaction Type section.
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#In the app, go to ''Main → Sales → Open Orders.''
−
#Choose needed transaction in the list and check it.
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#Choose any order you want to pick and tap the '''Pick''' button.
−
#Click Mark As Packed button and click OK.
+
#Type the items' quantity in the '''Pick Qty''' field or use the '''Scan''' button to pick the necessary quantity for each item.
 +
#Tap the '''Save''' button.
 +
'''Packing:'''
 +
#Choose the order that has been picked and tap the '''Pack''' button.
 +
#Check the '''Pack All''' checkbox or use the '''Scan''' button to pack items in the order.
 +
#Tap the '''Save''' button.
 +
#Fill in the '''Customer Name''' field, tap the '''Enter Sign''' button and enter the signature into the field.
 +
#Tap '''OK''' and '''Save'''.
 +
==[[File:tabletandroid.png | 36px]] Picking Several Sales Orders at Once==
 +
[[File:HFD_Pick_several_orders_at_once_setting.png|400px|thumb|right|Allow to pick several sales orders at once]]
 +
<br>
 +
{{Infogray |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:
 +
#Go to Handifox mobile app ''→ Sales → Open Orders''.
 +
#You can filter orders by number or by the customer via respective fields
 +
#Check the necessary orders
 +
#Click the '''"Pick"''' button.
 +
<br><br><br><br><br><br>
 +
<br>
 +
{{Gototop}}
 +
<br>
  
−
=Printing List of Sales Order and Invoices to Pick and Pack=
+
=[[File:tabletandroid.png | 36px]] Picking and Packing Invoices=
 +
'''Picking:'''
 +
#In the app, go to ''Main → Sales → Open Invoices.''
 +
#Choose any order you want to pick and tap the '''Pick''' button.
 +
#Type the items' quantity in the '''Pick Qty''' field or use the '''Scan''' button to pick the necessary quantity for each item.
 +
#Tap the '''Save''' button.
 +
'''Packing:'''
 +
#Choose the order that has been picked and tap the '''Pack''' button.
 +
#Check the '''Pack All''' checkbox or use the '''Scan''' button to pack items in the invoice.
 +
#Tap the '''Save''' button.
 +
#Fill in the '''Customer Name''' field, tap the '''Enter Sign''' button and enter the signature into the field.
 +
#Tap '''OK''' and '''Save'''.
 +
<br>
 +
{{Gototop}}
 +
<br>
  
−
#In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
+
=[[File:comp.png | 36px]] Marking Invoices as Packed=
−
#Choose Invoice or Sales Orders in Transaction Type section.
+
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack.''
−
#Check the transactions in the list you want to print.
+
#Choose Invoice in the '''Transaction Type''' section.
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#Click Print List button and click OK button.
+
#Choose the necessary transaction in the list and check it.
 +
#Click the '''Mark As Packed''' button and click '''OK'''.
  
−
=Printing Picking and Packing Slips=
+
=[[File:comp.png | 36px]] Printing a List of Sales Orders and Invoices to Pick and Pack=
  
−
#In the app, go to Main>Sales.
+
#In QuickBooks, go to ''File → HandiFox → Open Transactions'' to Pick/Pack.
−
#Tap Open Orders or Open Invoices button and choose picked transactions.
+
#Choose '''Invoice''' or '''Sales Orders''' in the '''Transaction Type''' section.
−
#Tap Print button to print picking slips.
+
#Check the transactions you want to print.
 +
#Click the '''Print List''' button and click '''OK''.
 +
<br>
 +
{{Gototop}}
 +
<br>
  
−
#In the app, go to Main>Sales.
+
=[[File:tabletandroid.png | 36px]] Printing Pick Lists and Packing Slips=
−
#Tap Open Orders or Open Invoices button and choose picked transactions.
+
 
−
#Tap Pack button and Print button to print packing slips.
+
You can print pick lists in the HandiFox app:
 +
 
 +
#In the app, go to ''Main → Sales''.
 +
#Tap the '''Open Orders''' or '''Open Invoices''' button and select a picked transaction.
 +
#Tap [[File:Contextmenu.PNG | 30 px]] and tap the '''Print''' button to print the pick list.
 +
 
 +
In the HandiFox app, you can also print packing slips:
 +
 
 +
#In the app, go to ''Main → Sales''.
 +
#Tap the '''Open Orders''' or '''Open Invoices''' button and select a picked transaction.
 +
#Tap the '''Pack''' button, and tap '''Print''' to print the packing slip.
 +
<br>
 +
{{Gototop}}
 +
<br>

Latest revision as of 14:41, 12 April 2022

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.








[Back to top]


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.


[Back to top]


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 a 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.


[Back to top]


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.


[Back to top]


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