Difference between revisions of "Fulfillment"

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