Difference between revisions of "Managing Inventory"

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== Inventory Screen ==
+
The inventory functionality of Handifox allows you to review the items and do various operations with them.<br>
−
This is the Inventory window that opens from the Main window:<br>
+
==[[File:tabletandroid.png | 36px]] Inventory Screen ==
 +
This is the '''Inventory''' screen that opens from the ''Main'' screen:<br><br>
  
 
[[File:Inventoryscreen.jpg | 250px | left]]<br>
 
[[File:Inventoryscreen.jpg | 250px | left]]<br>
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*'''Item List''' button - Tap it to go to '''[[Managing Inventory#Item List|Item List]]'''.
 
*'''Item List''' button - Tap it to go to '''[[Managing Inventory#Item List|Item List]]'''.
−
*'''Inventory Counting''' button - Tap it to go to [[Inventory Counting#Partial and Full Inventory Count|Inventory Counting]] screen.
+
*'''Inventory Counting''' button - Tap it to go to the [[Inventory Counting#Partial and Full Inventory Count|Inventory Counting]] screen.
−
*'''P.O. Center''' button - Tap it to go to P.O. Center screen.
+
*'''P.O. Center''' button - Tap it to go to the ''P.O. Center'' screen.
−
*'''Bin Locations''' button - Opens Bin Location List window.
+
*'''Bin Locations''' button - Opens the ''Bin Location List'' screen.
−
*'''Build Assembly''' button - Tap it to open the '''New Assembly''' screen.
+
*'''Build Assembly''' button - Tap it to open the ''New Assembly'' screen.
 
<br>
 
<br>
 
<br>
 
<br>
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<br>
 
<br>
  
−
== Item List ==
+
==[[File:tabletandroid.png | 36px]] Item List ==
 
[[File:Itemlist.jpg|200px|thumb|left|Item List Screen]]
 
[[File:Itemlist.jpg|200px|thumb|left|Item List Screen]]
−
The Item List allows navigating through the list of all items.
+
The Item List allows navigating through the list of all items.
  
−
In this window you will find all active items of ''Inventory Part, Inventory Assembly, Other Charge (with fixed amount) and Service'' type with their sales descriptions and current quantities on hand (QOH). {{File:Infocircle.png | 30px]] Quantity on hand is shown in base units of measure.
+
In this window, you will find all active items of ''Inventory Part, Inventory Assembly, Other Charge (with fixed amount) and Service'' type with their sales descriptions and current quantities on hand (QOH).<br> [[File:Infocircle.png | 30px]] Quantity on hand is shown in base units of measure. <br>
 
[[File:Infocircle.png | 30px]] Tapping on the column headers of the grid sorts the list alphanumerically.
 
[[File:Infocircle.png | 30px]] Tapping on the column headers of the grid sorts the list alphanumerically.
  
 
   
 
   
  
−
{{Info | If your company file contains more than 5000 active items of Inventory Part, Inventory Assembly, Service and Other Charge (with fixed amount) types (for HandiFox Multi-Location - more than 5000 items at current location) then the '''Item List''' opens blank. To see the items, type an item name or just first few symbols of it in the '''Look for Name field'''.}}
+
{{Info | If your company file contains more than 5000 active items of Inventory Part, Inventory Assembly, Service and Other Charge (with fixed amount) types (for HandiFox Multi-Location - more than 5000 items at the current location) then the '''Item List''' opens blank. To see the items, type an item name or just the first few symbols of it in the '''Look for Name''' field.}}
 +
<br><br><br><br><br><br><br><br><br><br><br><br>
 +
{{Gototop}}
 +
<br>
  
−
* '''Look for Name''' field
+
* Scanner and the '''Scan''' button
 +
 
 +
A [[Setting Up and Configuring Scanner|barcode scanner]] can be used on this screen to find the required items. When you [[Barcoding#Scanning Barcodes|scan a barcode]], the system highlights the corresponding item. If the barcode is not assigned to any inventory item, then the error message “Cannot find scanned inventory item” appears. You can also tap the ''[[Setting Up and Configuring Scanner#Built-in Camera|Scan]]'' button to scan a barcode with your device’s camera, {{Infoshort | This button will appear on all screens where barcode scanning is applicable.}}
 +
<br>
 +
*'''Edit''' button
 +
 
 +
Tap it to open the [[Managing_Inventory#Item_Editor|'''Edit Item''' screen]] for the selected item.
 +
<br>
 +
<br>
 +
*'''View QOH''' button
 +
 
 +
Tap it to open the '''QOH Viewer''' screen for the selected item.
  
−
When the user types into the '''Look for Name''' field the system scrolls to the first name that starts with the entered sequence, and highlights it.
+
Press the '''Back''' button on the device to return to the Inventory screen.
 
   
 
   
−
* '''Filter check''' box
+
{{Infoshort | Only active items are displayed in the Item List.}}
−
 
+
<br>
 +
{{Gototop}}
 +
<br>
 +
=== Filter Items ===
 +
* '''Look for Name''' field
 +
When you type into the '''Look for Name''' field the system scrolls to the first name that starts with the entered sequence and highlights it
 +
* '''Filter''' checkbox
 
Tap it to open the '''Item Filter''' window.
 
Tap it to open the '''Item Filter''' window.
  
 
[[File:Lookforitem.PNG |250px]]   
 
[[File:Lookforitem.PNG |250px]]   
  
−
The '''Item Filter''' window is used to filter items that include what is input in the '''Look for Filter''' field.
+
The '''Item Filter''' window is used to filter items that include what is typed in the '''Look for Filter''' field.
  
 
[[File:Infocircle.png | 30px]] If you have already used a filter then the previous filtering criteria are shown. The '''Look for''' field is empty if you open the '''Filter''' window for the first time.
 
[[File:Infocircle.png | 30px]] If you have already used a filter then the previous filtering criteria are shown. The '''Look for''' field is empty if you open the '''Filter''' window for the first time.
  
−
[[File:Infocircle.png | 30px]] Searches can be performed either by all fields (default criterion) or by one of the following specific fields:
+
[[File:Infocircle.png | 30px]] Searches can be performed either in all fields (default criterion) or in one of the following specific fields:
 
   •Name
 
   •Name
 
   •Description
 
   •Description
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   •U/M
 
   •U/M
 
   •U/M Set
 
   •U/M Set
 +
*'''Apply''' button <br>
 +
Tap it to apply your criteria for filtering. If no item is found then the corresponding message appears.<br>
 +
*'''Back''' button <br>
 +
Tap it to return to the '''Item List''' without changing or applying any filter.
  
−
  '''Apply''' button
+
{{Infoshort |The same filter can be found on the '''Inventory Counting''' screen.}}
−
  Tap it to apply your criteria for filtering. If no item is found then the appropriate message appears.
 
−
  '''Back''' button
 
−
  Tap it to return to the '''Item List''' without changing or applying any filter.
 
  
−
{{Infoshort |The same filter can be found on the '''Inventory Counting''' screen.}}
 
−
<br>
 
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
−
 
−
* Scanner and '''Scan''' button
 
−
 
−
A [[Setting Up and Configuring Scanner|barcode scanner]] can be used in this window to find required items. When you [[Barcoding#Scanning Barcodes|scan a barcode]], the system highlights corresponding item. If the barcode is not assigned to any inventory item, then the error message “Cannot find scanned inventory item” appears. You can also tap the ''[[Setting Up and Configuring Scanner#Built-in Camera|Scan]]'' button to scan a barcode with your device’s camera, {{Infoshort | This button will appear on all screens where barcode scanning is applicable.}}
 
−
 
−
*'''Edit''' button
 
−
 
−
Tap it to open '''Item editor''' screen for the selected item.
 
−
 
−
*'''View QOH''' button
 
−
 
−
Tap it to open the '''QOH Viewer''' screen for the selected item.
 
−
 
−
Press '''Back''' button on the device to return to the Inventory window.
 
−
 
−
{{Infoshort | Only active items are displayed in the Item List.}}
 
 
<br>
 
<br>
−
{{Gototop}}
+
===[[File:tabletandroid.png | 36px]] Edit Item Screen ===
−
<br>
+
Item Editor allows the user to edit barcodes for the selected item and review the inventory item’s information. Select the necessary item in the items list and tap the '''Edit''' button.<br>
−
 
+
{| class="wikitable"
−
=== Item Editor ===
+
|+ style="caption-side:top; color:black; background-color:orange;"|''Item Editor Tabs''
−
The Item Editor allows the user to edit barcodes for selected item and review inventory item’s information.<br>
+
|-
−
 
+
! style="color:black" | General Tab
−
[[File:Edititemgen.jpg | 200px | right]]
+
! style="color:black" | Sales Tab
−
'''Tabs'''
+
|-style=background-color:white;
−
*The '''Item Editor''' screen opens with '''General''' tab active:
+
|[[File:Edititembc.jpg | 250px | right]] The '''Item Editor''' screen opens with the ''General'' tab active:
−
On the General tab you will find the following information (this information matches to the corresponding item's information in QuickBooks):
+
On the General tab you will find the following information (this information matches the corresponding item's information in QuickBooks):
 
   •Item Name/No
 
   •Item Name/No
 
   •Type
 
   •Type
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   •Asset Account
 
   •Asset Account
 
   •Reorder Point
 
   •Reorder Point
−
   •On Hand - Quantity on Hand on current location
+
   •On Hand - Quantity on Hand on the current location
 
   •Avg. Cost - (Average Cost)
 
   •Avg. Cost - (Average Cost)
 
   •On P.O/S.O (this site/all sites) - Quantity in purchase or sales orders for current or all sites.
 
   •On P.O/S.O (this site/all sites) - Quantity in purchase or sales orders for current or all sites.
−
[[File:Infocircle.png | 20px]] ''The user is not able to edit information on the General tab''.<br>
+
[[File:Infocircle.png | 20px]] ''It is not possible to edit the information on the '''General''' tab''.<br>
  
−
[[File:Infocircle.png | 20px]]Avg. Cost doesn't appear on the tab if Show cost permission is disabled for the user.
+
[[File:Infocircle.png | 20px]]Avg. Cost doesn't appear on the tab if ''Show cost [[Managing Users#Permissions|permission]]'' is disabled for the user.
−
*The second tab on the Item Editor screen is '''Sales''':
+
|The second tab on the ''Item Editor'' screen is '''Sales''':
 
On the '''Sales''' tab you will find the following information:
 
On the '''Sales''' tab you will find the following information:
 
   •Description of Sales Transactions
 
   •Description of Sales Transactions
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   •Tax Code
 
   •Tax Code
 
   •Income Account
 
   •Income Account
−
[[File:Infocircle.png | 20px]]The user is not able to edit information on the '''Sales''' tab.<br>
+
[[File:Infocircle.png | 20px]]It is not possible to edit the information on the '''Sales''' tab.<br>
−
[[File:Infocircle.png | 20px]]''The '''Sales Price''' doesn't appear on the tab if Show cost permission is disabled for the user.''
+
[[File:Infocircle.png | 20px]]The '''Sales Price''' doesn't appear on the tab if ''Show cost [[Managing Users#Permissions|permission]]'' is disabled for the user.
−
 
+
|-
−
*The next tab on '''Item Editor''' screen is '''Purchase''':
+
! style="color:black" | Purchase Tab
 +
! style="color:black" | Barcode Tab
 +
|-style=background-color:white;
 +
|The next tab on the '''Item Editor''' screen is '''Purchase''':
 
On the '''Purchase''' tab you will find the following information:
 
On the '''Purchase''' tab you will find the following information:
 
   •Description of Purchase Transactions
 
   •Description of Purchase Transactions
−
   •Quantity on Purchase Orders for current location and in total
+
   •Quantity on Purchase Orders for the current location and in total
 
   •Cost
 
   •Cost
 
   •COGS Account
 
   •COGS Account
 
   •Preferred Vendor
 
   •Preferred Vendor
 
   •Purchase Tax Code (only for QuickBooks Canada)
 
   •Purchase Tax Code (only for QuickBooks Canada)
−
[[File:Infocircle.png | 20px]]The user is not able to edit information on the Purchase tab.<br>
+
[[File:Infocircle.png | 20px]]It is not possible to edit the information on the '''Purchase''' tab.<br>
 
[[File:Infocircle.png | 20px]]Cost doesn't appear on the tab if ''Show cost [[Managing Users#Permissions|permission]]'' is disabled for the user.
 
[[File:Infocircle.png | 20px]]Cost doesn't appear on the tab if ''Show cost [[Managing Users#Permissions|permission]]'' is disabled for the user.
−
 
+
|The last tab on the '''Item Editor''' screen is '''Barcode''':
−
The last tab on the '''Item Editor''' window is '''Barcode''':
 
 
[[File:Edititembc.jpg | 250px | right]]  
 
[[File:Edititembc.jpg | 250px | right]]  
 
On the '''Barcode''' tab you will find the following information:
 
On the '''Barcode''' tab you will find the following information:
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[[File:Infocircle.png | 20px]] "NONE" is displayed if no unit of measure is assigned to the inventory item.
 
[[File:Infocircle.png | 20px]] "NONE" is displayed if no unit of measure is assigned to the inventory item.
−
The abbreviation, number of ea (base units) and Barcode preview are shown for the currently selected unit of measure:
+
The abbreviation, number of ea (base units) and Barcode preview are shown for the currently selected unit of measure. <br>
−
[[File:Infocircle.png | 20px]] "NONE" is also displayed if you use QuickBooks Pro (as it doesn't support Units of Measure).
+
[[File:Infocircle.png | 20px]] "NONE" is also displayed if you use QuickBooks Pro (as it doesn't support Units of Measure). <br>
 
[[File:Infocircle.png | 20px]] You can forbid a user to edit barcodes by disabling the corresponding [[Managing Users#Permissions|permission]].  
 
[[File:Infocircle.png | 20px]] You can forbid a user to edit barcodes by disabling the corresponding [[Managing Users#Permissions|permission]].  
−
{{Info | The maximum length of the barcode that can be printed from HandiFox ([[Barcoding#Printing Barcodes and Labels|Barcodes List window in QuickBooks Integrated Module]]) is 18 characters.))
+
{{Info | The maximum length of the barcode that can be printed from HandiFox ([[Barcoding#Printing Barcodes and Labels|Barcodes List window in QuickBooks Integrated Module]]) is 18 characters.}}
  
−
  '''Save''' button
+
 
−
  Tap it to save barcode changes. The barcode you have entered must be unique, otherwise, the system will not allow saving.
+
Tap the '''Save''' button to save barcode changes. The barcode you have entered must be unique, otherwise, the system will not allow saving. <br>
−
  Press the '''Back''' button on the device to return to the previous '''Item List''' screen. Confirmation is needed if you want to leave the '''Item Editor''' without saving the barcode.
+
Press the '''Back''' button on the device to return to the previous '''Item List''' screen. Confirmation is needed if you want to leave the '''Item Editor''' screen without saving the barcode.
 
{{Infoshort |Each item can have several barcodes - one for each unit of measure from the u/m set assigned to the item.}}
 
{{Infoshort |Each item can have several barcodes - one for each unit of measure from the u/m set assigned to the item.}}
−
<br>
+
|}
−
{{Gototop}}
+
 
−
<br>
+
==[[File:comp.png | 36px]] Quantity on Hand ==
 +
 
 +
'''Quantity on Hand (QOH''') the number of items physically in stock. '''QOH Viewer''' provides you with the item's quantity on hand values on each inventory site, and on each bin within the current site.
  
−
== Quantity on Hand ==
+
In QuickBooks, go to ''File → HandiFox → QOH Viewer''. You will see the following buttons:
 
*'''Look For''' field allows looking for the item via typing its data in the field. You can specify the type of data in the ''All Fields'' drop-down menu.   
 
*'''Look For''' field allows looking for the item via typing its data in the field. You can specify the type of data in the ''All Fields'' drop-down menu.   
 
*'''Search''' button allows applying filters for searching the items.
 
*'''Search''' button allows applying filters for searching the items.
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*'''Refresh''' button allows retrieving the latest QOH information and clearing filters as well.
 
*'''Refresh''' button allows retrieving the latest QOH information and clearing filters as well.
 
*'''View Details''' allows viewing details for the item selected in the list.
 
*'''View Details''' allows viewing details for the item selected in the list.
−
*'''Adjust Quantity''' button allows changing the QOH for items.  
+
*'''Adjust Quantity''' button allows changing the QOH for items.
 +
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>''The '''Adjust Quantity''' button is only enabled if Multi-Location is disabled in QuickBooks''</td></table></div>
 +
 
 
*'''Desired QOH''' allows setting the desired quantity on hand for items.
 
*'''Desired QOH''' allows setting the desired quantity on hand for items.
 
*'''Export''' allows exporting a QOH report in an xls file.
 
*'''Export''' allows exporting a QOH report in an xls file.
 
*'''Close''' button allows closing the ''QOH Viewer'' window.
 
*'''Close''' button allows closing the ''QOH Viewer'' window.
 
<br>
 
<br>
−
'''Quantity on Hand''' (QOH) is a minimum quantity for inventory in stock. In HandiFox you can check the Quantity on Hand for items.
+
{{Gototop}}
−
#On the desktop, go to ''File → HandiFox → QOH Viewer''.   
+
<br>
 +
===How to check the QOH for items in Handifox Desktop:===
 +
#In QuickBooks, go to ''File → HandiFox → QOH Viewer''.   
 
#Use filters to find the specific item.
 
#Use filters to find the specific item.
 +
#You can double-click the item to see additional information.
 
#Click the '''Export''' button to export the QOH table in an xls file if it is needed.
 
#Click the '''Export''' button to export the QOH table in an xls file if it is needed.
−
 
+
<br>
−
How to adjust quantity in HandiFox desktop:
+
{{Gototop}}
−
#On the desktop, go to ''File → HandiFox → QOH Viewer''.   
+
<br>
 +
===How to adjust quantity in HandiFox desktop:===
 +
#In QuickBooks, go to ''File → HandiFox → QOH Viewer''.   
 
#Click the '''Adjust Quantity''' button.
 
#Click the '''Adjust Quantity''' button.
 
#Select the item you want to edit the quantity for.
 
#Select the item you want to edit the quantity for.
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#Type memo in the Memo field if it is needed.
 
#Type memo in the Memo field if it is needed.
 
#Click the '''Save''' button to save changes or the '''Cancel''' button to discard them.   
 
#Click the '''Save''' button to save changes or the '''Cancel''' button to discard them.   
−
 
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>''The '''Adjust Quantity''' button is only enabled if Multi-Location is disabled in QuickBooks''</td></table></div>
−
How to set the desired QOH in HandiFox desktop:
+
<br>
−
#On the desktop, go to ''File → HandiFox → QOH Viewer''.   
+
{{Gototop}}
−
#Qlick the '''Desired QOH''' button.
+
<br>
 +
===How to set the desired QOH in HandiFox on the Computer:===
 +
#In QuickBooks, go to ''File → HandiFox → QOH Viewer''.   
 +
#Click on the '''Desired QOH''' button.
 
#Choose the location of the items you want to set the desired QOH for in the ''Location'' drop-down menu.
 
#Choose the location of the items you want to set the desired QOH for in the ''Location'' drop-down menu.
 
#Use filters to find the specific item.
 
#Use filters to find the specific item.
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#Click the '''Save''' button to save changes or the '''Cancel''' button to discard them.   
 
#Click the '''Save''' button to save changes or the '''Cancel''' button to discard them.   
 
#Use the '''Import''' button to import data from an xls file or the '''Export''' button to export data to an xls file. You can also print a table with the desired QOH using the '''Print''' button.
 
#Use the '''Import''' button to import data from an xls file or the '''Export''' button to export data to an xls file. You can also print a table with the desired QOH using the '''Print''' button.
−
 
−
<br>
 
−
{{Gototop}}
 
−
<br>
 
−
 
−
== Transfers between sites ==
 
−
Inventory transfer transports items from one location to another. In HandiFox, you can create transfers and fill them with inventory to send them to any site you need.
 
−
 
−
=== Multi-location enabled in QuickBooks ===
 
−
==== Mobile application ====
 
−
'''How to Create Fill in the mobile app:'''
 
−
#In HandiFox app, go to ''Main → Transfer → Create Fill'' to fill transfer with inventory.
 
−
#Choose the site you want to create a transfer for and add a comment in the ''Comment'' field if it is needed, tap the '''Next''' button.
 
−
#Change transfer number in Tr.No.: field via typing it if it is needed.
 
−
#Add items using Find button, or Scan button to find items via barcodes. You can also type item’s name in the field and tap Add button to add item you need. Type item’s quantity you want to add to transfer in Qty field.
 
−
#Tap Memo tab to create memo for transfer.
 
−
#Tap U/M data to change the Unit of Measure. Use drop-down box and tap OK button to save changes. To discard changes, tap Cancel button.
 
−
#Tap S button to set Serial Number for chosen item. Type it or use barcode scanner. Tap OK to save changes. To discard changes, tap Cancel button.
 
−
#Tap Save button to save changes or use Apply&Save button to saved and apply transfer (you cannot change applied transfers).
 
−
#Sync your device to send new data to desktop.
 
−
 
−
'''How to Create Quick Transfer in the mobile app:'''
 
−
#In HandiFox app, go to ''Main → Transfer → Quick Transfer'' to create an inventory transfer.
 
−
#Select transfer type:
 
−
##Receive Inventory from other site
 
−
##Send inventory to other site
 
−
#Tap the '''Next''' button. Choose the site you want to transfer inventory from/to. Fill in the ''Comment'' field if it is needed and tap the '''Next''' button.
 
−
#Change transfer number in the ''Tr.No.:'' field via typing it if it is needed.
 
−
#Add items using the '''Find''' button, or the '''Scan''' button to find items via barcodes. You can also type the item’s name in the field and tap the '''Add''' button to add items you need. Type the item’s quantity you want to add to the transfer in the ''Qty'' field.
 
−
#Tap the ''Memo'' tab to create a memo for the transfer.
 
−
#Tap ''U/M'' data to change the Unit of Measure. Use the drop-down box and tap the '''OK''' button to save changes. To discard changes, tap the '''Cancel''' button.
 
−
#Tap the '''S''' button to set a Serial Number for the chosen item. Type it or use a barcode scanner. Tap '''OK''' to save changes. To discard changes, tap the '''Cancel''' button.
 
−
#Tap the '''Save''' button to save changes or use the '''Apply&Save''' button to save and apply the transfer (you cannot change applied transfers).
 
−
#Sync your device to send new data to the desktop.
 
−
 
−
==== Desktop application ====
 
−
'''How to Create Fill in the desktop:'''
 
−
#On the desktop, go to File → HandiFox → Transfer Center and click the '''Create Fill''' button.
 
−
#Select source and target site using ''Source Site'' and ''Site to Fill Transfer for'' drop-down menu.
 
−
#Check Generate Transfer checkbox to generate a transfer.
 
−
##Add items to the transfer based on '''Sales rates''': choose the period you need to form sales rate using the drop-down menu. Check the checkbox if the account for the item is already at the target site.
 
−
##Add items to the transfer based on the '''Desired QOH Level'''.
 
−
#Click the '''Next''' button to continue or use the '''Cancel''' button to discard the steps made before.
 
−
#Change the transfer number if it is needed via typing it in the ''Transfer No.:'' field.
 
−
#Choose the item in the drop-down menu, type the item's quantity you want to transfer via typing it in the ''Transfer Qty'' column. Choose the Unit of Measure for the item in the ''U/M'' column in the drop-down menu.
 
−
#Click the '''Add Item''' button to add items in the list. Use the Delete Item button to delete chosen items from the list.
 
−
#Add memo using the ''Memo'' field if it is needed.
 
−
#Click the '''Save''' button to save the transfer or click '''Apply''' to apply the transfer.
 
−
 
 
−
'''How to receive a transfer in the desktop:''' 
 
−
#On the desktop, go to ''File → HandiFox → Transfer Center''.
 
−
#Select the transfer you want to receive (you can receive only applied transfers).
 
−
#Click the '''Receive''' button and the received quantity of items via typing it in the ''Receive Qty'' column. If you receive all items, check the ''Receive all'' checkbox.
 
−
#Use the '''Print''' button to print ''Receive Transfer list''.   
 
−
#Add memo using the ''Memo'' field if it is needed.
 
−
#Click the '''Apply''' button to apply changes or '''Save''' to save them.
 
−
 
−
'''How to edit a transfer on the desktop:'''
 
−
  ! This option works only for not applied transfers.
 
−
#On the desktop, go to ''File → HandiFox → Transfer Center''. Choose not-applied transfer from the list and click View/Edit button.
 
−
#Change transfer number via typing it manually in the Transfer No.: field.
 
−
#Use drop-down menu in Item column to change item.
 
−
#Use drop-down menu in U/M column to change unit of measure for item.
 
−
#Click S button in corresponding raw in Item number column to specify serial number in the field. Click OK button to save changes or use Cancel to discard changes.
 
−
#Use Add Item button to add item to the list if it is needed.
 
−
#If you want to delete the item from the list, select it and click Delete Item button.
 
−
#Type memo in Memo: field if it is needed.
 
−
#Click Save button to save changes.
 
−
 
−
=== No multi-location/single location enabled: ===
 
−
To create Transfer in HandiFox with no multi-location/single location enabled, open ''Fie → HandiFox → Inventory Site Manager'' to create sites. Tap '''New''' to add the site's name via typing in the ''Site Name'' field and tap the '''Save''' button to save changes. Sync your device to send data to the app. 
 
−
==== Mobile application ====
 
−
'''How to Create Fill in the mobile app:'''
 
−
#In HandiFox app, go to ''Main → Transfer → Create Fill'' to fill transfer with the inventory.
 
−
#Choose the site you want to create a transfer for and add a comment in the ''Comment'' field if it is needed, tap the '''Next''' button.
 
−
#Change the transfer number in the ''Tr.No.:'' field via typing it if it is needed.
 
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#Add items using the '''Find''' button, or the '''Scan''' button to find items via barcodes. You can also type the item’s name in the field and tap the '''Add''' button to add it. Type the item’s quantity you want to add to the transfer in the ''Qty'' field.
 
−
#Tap the ''Memo'' tab to create a memo for the transfer.
 
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#Tap ''U/M'' data to change the Unit of Measure. Use the drop-down box and tap the '''OK''' button to save changes. To discard changes, tap the '''Cancel''' button.
 
−
#Tap the '''S''' button to set a Serial Number for the chosen item. Type it or use a barcode scanner. Tap '''OK''' to save changes. To discard changes, tap the '''Cancel''' button.
 
−
#Tap the '''Save''' button to save changes or use the '''Apply&Save''' button to save and apply the transfer (you cannot edit applied transfers).
 
−
#Sync your device to send new data to the desktop.
 
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==== Desktop application ====
 
−
'''How to Create Fill on the desktop:'''
 
−
#On the desktop, go to ''File → HandiFox → Transfer Center'' and click the '''Create Fill''' button.
 
−
#Select the source and target sites using ''Source Site'' and ''Site to Fill Transfer for'' drop-down menu.
 
−
#Check the ''Generate Transfer'' checkbox to generate a transfer.
 
−
#Add items to the transfer based on ''Sales rates'': choose the period you need to form sales rate using the drop-down menu. Check the checkbox if the account for the item is already at the target site. '''Desired QOH Level'''.
 
−
#Click the '''Next''' button to continue or use the '''Cancel''' button to discard the steps made before.
 
−
#Change the transfer number if it is needed via typing it in the ''Transfer No.:'' field.
 
−
#Choose the item in the drop-down menu, type the item's quantity you want to transfer via typing it in the ''Transfer Qty'' column. Choose the Unit of Measure for the item in the ''U/M'' column in the drop-down menu.
 
−
#Click the '''Add Item''' button to add items to the list. Use the '''Delete Item''' button to delete chosen items from the list.
 
−
#Add a memo using the '''Memo''' field if it is needed.
 
−
#Click the '''Save''' button to save the transfer or click '''Apply''' to apply transfer.
 
−
 
 
−
'''How to receive a transfer in the desktop.''' 
 
−
#On the desktop, go to ''File → HandiFox → Transfer Center''.
 
−
#Select the transfer you want to receive (you can receive only applied transfers).
 
−
#Click the '''Receive''' button and add the received quantity of the items via typing in the ''Receive Qty'' column. If you receive all items, check the ''Receive all'' checkbox.
 
−
#Use the '''Print''' button to print the Receive Transfer list.   
 
−
#Add a memo using the ''Memo'' field if it is needed.
 
−
#Click the '''Apply''' button to apply changes or '''Save''' to save them.
 
−
 
  
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>

Latest revision as of 19:48, 14 July 2021

The inventory functionality of Handifox allows you to review the items and do various operations with them.

Tabletandroid.png Inventory Screen

This is the Inventory screen that opens from the Main screen:

Inventoryscreen.jpg




  • Item List button - Tap it to go to Item List.
  • Inventory Counting button - Tap it to go to the Inventory Counting screen.
  • P.O. Center button - Tap it to go to the P.O. Center screen.
  • Bin Locations button - Opens the Bin Location List screen.
  • Build Assembly button - Tap it to open the New Assembly screen.





Info-sign.png Access to Inventory Counting and P.O. Center screens are enabled or disabled based on current user’s permissions and the status of Inventory function defined in the license.







Infocircle.pngPress the "Back" button Backbutton.PNG on the device to return to the Main window.

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Tabletandroid.png Item List

Item List Screen

The Item List allows navigating through the list of all items.

In this window, you will find all active items of Inventory Part, Inventory Assembly, Other Charge (with fixed amount) and Service type with their sales descriptions and current quantities on hand (QOH).
Infocircle.png Quantity on hand is shown in base units of measure.
Infocircle.png Tapping on the column headers of the grid sorts the list alphanumerically.


Info-sign.png If your company file contains more than 5000 active items of Inventory Part, Inventory Assembly, Service and Other Charge (with fixed amount) types (for HandiFox Multi-Location - more than 5000 items at the current location) then the Item List opens blank. To see the items, type an item name or just the first few symbols of it in the Look for Name field.













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  • Scanner and the Scan button

A barcode scanner can be used on this screen to find the required items. When you scan a barcode, the system highlights the corresponding item. If the barcode is not assigned to any inventory item, then the error message “Cannot find scanned inventory item” appears. You can also tap the Scan button to scan a barcode with your device’s camera,

Info-sign.png This button will appear on all screens where barcode scanning is applicable.


  • Edit button

Tap it to open the Edit Item screen for the selected item.

  • View QOH button

Tap it to open the QOH Viewer screen for the selected item.

Press the Back button on the device to return to the Inventory screen.

Info-sign.png Only active items are displayed in the Item List.


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Filter Items

  • Look for Name field

When you type into the Look for Name field the system scrolls to the first name that starts with the entered sequence and highlights it

  • Filter checkbox

Tap it to open the Item Filter window.

Lookforitem.PNG

The Item Filter window is used to filter items that include what is typed in the Look for Filter field.

Infocircle.png If you have already used a filter then the previous filtering criteria are shown. The Look for field is empty if you open the Filter window for the first time.

Infocircle.png Searches can be performed either in all fields (default criterion) or in one of the following specific fields: 

  •Name
  •Description
  •Preferred Vendor
  •Man. Part Number
  •U/M
  •U/M Set
  • Apply button

Tap it to apply your criteria for filtering. If no item is found then the corresponding message appears.

  • Back button

Tap it to return to the Item List without changing or applying any filter.

Info-sign.png The same filter can be found on the Inventory Counting screen.
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Tabletandroid.png Edit Item Screen

Item Editor allows the user to edit barcodes for the selected item and review the inventory item’s information. Select the necessary item in the items list and tap the Edit button.

Item Editor Tabs
General Tab Sales Tab
Edititembc.jpg
The Item Editor screen opens with the General tab active:

On the General tab you will find the following information (this information matches the corresponding item's information in QuickBooks): 

  •Item Name/No
  •Type
  •Subitem Of
  •Man. Part Number - Manufacturer’s Part Number
  •Asset Account
  •Reorder Point
  •On Hand - Quantity on Hand on the current location
  •Avg. Cost - (Average Cost)
  •On P.O/S.O (this site/all sites) - Quantity in purchase or sales orders for current or all sites.

Infocircle.png It is not possible to edit the information on the General tab.

Infocircle.pngAvg. Cost doesn't appear on the tab if Show cost permission is disabled for the user.

The second tab on the Item Editor screen is Sales:

On the Sales tab you will find the following information: 

  •Description of Sales Transactions
  •Quantity on Sales Orders for current location
  •Quantity on Sales Orders in total
  •Sales Price
  •Tax Code
  •Income Account

Infocircle.pngIt is not possible to edit the information on the Sales tab.
Infocircle.pngThe Sales Price doesn't appear on the tab if Show cost permission is disabled for the user.

Purchase Tab Barcode Tab
The next tab on the Item Editor screen is Purchase:

On the Purchase tab you will find the following information: 

  •Description of Purchase Transactions
  •Quantity on Purchase Orders for the current location and in total
  •Cost
  •COGS Account
  •Preferred Vendor
  •Purchase Tax Code (only for QuickBooks Canada)

Infocircle.pngIt is not possible to edit the information on the Purchase tab.
Infocircle.pngCost doesn't appear on the tab if Show cost permission is disabled for the user.

The last tab on the Item Editor screen is Barcode:
Edititembc.jpg

On the Barcode tab you will find the following information: 

  •U/M Set name
  •List of Units of Measure with barcodes

Infocircle.png "NONE" is displayed if no unit of measure is assigned to the inventory item. The abbreviation, number of ea (base units) and Barcode preview are shown for the currently selected unit of measure.
Infocircle.png "NONE" is also displayed if you use QuickBooks Pro (as it doesn't support Units of Measure).
Infocircle.png You can forbid a user to edit barcodes by disabling the corresponding permission.

Info-sign.png The maximum length of the barcode that can be printed from HandiFox (Barcodes List window in QuickBooks Integrated Module) is 18 characters.


Tap the Save button to save barcode changes. The barcode you have entered must be unique, otherwise, the system will not allow saving.
Press the Back button on the device to return to the previous Item List screen. Confirmation is needed if you want to leave the Item Editor screen without saving the barcode.

Info-sign.png Each item can have several barcodes - one for each unit of measure from the u/m set assigned to the item.

Comp.png Quantity on Hand

Quantity on Hand (QOH) the number of items physically in stock. QOH Viewer provides you with the item's quantity on hand values on each inventory site, and on each bin within the current site.

In QuickBooks, go to File → HandiFox → QOH Viewer. You will see the following buttons:

  • Look For field allows looking for the item via typing its data in the field. You can specify the type of data in the All Fields drop-down menu.
  • Search button allows applying filters for searching the items.
  • Reset button allows resetting filter results.
  • Refresh button allows retrieving the latest QOH information and clearing filters as well.
  • View Details allows viewing details for the item selected in the list.
  • Adjust Quantity button allows changing the QOH for items.
Info-sign.png The Adjust Quantity button is only enabled if Multi-Location is disabled in QuickBooks
  • Desired QOH allows setting the desired quantity on hand for items.
  • Export allows exporting a QOH report in an xls file.
  • Close button allows closing the QOH Viewer window.


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How to check the QOH for items in Handifox Desktop:

  1. In QuickBooks, go to File → HandiFox → QOH Viewer.
  2. Use filters to find the specific item.
  3. You can double-click the item to see additional information.
  4. Click the Export button to export the QOH table in an xls file if it is needed.


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How to adjust quantity in HandiFox desktop:

  1. In QuickBooks, go to File → HandiFox → QOH Viewer.
  2. Click the Adjust Quantity button.
  3. Select the item you want to edit the quantity for.
  4. Type new quantity for the item in the New Qty column.
  5. Type number in the Ref.No.: field if it is needed.
  6. Type memo in the Memo field if it is needed.
  7. Click the Save button to save changes or the Cancel button to discard them.
Info-sign.png The Adjust Quantity button is only enabled if Multi-Location is disabled in QuickBooks


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How to set the desired QOH in HandiFox on the Computer:

  1. In QuickBooks, go to File → HandiFox → QOH Viewer.
  2. Click on the Desired QOH button.
  3. Choose the location of the items you want to set the desired QOH for in the Location drop-down menu.
  4. Use filters to find the specific item.
  5. Select item you want to change the desired QOH for.
  6. Type the desired QOH in the Desired QOH column.
  7. Click the Save button to save changes or the Cancel button to discard them.
  8. Use the Import button to import data from an xls file or the Export button to export data to an xls file. You can also print a table with the desired QOH using the Print button.


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