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 -
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* Open Transactions to Pick/Pack - allows closing sales orders and pack invoices.
* Price Rules -  
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* 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 -
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* 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 -  
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* Transfer Center - allows doing different operations with transfers like creating, receiving and editing.
* Transfer Discrepancy Report -  
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* 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

View of the QuickBooks Integrated 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).