Difference between revisions of "Fulfillment"

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Picking is the process of pulling inventory from the warehouse to be included in the customer order.
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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.
 
Packing is the process of gathering and packaging these items to prepare them for shipment to the customer.
  
 
=Picking and Packing Sales Orders=
 
=Picking and Packing Sales Orders=
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#In the app, go to Main→Sales→Open Orders.
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'''Picking:'''
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#Choose any order in the list you want to pick and tap '''Pick''' button.
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#In the app, go to ''Main → Sales → Open Orders.''
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#Type items quantity in the '''Pick Qty''' field or use '''Scan''' button to pick each items' quantity needed.
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#Choose any order you want to pick and tap the '''Pick''' button.
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#Tap '''Save''' button.
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#Type the items' quantity in the '''Pick Qty''' field or use the '''Scan''' button to pick the necessary quantity for each item.
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#Choose picked order and tap '''Pack''' button.
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#Tap the '''Save''' button.
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#Check '''Pack All''' checkbox or use '''Scan''' button to pack items in the order.
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'''Packing:'''
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#Tap '''Save''' button.
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#Choose the order that has been picked and tap the '''Pack''' button.
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#Fill '''Customer Name''' field, tap '''Enter Sign''' button and enter the sign into the field.
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#Check the '''Pack All''' checkbox or use the '''Scan''' button to pack items in the order.
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#Tap the '''Save''' button.
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#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'''.
  
 
=Picking and Packing Invoices=
 
=Picking and Packing Invoices=
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#In the app, go to Main→Sales→Open Invoices.
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'''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'''.
  
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=Marking Orders/Invoices as Packed on the Computer=
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=Marking Invoices as Packed on the Computer=
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#In QuickBooks, go to File→HandiFox→Open Transactions to Pick/Pack.
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#In QuickBooks, go to File → HandiFox → Open Transactions to Pick/Pack.
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#Choose invoice in '''Transaction Type''' section.
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#Choose Invoice in the '''Transaction Type''' section.
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#Choose needed transaction in the list and check it.
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#Choose the necessary transaction in the list and check it.
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#Click '''Mark As Packed''' button and click '''OK'''.
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#Click the '''Mark As Packed''' button and click '''OK'''.
  
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=Printing List of Sales Order and Invoices to Pick and Pack=
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=Printing the List of Sales Orders and Invoices to Pick and Pack=
  
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#In QuickBooks, go to File→HandiFox→Open Transactions to Pick/Pack.
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#In QuickBooks, go to ''File → HandiFox → Open Transactions'' to Pick/Pack.
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#Choose '''Invoice''' or '''Sales Orders''' in '''Transaction Type''' section.
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#Choose '''Invoice''' or '''Sales Orders''' in the '''Transaction Type''' section.
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#Check the transactions in the list you want to print.
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#Check the transactions you want to print.
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#Click '''Print List''' button and click '''OK''' button.
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#Click the '''Print List''' button and click '''OK''.
  
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=Printing Picking and Packing Slips=
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=Printing Pick Lists and Packing Slips=
  
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In HandiFox app you can print picking slips:
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You can print pick lists in the HandiFox app:
  
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#In the app, go to Main→Sales.
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#In the app, go to ''Main → Sales''.
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#Tap '''Open Orders''' or '''Open Invoices''' button and choose picked transactions.
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#Tap the '''Open Orders''' or '''Open Invoices''' button and select a picked transaction.
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#Tap '''Print''' button to print picking slips.
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#Tap [[File:Contextmenu.PNG | 30 px]] and tap the '''Print''' button to print the pick list.
  
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In HandiFox app you can also print packing slips:
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In the HandiFox app, you can also print packing slips:
  
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#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.
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#Tap the '''Pack''' button, and tap '''Print''' to print the packing slip.

Revision as of 23:18, 7 June 2021

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.

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.

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.

Marking Invoices as Packed on the Computer

  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.

Printing the 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.

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.
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