Difference between revisions of "Fulfillment"

From HandiFox Desktop Wiki
Jump to navigation Jump to search
Line 1: Line 1:
 
=Picking and Packing Sales Orders=
 
=Picking and Packing Sales Orders=
#In the app, go to Main>Sales>Open Orders.
+
#In the app, go to Main→Sales→Open Orders.
#Choose any order in the list you want to pick and tap Pick button.
+
#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.
+
#Type items quantity in the '''Pick Qty''' field or use '''Scan''' button to pick each items' quantity needed.
#Tap Save button.
+
#Tap '''Save''' button.
#Choose picked order and tap Pack button.
+
#Choose picked order and tap '''Pack''' button.
#Check Pack All checkbox or use Scan button to pack items in the order.
+
#Check '''Pack All''' checkbox or use '''Scan''' button to pack items in the order.
#Tap Save button.
+
#Tap '''Save''' button.
#Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
+
#Fill '''Customer Name''' field, tap '''Enter Sign''' button and enter the sign into the field.
#Tap OK and Save.
+
#Tap '''OK''' and '''Save'''.
  
 
=Picking and Packing Invoices=
 
=Picking and Packing Invoices=

Revision as of 16:45, 18 September 2020

Picking and Packing Sales Orders

  1. In the app, go to Main→Sales→Open Orders.
  2. Choose any order in the list you want to pick and tap Pick button.
  3. Type items quantity in the Pick Qty field or use Scan button to pick each items' quantity needed.
  4. Tap Save button.
  5. Choose picked order and tap Pack button.
  6. Check Pack All checkbox or use Scan button to pack items in the order.
  7. Tap Save button.
  8. Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
  9. Tap OK and Save.

Picking and Packing Invoices

  1. In the app, go to Main>Sales>Open Invoices.
  2. Choose any order in the list you want to pick and tap Pick button.
  3. Type items quantity in the Pick Qty field or use Scan button to pick each items' quantity needed.
  4. Tap Save button.
  5. Choose picked order and tap Pack button.
  6. Check Pack All checkbox or use Scan button to pack items in the invoice.
  7. Tap Save button.
  8. Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
  9. Tap OK and Save.

Marking Orders/Invoices as Packed on the Computer

  1. In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
  2. Choose invoice in Transaction Type section.
  3. Choose needed transaction in the list and check it.
  4. Click Mark As Packed button and click OK.

Printing List of Sales Order 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 Transaction Type section.
  3. Check the transactions in the list you want to print.
  4. Click Print List button and click OK button.

Printing Picking and Packing Slips

  1. In the app, go to Main>Sales.
  2. Tap Open Orders or Open Invoices button and choose picked transactions.
  3. Tap Print button to print picking slips.
  1. In the app, go to Main>Sales.
  2. Tap Open Orders or Open Invoices button and choose picked transactions.
  3. Tap Pack button and Print button to print packing slips.