Difference between revisions of "Fulfillment"
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=Picking and Packing Sales Orders= | =Picking and Packing Sales Orders= | ||
− | #In the app, go to | + | #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
Contents
Picking and Packing Sales Orders
- In the app, go to Main→Sales→Open Orders.
- 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.
- Tap Save button.
- Choose picked order and tap Pack button.
- Check Pack All checkbox or use Scan button to pack items in the order.
- Tap Save button.
- Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
- Tap OK and Save.
Picking and Packing Invoices
- In the app, go to Main>Sales>Open Invoices.
- 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.
- Tap Save button.
- Choose picked order and tap Pack button.
- Check Pack All checkbox or use Scan button to pack items in the invoice.
- Tap Save button.
- Fill Customer Name field, tap Enter Sign button and enter the sign into the field.
- Tap OK and Save.
Marking Orders/Invoices as Packed on the Computer
- In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
- Choose invoice in Transaction Type section.
- Choose needed transaction in the list and check it.
- Click Mark As Packed button and click OK.
Printing List of Sales Order and Invoices to Pick and Pack
- In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
- 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
- In the app, go to Main>Sales.
- 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.
- Tap Open Orders or Open Invoices button and choose picked transactions.
- Tap Pack button and Print button to print packing slips.