Sales Orders
Contents
Sales Order window
- Look for customer field: It allows looking for customer you want to work with sales order for.
- View drop-down menu: It allows watching active or all the transactions.
- Filter checkbox: It allows creating filters to look for customers according to specific features.
- Look for field: It allows entering the information which helps to find the customer
- In drop-down menu: It allows choosing section in which filled in information is
- Back button: It allows leave Filter screen without saving changes
- Apply button: It allows applying filters set.
- New button: It allows creating new customer.
- Edit button: It allows editing created customers.
- Scan button: It allows looking for transactions with the help of scanner
- Customer Orders button: It allows making different actions with sales orders like creating new on, edit, pick or invoice it.
- Look for Order field: It allows entering the number of sales order which helps to find it
- Status drop-down menu: It allows looking for sales orders according to their status
- New button: It allows creating new sales order.
- Edit button: It allows editing existing sales orders.
- Pick button: It allows picking sales orders.
- Invoice button: It allows invoicing sales orders.
- Open Orders button: It allows making different actions with open sales orders like editing and picking.
- Look for customer field: It allows entering the name of customer which helps to find it
- Filter checkbox: It allows creating filters to look for customers according to specific features.
- Look for field: It allows entering the information which helps to find the customer
- In drop-down box: It allows choosing section in which filled in information is
- Back button: It allows leave Filter screen without saving changes
- Apply button: It allows applying filters set.
- Scan button: It allows looking for transactions with the help of scanner
- Look for Order field: It allows entering the number of sales order which helps to find it
- Status drop-down menu: It allows looking for sales orders according to their status
- Edit button: It allows editing existing sales orders.
- Pick button: It allows picking sales orders.
Creating Sales Orders
HandiFox allows creating sales orders in the app and send it to QuickBooks.
- On the app, go to Main>Sales.
- Fill the name of customer you want create sales order for and choose it in the list.
- Click Customer Orders button and click New to create sales order.
- Click Find button and choose all the items you want to create sales order for.
- Click Add button.
- Fill Qty and Rate columns with data if it is needed.
- Click Save button.
Editing Sales Orders
HandiFox allows editing sales orders on the app.
- In the app, go to Main>Sales.
- Fill the name of customer you want create sales order for and choose it in the list.
- Click Customer Orders button and click Edit to create sales order.
- Make all the changes needed. Edit Qty and Rate columns with data or add new items by clicking Find and End button
- Click Save button.
HandiFox allows editing only open orders as well.
- On the app, go to Main>Sales.
- Fill the name of customer you want edit sales order for and choose it in the list.
- Click Open Orders button and click Edit to create sales order.
- Make all the changes needed. Edit Qty and Rate columns with data or add new items by clicking Find and End button
- Click Save button.
Cloning Sales Orders
HandiFox allow users to clone open sales orders for different needs.
- On the app, go to Main>Sales.
- Fill the name of customer you want create or edit sales order for and choose it in the list.
- Click Open Orders button and long click it.
- Click Clone Sales Order.
- Change the data in the screen if it is needed and click Save.
or
- On the app, go to Main>Sales.
- Fill the name of customer you want create or edit sales order for and choose it in the list.
- Click Customer Orders button and long click it.
- Click Clone Sales Order.
- Change the data in the screen if it is needed and click Save.
Printing Sales Orders
HandiFox allows users to print Sales Orders on the desktop.
- In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
- Choose Sales Order in Transaction Type.
- Check any sales order in the list.
- Click Print List and click OK on the Print screen.
Saving Sales Orders Report
- In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
- Choose Sales Order in Transaction Type.
- Check any Sales Order in the list.
- Click Print List.
- Check Print to File checkbox and click OK.
- Choose folder you want your report save to and click OK.
Closing Sales Orders
- On the app, go to Main>Sales.
- Fill the name of customer you want to close Sales Order for and choose it in the list.
- Click Customer Orders button and choose any Sales Order you need to close.
- Click Edit button and check Closed checkbox.
- Click save.
or
- In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
- Choose Sales Order in Transaction Type.
- Click Close SO and click Yes.
Invoicing Sales Orders
- On the app, go to Main>Sales.
- Fill the name of customer you want to invoice Sales Order for and choose it in the list.
- Click Customer Orders button and choose any Sales Order you need to invoice.
- Click Invoice button then click Save.
- Fill in your name in Customer Name field and click Enter Sign.
- Sign in the white box appeared and click OK.
- Click Save.