QuickBooks Integration
Revision as of 19:34, 25 May 2020 by Posokhina.a (talk | contribs) (→QuickBooks Integration Module)
The QuickBooks Integrated Module is available from the QuickBooks user interface. It is located under File → HandiFox
QuickBooks Integration 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).
