Difference between revisions of "Mobile Application Interface"

From HandiFox Desktop Wiki
Jump to navigation Jump to search
Line 36: Line 36:
 
To open the Inventory screen, tap ''Inventory'' on the ''Main'' screen.
 
To open the Inventory screen, tap ''Inventory'' on the ''Main'' screen.
 
[[File:Inventoryscreen.jpg | 250px | left]]<br>
 
[[File:Inventoryscreen.jpg | 250px | left]]<br>
<br>
 
 
<br>
 
<br>
 
'''Item List'''<br>
 
'''Item List'''<br>

Revision as of 23:03, 15 July 2021

Mobile Application Interface

Login Screen

Main Screen

The Main window is opened after a successful login. The location (site) the device is assigned to and current user name are displayed:

Main Screen. The orange rectangle displays the location and user




  • Inventory button

Tap it to open the Inventory screen from where Item List, Inventory Counting, P.O. Center and Bin Locations screens are available.

  • Sales button

Tap it to open the Customer Center screen.

  • Transfer button

Tap it to open Transfer Center screen

  • Admin button

Tap it to open the Admin menu from which Reports, Synchronize, Settings and About screens are available.

  • Fulfillment button

Tap it to open either the Open Orders screen or the Open Invoices screen.







Inventory Screen

To open the Inventory screen, tap Inventory on the Main screen.

Inventoryscreen.jpg



Item List
The Item List allows navigating through the list of all items. See Item List for more details.
Inventory Counting
Inventory counts can be sped up considerably using HandiFox, especially when barcoding is involved. See Inventory Counting for more details.
P.O. Center
The P.O. Center window allows the user to create, edit and receive Purchase Orders on the handheld device. Purchase Orders created or assigned to the current location are shown on the screen. See P.O. Center for more information.
Bin Locations
The Bin Locations screen allows you to manage bin locations for the current inventory site. See Bins for more information.
Build Assembly
Tap this button to open the New Build Assembly screen.


Info-sign.png Access to Inventory Counting and P.O. Center screens are enabled or disabled based on current user’s permissions and the status of Inventory function defined in the license.





[Back to top]


Transfer Center Screen

Customer Center Screen

Customer Center screen

To open the Customer Center Screen, tap on Sales in the Main menu.

  • Look for customer field allows looking for the customer you want to work with.
  • View drop-down menu allows watching active or all the transactions.
  • Filter checkbox allows creating filters to look for customers according to specific features.
Look for field allows entering the information which helps to find the customer.
In drop-down menu allows choosing the field to which the filter would be applied.
Back button allows leaving the Filter screen without saving changes.
Apply button allows applying filters.
  • New button allows creating a new customer.
  • Edit button allows editing created customers.
  • Scan button allows looking for transactions with the help of a scanner.









Customer Center Buttons
Customer Orders Invoice Payment
The Customer Orders button opens the Customer Orders screen which allows performing different actions with sales orders like creating new, editing, picking, or invoicing.
  • Look for Order field allows entering the number of sales order which helps to find it
  • Status drop-down menu allows looking for sales orders according to their status
  • New button allows creating a new sales order.
  • Edit button allows editing existing sales orders.
  • Pick button allows picking sales orders.
  • Invoice button allows invoicing sales orders.

The Invoice button opens the New Invoice screen which allows creating invoices. See Invoicing for more details.

The Payment button opens the Payment Screen which allows applying payments to open invoices.

Open Orders Sales Receipts Open Invoices

The Open Orders button opens the Open Orders Screen which allows performing different actions with open sales orders, such as editing and picking.

  • Look for Order field allows entering the number of the sales order to find it.
  • Status drop-down menu allows looking for sales orders according to their status
  • Look for customer field allows entering the name of the customer to find them.
  • Filter checkbox allows creating filters to look for customers according to specific features.
    • Look for field allows entering the information which helps to find a customer.
    • In drop-down box allows choosing a section to which the filter would be applied.
    • Back button allows leaving Filter screen without saving changes.
    • Apply button allows applying filters.
  • Scan button allows looking for transactions with the help of a scanner.
  • Edit button allows editing existing sales orders.
  • Pick button allows picking sales orders.

The Sales Receipts button opens the Sales Receipts screen which allows performing different actions with sales receipts, such as creating new ones and picking. See Sales Receipts for more details.

The Open Invoices button opens the Open Invoices screen which allows viewing, editing and picking\packing open invoices.


Admin Screen


[Back to top]