Difference between revisions of "Purchasing"

From HandiFox Desktop Wiki
Jump to navigation Jump to search
 
(43 intermediate revisions by 2 users not shown)
Line 1: Line 1:
With HandiFox users can create and generate purchase orders, receive inventory against them, print and, export the list of items in purchase orders.
+
With HandiFox, users can create and generate purchase orders, receive inventory against them, print and export the list of items in purchase orders.
== Generate Purchase Order Window ==
+
==[[File:comp.png | 36px]] Generate Purchase Order Window ==
 
[[File:Genpo.PNG|550px|thumb|right|View of the Generate Purchase Order window]]
 
[[File:Genpo.PNG|550px|thumb|right|View of the Generate Purchase Order window]]
*'''Site''' drop-down menu: this box allows choosing site containing items for which you want to generate purchase orders.
+
*'''Site''' drop-down menu: this box allows choosing a site that contains items for which you want to generate purchase orders.
*'''Replenish inventory according to''': this section allows choosing the settings according which purchase orders will be generated.
+
*'''Replenish inventory according to''': this section allows choosing the settings according to which purchase orders will be generated.
**'''Sales rates from…''': Items will be added on the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders and purchase orders.
+
**'''Sales rates from…''': Items will be added to the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders, and purchase orders.
 
***'''Include future needs till''': this feature is based on the assumption that the average daily sales will be the same as during the chosen period
 
***'''Include future needs till''': this feature is based on the assumption that the average daily sales will be the same as during the chosen period
**'''Average sales rate per week''': Average quantities sold weekly will be calculated for every item based on the data for the last ''N'' weeks, and added to the order, so that the replenishment is enough to last the set number of weeks.
+
**'''Average sales rate per week''': Average quantities sold weekly will be calculated for every item based on the data for the last ''N'' weeks, and added to the order so that the replenishment is enough to last the set number of weeks.
 
**'''Desired QOH level''': Every item that is currently below its ''Reorder Point'' will be added to the order, with a quantity that will bring it up to its [[Managing Inventory#Quantity on Hand|'''''Desired QOH''''' (Quantity on Hand)]].
 
**'''Desired QOH level''': Every item that is currently below its ''Reorder Point'' will be added to the order, with a quantity that will bring it up to its [[Managing Inventory#Quantity on Hand|'''''Desired QOH''''' (Quantity on Hand)]].
 
**'''Exclude inventory if sold quantity is zero''': The system removes items with zero sold quantity from purchase orders.
 
**'''Exclude inventory if sold quantity is zero''': The system removes items with zero sold quantity from purchase orders.
*'''Retrieve''' button: this button allows retrieving items according to settings in '''''Replenish inventory…'''''
+
*'''Retrieve''' button: this button allows retrieving items according to the settings in '''''Replenish inventory…'''''
 
*'''Generate P.O.''' button: this button allows generating purchase orders.
 
*'''Generate P.O.''' button: this button allows generating purchase orders.
 
*'''Print List''' button: this button allows printing the list of items.
 
*'''Print List''' button: this button allows printing the list of items.
*'''Export''' button: this button allows exporting items to excel file.
+
*'''Export''' button: this button allows exporting items to an excel file.
 
*'''Close''' button: this button allows closing the Generate Purchase Order window.
 
*'''Close''' button: this button allows closing the Generate Purchase Order window.
  
Line 18: Line 18:
 
{{Gototop}}<br>
 
{{Gototop}}<br>
  
 
+
==[[File:comp.png | 36px]] Generating Purchase Orders ==
== Generating Purchase Orders ==
+
[[File:GenPOs(autox480-Loosy-200).gif]]
[[File:GenPOs(autox320-Loosy).gif]]
 
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
== P.O. Center ==
+
==[[File:tabletandroid.png | 36px]] 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 on the current location are shown in the window. All Purchase Orders created in QuickBooks are automatically assigned location "Main".
+
The '''P.O. Center''' screen allows creating, editing, and receiving Purchase Orders on the handheld device. Purchase Orders created or assigned to the current location are shown on the screen. All Purchase Orders created in QuickBooks are automatically assigned to the "Main" location.
 
{{Info | The '''P.O. Center''' can be accessed on the [[Managing Inventory#Inventory Screen|'''"Inventory"''']] screen on the handheld device.}}
 
{{Info | The '''P.O. Center''' can be accessed on the [[Managing Inventory#Inventory Screen|'''"Inventory"''']] screen on the handheld device.}}
 
[[File:POCenter.PNG|200px|thumb|left|P.O. Center Screen]]<br>
 
[[File:POCenter.PNG|200px|thumb|left|P.O. Center Screen]]<br>
  
* '''Look for Number''' field: allows looking for purchase orders according to item
+
* '''Look for Number''' field allows looking for purchase orders according to an item
* '''Look for Vendor''' field: allows looking for Vendor by typing its name or the first characters of it.
+
* '''Look for Vendor''' field allows looking for Vendor by typing its name or its first characters.
* '''Status''' drop-down menu: allows finding purchase orders according to its status: ''all P.O., Not Received, Received, Closed''   
+
* '''Status''' drop-down menu allows finding purchase orders according to its status: ''all P.O., Not Received, Received, Closed''   
* '''New''' button: allows creating new purchase orders.
+
* '''New''' button allows creating new purchase orders.
* '''Edit''' button: allows editing purchase orders.
+
* '''Edit''' button allows editing purchase orders.
* '''Receive''' button: allows receiving purchase orders.
+
* '''Receive''' button allows receiving purchase orders.
 +
<br><br><br><br><br><br><br><br><br><br><br>
  
'''ITEMS''' Tab
 
The Items page allows editing the list of P.O. items with Name, Qty (ordered quantity), Rate fields and Clsd checkbox.
 
    '''P.O. No.''' field: shows the purchase order number.
 
    '''Vendor''' field: allows choosing vendor
 
    '''Find''' button: allows finding and selecting items.
 
    '''Add''' button:  allows finding item typed in the preceding field.
 
    '''Scan''' button: allows finding item by scanning barcodes with the handheld device's built-in camera.
 
    '''Save''' button: allows saving purchase order.
 
'''SHIP TO''' tab
 
    '''Ship Address''' fields: allows entering a ship address.
 
'''MEMO''' tab
 
    '''Memo''' field: allows adding a memo visible in the Memo field of the purchase order in QuickBooks.
 
    '''Vendor Message''' field: allows adding a message to the vendor visible in the purchase order in QuickBooks..
 
 
{{Gototop}}<br>
 
{{Gototop}}<br>
  
== Creating Purchase Orders ==
+
==[[File:tabletandroid.png | 36px]] Creating Purchase Orders ==
 
In the mobile app, you can create purchase orders with ease.  
 
In the mobile app, you can create purchase orders with ease.  
 
[[File:NewPO.PNG|300px|thumb|right|View of the New P.O. Screen when creating a new purchase order]]
 
[[File:NewPO.PNG|300px|thumb|right|View of the New P.O. Screen when creating a new purchase order]]
<br>
+
 
 
# Go to ''Main screen → Inventory → P.O. Center'' on your device.  
 
# Go to ''Main screen → Inventory → P.O. Center'' on your device.  
# Tap on ''New'' to create new Purchase Order.  
+
# Tap on ''New'' to create a new Purchase Order.  
 
# Choose a vendor from the ''Vendor'' drop-down menu.  
 
# Choose a vendor from the ''Vendor'' drop-down menu.  
# Tap on ''Find'', type the item name and tap on ''Add'' or ''[[Barcoding#Scanning Barcodes|Scan*]]'' to add items to the purchase order (see "[[Purchasing#Adding Items to Purchase Order|Adding Items to Purchase Order]]" below for more information).  
+
# Tap on ''Find'', type the item's name and tap on ''Add''. Alternatively, you can ''[[Barcoding#Scanning Barcodes|Scan*]]'' to add items to the purchase order (see "[[Purchasing#Adding Items to Purchase Order|Adding Items to Purchase Order]]" below for more information).  
 
# Tap on ''Save''. <br>
 
# Tap on ''Save''. <br>
{{Infoshort | '''Optional''': You can a add a Memo and Vendor Message under the "'''MEMO'''" Tab, and edit or add a Ship-to-address under the "'''SHIP TO'''" tab}}
+
'''ITEMS''' Tab<br>
 +
The Items tab allows editing the list of P.O. items with Name, Qty (ordered quantity), Rate fields, and Clsd checkbox.
 +
<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''P.O. No.''' field shows the purchase order number.
 +
'''Vendor''' field allows choosing vendor<br>
 +
'''Find''' button allows finding and selecting items.<br>
 +
'''Add''' button allows finding the item by typing in the preceding field.<br>
 +
'''Scan''' button allows finding items by scanning barcodes with the handheld device's built-in camera.
 +
'''Save''' button allows saving the purchase order.</td></table></div>
 +
'''SHIP TO''' tab
 +
<div align="left" style="width: 50%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Ship Address''' fields: allows entering a ship address.</td></table></div>
 +
'''MEMO''' tab
 +
<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Memo''' field allows adding a memo visible in the Memo field of the purchase order in QuickBooks.<br>
 +
'''Vendor Message''' field allows adding a message to the vendor visible in the purchase order in QuickBooks.</td></table></div>
 
<br>
 
<br>
[[File:Canada.png | 30px]] For Canadian versions of QuickBooks, the '''Tax''' field is also displayed.
+
{{Infoshort | [[File:Canada.png | 30px]] For Canadian versions of QuickBooks, the '''Tax''' field is also displayed.}}
  
 
[[File:Infocircle.png | 30px]] '''''The information string above the grid displays the following fields for the item that is currently selected in the grid:'''''
 
[[File:Infocircle.png | 30px]] '''''The information string above the grid displays the following fields for the item that is currently selected in the grid:'''''
    • '''Description''' – item's description
+
<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>
    • '''U/M''' – unit of measure abbreviation. Note: If the handheld synchronizes for the first time after HandiFox initializated and downloads the purchase order and the unit of measure's conversion ratio is changed for a purchase order's item in QuickBooks then “[NONE]” is shown as unit of measure. If handheld synchronizes for the first time after HandiFox initialization and downloads the purchase order and unit of measure set is changed for a a purchase order's item in QuickBooks then unit of measure’s abbreviation is shown in brackets. If purchase order is already present on the handheld and unit of measure set or unit of measure's name, abbreviation or conversion ratio are changed for a a purchase order's item in QuickBooks then unit of measure name is shown in brackets.
+
*'''Description''' – item's description
    • '''BO''' – backordered quantity (difference between ordered quantity and received quantity, empty if item is not received yet).
+
*'''U/M''' – unit of measure abbreviation. Note: If the handheld synchronizes for the first time after HandiFox initialization and downloads the purchase order, and the unit of measure's conversion ratio is changed for a purchase order's item in QuickBooks, then “[NONE]” is shown as the unit of measure. If handheld synchronizes for the first time after HandiFox initialization and downloads the purchase order, and the unit of measure set is changed for a purchase order's item in QuickBooks then the unit of measure’s abbreviation is shown in brackets. If purchase order is already present on the handheld and the unit of measure set or the unit of measure's name, abbreviation or conversion ratio are changed for a purchase order's item in QuickBooks, then the unit of measure's name is shown in brackets.
    • '''Rec''' – received quantity (sum of all receiving sessions for this P.O. item).<br>
+
*'''BO''' – backordered quantity (difference between the ordered quantity and the received quantity, empty if the item is not received yet).
 +
*'''Rec''' – received quantity (the sum of all receiving sessions for this P.O. item).</td></table></div><br>
  
[[File:Infocircle.png | 30px]] ''When the '''Rate''' is changed the message '''"Item’s cost changed. You have changed the cost for: <item_name>. Do you want to update the item with new cost?”''' message with '''Yes''' and '''No''' buttons appears:''
+
[[File:Infocircle.png | 30px]] ''When the '''Rate''' is changed, the message '''"Item’s cost changed. You have changed the cost for: <item_name>. Do you want to update the item with new cost?”''' with the '''Yes''' and '''No''' buttons appears:''
    • If the user taps '''Yes''' then the default item’s cost per each is updated: Cost Per Each = New Cost/(Unit of Measure Quantity).
+
<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>
    • If the user taps '''No''', then the cost change applies to the current purchase order only.<br>
+
*If you tap '''Yes''' then the item’s default cost per each is updated: Cost Per Each = New Cost/(Unit of Measure Quantity).
 +
*If you tap '''No''' then the cost change applies to the current purchase order only.</td></table></div>
 +
<br>
  
 
{{Gototop}}<br>
 
{{Gototop}}<br>
  
 
+
==[[File:tabletandroid.png | 36px]] Adding Items to Purchase Order ==
== Adding Items to Purchase Order ==
+
=== Using the Add button on the Items tab or Enter button on the SIP (software input panel) ===
=== Using the Add button on Items tab or Enter button on SIP (software input panel) ===
 
 
Use this method if you know the exact '''Name''' of the item. Type the item's full name in the search string and tap '''Add''' (or Enter button on SIP).
 
Use this method if you know the exact '''Name''' of the item. Type the item's full name in the search string and tap '''Add''' (or Enter button on SIP).
  
 
=== Using the Find button ===
 
=== Using the Find button ===
Use this method if you don't know the exact '''Name''' of the item you want to add to the purchase order or you want to add item based on its '''''Purchase description'''''. Type the item '''Name''' or part of description in the search string and tap ''Find'', the '''Find/Add''' window will appear, filled with inventory items, which Name or Purchase Description contain the entered search string, allowing the user to add multiple items to the purchase order.
+
Use this method if you don't know the exact '''Name''' of the item you want to add to the purchase order or you want to add the item based on its '''''Purchase description'''''. Type the item's '''Name''' or part of the description in the search string and tap ''Find''. The '''Find/Add''' window will appear, filled with inventory items, Name or Purchase Description of which contain the entered search string. It is also possible to add multiple items to the purchase order by tapping their respective checkboxes.
  
 
=== Using a scanner ===
 
=== Using a scanner ===
 
The barcode scanner can be used to add inventory items to the purchase order. [[Barcoding#Scanning Barcodes|Scanning an item’s barcode]] adds the scanned item to the list.
 
The barcode scanner can be used to add inventory items to the purchase order. [[Barcoding#Scanning Barcodes|Scanning an item’s barcode]] adds the scanned item to the list.
The system allows adding several rows to the purchase order for items with the same Name, but different units of measure. If the scanned item ('''Name''' and '''Unit of measure''') is already in the list, then the system increments the Qty value of the item by 1.
+
The system allows adding several rows to the purchase order for items with the same Name, but different units of measure. If the scanned item (with the same '''Name''' and the '''Unit of measure''') is already in the list, then the system increments the Qty value of the item by 1.
  
{{Info | When the user types in the text field at the top of the '''Items''' screen, the system scrolls to an item in the list, whose Name begins with the input search string, and highlights it.}}
+
{{Info | When you type in the text field at the top of the '''Items''' screen, the system scrolls to an item in the list, whose Name begins with the input search string, and highlights it.}}
{{Info | When the Qty and Rate values are changed the Total field, shown on the bottom of the Items page, is recalculated based on the P.O. items' Qty and Rate.}}
+
{{Info | When the Qty and Rate values are changed, the Total field shown at the bottom of the Items page is recalculated based on the P.O. items' Qty and Rate.}}
 
{{Gototop}}<br>
 
{{Gototop}}<br>
  
== Removing Items from Purchase Order ==
+
==[[File:tabletandroid.png | 36px]] Removing Items from Purchase Order ==
You can remove items either on the '''New P.O''' screen or '''Edit P.O.''' screen.<br>
+
You can remove items either on the '''New P.O''' screen or the '''Edit P.O.''' screen.<br>
 
[[File:POpopup.PNG | 200 px | left ]]
 
[[File:POpopup.PNG | 200 px | left ]]
 
<br>
 
<br>
 
1. Locate the item you want to remove.<br>
 
1. Locate the item you want to remove.<br>
  
2. ''Long press'' the item. (A pop-up will appear).<br>
+
2. ''Long-tap'' the item. (A pop-up will appear).<br>
  
 
3. Tap '''Delete'''.<br>
 
3. Tap '''Delete'''.<br>
Line 119: Line 120:
 
<br>
 
<br>
  
== Editing Purchase Orders ==
+
==[[File:tabletandroid.png | 36px]] Editing Purchase Orders ==
HandiFox gives you the ability to not only edit purchase orders created on the HandiFox app or [[Purchasing#Generating Purchase Orders|Generated]] on the computer, but also purchase orders created in QuickBooks.
+
HandiFox gives you the ability to not only edit purchase orders created on the HandiFox app or [[Purchasing#Generating Purchase Orders|Generated]] on the computer, but also purchase orders created in QuickBooks.<br>
[[File:Infocircle.png | 30px]]  When the '''Edit P.O.''' screen is open the items are sorted in the sequence they were added to the purchase order. Tap on the header of the items grid to sort the list by the tapped column.
+
[[File:Infocircle.png | 30px]]  When the '''Edit P.O.''' screen is open, the items are sorted according to the order they were added to the P.O. Tap on the header of the items grid to sort the list by the tapped column.
  
 
# Go to ''Main → Inventory → P.O. Center'' on your device.
 
# Go to ''Main → Inventory → P.O. Center'' on your device.
# Choose a purchase order from the list and tap '''Edit''' to modify the purchase order. Click [[Purchasing#Adding Items to Purchase Order|here]] If you need to add items to an existing purchase order or [[Purchasing#Removing Items from Purchase Order|here ]] if you need to remove items from an existing purchase order.
+
# Choose a purchase order from the list and tap '''Edit''' to modify the purchase order. Click [[Purchasing#Adding Items to Purchase Order|here]] for more information if you need to add items to an existing purchase order or [[Purchasing#Removing Items from Purchase Order|here ]] if you need to remove items from an existing purchase order.
 
# Tap '''Save''' to save the changes.
 
# Tap '''Save''' to save the changes.
  
  
[[File:Infocircle.png | 30px]] ''When the '''Rate''' is changed the message '''"Item’s cost changed. You have changed the cost for: <item_name>. Do you want to update the item with new cost?”''' message with '''Yes''' and '''No''' buttons appears:''
+
[[File:Infocircle.png | 30px]] ''When the '''Rate''' is changed, the message '''"Item’s cost changed. You have changed the cost for: <item_name>. Do you want to update the item with new cost?”''' with the '''Yes''' and '''No''' buttons appears:''
    • If the user taps '''Yes''' then the default item’s cost per each is updated: Cost Per Each = New Cost/(Unit of Measure Quantity).
+
<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>
    • If the user taps '''No''', then the cost change applies to the current purchase order only.<br>
+
*If you tap '''Yes''' then the item’s default cost per each is updated: Cost Per Each = New Cost/(Unit of Measure Quantity).
 
+
*If you tap '''No''' then the cost change applies to the current purchase order only.</td></table></div>
{{Info | When the user types in the text field at the top of the '''Items''' screen, the system scrolls to an item in the list, whose Name begins with the input search string, and highlights it.}}
+
<br>
{{Info | When the Qty and Rate values are changed the Total field, shown on the bottom of the Items page, is recalculated based on the P.O. items' Qty and Rate.}}
+
{{Info | When you type in the text field at the top of the '''Items''' screen, the system scrolls to an item in the list, whose Name begins with the input search string, and highlights it.}}
 +
{{Info | When the Qty and Rate values are changed, the Total field shown on the bottom of the Items page is recalculated based on the P.O. items' Qty and Rate.}}
  
  
 
{{Gototop}}<br>
 
{{Gototop}}<br>
  
== Receiving==
+
==[[File:tabletandroid.png | 36px]] Receiving==
 
In the mobile app, you can receive inventory against purchase orders.  
 
In the mobile app, you can receive inventory against purchase orders.  
  
 
#Go to ''Main screen → Inventory → P.O. Center'' on your device.
 
#Go to ''Main screen → Inventory → P.O. Center'' on your device.
 
#Choose a purchase order from the list and tap ''Receive''.
 
#Choose a purchase order from the list and tap ''Receive''.
#You can check the '''Receive All''' box, use the '''Scan''' button (if using the mobile device's built-in camera as scanner, click [[Setting Up and Configuring Scanner#Built-in Camera|here]] for more details), use a [[Setting Up and Configuring Scanner#Bluetooth scanner|Bluetooth scanner]] or a [[Setting Up and Configuring Scanner#Devices with Built-in Scanner|device with a built-in scanner]] or type the number needed in '''Rec column'''.
+
#You can check the '''Receive All''' box, or use the '''Scan''' button (if using the mobile device's built-in camera as scanner, click [[Setting Up and Configuring Scanner#Built-in Camera|here]] for more details), use a [[Setting Up and Configuring Scanner#Bluetooth scanner|Bluetooth scanner]] or a [[Setting Up and Configuring Scanner#Devices with Built-in Scanner|device with a built-in scanner]], or type the necessary number in the '''Rec''' column.
 
#Tap ''Save'' to complete the operation.
 
#Tap ''Save'' to complete the operation.
  
 
===Receive Items Screen===
 
===Receive Items Screen===
'''Ref. No''' field: Enter any characters as the reference number for the current receiving session. This information will be available in the Item Receipt for this receiving session.
+
'''Ref. No''' field: Enter any characters as the reference number for the current receiving session. This information will be available in the Item Receipt for this receiving session.<br>
'''Receive All''' check box: Click it to set Rec quantity equal to BO quantity for all items.
+
'''Receive All''' check box: Tap it to set the Rec (Received) quantity equal to the BO (Back Ordered) quantity for all items.
    '''''“Can’t receive some P.O. items because they are part of not applied counting session”''''' message appears because some items are part of counting session which is performed on this handheld device. Such items are marked in grey and the correspondent rows are locked for editing in following cases:
+
<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>
    • '''''“Manager approval is required”''''' setting is DISABLED for the location assigned on this handheld and counting session status IS Saved.
+
*The '''''“Can’t receive some P.O. items because they are part of not applied counting session”''''' message appears because some items are a part of the counting session which is performed on this handheld device. Such items are shown in grey and the respective rows are locked for editing in the following cases:
    • '''''“Manager approval is required”''''' setting is ENABLED  for the location assigned on this handheld and counting session status IS NOT New
+
**The '''''“Manager approval is required”''''' setting is DISABLED for the assigned location on this handheld and the counting session status IS Saved.
'''Look for name''' field: When the user types in the Look for Name field the system scrolls to the first full name that starts with the entered sequence, then highlights it.
+
**The '''''“Manager approval is required”''''' setting is ENABLED  for the assigned location on this handheld and the counting session status IS NOT New</td></table></div>
 +
 
 +
'''Look for name''' field: When you type in the Look for Name field, the system scrolls to the first full name that starts with the entered sequence, then highlights it.
  
'''Rec field''': You can enter number of items received manually or using a [[Barcoding#Scanning Barcodes|scanner]].<br>
+
'''Rec field''': You can manually enter the number of the received items or use a [[Barcoding#Scanning Barcodes|scanner]].<br>
  
'''Cost field''': You can manually change cost of the item if it is required based on current conditions (price has been changed, discount needs to be applied, etc.)<br>
+
'''Cost field''': You can manually change the cost of the item if it is required based on the current conditions (the price has been changed, the discount needs to be applied, etc.)<br>
  
'''Cost''' field and '''Total''' information field are shown on the Receive Items screen based on current user permissions (click [[Managing Users#Permissions|here]] for more details on "User Permissions").
+
The '''Cost''' and '''Total''' information fields are shown on the Receive Items screen based on the current user's permissions (click [[Managing Users#Permissions|here]] for more details on "User Permissions").
 
{{Gototop}}
 
{{Gototop}}

Latest revision as of 20:06, 29 July 2021

With HandiFox, users can create and generate purchase orders, receive inventory against them, print and export the list of items in purchase orders.

Comp.png Generate Purchase Order Window

View of the Generate Purchase Order window
  • Site drop-down menu: this box allows choosing a site that contains items for which you want to generate purchase orders.
  • Replenish inventory according to: this section allows choosing the settings according to which purchase orders will be generated.
    • Sales rates from…: Items will be added to the purchase order based on the current quantities on hand, sales made since the selected date, existing open sales orders, and purchase orders.
      • Include future needs till: this feature is based on the assumption that the average daily sales will be the same as during the chosen period
    • Average sales rate per week: Average quantities sold weekly will be calculated for every item based on the data for the last N weeks, and added to the order so that the replenishment is enough to last the set number of weeks.
    • Desired QOH level: Every item that is currently below its Reorder Point will be added to the order, with a quantity that will bring it up to its Desired QOH (Quantity on Hand).
    • Exclude inventory if sold quantity is zero: The system removes items with zero sold quantity from purchase orders.
  • Retrieve button: this button allows retrieving items according to the settings in Replenish inventory…
  • Generate P.O. button: this button allows generating purchase orders.
  • Print List button: this button allows printing the list of items.
  • Export button: this button allows exporting items to an excel file.
  • Close button: this button allows closing the Generate Purchase Order window.
Info-sign.png The Generate Purchase Order window can be accessed in QuickBooks via File → HandiFox → Generate Purchase Order.
[Back to top]


Comp.png Generating Purchase Orders

GenPOs(autox480-Loosy-200).gif

[Back to top]


Tabletandroid.png P.O. Center

The P.O. Center screen allows creating, editing, and receiving Purchase Orders on the handheld device. Purchase Orders created or assigned to the current location are shown on the screen. All Purchase Orders created in QuickBooks are automatically assigned to the "Main" location.

Info-sign.png The P.O. Center can be accessed on the "Inventory" screen on the handheld device.
P.O. Center Screen


  • Look for Number field allows looking for purchase orders according to an item
  • Look for Vendor field allows looking for Vendor by typing its name or its first characters.
  • Status drop-down menu allows finding purchase orders according to its status: all P.O., Not Received, Received, Closed
  • New button allows creating new purchase orders.
  • Edit button allows editing purchase orders.
  • Receive button allows receiving purchase orders.












[Back to top]


Tabletandroid.png Creating Purchase Orders

In the mobile app, you can create purchase orders with ease.

View of the New P.O. Screen when creating a new purchase order
  1. Go to Main screen → Inventory → P.O. Center on your device.
  2. Tap on New to create a new Purchase Order.
  3. Choose a vendor from the Vendor drop-down menu.
  4. Tap on Find, type the item's name and tap on Add. Alternatively, you can Scan* to add items to the purchase order (see "Adding Items to Purchase Order" below for more information).
  5. Tap on Save.

ITEMS Tab
The Items tab allows editing the list of P.O. items with Name, Qty (ordered quantity), Rate fields, and Clsd checkbox.

P.O. No. field shows the purchase order number.

Vendor field allows choosing vendor
Find button allows finding and selecting items.
Add button allows finding the item by typing in the preceding field.
Scan button allows finding items by scanning barcodes with the handheld device's built-in camera.

Save button allows saving the purchase order.

SHIP TO tab

Ship Address fields: allows entering a ship address.

MEMO tab

Memo field allows adding a memo visible in the Memo field of the purchase order in QuickBooks.
Vendor Message field allows adding a message to the vendor visible in the purchase order in QuickBooks.


Info-sign.png Canada.png For Canadian versions of QuickBooks, the Tax field is also displayed.

Infocircle.png The information string above the grid displays the following fields for the item that is currently selected in the grid:

  • Description – item's description
  • U/M – unit of measure abbreviation. Note: If the handheld synchronizes for the first time after HandiFox initialization and downloads the purchase order, and the unit of measure's conversion ratio is changed for a purchase order's item in QuickBooks, then “[NONE]” is shown as the unit of measure. If handheld synchronizes for the first time after HandiFox initialization and downloads the purchase order, and the unit of measure set is changed for a purchase order's item in QuickBooks then the unit of measure’s abbreviation is shown in brackets. If purchase order is already present on the handheld and the unit of measure set or the unit of measure's name, abbreviation or conversion ratio are changed for a purchase order's item in QuickBooks, then the unit of measure's name is shown in brackets.
  • BO – backordered quantity (difference between the ordered quantity and the received quantity, empty if the item is not received yet).
  • Rec – received quantity (the sum of all receiving sessions for this P.O. item).


Infocircle.png When the Rate is changed, the message "Item’s cost changed. You have changed the cost for: <item_name>. Do you want to update the item with new cost?” with the Yes and No buttons appears:

  • If you tap Yes then the item’s default cost per each is updated: Cost Per Each = New Cost/(Unit of Measure Quantity).
  • If you tap No then the cost change applies to the current purchase order only.


[Back to top]


Tabletandroid.png Adding Items to Purchase Order

Using the Add button on the Items tab or Enter button on the SIP (software input panel)

Use this method if you know the exact Name of the item. Type the item's full name in the search string and tap Add (or Enter button on SIP).

Using the Find button

Use this method if you don't know the exact Name of the item you want to add to the purchase order or you want to add the item based on its Purchase description. Type the item's Name or part of the description in the search string and tap Find. The Find/Add window will appear, filled with inventory items, Name or Purchase Description of which contain the entered search string. It is also possible to add multiple items to the purchase order by tapping their respective checkboxes.

Using a scanner

The barcode scanner can be used to add inventory items to the purchase order. Scanning an item’s barcode adds the scanned item to the list. The system allows adding several rows to the purchase order for items with the same Name, but different units of measure. If the scanned item (with the same Name and the Unit of measure) is already in the list, then the system increments the Qty value of the item by 1.

Info-sign.png When you type in the text field at the top of the Items screen, the system scrolls to an item in the list, whose Name begins with the input search string, and highlights it.
Info-sign.png When the Qty and Rate values are changed, the Total field shown at the bottom of the Items page is recalculated based on the P.O. items' Qty and Rate.
[Back to top]


Tabletandroid.png Removing Items from Purchase Order

You can remove items either on the New P.O screen or the Edit P.O. screen.

POpopup.PNG


1. Locate the item you want to remove.

2. Long-tap the item. (A pop-up will appear).

3. Tap Delete.

4. Tap Yes on the "confirmation" pop-up.








[Back to top]





Tabletandroid.png Editing Purchase Orders

HandiFox gives you the ability to not only edit purchase orders created on the HandiFox app or Generated on the computer, but also purchase orders created in QuickBooks.
Infocircle.png When the Edit P.O. screen is open, the items are sorted according to the order they were added to the P.O. Tap on the header of the items grid to sort the list by the tapped column.

  1. Go to Main → Inventory → P.O. Center on your device.
  2. Choose a purchase order from the list and tap Edit to modify the purchase order. Click here for more information if you need to add items to an existing purchase order or here if you need to remove items from an existing purchase order.
  3. Tap Save to save the changes.


Infocircle.png When the Rate is changed, the message "Item’s cost changed. You have changed the cost for: <item_name>. Do you want to update the item with new cost?” with the Yes and No buttons appears:

  • If you tap Yes then the item’s default cost per each is updated: Cost Per Each = New Cost/(Unit of Measure Quantity).
  • If you tap No then the cost change applies to the current purchase order only.


Info-sign.png When you type in the text field at the top of the Items screen, the system scrolls to an item in the list, whose Name begins with the input search string, and highlights it.
Info-sign.png When the Qty and Rate values are changed, the Total field shown on the bottom of the Items page is recalculated based on the P.O. items' Qty and Rate.


[Back to top]


Tabletandroid.png Receiving

In the mobile app, you can receive inventory against purchase orders.

  1. Go to Main screen → Inventory → P.O. Center on your device.
  2. Choose a purchase order from the list and tap Receive.
  3. You can check the Receive All box, or use the Scan button (if using the mobile device's built-in camera as scanner, click here for more details), use a Bluetooth scanner or a device with a built-in scanner, or type the necessary number in the Rec column.
  4. Tap Save to complete the operation.

Receive Items Screen

Ref. No field: Enter any characters as the reference number for the current receiving session. This information will be available in the Item Receipt for this receiving session.
Receive All check box: Tap it to set the Rec (Received) quantity equal to the BO (Back Ordered) quantity for all items.

Info-sign.png
  • The “Can’t receive some P.O. items because they are part of not applied counting session” message appears because some items are a part of the counting session which is performed on this handheld device. Such items are shown in grey and the respective rows are locked for editing in the following cases:
    • The “Manager approval is required” setting is DISABLED for the assigned location on this handheld and the counting session status IS Saved.
    • The “Manager approval is required” setting is ENABLED for the assigned location on this handheld and the counting session status IS NOT New

Look for name field: When you type in the Look for Name field, the system scrolls to the first full name that starts with the entered sequence, then highlights it.

Rec field: You can manually enter the number of the received items or use a scanner.

Cost field: You can manually change the cost of the item if it is required based on the current conditions (the price has been changed, the discount needs to be applied, etc.)

The Cost and Total information fields are shown on the Receive Items screen based on the current user's permissions (click here for more details on "User Permissions").

[Back to top]