Purchasing

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Revision as of 20:06, 29 July 2021 by Dzhamalova.r (talk | contribs) (→‎Receive Items Screen)
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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.
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Comp.png Generating Purchase Orders

GenPOs(autox480-Loosy-200).gif

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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.












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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.


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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.
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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.








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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.


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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").

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