Difference between revisions of "QuickBooks Integration"

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The QuickBooks Integration Module consists of several windows:<br>
 
The QuickBooks Integration Module consists of several windows:<br>
  
* Barcodes List - allows to view, generate, edit and print barcodes for inventory items.
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* Barcodes List - allows viewing, generating, editing and printing barcodes for inventory items.
* Counting Sessions - allows to view, create and void counting sessions created on handhelds.
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* Counting Sessions - allows viewing, creating and voiding counting sessions created on handhelds.
* Customize Reports - allows to view and edit report templates.
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* Customize Reports - allows viewing and editing report templates.
 
* Directions to install on a mobile device
 
* Directions to install on a mobile device
* Export\Import - allows to export\import specific information from\to the system.
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* Export\Import - allows exporting and importing specific information from\to the system.
* Generate Purchase Order - automatically generate purchase orders based on item's sales information
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* Generate Purchase Order - automatically generates purchase orders based on item's sales information.
* Handheld Device Manager - allows to manage the list of registered handheld devices.
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* Handheld Device Manager - allows managing the list of registered handheld devices.
* Handheld User Manager - allows to create, edit and delete handheld users.
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* Handheld User Manager - allows creating, editing and removing handheld users.
* Open Transactions to Pick/Pack
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* Open Transactions to Pick/Pack -
* Price Rules
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* Price Rules -
* QOH Viewer - allows to view and adjust any item's quantity on hand at every location
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* QOH Viewer - allows viewing and adjusting any item's quantity on hand at every location.
* Search by Serial/Lot number
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* Search by Serial/Lot number -
* Settings - allows to configure HandiFox’s settings.
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* Settings - allows configuring HandiFox’s settings.
* Transfer Center
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* Transfer Center -
* Transfer Discrepancy Report
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* Transfer Discrepancy Report -
 
* View/Print Invoice - allows viewing and printing invoices with customer signature (is disabled if Sales function is not allowed in the license).
 
* View/Print Invoice - allows viewing and printing invoices with customer signature (is disabled if Sales function is not allowed in the license).

Revision as of 19:00, 21 May 2020

The QuickBooks Integrated Module is available from the QuickBooks user interface. It is located under File → HandiFox

QuickBooks Integration Module

View of the QuickBooks Integrated 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 -
  • Price Rules -
  • QOH Viewer - allows viewing and adjusting any item's quantity on hand at every location.
  • Search by Serial/Lot number -
  • Settings - allows configuring HandiFox’s settings.
  • Transfer Center -
  • Transfer Discrepancy Report -
  • View/Print Invoice - allows viewing and printing invoices with customer signature (is disabled if Sales function is not allowed in the license).