Difference between revisions of "Sales Orders"

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<div style="float:right"><html><iframe  width="560" height="315" src="https://www.youtube.com/embed/s7X46NBSwb8" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html></div><br>
 
=Sales Order Screen=
 
[[File:One.png|200px|thumb|left|'''Customer Center''' screen]]
 
*'''Look for customer''' field: It allows looking for customer you want to work with sales order for.
 
*'''View''' drop-down menu: It allows watching active or all the transactions.
 
*'''Filter''' checkbox: It allows creating filters to look for customers according to specific features.
 
**'''Look for''' field: It allows entering the information which helps to find the customer
 
**'''In''' drop-down menu:  It allows choosing section in which filled in information is
 
**'''Back''' button: It allows leave Filter screen without saving changes 
 
**'''Apply''' button: It allows applying filters set.
 
*'''New''' button: It allows creating new customer.
 
*'''Edit''' button:  It allows editing created customers.
 
*'''Scan''' button: It allows looking for transactions with the help of scanner
 
*'''Customer Orders''' button: It allows making different actions with sales orders like creating new on, edit, pick or invoice it.
 
**'''Look for Order''' field: It allows entering the number of sales order which helps to find it
 
**'''Status''' drop-down menu: It allows looking for sales orders according to their status
 
**'''New''' button:  It allows creating new sales order.
 
**'''Edit''' button: It allows editing existing sales orders.
 
**'''Pick''' button: It allows picking sales orders.
 
**'''Invoice''' button: It allows invoicing sales orders.
 
*'''Open Orders''' button: It allows making different actions with open sales orders like editing and picking.
 
**'''Look for customer''' field: It allows entering the name of customer which helps to find it
 
**'''Filter''' checkbox: It allows creating filters to look for customers according to specific features.
 
***'''Look for''' field: It allows entering the information which helps to find the customer
 
***'''In''' drop-down box:  It allows choosing section in which filled in information is
 
***'''Back''' button: It allows leave Filter screen without saving changes 
 
***'''Apply''' button: It allows applying filters set.
 
**'''Scan''' button:  It allows looking for transactions with the help of scanner
 
**'''Look for Order''' field:  It allows entering the number of sales order which helps to find it
 
**'''Status''' drop-down menu: It allows looking for sales orders according to their status
 
**'''Edit''' button: It allows editing existing sales orders.
 
**'''Pick''' button: It allows picking sales orders.
 
 
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==[[File:tabletandroid.png | 36px]] Creating Sales Orders==
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[[File:Screenshot 20200629-183011.png|200px|thumb|left|'''Customer Orders''' screen]]
  
=Edit Item Screen=
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HandiFox allows creating sales orders in the app and sending it to QuickBooks.
 
+
#On the app, go to ''Main → Sales''.
[[File:Screenshot 20200724-182727.png|200px|thumb|right|'''Edit Item''' screen]]
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#Fill in the name of the customer you want to create a sales order for and choose it in the list.
*'''Scan''' button: this button allows looking for items using scanner
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#Tap '''Customer Orders''', then '''New''' to create a sales order.
*'''QOH''': shows the number of units that are physically located in the warehouse at the current time.  
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#Tap '''Find''' and choose all the items you want to create a sales order with.
*'''BO''': shows the number of backordered items.
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#Tap '''Add'''.
*'''Inv''': shows item's invoice status.
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#Fill ''Qty'' and ''Rate'' columns with data if it is needed.
*'''Tax''': shows tax rate.
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#Tap '''Save'''.
*'''U/M''': shows unit of measure type.
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<div align="center">{{Infoshort | To apply Price Rules and Volume Discounts to Sales Orders, please see [[Volume_Discount_and_Price_Rules#Applying_Volume_Discounts_and_Price_Rules_on_Handheld_Device|Applying Volume Discounts and Price Rules on Handheld Device]]).}}</div>
*'''Quantity''' field: shows item quantity.
+
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*'''Rate''' field: shows item rate.
 
*'''Bin''': shows bin status for item (assigned/unassigned).  
 
*'''Prev.''': shows the previous rate.
 
*'''Hide Details''' button: this button allows hiding the details about item in the screen. 
 
*'''Base Price''': shows base price before price level applying.
 
*'''New Price''': shows new price after price level applying.
 
*'''Serial Numbers''' field: allows assgning seral numbers to the item.
 
 
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<div align="left" style="width: 75%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Note''': The information string above the grid gives the information about the chosen item:
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*Description – sales description
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*U/M – unit of measure abbreviation ("NONE" is shown if U/M Set is not defined). The user is able to change the U/M by long-tapping on the U/M field. Qty and Rate values for the item will be recalculated based on the selected unit of measure.</td></table></div>
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=Creating Sales Orders=
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[[File:Screenshot 20200724-211929.png|200px|thumb|right|Creating new '''Sales Order''']]
[[File:Screenshot 20200629-183011.png|200px|thumb|left|'''Customer Orders''' screen]]
 
  
HandiFox allows creating sales orders in the app and send it to QuickBooks.
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<div align="left" style="width: 75%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td> If handheld synchronizes for the first time after HandiFox initialization and downloads the Sales Order and unit of measure's conversion ratio is changed for a Sales Order's item in QuickBooks then “[NONE]” is shown as unit of measure. If the handheld synchronizes for the first time after HandiFox initialization and downloads the Sales Order and unit of measure set is changed for a Sales Order's item in QuickBooks then unit of measure’s abbreviation is shown in brackets. If Sales 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 Sales Order's item in QuickBooks then unit of measure name is shown in brackets.</td></table></div>
#On the app, go to ''Main → Sales''.
 
#Fill the name of customer you want create sales order for and choose it in the list.
 
#Tap ''Customer Orders''', then ''New'' to create sales order.
 
#Tap ''Find'' and choose all the items you want to create sales order for.
 
#Tap ''Add''.
 
#Fill '''Qty''' and '''Rate''' columns with data if it is needed.
 
#Tap ''Save''.
 
{{Infoshort | To apply Price Rules and Volume Discounts to Sales Orders, please see [[Volume_Discount_and_Price_Rules#Applying_Volume_Discounts_and_Price_Rules_on_Handheld_Device|Applying Volume Discounts and Price Rules on Handheld Device]]).}}
 
  
  
  '''Note'''  
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To change the ''Unit Of Measure'' for items in Sales Orders, open Sales Order, tap the '''Edit''' button and tap ''U/M'' data. Use the drop-down menu to choose a Unit of Measure and tap the '''OK''' button.
  The information string above the grid gives the information about the item choosed:
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<div align="left" style="width: 75%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>
  *Description sales description
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*'''BO''' back ordered quantity (difference between ordered quantity and invoiced quantity, equals 0 if the ordered quantity is less than the invoiced quantity). If the sales order and the linked invoice are created in QuickBooks, then after editing the invoice on the handheld, the back-ordered quantity is not changed.
  *U/M – unit of measure abbreviation ("NONE" is shown if U/M Set is not defined). The user is able to change the U/M by long-tapping on the U/M field. Qty and Rate values for the item will be recalculated based on the selected unit of measure.
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*'''Invoiced''' – invoiced quantity. If the sales order and the linked invoice are created in QuickBooks, then after editing the invoice on the handheld, the invoiced quantity is not changed.
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''Total'' field, shown at the bottom of the Items page, is calculated based on the order items’ ''Qty, Rate'' and ''taxes''.</td></table></div>
  
[[File:Screenshot 20200724-211929.png|200px|thumb|right|Creating new '''Sales Order''']]
 
  
  '''!''' If handheld synchronizes for the first time after HandiFox initialization and downloads the Sales Order and unit of measure's conversion ratio is changed for a Sales 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 Sales Order and unit of measure set is changed for a Sales Order's item in QuickBooks then unit of measure’s abbreviation is shown in brackets. If Sales 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 Sales Order's item in QuickBooks then unit of measure name is shown in brackets.
 
  
  To change Unit Of Measure for items in Sales Orders, open Sales Order, tap Edit button and tap U/M data. Use drop-down menu to choose Unit of Measure and tap OK button.  
+
<div align="left" style="width: 50%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>Starting from Handifox 7.1.0.0, it is possible to edit the date. To do so, long-tap the date in the top-right corner of the screen and choose a new date.</td></table></div>
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{{Gototop}}
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  *BO – backordered quantity (difference between ordered quantity and invoiced quantity, equals to 0 if ordered quantity is less than invoiced quantity). If sales order and linked invoice are created in QuickBooks, then after editing the invoice on the handheld, backordered quantity is not changed.
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==[[File:tabletandroid.png | 36px]] Changing Bin Location for Items ==
  *Invoiced – invoiced quantity. If sales order and linked invoice are created in QuickBooks, then after editing the invoice on the handheld, invoiced quantity is not changed.
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If necessary, you can change the bin location for items on the Sales Order. This option is available if your Quickbooks has Advanced Inventory and Track Bin Locations is enabled there. See [[Multi-Location_and_Bins#Bins|Bins]] for more information.
 
   
 
   
  Total field, shown at the bottom of the Items page, is calculated based on the order items’ Qty, Rate and taxes.
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# Long-tap the item and select the '''Change Bin''' option. The '''Change Bin''' screen will open.
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# This screen lists all bins that the current item is present in. You can force it to show the full list of bins by checking '''Show All Bins''' at the bottom of the screen.
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# Highlight the desired bin and tap '''Select'''.
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: <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>It is also possible to select multiple bins and specify the quantity for each of them separately. To do this, long-tap the item and select '''Edit'''. On the opened screen you will be able to define item quantities per bin location (use the '''"Tap here to add line"''' button at the bottom to add bins on the list).</td></table></div>
 
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{{Gototop}}
 
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=Customer Center=
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==[[File:tabletandroid.png | 36px]] Edit Item Screen==
[[File:Screenshot 20200724-220958.png|200px|thumb|left|'''Edit Customer''' screen]]
 
'''Edit Customer'''
 
#Create New Customer: On the app, go to ''Main → Sales → New''.
 
#Edit Customer: On the app, go to Main → Sales
 
*General tab consists of following fields: Customer Name, Company Name, Type, Term, Price Level, Credit Limit, Release Number, Note.
 
*Bill to tab (customer’s billing address information) consists of following fields: Address, City, State, Zip, Country, Note. 
 
*Ship to tab (customer’s shipping information) consists of following fields: Address, City, State, Zip, Country, Note. 
 
*Contacts tab (customer’s contact information) consists of following fields: Mr./Ms./…, First Name, M.I., Last Name, Contact, Phone, Fax, Alt. Phone, Alt. Contact, E-mail.
 
 
 
[[File:Screenshot 20200724-221033.png|200px|thumb|right|'''Edit Job''' screen]]
 
'''Edit Job'''
 
#Create New Job: In the mobile app, go to Main → Sales. Type the name of the customer, tap on it and choose Add Job.
 
*General tab consists of following fields: Job Name, Customer, Company Name, Type, Price Level, Credit Limit, Note.
 
*Bill to tab (customer’s billing address information) consists of following fields: Address, City, State, Zip, Country, Note. 
 
*Ship to tab (customer’s shipping information) consists of following fields: Address, City, State, Zip, Country, Note. 
 
*Contacts tab (customer’s contact information) consists of following fields: Mr./Ms./…, First Name, M.I., Last Name, Contact, Phone, Fax, Alt. Phone, Alt. Contact, E-mail.
 
  
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[[File:Screenshot 20200724-182727.png|200px|thumb|right|'''Edit Item''' screen]]
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*'''Scan''' button allows looking for items using a scanner
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*'''QOH''': shows the number of units that are physically located in the warehouse at the current time.
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*'''BO''': shows the number of backordered items.
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*'''Inv''': shows item's invoice status.
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*'''Tax''': shows tax rate.
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*'''U/M''': shows unit of measure type. 
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*'''Quantity''' field: shows item quantity.
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*'''Rate''' field: shows item rate.
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*'''Bin''': shows bin status for the item (assigned/unassigned).
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*'''Prev.''': shows the previous rate.
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*'''Hide Details''' button allows hiding the details about the item on the screen. 
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*'''Base Price''': shows base price before applying a price level.
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*'''New Price''': shows new price after applying a price level.
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*'''Serial or Lot Numbers''' field allows assigning [[Serial and Lot Numbers|serial or lot numbers]] to the item.
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{{Gototop}}
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== Reviewing and Editing Sales Orders ==
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==[[File:tabletandroid.png | 36px]] Reviewing and Editing Sales Orders ==
 
HandiFox allows editing sales orders on the handheld device.
 
HandiFox allows editing sales orders on the handheld device.
 
[[File:Screenshot 20200723-184618.png|200px|thumb|left|'''Edit Sales Order''' screen]]
 
[[File:Screenshot 20200723-184618.png|200px|thumb|left|'''Edit Sales Order''' screen]]
#In the app, go to Main → Sales.
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#In the mobile app, go to ''Main → Sales''.
 
#Fill the name of customer you want create sales order for and choose it in the list.
 
#Fill the name of customer you want create sales order for and choose it in the list.
 
#Tap ''Customer Orders'', then ''Edit'' to create sales order.
 
#Tap ''Customer Orders'', then ''Edit'' to create sales order.
 
#Make all the changes needed. Edit '''Qty''' and '''Rate''' columns with data or add new items by tapping ''Find'' and ''Add''.
 
#Make all the changes needed. Edit '''Qty''' and '''Rate''' columns with data or add new items by tapping ''Find'' and ''Add''.
 
#Tap ''Save''.
 
#Tap ''Save''.
[[File:Infocircle.png |30px ]] HandiFox only allows editing open orders.
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<div align="center"><div align="left" style="width: 70%; border-style: solid; border-width: thin; border-color: gray; background-color: #e6701f"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>HandiFox only allows editing open orders.</td></table></div>
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<div align="left" style="width: 70%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>Starting from Handifox 7.1.0.0, it is possible to edit the date. To do so, long-tap the date in the top-right corner of the screen and choose a new date.</td></table></div>
  
[[File:Change Bin.png|200px|thumb|right|'''Change Bin''' screen]]
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  '''Item Location'''
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  Every item on the order can get a bin location where the items will be taken from. You can change that location if necessary.
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  1.Make a long tap on the item and select the '''Change Bin''' option.
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  2.Open the full list of bins by checking the '''Show All Bins''' checkbox.
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  3.Tap on the desired bin to highlight it and the, tap ''Select''.
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[[File:Quantity For Bins.png|200px|thumb|left|'''Quantity Change''' screen]]
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  You can select multiple bins and specify a quantity for each of them separately.
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  1.Make a long tap on the item and select ''Edit''.
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  2.Enter the quantities per bin location (use the link at the bottom to add bins on the list).<br>
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[[File:Change Bin.png|200px|thumb|left|'''Change Bin''' screen]] [[File:Quantity For Bins.png|200px|thumb|right|'''Quantity Change''' screen]]
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<div align="center"><div align="center" style="width: 70%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Item Location'''
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Every item on the order can get a bin location where the items will be taken from. You can change that location if necessary.
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#Long-tap the item and select the '''Change Bin''' option.
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#Open the full list of bins by checking the '''Show All Bins''' checkbox.
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#Tap on the desired bin to highlight it and then tap ''Select''.</td></table></div>
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<div align="center"><div align="left" style="width: 70%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td> You can select multiple bins and specify a quantity for each of them separately.
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1. Long-tap the item and select ''Edit''.
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2. Enter the quantities per bin location (use the link at the bottom to add bins on the list).</td></table></div> <br>
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{{Gototop}}
 
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[[File:Price Level.png|200px|thumb|right|'''Price Level''' screen]]
 
[[File:Price Level.png|200px|thumb|right|'''Price Level''' screen]]
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<div align="left"><div align="left" style="width: 80%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Applying Price Level'''
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To apply a price level to an item, long-tap it and select Apply Price Level entry from the pop-up menu.<br>
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'''!''' ''The “Apply Price Level” entry is disabled if there are no Price Levels associated with this item.''
 
   
 
   
  '''Applying Price Level'''
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The Price Level dropdown list is filled with price levels:
  To apply a price level to an item perform the long tap on it and select Apply Price Level entry from the pop-up menu.
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*Base Sales Price
  '''!''' The “Apply Price Level” entry is disabled if there is no Price Levels associated with this item.
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*All Fixed % - price levels configured in the system
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*“Per Item” - price levels where item's custom price is defined
 
   
 
   
  The Price Level dropdown list is filled with price levels:
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'''Current Rate''' field shows the current item's rate.<br>
  - Base Sales Price
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'''New Rate''' field shows the item's rate after applying price level.
  - All Fixed % - price levels configured in the system
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'''!''' ''Only active price levels are displayed in Select Price Level.''</td></table></div>
  - “Per Item” - price levels where item's custom price is defined
+
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{{Infoshort | To remove price rules, go to ''Main → Sales'', type customer name in Look for customer field, tap Customers/Open Orders. Choose any Order consisting of items you want remove price rules for. Tap Edit button, tap Pencil button and uncheck Price Level checkbox in Price Adjustments field.}}
  Current Rate field shows current item's rate.
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  New Rate field shows item's rate after applying price level.
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  '''!''' Only active price levels are displayed in Select Price Level
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  To remove price rules, go to ''Main → Sales'', type customer name in Look for customer field, tap Customers/Open Orders. Choose any Order consisting of items you want remove price rules for. Tap Edit button, tap Pencil button and uncheck Price Level checkbox in Price Adjustments field.
 
 
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{{Gototop}}
 
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  '''Pick/Pack Sales Orders'''
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<div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Pick/Pack Sales Orders''':
  You can pick/pack items tapping on Pick or Pack button in Customer Orders screen (see.).
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You can pick/pack items by tapping on Pick or Pack button on the Customer Orders screen (see [[Fulfillment|Picking and Packing Sales Orders]]).</td></table></div>
  
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[[File:Unit Of Measure.png|200px|thumb|left|'''Unit of Measure''' screen]]
 
[[File:Unit Of Measure.png|200px|thumb|left|'''Unit of Measure''' screen]]
  '''Select Unit of Measure'''
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<div align="center"><div align="left" style="width: 70%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>'''Select Unit of Measure'''
  The user is able to select a unit of measure from unit of measure set assigned to the inventory item.  
+
The user is able to select a unit of measure from the unit of measure set assigned to the inventory item.  
  Qty and Rate values are recalculated based on the selected unit of measure.
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''Qty'' and ''Rate'' values are recalculated based on the selected unit of measure.
 
    
 
    
  When the screen opens, the U/M, currently selected for the item, is highlighted.
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When the screen opens, the U/M currently selected for the item is highlighted.
  The following information is shown:
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The following information is shown:
  •U/M Set Name
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*U/M Set Name
  •Base Unit
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*Base Unit
    oName
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*Name
    oAbbreviation
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*Abbreviation</td></table></div></div>
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{{Gototop}}
 
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== Printing and Emailing Existing Sales Orders ==
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==[[File:tabletandroid.png | 36px]] Printing and Emailing Existing Sales Orders ==
  
 
You can <big>print</big> Sales Orders from the handheld device.
 
You can <big>print</big> Sales Orders from the handheld device.
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#In the app, go to ''Main → Sales''.
 
#In the app, go to ''Main → Sales''.
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
#Tap ''Open Orders'' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG]]).  
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#Tap ''Open Orders'' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG | 30 px]]).  
 
#Tap ''Print'' and choose the number of copies you need.
 
#Tap ''Print'' and choose the number of copies you need.
 
#Choose a printer in the top left corner and tap ''Print Sales Order''.
 
#Choose a printer in the top left corner and tap ''Print Sales Order''.
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#In the app, go to ''Main → Sales''.
 
#In the app, go to ''Main → Sales''.
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
#Tap ''Open Orders'' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG]]).  
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#Tap ''Open Orders'' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG | 30 px]]).  
 
#Tap ''Print''  and choose the number of copies you need.
 
#Tap ''Print''  and choose the number of copies you need.
 
#Choose a printer in the top left corner and tap ''Print Sales Order''.
 
#Choose a printer in the top left corner and tap ''Print Sales Order''.
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#In the app, go to ''Main → Sales''.
 
#In the app, go to ''Main → Sales''.
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
#Tap ''Open Orders''' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG]]).  
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#Tap ''Open Orders''' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG | 30 px]]).  
 
#Tap ''Print'' and then ''Email'' .
 
#Tap ''Print'' and then ''Email'' .
 
#Fill the ''Email'' field with the e-mail address you want send the sales order to, fill '''Subj''' field and empty field if it's needed. Tap ''Send''.  
 
#Fill the ''Email'' field with the e-mail address you want send the sales order to, fill '''Subj''' field and empty field if it's needed. Tap ''Send''.  
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#In the app, go to ''Main → Sales''.
 
#In the app, go to ''Main → Sales''.
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
 
#Fill the name of the customer whose sales order you want to print and select it from the list.  
#Tap ''Open Orders'' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG]]).  
+
#Tap ''Open Orders'' and then tap the context Menu button at the top right corner ([[File:Contextmenu.PNG | 30 px]]).  
 
#Tap ''Print'' and then ''Email''.
 
#Tap ''Print'' and then ''Email''.
 
#Fill the  '''Email''' field with the e-mail address you want send the sales order to, fill '''Subj''' field and empty field if it's needed. Tap ''Send''.
 
#Fill the  '''Email''' field with the e-mail address you want send the sales order to, fill '''Subj''' field and empty field if it's needed. Tap ''Send''.
Line 220: Line 223:
 
<br>
 
<br>
  
=Cloning Sales Orders=
+
==[[File:tabletandroid.png | 36px ]] Cloning Sales Orders==
 
HandiFox allow users to clone open sales orders for different needs.
 
HandiFox allow users to clone open sales orders for different needs.
 
#In the mobile app, go to ''Main → Sales''.
 
#In the mobile app, go to ''Main → Sales''.
 
#Fill the name of customer you want create or edit sales order for and choose it in the list.
 
#Fill the name of customer you want create or edit sales order for and choose it in the list.
#Tap '''Open Orders''' button and long tap it.
+
#Tap ''Open Orders'' button and long tap it.
#Tap '''Clone Sales Order'''.
+
#Tap ''Clone Sales Order''
#Change the data in the screen if it is needed and tap '''Save'''.
+
#Change the data in the screen if it is needed and tap '''Save''.
  
 
'''or'''
 
'''or'''
Line 232: Line 235:
 
#In the mobile app, go to ''Main → Sales''.
 
#In the mobile app, go to ''Main → Sales''.
 
#Fill the name of customer you want create or edit sales order for and choose it in the list.
 
#Fill the name of customer you want create or edit sales order for and choose it in the list.
#Tap '''Customer Orders''' button and long tap it.
+
#Tap ''Customer Orders'' button and long tap it.
#Tap '''Clone Sales Order'''.
+
#Tap ''Clone Sales Order''.
#Change the data in the screen if it is needed and tap '''Save'''.
+
#Change the data in the screen if it is needed and tap ''Save''.
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
=Printing Sales Orders=
+
==[[File:comp.png | 36px]] Printing Sales Orders==
HandiFox allows users to print Sales Orders on the desktop.
+
HandiFox allows users to print Sales Orders on the computer.
 
[[File:Transactions to PickPack.png|500px|thumb|left|'''Transactions to Pick/Pack''' screen]]
 
[[File:Transactions to PickPack.png|500px|thumb|left|'''Transactions to Pick/Pack''' screen]]
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack''.
 
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack''.
#Choose '''Sales Order''' in '''Transaction Type'''.
+
#Choose '''Sales Order''' in the '''Transaction Type''' section.
#Check any sales order in the list.
+
#Check any sales orders in the list.
#Tap '''Print List''' and tap '''OK''' on the Print screen.
+
#Click '''Print List''' and then click '''OK''' on the Print screen.
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 +
<br>
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
=Saving Sales Orders Report=
+
==[[File:comp.png | 36px]] Saving Sales Orders Report==
  
 
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack''.
 
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack''.
#Choose '''Sales Order''' in Transaction Type.
+
#Choose ''Sales Order'' in the '''Transaction Type''' section.
 
#Check any Sales Order in the list.
 
#Check any Sales Order in the list.
#Click '''Print List'''.
+
#Click on ''Print List''.
#Check '''Print to File''' checkbox and click '''OK'''.
+
#Check the '''Print to File''' checkbox and click on ''OK''.
#Choose folder you want your report save to and click '''OK'''.
+
#Choose the folder you want your report to be saved in and click on ''OK''.
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
=Closing Sales Orders=
+
==[[File:tabletandroid.png | 36px ]] [[File:comp.png | 36px ]] Closing Sales Orders==
  
#In the app, go to ''Main → Sales''.
+
#In the mobile app, go to ''Main → Sales''.
#Fill the name of customer you want to close sales order for and choose it in the list.
+
#Fill in the name of the customer you want to close the sales order for and choose it in the list.
#Tap '''Customer Orders''' button and choose any sales order you need to close.
+
#Tap ''Customer Orders'' and choose any sales order you need to close.
#Tap '''Edit''' button and check '''Closed''' checkbox.
+
#Tap ''Edit'' and check the '''Closed''' checkbox.
#Tap '''Save'''.
+
#Tap ''Save''.
  
 
'''or'''
 
'''or'''
  
 
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack''.
 
#In QuickBooks, go to ''File → HandiFox → Open Transactions to Pick/Pack''.
#Choose '''Sales Order''' in '''Transaction Type'''.
+
#Choose ''Sales Order'' in the '''Transaction Type''' section.
#Click '''Close SO''' and click '''Yes'''.
+
#Click on  ''Close SO'' and then on ''Yes''.
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
=Invoicing Sales Orders=
+
==[[File:tabletandroid.png | 36px]] Invoicing Sales Orders==
 
#In the mobile app, go to ''Main → Sales''.
 
#In the mobile app, go to ''Main → Sales''.
#Fill the name of customer you want to invoice sales order for and choose it in the list.
+
#Fill in the name of the customer you want to invoice sales order for and choose it in the list.
 
#Tap '''Customer Orders''' button and choose any sales order you need to invoice via checking it.
 
#Tap '''Customer Orders''' button and choose any sales order you need to invoice via checking it.
#Tap '''Invoice''' button then tap '''Save'''.
+
#Tap the '''Invoice''' button, then tap '''Save'''.
#Fill in your name in '''Customer Name''' field and tap '''Enter Sign'''.
+
#Fill in your name in the ''Customer Name'' field and tap '''Enter Sign'''.
#Sign in the white box appeared and tap '''OK'''.
+
#Sign in the white box and tap '''OK'''.
 
#Tap '''Save'''.
 
#Tap '''Save'''.
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>

Latest revision as of 16:46, 28 July 2021

HandiFox allows users to create Sales Orders, orders issued to customers and specified items or services including their price, quantities, terms and conditions.




Tabletandroid.png Creating Sales Orders

Customer Orders screen

HandiFox allows creating sales orders in the app and sending it to QuickBooks.

  1. On the app, go to Main → Sales.
  2. Fill in the name of the customer you want to create a sales order for and choose it in the list.
  3. Tap Customer Orders, then New to create a sales order.
  4. Tap Find and choose all the items you want to create a sales order with.
  5. Tap Add.
  6. Fill Qty and Rate columns with data if it is needed.
  7. Tap Save.
Info-sign.png To apply Price Rules and Volume Discounts to Sales Orders, please see Applying Volume Discounts and Price Rules on Handheld Device).









Note: The information string above the grid gives the information about the chosen item:
  • Description – sales description
  • U/M – unit of measure abbreviation ("NONE" is shown if U/M Set is not defined). The user is able to change the U/M by long-tapping on the U/M field. Qty and Rate values for the item will be recalculated based on the selected unit of measure.


Creating new Sales Order
Info-sign.png If handheld synchronizes for the first time after HandiFox initialization and downloads the Sales Order and unit of measure's conversion ratio is changed for a Sales Order's item in QuickBooks then “[NONE]” is shown as unit of measure. If the handheld synchronizes for the first time after HandiFox initialization and downloads the Sales Order and unit of measure set is changed for a Sales Order's item in QuickBooks then unit of measure’s abbreviation is shown in brackets. If Sales 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 Sales Order's item in QuickBooks then unit of measure name is shown in brackets.


To change the Unit Of Measure for items in Sales Orders, open Sales Order, tap the Edit button and tap U/M data. Use the drop-down menu to choose a Unit of Measure and tap the OK button.

  • BO – back ordered quantity (difference between ordered quantity and invoiced quantity, equals 0 if the ordered quantity is less than the invoiced quantity). If the sales order and the linked invoice are created in QuickBooks, then after editing the invoice on the handheld, the back-ordered quantity is not changed.
  • Invoiced – invoiced quantity. If the sales order and the linked invoice are created in QuickBooks, then after editing the invoice on the handheld, the invoiced quantity is not changed.
Total field, shown at the bottom of the Items page, is calculated based on the order items’ Qty, Rate and taxes.


Info-sign.png Starting from Handifox 7.1.0.0, it is possible to edit the date. To do so, long-tap the date in the top-right corner of the screen and choose a new date.


[Back to top]


Tabletandroid.png Changing Bin Location for Items

If necessary, you can change the bin location for items on the Sales Order. This option is available if your Quickbooks has Advanced Inventory and Track Bin Locations is enabled there. See Bins for more information.

  1. Long-tap the item and select the Change Bin option. The Change Bin screen will open.
  2. This screen lists all bins that the current item is present in. You can force it to show the full list of bins by checking Show All Bins at the bottom of the screen.
  3. Highlight the desired bin and tap Select.
Info-sign.png It is also possible to select multiple bins and specify the quantity for each of them separately. To do this, long-tap the item and select Edit. On the opened screen you will be able to define item quantities per bin location (use the "Tap here to add line" button at the bottom to add bins on the list).


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Tabletandroid.png Edit Item Screen

Edit Item screen
  • Scan button allows looking for items using a scanner
  • QOH: shows the number of units that are physically located in the warehouse at the current time.
  • BO: shows the number of backordered items.
  • Inv: shows item's invoice status.
  • Tax: shows tax rate.
  • U/M: shows unit of measure type.
  • Quantity field: shows item quantity.
  • Rate field: shows item rate.
  • Bin: shows bin status for the item (assigned/unassigned).
  • Prev.: shows the previous rate.
  • Hide Details button allows hiding the details about the item on the screen.
  • Base Price: shows base price before applying a price level.
  • New Price: shows new price after applying a price level.
  • Serial or Lot Numbers field allows assigning serial or lot numbers to the item.




[Back to top]


Tabletandroid.png Reviewing and Editing Sales Orders

HandiFox allows editing sales orders on the handheld device.

Edit Sales Order screen
  1. In the mobile app, go to Main → Sales.
  2. Fill the name of customer you want create sales order for and choose it in the list.
  3. Tap Customer Orders, then Edit to create sales order.
  4. Make all the changes needed. Edit Qty and Rate columns with data or add new items by tapping Find and Add.
  5. Tap Save.
Info-sign.png HandiFox only allows editing open orders.


Info-sign.png Starting from Handifox 7.1.0.0, it is possible to edit the date. To do so, long-tap the date in the top-right corner of the screen and choose a new date.













Change Bin screen
Quantity Change screen
Item Location

Every item on the order can get a bin location where the items will be taken from. You can change that location if necessary.

  1. Long-tap the item and select the Change Bin option.
  2. Open the full list of bins by checking the Show All Bins checkbox.
  3. Tap on the desired bin to highlight it and then tap Select.


Info-sign.png You can select multiple bins and specify a quantity for each of them separately.

1. Long-tap the item and select Edit.

2. Enter the quantities per bin location (use the link at the bottom to add bins on the list).












Price Level screen
Applying Price Level

To apply a price level to an item, long-tap it and select Apply Price Level entry from the pop-up menu.
! The “Apply Price Level” entry is disabled if there are no Price Levels associated with this item.

The Price Level dropdown list is filled with price levels:

  • Base Sales Price
  • All Fixed % - price levels configured in the system
  • “Per Item” - price levels where item's custom price is defined

Current Rate field shows the current item's rate.
New Rate field shows the item's rate after applying price level.

! Only active price levels are displayed in Select Price Level.


Info-sign.png To remove price rules, go to Main → Sales, type customer name in Look for customer field, tap Customers/Open Orders. Choose any Order consisting of items you want remove price rules for. Tap Edit button, tap Pencil button and uncheck Price Level checkbox in Price Adjustments field.








Pick/Pack Sales Orders: You can pick/pack items by tapping on Pick or Pack button on the Customer Orders screen (see Picking and Packing Sales Orders).



Unit of Measure screen
Select Unit of Measure

The user is able to select a unit of measure from the unit of measure set assigned to the inventory item. Qty and Rate values are recalculated based on the selected unit of measure.

When the screen opens, the U/M currently selected for the item is highlighted. The following information is shown:

  • U/M Set Name
  • Base Unit
  • Name
  • Abbreviation













Tabletandroid.png Printing and Emailing Existing Sales Orders

You can print Sales Orders from the handheld device.

Print Sales Order screen
  1. In the app, go to Main → Sales.
  2. Fill the name of the customer whose sales order you want to print and select it from the list.
  3. Tap Open Orders and then tap the context Menu button at the top right corner (Contextmenu.PNG).
  4. Tap Print and choose the number of copies you need.
  5. Choose a printer in the top left corner and tap Print Sales Order.

or

  1. In the app, go to Main → Sales.
  2. Fill the name of the customer whose sales order you want to print and select it from the list.
  3. Tap Open Orders and then tap the context Menu button at the top right corner (Contextmenu.PNG).
  4. Tap Print and choose the number of copies you need.
  5. Choose a printer in the top left corner and tap Print Sales Order.


You can send Sales Order via e-mail from the mobile app on your device.

  1. In the app, go to Main → Sales.
  2. Fill the name of the customer whose sales order you want to print and select it from the list.
  3. Tap Open Orders' and then tap the context Menu button at the top right corner (Contextmenu.PNG).
  4. Tap Print and then Email .
  5. Fill the Email field with the e-mail address you want send the sales order to, fill Subj field and empty field if it's needed. Tap Send.

or

  1. In the app, go to Main → Sales.
  2. Fill the name of the customer whose sales order you want to print and select it from the list.
  3. Tap Open Orders and then tap the context Menu button at the top right corner (Contextmenu.PNG).
  4. Tap Print and then Email.
  5. Fill the Email field with the e-mail address you want send the sales order to, fill Subj field and empty field if it's needed. Tap Send.



Tabletandroid.png Cloning Sales Orders

HandiFox allow users to clone open sales orders for different needs.

  1. In the mobile app, go to Main → Sales.
  2. Fill the name of customer you want create or edit sales order for and choose it in the list.
  3. Tap Open Orders button and long tap it.
  4. Tap Clone Sales Order
  5. Change the data in the screen if it is needed and tap 'Save.

or

  1. In the mobile app, go to Main → Sales.
  2. Fill the name of customer you want create or edit sales order for and choose it in the list.
  3. Tap Customer Orders button and long tap it.
  4. Tap Clone Sales Order.
  5. Change the data in the screen if it is needed and tap Save.



Comp.png Printing Sales Orders

HandiFox allows users to print Sales Orders on the computer.

Transactions to Pick/Pack screen





  1. In QuickBooks, go to File → HandiFox → Open Transactions to Pick/Pack.
  2. Choose Sales Order in the Transaction Type section.
  3. Check any sales orders in the list.
  4. Click Print List and then click OK on the Print screen.








Comp.png Saving Sales Orders Report

  1. In QuickBooks, go to File → HandiFox → Open Transactions to Pick/Pack.
  2. Choose Sales Order in the Transaction Type section.
  3. Check any Sales Order in the list.
  4. Click on Print List.
  5. Check the Print to File checkbox and click on OK.
  6. Choose the folder you want your report to be saved in and click on OK.



Tabletandroid.png Comp.png Closing Sales Orders

  1. In the mobile app, go to Main → Sales.
  2. Fill in the name of the customer you want to close the sales order for and choose it in the list.
  3. Tap Customer Orders and choose any sales order you need to close.
  4. Tap Edit and check the Closed checkbox.
  5. Tap Save.

or

  1. In QuickBooks, go to File → HandiFox → Open Transactions to Pick/Pack.
  2. Choose Sales Order in the Transaction Type section.
  3. Click on Close SO and then on Yes.



Tabletandroid.png Invoicing Sales Orders

  1. In the mobile app, go to Main → Sales.
  2. Fill in the name of the customer you want to invoice sales order for and choose it in the list.
  3. Tap Customer Orders button and choose any sales order you need to invoice via checking it.
  4. Tap the Invoice button, then tap Save.
  5. Fill in your name in the Customer Name field and tap Enter Sign.
  6. Sign in the white box and tap OK.
  7. Tap Save.