Difference between revisions of "Sales Orders"

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(In process, some changes, reorganizing)
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=Sales Order Screen=
 
=Sales Order Screen=
 
 
*'''Look for customer''' field: It allows looking for customer you want to work with sales order for.  
 
*'''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.  
 
*'''View''' drop-down menu: It allows watching active or all the transactions.  
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**'''Edit''' button: It allows editing existing sales orders.
 
**'''Edit''' button: It allows editing existing sales orders.
 
**'''Pick''' button: It allows picking sales orders.
 
**'''Pick''' button: It allows picking sales orders.
 
 
=Creating Sales Orders=
 
=Creating Sales Orders=
 
HandiFox allows creating sales orders in the app and send it to QuickBooks.
 
HandiFox allows creating sales orders in the app and send it to QuickBooks.
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#Click '''Save''' button.
 
#Click '''Save''' button.
  
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{{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]]).}}
  
  You can apply Price Rules and Volume Discounts to Sales Order (see. Price Rules and Volume Discounts section > Applying Volume Discounts and Price Rules on Handheld Device).
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== Reviewing and Editing Sales Orders ==
 
+
HandiFox allows editing sales orders on the handheld device.
=Editing Sales Orders=
+
#In the app, go to Main Sales.
HandiFox allows editing sales orders on the app.
 
#In the 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.
 
#Click '''Customer Orders''' button and click '''Edit''' to create sales order.
 
#Click '''Customer Orders''' button and click '''Edit''' to create sales order.
 
#Make all the changes needed. Edit Qty and Rate columns with data or add new items by clicking '''Find''' and '''End''' button
 
#Make all the changes needed. Edit Qty and Rate columns with data or add new items by clicking '''Find''' and '''End''' button
 
#Click '''Save''' button.
 
#Click '''Save''' button.
 +
[[File:Infocircle.png]] HandiFox only allows editing open orders.
 +
 +
== Printing and Emailing Existing Sales Orders ==
 +
== Invoicing Existing Sales Orders ==
 +
== Cloning a Sales Order ==
 +
== Closing a Sales Order ==
 +
  
HandiFox allows editing only open orders as well.
 
#On the app, go to Main>Sales.
 
#Fill the name of customer you want edit sales order for and choose it in the list.
 
#Click '''Open Orders''' button and click '''Edit''' to create sales order.
 
#Make all the changes needed. Edit Qty and Rate columns with data or add new items by clicking '''Find''' and '''End''' button
 
#Click '''Save''' button.
 
  
 
=Cloning Sales Orders=
 
=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.
#On the app, go to Main>Sales.
+
#In the 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.
 
#Click '''Open Orders''' button and long click it.
 
#Click '''Open Orders''' button and long click it.
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'''or'''
 
'''or'''
  
#On the app, go to Main>Sales.
+
#In the 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.
#Click '''Customer Orders''' button and long click it.
+
#Click '''Customer Orders''' button and long tap it.
 
#Click '''Clone Sales Order'''.
 
#Click '''Clone Sales Order'''.
 
#Change the data in the screen if it is needed and click '''Save'''.
 
#Change the data in the screen if it is needed and click '''Save'''.
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=Printing Sales Orders=
 
=Printing Sales Orders=
 
HandiFox allows users to print Sales Orders on the desktop.
 
HandiFox allows users to print Sales Orders on the desktop.
#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 '''Transaction Type'''.
 
#Check any sales order in the list.
 
#Check any sales order in the list.

Revision as of 19:27, 6 July 2020

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

Sales Order 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.

Creating Sales Orders

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

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

Reviewing and Editing Sales Orders

HandiFox allows editing sales orders on the handheld device.

  1. In the app, go to Main → Sales.
  2. Fill the name of customer you want create sales order for and choose it in the list.
  3. Click Customer Orders button and click Edit to create sales order.
  4. Make all the changes needed. Edit Qty and Rate columns with data or add new items by clicking Find and End button
  5. Click Save button.

Infocircle.png HandiFox only allows editing open orders.

Printing and Emailing Existing Sales Orders

Invoicing Existing Sales Orders

Cloning a Sales Order

Closing a Sales Order

Cloning Sales Orders

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

  1. In the 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. Click Open Orders button and long click it.
  4. Click Clone Sales Order.
  5. Change the data in the screen if it is needed and click Save.

or

  1. In the 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. Click Customer Orders button and long tap it.
  4. Click Clone Sales Order.
  5. Change the data in the screen if it is needed and click Save.

Printing Sales Orders

HandiFox allows users to print Sales Orders on the desktop.

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

Saving Sales Orders Report

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

Closing Sales Orders

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

or

  1. In QuickBooks, go to File>HandiFox>Open Transactions to Pick/Pack.
  2. Choose Sales Order in Transaction Type.
  3. Click Close SO and click Yes.

Invoicing Sales Orders

  1. On the app, go to Main>Sales.
  2. Fill the name of customer you want to invoice sales order for and choose it in the list.
  3. Click Customer Orders button and choose any sales order you need to invoice.
  4. Click Invoice button then click Save.
  5. Fill in your name in Customer Name field and click Enter Sign.
  6. Sign in the white box appeared and click OK.
  7. Click Save.