https://help.handifox.online/api.php?action=feedcontributions&user=Admin&feedformat=atomHandiFox Online Wiki - User contributions [en-us]2024-03-28T09:33:34ZUser contributionsMediaWiki 1.29.1https://help.handifox.online/index.php?title=Main_Page&diff=422Main Page2020-04-19T11:42:13Z<p>Admin: Edit spelling of "Metrc" in the links — #2</p>
<hr />
<div><p align="center"><br />
'''Welcome to HandiFox Online Wiki,''' <br> the official and most complete source of information and tutorials on [https://handifox.online HandiFox Online].<br />
</p><br />
<br />
<p align="center"><br />
If you are new, start by checking out this video:<br />
</p><br />
<p align="center"><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/vZS0TL8_BZw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
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Choose what you want to learn about:<br />
</p><br />
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<table style="width: 100%; max-width: 1300px; padding: 5px; margin: 0 auto;"><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Web and Mobile Applications]]''' |<br />
*[[Web_and_Mobile_Applications#Web_application | Web application]]<br />
*[[Web_and_Mobile_Applications#Mobile_application | Mobile application]]<br />
*[[Settings | System-Wide Settings]]<br />
*[[User_Management | Users and User Permissions]]<br />
*[[Reports]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Multi-Location]]''' |<br />
*[[Multi-Location#Managing_Inventory_Sites | Managing Inventory Sites]]<br />
*[[Multi-Location#Reviewing_Quantities_on_Hand | Reviewing Quantities on Hand]]<br />
*[[Multi-Location#Adjusting_Quantities | Adjusting Quantities]]<br />
*[[Multi-Location#Inventory_Transfers | Inventory Transfers]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Customer Center | Customers]]''' |<br />
*[[Customer Center | How to Use the Customer Center]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Picking and Packing | Fulfillment]]''' |<br />
*[[Picking_and_Packing#Picking_and_Packing_a_Sales_Order | Picking and Packing a Sales Order]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Orders_to_be_Shipped | Preparing the List of Orders to be Shipped]]<br />
*[[Picking_and_Packing#Picking_and_Packing_an_Invoice | Picking and Packing an Invoice]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Invoices_to_be_Shipped | Preparing the List of Invoices to be Shipped]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Mobile Printing]]''' |<br />
*[[Mobile Printing#Discovering a Bluetooth Printer | Discovering a Bluetooth Printer]]<br />
*[[Mobile Printing#Discovering a Wi-Fi or Ethernet Printer | Discovering a Wi-Fi or Ethernet Printer]]<br />
*[[Mobile Printing#Adjusting Printer Settings | Adjusting Printer Settings]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[QuickBooks Online Integration]]''' |<br />
* [[QuickBooks_Online_Integration#Connecting_to_QuickBooks_Company | Connecting to QuickBooks Company]]<br />
* [[QuickBooks_Online_Integration#Synchronization_with_QuickBooks_Online | Synchronization with QuickBooks Online]]<br />
* [[QuickBooks_Online_Integration#Disconnecting_QuickBooks_Company | Disconnecting QuickBooks Company]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Products and Services | Inventory]]''' |<br />
* [[Products_and_Services#Managing_Products_and_Services | Managing Items]]<br />
* [[Products_and_Services#Exporting_and_Importing_Items | Importing and Exporting Items]]<br />
* [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial Numbers, Lots and Expiration Dates]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Purchasing]]''' |<br />
*[[Vendors | Managing Vendors]]<br />
*[[Purchasing#Creating and Receiving a Purchase Order | Creating and Receiving a Purchase Order]]<br />
*[[Purchasing#Reorder Points and Desired QOH Levels | Reorder Points and Desired QOH Levels]]<br />
*[[Purchasing#Generating a Purchase Order | Generating a Purchase Order]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Orders]]''' |<br />
*[[Sales_Orders#Creating_Sales_Orders | Creating Sales Orders]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_on_Mobile_Device | Reviewing Sales Orders on Mobile Device]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_in_the_Web_App | Reviewing Sales Orders in the Web App]]<br />
*[[Sales_Orders#Printing_an_Existing_Sales_Order | Printing an Existing Sales Order]]<br />
*[[Sales_Orders#Creating_Invoices_Based_on_Sales_Orders | Creating Invoices Based on Sales Orders]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Credit Memos]]''' |<br />
*[[Credit Memos#Entering a Credit Memo | Entering a Credit Memo]]<br />
*[[Credit Memos#Applying Credits to an Invoice | Applying Credits to an Invoice]]<br />
*[[Credit Memos#Printing out a Credit Memo | Printing out a Credit Memo]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Payments]]''' |<br />
*[[Payments#Receiving a Payment | Receiving a Payment]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Shopify Integration]]''' |<br />
*[[Shopify_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[Shopify_Integration#Shopify_Panel_in_HandiFox | Shopify Panel in HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Metrc Integration]]''' |<br />
*[[Metrc_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[Metrc_Integration#Metrc_Products_Inside_HandiFox | Metrc Products Inside HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Barcoding]]''' |<br />
*[[Barcoding#Assigning_Barcodes | Assigning Barcodes]]<br />
*[[Barcoding#Scanning_Barcodes | Scanning Barcodes]]<br />
*[[Barcoding#Printing_Labels | Printing Labels]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Inventory Counting]]''' |<br />
*[[Inventory Counting#Counting Inventory in the Mobile App | Counting Inventory in the Mobile App]]<br />
*[[Inventory Counting#Printing out Inventory Counting Results | Printing out Inventory Counting Results]]<br />
*[[Inventory Counting#Inventory Count Review and Approval | Inventory Count Review and Approval]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Invoices]]''' |<br />
*[[Invoices#Creating_an_Invoice | Creating an Invoice]]<br />
*[[Invoices#Capturing_Customer_Signatures | Capturing Customer Signatures]]<br />
*[[Invoices#Reviewing_Invoices_on_the_Mobile_Device | Reviewing Invoices on the Mobile Device]]<br />
*[[Invoices#Reviewing_Invoices_in_the_Web_App | Reviewing Invoices in the Web App]]<br />
*[[Invoices#Printing_an_Existing_Invoice | Printing an Existing Invoice]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Receipts]]''' |<br />
*[[Sales Receipts#Creating a Sales Receipt | Creating a Sales Receipt]]<br />
*[[Sales Receipts#Reviewing and Editing Sales Receipts | Reviewing and Editing Sales Receipts]]<br />
*[[Sales Receipts#Printing a Sales Receipt | Printing a Sales Receipt]]<br />
}}<br />
<br />
</td><br />
</table><br />
<br />
'''Did not find what you were looking for? [http://www.handifox.com/about/contactus/ Ask us a question]'''</div>Adminhttps://help.handifox.online/index.php?title=Main_Page&diff=421Main Page2020-04-19T11:41:28Z<p>Admin: Edit spelling of "Metrc" in the links</p>
<hr />
<div><p align="center"><br />
'''Welcome to HandiFox Online Wiki,''' <br> the official and most complete source of information and tutorials on [https://handifox.online HandiFox Online].<br />
</p><br />
<br />
<p align="center"><br />
If you are new, start by checking out this video:<br />
</p><br />
<p align="center"><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/vZS0TL8_BZw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<p align="center"><br />
Choose what you want to learn about:<br />
</p><br />
<br />
<table style="width: 100%; max-width: 1300px; padding: 5px; margin: 0 auto;"><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Web and Mobile Applications]]''' |<br />
*[[Web_and_Mobile_Applications#Web_application | Web application]]<br />
*[[Web_and_Mobile_Applications#Mobile_application | Mobile application]]<br />
*[[Settings | System-Wide Settings]]<br />
*[[User_Management | Users and User Permissions]]<br />
*[[Reports]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Multi-Location]]''' |<br />
*[[Multi-Location#Managing_Inventory_Sites | Managing Inventory Sites]]<br />
*[[Multi-Location#Reviewing_Quantities_on_Hand | Reviewing Quantities on Hand]]<br />
*[[Multi-Location#Adjusting_Quantities | Adjusting Quantities]]<br />
*[[Multi-Location#Inventory_Transfers | Inventory Transfers]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Customer Center | Customers]]''' |<br />
*[[Customer Center | How to Use the Customer Center]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Picking and Packing | Fulfillment]]''' |<br />
*[[Picking_and_Packing#Picking_and_Packing_a_Sales_Order | Picking and Packing a Sales Order]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Orders_to_be_Shipped | Preparing the List of Orders to be Shipped]]<br />
*[[Picking_and_Packing#Picking_and_Packing_an_Invoice | Picking and Packing an Invoice]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Invoices_to_be_Shipped | Preparing the List of Invoices to be Shipped]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Mobile Printing]]''' |<br />
*[[Mobile Printing#Discovering a Bluetooth Printer | Discovering a Bluetooth Printer]]<br />
*[[Mobile Printing#Discovering a Wi-Fi or Ethernet Printer | Discovering a Wi-Fi or Ethernet Printer]]<br />
*[[Mobile Printing#Adjusting Printer Settings | Adjusting Printer Settings]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[QuickBooks Online Integration]]''' |<br />
* [[QuickBooks_Online_Integration#Connecting_to_QuickBooks_Company | Connecting to QuickBooks Company]]<br />
* [[QuickBooks_Online_Integration#Synchronization_with_QuickBooks_Online | Synchronization with QuickBooks Online]]<br />
* [[QuickBooks_Online_Integration#Disconnecting_QuickBooks_Company | Disconnecting QuickBooks Company]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Products and Services | Inventory]]''' |<br />
* [[Products_and_Services#Managing_Products_and_Services | Managing Items]]<br />
* [[Products_and_Services#Exporting_and_Importing_Items | Importing and Exporting Items]]<br />
* [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial Numbers, Lots and Expiration Dates]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Purchasing]]''' |<br />
*[[Vendors | Managing Vendors]]<br />
*[[Purchasing#Creating and Receiving a Purchase Order | Creating and Receiving a Purchase Order]]<br />
*[[Purchasing#Reorder Points and Desired QOH Levels | Reorder Points and Desired QOH Levels]]<br />
*[[Purchasing#Generating a Purchase Order | Generating a Purchase Order]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Orders]]''' |<br />
*[[Sales_Orders#Creating_Sales_Orders | Creating Sales Orders]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_on_Mobile_Device | Reviewing Sales Orders on Mobile Device]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_in_the_Web_App | Reviewing Sales Orders in the Web App]]<br />
*[[Sales_Orders#Printing_an_Existing_Sales_Order | Printing an Existing Sales Order]]<br />
*[[Sales_Orders#Creating_Invoices_Based_on_Sales_Orders | Creating Invoices Based on Sales Orders]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Credit Memos]]''' |<br />
*[[Credit Memos#Entering a Credit Memo | Entering a Credit Memo]]<br />
*[[Credit Memos#Applying Credits to an Invoice | Applying Credits to an Invoice]]<br />
*[[Credit Memos#Printing out a Credit Memo | Printing out a Credit Memo]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Payments]]''' |<br />
*[[Payments#Receiving a Payment | Receiving a Payment]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Shopify Integration]]''' |<br />
*[[Shopify_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[Shopify_Integration#Shopify_Panel_in_HandiFox | Shopify Panel in HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[MetRC Integration]]''' |<br />
*[[Metrc_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[Metrc_Integration#Metrc_Products_Inside_HandiFox | Metrc Products Inside HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Barcoding]]''' |<br />
*[[Barcoding#Assigning_Barcodes | Assigning Barcodes]]<br />
*[[Barcoding#Scanning_Barcodes | Scanning Barcodes]]<br />
*[[Barcoding#Printing_Labels | Printing Labels]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Inventory Counting]]''' |<br />
*[[Inventory Counting#Counting Inventory in the Mobile App | Counting Inventory in the Mobile App]]<br />
*[[Inventory Counting#Printing out Inventory Counting Results | Printing out Inventory Counting Results]]<br />
*[[Inventory Counting#Inventory Count Review and Approval | Inventory Count Review and Approval]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Invoices]]''' |<br />
*[[Invoices#Creating_an_Invoice | Creating an Invoice]]<br />
*[[Invoices#Capturing_Customer_Signatures | Capturing Customer Signatures]]<br />
*[[Invoices#Reviewing_Invoices_on_the_Mobile_Device | Reviewing Invoices on the Mobile Device]]<br />
*[[Invoices#Reviewing_Invoices_in_the_Web_App | Reviewing Invoices in the Web App]]<br />
*[[Invoices#Printing_an_Existing_Invoice | Printing an Existing Invoice]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Receipts]]''' |<br />
*[[Sales Receipts#Creating a Sales Receipt | Creating a Sales Receipt]]<br />
*[[Sales Receipts#Reviewing and Editing Sales Receipts | Reviewing and Editing Sales Receipts]]<br />
*[[Sales Receipts#Printing a Sales Receipt | Printing a Sales Receipt]]<br />
}}<br />
<br />
</td><br />
</table><br />
<br />
'''Did not find what you were looking for? [http://www.handifox.com/about/contactus/ Ask us a question]'''</div>Adminhttps://help.handifox.online/index.php?title=MetRC_Integration&diff=420MetRC Integration2020-04-19T11:39:54Z<p>Admin: Admin moved page MetRC Integration to Metrc Integration: Change spelling: "MetRC" → "Metrc"</p>
<hr />
<div>#REDIRECT [[Metrc Integration]]</div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=419Metrc Integration2020-04-19T11:39:53Z<p>Admin: Admin moved page MetRC Integration to Metrc Integration: Change spelling: "MetRC" → "Metrc"</p>
<hr />
<div>[https://www.metrc.com/ '''Metrc'''] is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with Metrc and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the Metrc logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your Metrc account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with Metrc. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the Metrc term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and Metrc ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from Metrc. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from Metrc. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from Metrc ====<br />
<br />
This section affects how transfers from Metrc will be treated, and how inventory transfers in HandiFox will be sent to Metrc:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the Metrc end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to Metrc</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with Metrc and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''Metrc Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The Metrc Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the Metrc Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the Metrc logo.<br />
<br />
=== Metrc Products Inside HandiFox ===<br />
<br />
In HandiFox, cannabis products can be treated like normal items for inventory tracking purposes, which means you can edit their properties, assign barcodes to them, track their quantities across sites (including by lot number) , do inventory counts and so on. However, these items '''cannot be included on sales or purchase transactions'''. There are also some other differences which we will cover below.<br />
<br />
==== Item List ====<br />
<br />
When viewing the properties of a cannabis product in the [[Products_and_Services#Managing_Products_and_Services | Item List]], you will see a '''new section''' dedicated to Metrc-related information.<br />
<br />
[[File:Metrc-item-info.png]]<br />
<br />
It is also impossible to '''adjust the quantity''' of cannabis products inside HandiFox.<br />
<br />
==== Serial/Lot Number Tracking ====<br />
<br />
: See also: [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial, Lot Number and Expiration Date Tracking]]<br />
<br />
Upon addition to HandiFox, all Metrc products are set to be tracked ''by lot number''. Their ''Metrc package numbers'' are downloaded and stored in HandiFox as lot numbers.<br />
<br />
You can search and view inventory information (quantities, transactions) by lot number using the ''Serial/Lot Numbers'' page or the Transactions by Serial/Lot Number [[Reports | report]]. However, unlike with normal items, you cannot directly edit the lot numbers or lot quantities for cannabis items.<br />
<br />
==== Inventory Counting ====<br />
<br />
: See also: [[Inventory_Counting | Inventory Counting]].<br />
<br />
When starting a new inventory count in HandiFox, you will need to choose whether you want to count regular products or cannabis products.<br />
<br />
[[File:Metrc-counting-types.png]]<br />
<br />
Regular products cannot be included on cannabis counting sessions and vice versa.<br />
<br />
[[File:Metrc-counting.png|thumb|none|800px|Cannabis counting in the Web App]]<br />
<br />
Cannabis counts also have other differences from regular counts:<br />
* All packages are presented as a plain list, one package per line (rather than one product per line).<br />
* Whenever there is a difference between the old and new quantity, you must choose a reason for this adjustment in the ''Adjustment Reason'' column. You also need to put in an explanatory note, if the chosen reason requires it.<br />
* If the quantity of a package changes to 0, you can mark is as ''finished'' with the corresponding checkbox.</div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=418Metrc Integration2020-04-19T11:37:47Z<p>Admin: Change spelling: "MetRC" → "Metrc"</p>
<hr />
<div>[https://www.metrc.com/ '''Metrc'''] is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with Metrc and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the Metrc logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your Metrc account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with Metrc. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the Metrc term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and Metrc ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from Metrc. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from Metrc. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from Metrc ====<br />
<br />
This section affects how transfers from Metrc will be treated, and how inventory transfers in HandiFox will be sent to Metrc:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the Metrc end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to Metrc</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with Metrc and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''Metrc Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The Metrc Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the Metrc Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the Metrc logo.<br />
<br />
=== Metrc Products Inside HandiFox ===<br />
<br />
In HandiFox, cannabis products can be treated like normal items for inventory tracking purposes, which means you can edit their properties, assign barcodes to them, track their quantities across sites (including by lot number) , do inventory counts and so on. However, these items '''cannot be included on sales or purchase transactions'''. There are also some other differences which we will cover below.<br />
<br />
==== Item List ====<br />
<br />
When viewing the properties of a cannabis product in the [[Products_and_Services#Managing_Products_and_Services | Item List]], you will see a '''new section''' dedicated to Metrc-related information.<br />
<br />
[[File:Metrc-item-info.png]]<br />
<br />
It is also impossible to '''adjust the quantity''' of cannabis products inside HandiFox.<br />
<br />
==== Serial/Lot Number Tracking ====<br />
<br />
: See also: [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial, Lot Number and Expiration Date Tracking]]<br />
<br />
Upon addition to HandiFox, all Metrc products are set to be tracked ''by lot number''. Their ''Metrc package numbers'' are downloaded and stored in HandiFox as lot numbers.<br />
<br />
You can search and view inventory information (quantities, transactions) by lot number using the ''Serial/Lot Numbers'' page or the Transactions by Serial/Lot Number [[Reports | report]]. However, unlike with normal items, you cannot directly edit the lot numbers or lot quantities for cannabis items.<br />
<br />
==== Inventory Counting ====<br />
<br />
: See also: [[Inventory_Counting | Inventory Counting]].<br />
<br />
When starting a new inventory count in HandiFox, you will need to choose whether you want to count regular products or cannabis products.<br />
<br />
[[File:Metrc-counting-types.png]]<br />
<br />
Regular products cannot be included on cannabis counting sessions and vice versa.<br />
<br />
[[File:Metrc-counting.png|thumb|none|800px|Cannabis counting in the Web App]]<br />
<br />
Cannabis counts also have other differences from regular counts:<br />
* All packages are presented as a plain list, one package per line (rather than one product per line).<br />
* Whenever there is a difference between the old and new quantity, you must choose a reason for this adjustment in the ''Adjustment Reason'' column. You also need to put in an explanatory note, if the chosen reason requires it.<br />
* If the quantity of a package changes to 0, you can mark is as ''finished'' with the corresponding checkbox.</div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=417Metrc Integration2020-04-19T11:34:50Z<p>Admin: /* Inventory Counting */ Spelling</p>
<hr />
<div>[https://www.metrc.com/ '''MetRC'''] is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with MetRC and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the MetRC logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your MetRC account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with MetRC. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the MetRC term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and MetRC ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from MetRC. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from MetRC. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from MetRC ====<br />
<br />
This section affects how transfers from MetRC will be treated, and how inventory transfers in HandiFox will be sent to MetRC:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the MetRC end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to MetRC</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with MetRC and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''MetRC Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The MetRC Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the MetRC Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the MetRC logo.<br />
<br />
=== MetRC Products Inside HandiFox ===<br />
<br />
In HandiFox, cannabis products can be treated like normal items for inventory tracking purposes, which means you can edit their properties, assign barcodes to them, track their quantities across sites (including by lot number) , do inventory counts and so on. However, these items '''cannot be included on sales or purchase transactions'''. There are also some other differences which we will cover below.<br />
<br />
==== Item List ====<br />
<br />
When viewing the properties of a cannabis product in the [[Products_and_Services#Managing_Products_and_Services | Item List]], you will see a '''new section''' dedicated to MetRC-related information.<br />
<br />
[[File:Metrc-item-info.png]]<br />
<br />
It is also impossible to '''adjust the quantity''' of cannabis products inside HandiFox.<br />
<br />
==== Serial/Lot Number Tracking ====<br />
<br />
: See also: [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial, Lot Number and Expiration Date Tracking]]<br />
<br />
Upon addition to HandiFox, all MetRC products are set to be tracked ''by lot number''. Their ''MetRC package numbers'' are downloaded and stored in HandiFox as lot numbers.<br />
<br />
You can search and view inventory information (quantities, transactions) by lot number using the ''Serial/Lot Numbers'' page or the Transactions by Serial/Lot Number [[Reports | report]]. However, unlike with normal items, you cannot directly edit the lot numbers or lot quantities for cannabis items.<br />
<br />
==== Inventory Counting ====<br />
<br />
: See also: [[Inventory_Counting | Inventory Counting]].<br />
<br />
When starting a new inventory count in HandiFox, you will need to choose whether you want to count regular products or cannabis products.<br />
<br />
[[File:Metrc-counting-types.png]]<br />
<br />
Regular products cannot be included on cannabis counting sessions and vice versa.<br />
<br />
[[File:Metrc-counting.png|thumb|none|800px|Cannabis counting in the Web App]]<br />
<br />
Cannabis counts also have other differences from regular counts:<br />
* All packages are presented as a plain list, one package per line (rather than one product per line).<br />
* Whenever there is a difference between the old and new quantity, you must choose a reason for this adjustment in the ''Adjustment Reason'' column. You also need to put in an explanatory note, if the chosen reason requires it.<br />
* If the quantity of a package changes to 0, you can mark is as ''finished'' with the corresponding checkbox.</div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=416Metrc Integration2020-04-06T15:16:33Z<p>Admin: /* Inventory Counting */</p>
<hr />
<div>[https://www.metrc.com/ '''MetRC'''] is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with MetRC and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the MetRC logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your MetRC account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with MetRC. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the MetRC term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and MetRC ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from MetRC. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from MetRC. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from MetRC ====<br />
<br />
This section affects how transfers from MetRC will be treated, and how inventory transfers in HandiFox will be sent to MetRC:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the MetRC end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to MetRC</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with MetRC and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''MetRC Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The MetRC Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the MetRC Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the MetRC logo.<br />
<br />
=== MetRC Products Inside HandiFox ===<br />
<br />
In HandiFox, cannabis products can be treated like normal items for inventory tracking purposes, which means you can edit their properties, assign barcodes to them, track their quantities across sites (including by lot number) , do inventory counts and so on. However, these items '''cannot be included on sales or purchase transactions'''. There are also some other differences which we will cover below.<br />
<br />
==== Item List ====<br />
<br />
When viewing the properties of a cannabis product in the [[Products_and_Services#Managing_Products_and_Services | Item List]], you will see a '''new section''' dedicated to MetRC-related information.<br />
<br />
[[File:Metrc-item-info.png]]<br />
<br />
It is also impossible to '''adjust the quantity''' of cannabis products inside HandiFox.<br />
<br />
==== Serial/Lot Number Tracking ====<br />
<br />
: See also: [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial, Lot Number and Expiration Date Tracking]]<br />
<br />
Upon addition to HandiFox, all MetRC products are set to be tracked ''by lot number''. Their ''MetRC package numbers'' are downloaded and stored in HandiFox as lot numbers.<br />
<br />
You can search and view inventory information (quantities, transactions) by lot number using the ''Serial/Lot Numbers'' page or the Transactions by Serial/Lot Number [[Reports | report]]. However, unlike with normal items, you cannot directly edit the lot numbers or lot quantities for cannabis items.<br />
<br />
==== Inventory Counting ====<br />
<br />
: See also: [[Inventory_Counting | Inventory Counting]].<br />
<br />
When starting a new inventory count in HandiFox, you will need to choose whether you want to count regular products or cannabis products.<br />
<br />
[[File:Metrc-counting-types.png]]<br />
<br />
Regular products cannot be included on cannabis counting sessions and vice versa.<br />
<br />
[[File:Metrc-counting.png|thumb|none|800px|Cannabis counting in the Web App]]<br />
<br />
Cannabis counts also have other differences from regular counts:<br />
* All packages are presented as a plain list, one package per line (rather then one product per line).<br />
* Whenever there is a difference between the old and new quantity, you must choose a reason for this adjustment in the ''Adjustment Reason'' column. You also need to put it an explanatory note, if the chosen reason requires it.<br />
* If the quantity of a package changes to 0, you can mark is as ''finished'' with the corresponding checkbox.</div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=415Metrc Integration2020-04-06T14:51:48Z<p>Admin: </p>
<hr />
<div>[https://www.metrc.com/ '''MetRC'''] is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with MetRC and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the MetRC logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your MetRC account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with MetRC. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the MetRC term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and MetRC ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from MetRC. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from MetRC. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from MetRC ====<br />
<br />
This section affects how transfers from MetRC will be treated, and how inventory transfers in HandiFox will be sent to MetRC:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the MetRC end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to MetRC</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with MetRC and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''MetRC Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The MetRC Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the MetRC Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the MetRC logo.<br />
<br />
=== MetRC Products Inside HandiFox ===<br />
<br />
In HandiFox, cannabis products can be treated like normal items for inventory tracking purposes, which means you can edit their properties, assign barcodes to them, track their quantities across sites (including by lot number) , do inventory counts and so on. However, these items '''cannot be included on sales or purchase transactions'''. There are also some other differences which we will cover below.<br />
<br />
==== Item List ====<br />
<br />
When viewing the properties of a cannabis product in the [[Products_and_Services#Managing_Products_and_Services | Item List]], you will see a '''new section''' dedicated to MetRC-related information.<br />
<br />
[[File:Metrc-item-info.png]]<br />
<br />
It is also impossible to '''adjust the quantity''' of cannabis products inside HandiFox.<br />
<br />
==== Serial/Lot Number Tracking ====<br />
<br />
: See also: [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial, Lot Number and Expiration Date Tracking]]<br />
<br />
Upon addition to HandiFox, all MetRC products are set to be tracked ''by lot number''. Their ''MetRC package numbers'' are downloaded and stored in HandiFox as lot numbers.<br />
<br />
You can search and view inventory information (quantities, transactions) by lot number using the ''Serial/Lot Numbers'' page or the Transactions by Serial/Lot Number [[Reports | report]]. However, unlike with normal items, you cannot directly edit the lot numbers or lot quantities for cannabis items.<br />
<br />
==== Inventory Counting ====<br />
<br />
: See also: [[Inventory_Counting | Inventory Counting]].<br />
<br />
When starting a new inventory count in HandiFox, you will need to choose whether you want to count regular products or cannabis products.<br />
<br />
[[File:Metrc-counting-types.png]]<br />
<br />
Regular products cannot be included on cannabis counting sessions and vice versa.<br />
<br />
[[File:Metrc-counting.png|thumb|none|800px|Cannabis counting in the Web App]]<br />
<br />
Cannabis counts also have other differences from regular counts:<br />
* All packages are presented as a plain list, one package per line (rather then one product per line).<br />
* You have to count all packages preset at the given site; partial counts are not possible.<br />
* Whenever there is a difference between the old and new quantity, you must choose a reason for this adjustment in the ''Adjustment Reason'' column. You also need to put it an explanatory note, if the chosen reason requires it.<br />
* If the quantity of a package changes to 0, you can mark is as ''finished'' with the corresponding checkbox.</div>Adminhttps://help.handifox.online/index.php?title=Main_Page&diff=414Main Page2020-04-06T14:50:28Z<p>Admin: Add links to MetRC Integration</p>
<hr />
<div><p align="center"><br />
'''Welcome to HandiFox Online Wiki,''' <br> the official and most complete source of information and tutorials on [https://handifox.online HandiFox Online].<br />
</p><br />
<br />
<p align="center"><br />
If you are new, start by checking out this video:<br />
</p><br />
<p align="center"><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/vZS0TL8_BZw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<p align="center"><br />
Choose what you want to learn about:<br />
</p><br />
<br />
<table style="width: 100%; max-width: 1300px; padding: 5px; margin: 0 auto;"><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Web and Mobile Applications]]''' |<br />
*[[Web_and_Mobile_Applications#Web_application | Web application]]<br />
*[[Web_and_Mobile_Applications#Mobile_application | Mobile application]]<br />
*[[Settings | System-Wide Settings]]<br />
*[[User_Management | Users and User Permissions]]<br />
*[[Reports]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Multi-Location]]''' |<br />
*[[Multi-Location#Managing_Inventory_Sites | Managing Inventory Sites]]<br />
*[[Multi-Location#Reviewing_Quantities_on_Hand | Reviewing Quantities on Hand]]<br />
*[[Multi-Location#Adjusting_Quantities | Adjusting Quantities]]<br />
*[[Multi-Location#Inventory_Transfers | Inventory Transfers]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Customer Center | Customers]]''' |<br />
*[[Customer Center | How to Use the Customer Center]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Picking and Packing | Fulfillment]]''' |<br />
*[[Picking_and_Packing#Picking_and_Packing_a_Sales_Order | Picking and Packing a Sales Order]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Orders_to_be_Shipped | Preparing the List of Orders to be Shipped]]<br />
*[[Picking_and_Packing#Picking_and_Packing_an_Invoice | Picking and Packing an Invoice]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Invoices_to_be_Shipped | Preparing the List of Invoices to be Shipped]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Mobile Printing]]''' |<br />
*[[Mobile Printing#Discovering a Bluetooth Printer | Discovering a Bluetooth Printer]]<br />
*[[Mobile Printing#Discovering a Wi-Fi or Ethernet Printer | Discovering a Wi-Fi or Ethernet Printer]]<br />
*[[Mobile Printing#Adjusting Printer Settings | Adjusting Printer Settings]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[QuickBooks Online Integration]]''' |<br />
* [[QuickBooks_Online_Integration#Connecting_to_QuickBooks_Company | Connecting to QuickBooks Company]]<br />
* [[QuickBooks_Online_Integration#Synchronization_with_QuickBooks_Online | Synchronization with QuickBooks Online]]<br />
* [[QuickBooks_Online_Integration#Disconnecting_QuickBooks_Company | Disconnecting QuickBooks Company]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Products and Services | Inventory]]''' |<br />
* [[Products_and_Services#Managing_Products_and_Services | Managing Items]]<br />
* [[Products_and_Services#Exporting_and_Importing_Items | Importing and Exporting Items]]<br />
* [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial Numbers, Lots and Expiration Dates]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Purchasing]]''' |<br />
*[[Vendors | Managing Vendors]]<br />
*[[Purchasing#Creating and Receiving a Purchase Order | Creating and Receiving a Purchase Order]]<br />
*[[Purchasing#Reorder Points and Desired QOH Levels | Reorder Points and Desired QOH Levels]]<br />
*[[Purchasing#Generating a Purchase Order | Generating a Purchase Order]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Orders]]''' |<br />
*[[Sales_Orders#Creating_Sales_Orders | Creating Sales Orders]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_on_Mobile_Device | Reviewing Sales Orders on Mobile Device]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_in_the_Web_App | Reviewing Sales Orders in the Web App]]<br />
*[[Sales_Orders#Printing_an_Existing_Sales_Order | Printing an Existing Sales Order]]<br />
*[[Sales_Orders#Creating_Invoices_Based_on_Sales_Orders | Creating Invoices Based on Sales Orders]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Credit Memos]]''' |<br />
*[[Credit Memos#Entering a Credit Memo | Entering a Credit Memo]]<br />
*[[Credit Memos#Applying Credits to an Invoice | Applying Credits to an Invoice]]<br />
*[[Credit Memos#Printing out a Credit Memo | Printing out a Credit Memo]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Payments]]''' |<br />
*[[Payments#Receiving a Payment | Receiving a Payment]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Shopify Integration]]''' |<br />
*[[Shopify_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[Shopify_Integration#Shopify_Panel_in_HandiFox | Shopify Panel in HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[MetRC Integration]]''' |<br />
*[[MetRC_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[MetRC_Integration#MetRC_Products_Inside_HandiFox | MetRC Products Inside HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Barcoding]]''' |<br />
*[[Barcoding#Assigning_Barcodes | Assigning Barcodes]]<br />
*[[Barcoding#Scanning_Barcodes | Scanning Barcodes]]<br />
*[[Barcoding#Printing_Labels | Printing Labels]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Inventory Counting]]''' |<br />
*[[Inventory Counting#Counting Inventory in the Mobile App | Counting Inventory in the Mobile App]]<br />
*[[Inventory Counting#Printing out Inventory Counting Results | Printing out Inventory Counting Results]]<br />
*[[Inventory Counting#Inventory Count Review and Approval | Inventory Count Review and Approval]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Invoices]]''' |<br />
*[[Invoices#Creating_an_Invoice | Creating an Invoice]]<br />
*[[Invoices#Capturing_Customer_Signatures | Capturing Customer Signatures]]<br />
*[[Invoices#Reviewing_Invoices_on_the_Mobile_Device | Reviewing Invoices on the Mobile Device]]<br />
*[[Invoices#Reviewing_Invoices_in_the_Web_App | Reviewing Invoices in the Web App]]<br />
*[[Invoices#Printing_an_Existing_Invoice | Printing an Existing Invoice]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Receipts]]''' |<br />
*[[Sales Receipts#Creating a Sales Receipt | Creating a Sales Receipt]]<br />
*[[Sales Receipts#Reviewing and Editing Sales Receipts | Reviewing and Editing Sales Receipts]]<br />
*[[Sales Receipts#Printing a Sales Receipt | Printing a Sales Receipt]]<br />
}}<br />
<br />
</td><br />
</table><br />
<br />
'''Did not find what you were looking for? [http://www.handifox.com/about/contactus/ Ask us a question]'''</div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=413Metrc Integration2020-04-06T14:47:34Z<p>Admin: </p>
<hr />
<div>'''MetRC''' is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with MetRC and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the MetRC logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your MetRC account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with MetRC. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the MetRC term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and MetRC ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from MetRC. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from MetRC. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from MetRC ====<br />
<br />
This section affects how transfers from MetRC will be treated, and how inventory transfers in HandiFox will be sent to MetRC:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the MetRC end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to MetRC</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with MetRC and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''MetRC Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The MetRC Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the MetRC Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the MetRC logo.<br />
<br />
=== MetRC Products Inside HandiFox ===<br />
<br />
In HandiFox, cannabis products can be treated like normal items for inventory tracking purposes, which means you can edit their properties, assign barcodes to them, track their quantities across sites (including by lot number) , do inventory counts and so on. However, these items '''cannot be included on sales or purchase transactions'''. There are also some other differences which we will cover below.<br />
<br />
==== Item List ====<br />
<br />
When viewing the properties of a cannabis product in the [[Products_and_Services#Managing_Products_and_Services | Item List]], you will see a '''new section''' dedicated to MetRC-related information.<br />
<br />
[[File:Metrc-item-info.png]]<br />
<br />
It is also impossible to '''adjust the quantity''' of cannabis products inside HandiFox.<br />
<br />
==== Serial/Lot Number Tracking ====<br />
<br />
: See also: [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial, Lot Number and Expiration Date Tracking]]<br />
<br />
Upon addition to HandiFox, all MetRC products are set to be tracked ''by lot number''. Their ''MetRC package numbers'' are downloaded and stored in HandiFox as lot numbers.<br />
<br />
You can search and view inventory information (quantities, transactions) by lot number using the ''Serial/Lot Numbers'' page or the Transactions by Serial/Lot Number [[Reports | report]]. However, unlike with normal items, you cannot directly edit the lot numbers or lot quantities for cannabis items.<br />
<br />
==== Inventory Counting ====<br />
<br />
: See also: [[Inventory_Counting | Inventory Counting]].<br />
<br />
When starting a new inventory count in HandiFox, you will need to choose whether you want to count regular products or cannabis products.<br />
<br />
[[File:Metrc-counting-types.png]]<br />
<br />
Regular products cannot be included on cannabis counting sessions and vice versa.<br />
<br />
[[File:Metrc-counting.png|thumb|none|800px|Cannabis counting in the Web App]]<br />
<br />
Cannabis counts also have other differences from regular counts:<br />
* All packages are presented as a plain list, one package per line (rather then one product per line).<br />
* You have to count all packages preset at the given site; partial counts are not possible.<br />
* Whenever there is a difference between the old and new quantity, you must choose a reason for this adjustment in the ''Adjustment Reason'' column. You also need to put it an explanatory note, if the chosen reason requires it.<br />
* If the quantity of a package changes to 0, you can mark is as ''finished'' with the corresponding checkbox.</div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-counting-types.png&diff=412File:Metrc-counting-types.png2020-04-06T14:32:44Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-counting.png&diff=411File:Metrc-counting.png2020-04-06T14:29:55Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-item-info.png&diff=410File:Metrc-item-info.png2020-04-06T14:12:43Z<p>Admin: Admin uploaded a new version of File:Metrc-item-info.png</p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-item-info.png&diff=409File:Metrc-item-info.png2020-04-06T14:12:08Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Metrc_Integration&diff=408Metrc Integration2020-04-06T13:43:29Z<p>Admin: Created page with "'''MetRC''' is a regulatory system for cannabis products adopted in many US states. From this article you can learn how to connect your HandiFox company with MetRC and how to..."</p>
<hr />
<div>'''MetRC''' is a regulatory system for cannabis products adopted in many US states.<br />
<br />
From this article you can learn how to connect your HandiFox company with MetRC and how to work with cannabis products inside HandiFox.<br />
<br />
=== Setting up the Integration ===<br />
<br />
To initiate the integration, go to ''Integrations'' → ''All Add-ons'' and click ''Connect'' near the MetRC logo.<br />
<br />
==== Initial steps ====<br />
<br />
You will see the directions for generating an '''API key''' for your MetRC account. Make sure you have a generated API key and click ''Next''.<br />
<br />
On the next screen, choose your state in the ''State'' field and paste your key in the ''User API Key'' field:<br />
<br />
[[File:Metrc-connect-step2.png]]<br />
<br />
Click ''Next''.<br />
<br />
On the next page you will need to define the initial settings for your connection with MetRC. There are quite a few settings here, so consult the descriptions below:<br />
<br />
==== Mapping inventory sites and facilities ====<br />
<br />
''Facilities'' are the MetRC term for different physical locations where cannabis products can be stored or processed.<br />
<br />
At this point in the integration process, you have to '''set correspondence''' between your HandiFox ''sites'' and MetRC ''facilities''. Each facility can be mapped to one and only one HandiFox site.<br />
<br />
[[File:Metrc-connect-settings1.png]]<br />
<br />
If you don't have enough sites in HandiFox or would like to use an entirely separate set of sites for this, you can '''create more sites''' on the spot by clicking on the drop-down list in the ''HandiFox Inventory Site'' column and selecting ''Add New''.<br />
<br />
The ''Is Default'' column serves to indicate which facility is considered the default for licensing purposes in cases when one license covers multiple facilities. If this is not your case, just check every checkbox in this column.<br />
<br />
==== Mapping items ====<br />
<br />
This section of the settings affects the treatment of new products downloaded by HandiFox from MetRC. Here you can choose:<br />
* What prefix will be given to item names inside HandiFox in case of name collision.<br />
* The default asset, income and expense accounts for these new items.<br />
<br />
==== First synchronization settings ====<br />
<br />
By default, old transfers and receipts will not be added to HandiFox from MetRC. Here you can change that and specify the date range for which to download this data.<br />
<br />
==== Mapping for transfers from MetRC ====<br />
<br />
This section affects how transfers from MetRC will be treated, and how inventory transfers in HandiFox will be sent to MetRC:<br />
<br />
<table style="border: 1px solid black; border-collapse: collapse;"><br />
<br />
<tr><br />
<th style="border: 1px solid black; padding: 3px;">Setting</th><br />
<th style="border: 1px solid black; padding: 3px;">Description</th><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert external outgoing transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type will be used to represent ''outgoing'' transfers created on the MetRC end.</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Converts external incoming transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">The same, but for ''incoming'' transfers</td><br />
</tr><br />
<br />
<tr><br />
<td style="border: 1px solid black; padding: 3px;">Convert internal transfers to...</td><br />
<td style="border: 1px solid black; padding: 3px;">Which transaction type to use for sending transfers created ''in HandiFox'' to MetRC</td><br />
</tr><br />
<br />
</table><br />
<br />
==== Finishing the integration ====<br />
<br />
When you are done with the settings, click Save. HandiFox will start its first synchronization with MetRC and display its progress.<br />
<br />
[[File:Metrc-connect-sync.png]]<br />
<br />
When it completes, you will be left at the ''MetRC Panel'' page, which displays the current synchronization status.<br />
<br />
[[File:Metrc-panel.png|thumb|none|800px|The MetRC Panel in the Web App]]<br />
<br />
Here you can also find a '''log''' of all synchronization events which you can search for clues in case of problems.<br />
<br />
You can click ''Settings'' to '''revisit the integration settings''' already described above and change them (except for the site-to-facility mapping which is irreversible).<br />
<br />
To access the MetRC Panel again later, go to ''Integrations'' → ''All Add-ons'' and click Panel near the MetRC logo.</div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-panel.png&diff=407File:Metrc-panel.png2020-04-06T13:41:56Z<p>Admin: Admin uploaded a new version of File:Metrc-panel.png</p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-panel.png&diff=406File:Metrc-panel.png2020-04-06T13:40:43Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-connect-sync.png&diff=405File:Metrc-connect-sync.png2020-04-06T13:26:08Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-connect-settings1.png&diff=404File:Metrc-connect-settings1.png2020-04-06T13:02:58Z<p>Admin: Admin uploaded a new version of File:Metrc-connect-settings1.png</p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-connect-settings1.png&diff=403File:Metrc-connect-settings1.png2020-04-06T12:58:03Z<p>Admin: Admin uploaded a new version of File:Metrc-connect-settings1.png</p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-connect-settings1.png&diff=402File:Metrc-connect-settings1.png2020-04-06T12:56:24Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Metrc-connect-step2.png&diff=401File:Metrc-connect-step2.png2020-04-06T12:40:31Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=400Serial, Lot Number and Expiration Date Tracking2020-01-30T16:56:49Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the [[Web_and_Mobile_Applications | web app and mobile app]].<br />
<br />
==== In the web app ====<br />
<br />
To view the tracking information for a product in the web app, go to ''Inventory → Serial/Lot Numbers'' and highlight the item you are interested in. All tracking information that is known to the system will be listed in the right pane.<br />
<br />
[[File:Web-sled-view.png|thumb|none|800px|An example listing of tracking info for a product tracked by serial numbers]]<br />
<br />
By default, the information is listed for all [[Multi-Location | inventory sites]] combined, but you can choose a specific site in the ''Site'' dropdown.<br />
<br />
You can also search for specific numbers or dated using the search field above the list.<br />
<br />
You can mark some rows and click [[File:Web-icon-print.png]] to print labels with the product code as well as tracking details displayed as scannable barcodes.<br />
<br />
If you still have some Unassigned Quantity for this item, you can add more tracking information for the pieces that are missing it by clicking ''Edit Numbers''.<br />
<br />
==== In the mobile app ====<br />
<br />
To view tracking information for a product in the mobile app, go to ''Inventory → Item List''. Find and highlight the item that interests you, then tap ''Serial/Lot''.<br />
<br />
[[File:Mobile-sled-view.png | thumb | none | 250px | An example listing of tracking info for a product tracked by serial numbers in the mobile app]]<br />
<br />
You can use the ''Look for Serial/Lot'' field to search for specific numbers, or ''scan'' a barcode containing such a number to quickly locate it in the list.<br />
<br />
{{Info | This screen lists tracking information only for the current inventory site. This is a part of the general limitation that every mobile device can only see or work with the inventory present at its own assigned site.}}<br />
<br />
When done, tap ''Close'' to leave this screen.<br />
<br />
== Products with Tracking in Transactions ==<br />
<br />
When creating transactions (such as invoices, inventory counts, etc), extra steps are required to enter tracking information for products that support it. These steps are very similar for all transaction types, so we will talk about all of them in general.<br />
<br />
==== In the web app ====<br />
<br />
<br><br />
[[File:Web-sled-counting-1.png|thumb|none|800px|An example inventory counting session where the first two items are tracked by serial or lot numbers, and the last one is not.]]<br />
<br><br />
<br />
Whenever a tracked product is present in a transaction, you can click [[File:Web-icon-expand.png]] to reveal the tracking details where you can enter or edit the serial/lot numbers and/or expiration dates.<br />
<br />
<br><br />
[[File:Web-sled-counting-2.png|thumb|none|800px|Expanded tracking details for an inventory counting item that is tracked by lot number and expiration date.]]<br />
<br><br />
<br />
When working with such items, it is recommended to first enter the total quantity for the item in the "main" row (where the item name and description are shown), if this quantity is already known. You can also enter it later.<br />
<br />
Then, proceed to populating the serial/lot numbers and/or expiration dates for the item. You can choose the numbers and dates from a list or add new ones (when applicable) by typing in the search field and then selecting the option that says ''"new"''.<br />
<br />
Alternatively, you can click ''Add From List'' to get a list of all present serial/lot numbers, where you can mark multiple records and add them all at once.<br />
<br />
You can also select or create these records by setting the cursor in the ''Scan Serial/Lot'' field and using a barcode scanner.<br />
<br />
Below the tracking information you will be able to see the ''Total Quantity'' for all serial/lot numbers entered, as well as the ''Unassigned Quantity'' remaining based on the overall item quantity entered earlier.<br />
<br />
For transactions that result in items ''leaving'' your inventory (e.g. invoices, pick lists, sales receipts), the ''Auto-Pick'' button will be shown below the tracking details. You can use it to have the system automatically fill in the tracking information with the most suitable serial/lot numbers, according to the item quantity entered and the tracking settings for this product (e.g. FIFO).<br />
<br />
To give you an indication whether entered tracking information is consistent the overall item quantity, the background is highlighted in green when the quantities match, and in red otherwise.<br />
<br />
==== In the mobile app ====<br />
<br />
When tracked items are present in a transaction on a mobile device, you will see the [[File:Mobile-icon-itemdetails.png]] icon next to them:<br />
<br />
[[File:Mobile-sled-transaction.png | thumb | none | 250px | Tracked items on an example sales receipt]]<br />
<br />
When adding a tracked item to a transaction, first enter its total quantity in the ''Qty'' column, and then tap [[File:Mobile-icon-itemdetails.png]] to go to the ''Item Details'' screen and add serial/lot numbers used.<br />
<br />
[[File:Mobile-sled-itemdetails.png | thumb | none | 250px | The Item Details screen]]<br />
<br />
There are several ways to populate this list:<br />
<br />
* Scan barcode labels containing the right serial or lot numbers.<br />
* Tap ''Add Line'' and select a single serial/lot number from a list of all numbers in stock, repeat if needed. Here you can also '''add new''' serial/lot numbers, if applicable, by tapping ''Add New''.<br />
* Tap ''Add From List'' to mark multiple numbers with check marks and add them all at once.<br />
<br />
To use the '''Auto-Pick''' function on this screen, tap [[File:Mobile-icon-autopick.png]]. The list will be populated with one or more serial/lot number records that constitute the correct quantity, based on this product's Auto-Pick preference (e.g. FIFO).<br />
<br />
When finished, tap ''OK''. If the added tracking information adds up to the total quantity on the transaction, the [[File:Mobile-icon-itemdetails.png]] icon will turn green to indicate that. Otherwise, you will receive a warning.<br />
<br />
<br><br></div>Adminhttps://help.handifox.online/index.php?title=File:Mobile-icon-autopick.png&diff=399File:Mobile-icon-autopick.png2020-01-30T16:16:10Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=398Serial, Lot Number and Expiration Date Tracking2020-01-30T16:08:51Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the [[Web_and_Mobile_Applications | web app and mobile app]].<br />
<br />
==== In the web app ====<br />
<br />
To view the tracking information for a product in the web app, go to ''Inventory → Serial/Lot Numbers'' and highlight the item you are interested in. All tracking information that is known to the system will be listed in the right pane.<br />
<br />
[[File:Web-sled-view.png|thumb|none|800px|An example listing of tracking info for a product tracked by serial numbers]]<br />
<br />
By default, the information is listed for all [[Multi-Location | inventory sites]] combined, but you can choose a specific site in the ''Site'' dropdown.<br />
<br />
You can also search for specific numbers or dated using the search field above the list.<br />
<br />
You can mark some rows and click [[File:Web-icon-print.png]] to print labels with the product code as well as tracking details displayed as scannable barcodes.<br />
<br />
If you still have some Unassigned Quantity for this item, you can add more tracking information for the pieces that are missing it by clicking ''Edit Numbers''.<br />
<br />
==== In the mobile app ====<br />
<br />
To view tracking information for a product in the mobile app, go to ''Inventory → Item List''. Find and highlight the item that interests you, then tap ''Serial/Lot''.<br />
<br />
[[File:Mobile-sled-view.png | thumb | none | 250px | An example listing of tracking info for a product tracked by serial numbers in the mobile app]]<br />
<br />
You can use the ''Look for Serial/Lot'' field to search for specific numbers, or ''scan'' a barcode containing such a number to quickly locate it in the list.<br />
<br />
{{Info | This screen lists tracking information only for the current inventory site. This is a part of the general limitation that every mobile device can only see or work with the inventory present at its own assigned site.}}<br />
<br />
When done, tap ''Close'' to leave this screen.<br />
<br />
== Products with Tracking in Transactions ==<br />
<br />
When creating transactions (such as invoices, inventory counts, etc), extra steps are required to enter tracking information for products that support it. These steps are very similar for all transaction types, so we will talk about all of them in general.<br />
<br />
==== In the web app ====<br />
<br />
<br><br />
[[File:Web-sled-counting-1.png|thumb|none|800px|An example inventory counting session where the first two items are tracked by serial or lot numbers, and the last one is not.]]<br />
<br><br />
<br />
Whenever a tracked product is present in a transaction, you can click [[File:Web-icon-expand.png]] to reveal the tracking details where you can enter or edit the serial/lot numbers and/or expiration dates.<br />
<br />
<br><br />
[[File:Web-sled-counting-2.png|thumb|none|800px|Expanded tracking details for an inventory counting item that is tracked by lot number and expiration date.]]<br />
<br><br />
<br />
When working with such items, it is recommended to first enter the total quantity for the item in the "main" row (where the item name and description are shown), if this quantity is already known. You can also enter it later.<br />
<br />
Then, proceed to populating the serial/lot numbers and/or expiration dates for the item. You can choose the numbers and dates from a list or add new ones (when applicable) by typing in the search field and then selecting the option that says ''"new"''.<br />
<br />
Alternatively, you can click ''Add From List'' to get a list of all present serial/lot numbers, where you can mark multiple records and add them all at once.<br />
<br />
You can also select or create these records by setting the cursor in the ''Scan Serial/Lot'' field and using a barcode scanner.<br />
<br />
Below the tracking information you will be able to see the ''Total Quantity'' for all serial/lot numbers entered, as well as the ''Unassigned Quantity'' remaining based on the overall item quantity entered earlier.<br />
<br />
For transactions that result in items ''leaving'' your inventory (e.g. invoices, pick lists, sales receipts), the ''Auto-Pick'' button will be shown below the tracking details. You can use it to have the system automatically fill in the tracking information with the most suitable serial/lot numbers, according to the item quantity entered and the tracking settings for this product (e.g. FIFO).<br />
<br />
To give you an indication whether entered tracking information is consistent the overall item quantity, the background is highlighted in green when the quantities match, and in red otherwise.<br />
<br />
==== In the mobile app ====<br />
<br />
When tracked items are present in a transaction on a mobile device, you will see the [[File:Mobile-icon-itemdetails.png]] icon next to them:<br />
<br />
[[File:Mobile-sled-transaction.png | thumb | none | 250px | Tracked items on an example sales receipt]]<br />
<br />
When adding a tracked item to a transaction, first enter its total quantity in the ''Qty'' column, and then tap [[File:Mobile-icon-itemdetails.png]] to go to the ''Item Details'' screen and add serial/lot numbers used.<br />
<br />
[[File:Mobile-sled-itemdetails.png | thumb | none | 250px | The Item Details screen]]</div>Adminhttps://help.handifox.online/index.php?title=File:Mobile-sled-itemdetails.png&diff=397File:Mobile-sled-itemdetails.png2020-01-30T15:57:13Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Mobile-sled-transaction.png&diff=396File:Mobile-sled-transaction.png2020-01-30T15:52:12Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Mobile-icon-itemdetails.png&diff=395File:Mobile-icon-itemdetails.png2020-01-30T15:50:58Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=394Serial, Lot Number and Expiration Date Tracking2020-01-29T16:17:29Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the [[Web_and_Mobile_Applications | web app and mobile app]].<br />
<br />
==== In the web app ====<br />
<br />
To view the tracking information for a product in the web app, go to ''Inventory → Serial/Lot Numbers'' and highlight the item you are interested in. All tracking information that is known to the system will be listed in the right pane.<br />
<br />
[[File:Web-sled-view.png|thumb|none|800px|An example listing of tracking info for a product tracked by serial numbers]]<br />
<br />
By default, the information is listed for all [[Multi-Location | inventory sites]] combined, but you can choose a specific site in the ''Site'' dropdown.<br />
<br />
You can also search for specific numbers or dated using the search field above the list.<br />
<br />
You can mark some rows and click [[File:Web-icon-print.png]] to print labels with the product code as well as tracking details displayed as scannable barcodes.<br />
<br />
If you still have some Unassigned Quantity for this item, you can add more tracking information for the pieces that are missing it by clicking ''Edit Numbers''.<br />
<br />
==== In the mobile app ====<br />
<br />
To view tracking information for a product in the mobile app, go to ''Inventory → Item List''. Find and highlight the item that interests you, then tap ''Serial/Lot''.<br />
<br />
[[File:Mobile-sled-view.png | thumb | none | 250px | An example listing of tracking info for a product tracked by serial numbers in the mobile app]]<br />
<br />
You can use the ''Look for Serial/Lot'' field to search for specific numbers, or ''scan'' a barcode containing such a number to quickly locate it in the list.<br />
<br />
{{Info | This screen lists tracking information only for the current inventory site. This is a part of the general limitation that every mobile device can only see or work with the inventory present at its own assigned site.}}<br />
<br />
When done, tap ''Close'' to leave this screen.<br />
<br />
== Products with Tracking in Transactions ==<br />
<br />
When creating transactions (such as invoices, inventory counts, etc), extra steps are required to enter tracking information for products that support it. These steps are very similar for all transaction types, so we will talk about all of them in general.<br />
<br />
==== In the web app ====<br />
<br />
<br><br />
[[File:Web-sled-counting-1.png|thumb|none|800px|An example inventory counting session where the first two items are tracked by serial or lot numbers, and the last one is not.]]<br />
<br><br />
<br />
Whenever a tracked product is present in a transaction, you can click [[File:Web-icon-expand.png]] to reveal the tracking details where you can enter or edit the serial/lot numbers and/or expiration dates.<br />
<br />
<br><br />
[[File:Web-sled-counting-2.png|thumb|none|800px|Expanded tracking details for an inventory counting item that is tracked by lot number and expiration date.]]<br />
<br><br />
<br />
When working with such items, it is recommended to first enter the total quantity for the item in the "main" row (where the item name and description are shown), if this quantity is already known. You can also enter it later.<br />
<br />
Then, proceed to populating the serial/lot numbers and/or expiration dates for the item. You can choose the numbers and dates from a list or add new ones (when applicable) by typing in the search field and then selecting the option that says ''"new"''.<br />
<br />
Alternatively, you can click ''Add From List'' to get a list of all present serial/lot numbers, where you can mark multiple records and add them all at once.<br />
<br />
You can also select or create these records by setting the cursor in the ''Scan Serial/Lot'' field and using a barcode scanner.<br />
<br />
Below the tracking information you will be able to see the ''Total Quantity'' for all serial/lot numbers entered, as well as the ''Unassigned Quantity'' remaining based on the overall item quantity entered earlier.<br />
<br />
For transactions that result in items ''leaving'' your inventory (e.g. invoices, pick lists, sales receipts), the ''Auto-Pick'' button will be shown below the tracking details. You can use it to have the system automatically fill in the tracking information with the most suitable serial/lot numbers, according to the item quantity entered and the tracking settings for this product (e.g. FIFO).<br />
<br />
To give you an indication whether entered tracking information is consistent the overall item quantity, the background is highlighted in green when the quantities match, and in red otherwise.<br />
<br />
==== In the mobile app ====</div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-counting-2.png&diff=393File:Web-sled-counting-2.png2020-01-29T15:35:37Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-icon-expand.png&diff=392File:Web-icon-expand.png2020-01-29T15:33:36Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-counting-1.png&diff=391File:Web-sled-counting-1.png2020-01-29T15:31:04Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=390Serial, Lot Number and Expiration Date Tracking2020-01-28T15:06:53Z<p>Admin: /* In the web app */</p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the [[Web_and_Mobile_Applications | web app and mobile app]].<br />
<br />
==== In the web app ====<br />
<br />
To view the tracking information for a product in the web app, go to ''Inventory → Serial/Lot Numbers'' and highlight the item you are interested in. All tracking information that is known to the system will be listed in the right pane.<br />
<br />
[[File:Web-sled-view.png|thumb|none|800px|An example listing of tracking info for a product tracked by serial numbers]]<br />
<br />
By default, the information is listed for all [[Multi-Location | inventory sites]] combined, but you can choose a specific site in the ''Site'' dropdown.<br />
<br />
You can also search for specific numbers or dated using the search field above the list.<br />
<br />
You can mark some rows and click [[File:Web-icon-print.png]] to print labels with the product code as well as tracking details displayed as scannable barcodes.<br />
<br />
If you still have some Unassigned Quantity for this item, you can add more tracking information for the pieces that are missing it by clicking ''Edit Numbers''.<br />
<br />
==== In the mobile app ====<br />
<br />
To view tracking information for a product in the mobile app, go to ''Inventory → Item List''. Find and highlight the item that interests you, then tap ''Serial/Lot''.<br />
<br />
[[File:Mobile-sled-view.png | thumb | none | 250px | An example listing of tracking info for a product tracked by serial numbers in the mobile app]]<br />
<br />
You can use the ''Look for Serial/Lot'' field to search for specific numbers, or ''scan'' a barcode containing such a number to quickly locate it in the list.<br />
<br />
{{Info | This screen lists tracking information only for the current inventory site. This is a part of the general limitation that every mobile device can only see or work with the inventory present at its own assigned site.}}<br />
<br />
When done, tap ''Close'' to leave this screen.<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=389Serial, Lot Number and Expiration Date Tracking2020-01-28T15:06:41Z<p>Admin: /* In the mobile app */</p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the [[Web_and_Mobile_Applications | web app and mobile app]].<br />
<br />
==== In the web app ====<br />
<br />
To view the tracking information for a product in the web app, go to ''Inventory → Serial/Lot Numbers'' and highlight the item you are interested in. All tracking information that is known to the system will be listed in the right pane.<br />
<br />
<br><br />
[[File:Web-sled-view.png|thumb|none|800px|An example listing of tracking info for a product tracked by serial numbers]]<br />
<br />
By default, the information is listed for all [[Multi-Location | inventory sites]] combined, but you can choose a specific site in the ''Site'' dropdown.<br />
<br />
You can also search for specific numbers or dated using the search field above the list.<br />
<br />
You can mark some rows and click [[File:Web-icon-print.png]] to print labels with the product code as well as tracking details displayed as scannable barcodes.<br />
<br />
If you still have some Unassigned Quantity for this item, you can add more tracking information for the pieces that are missing it by clicking ''Edit Numbers''.<br />
<br />
==== In the mobile app ====<br />
<br />
To view tracking information for a product in the mobile app, go to ''Inventory → Item List''. Find and highlight the item that interests you, then tap ''Serial/Lot''.<br />
<br />
[[File:Mobile-sled-view.png | thumb | none | 250px | An example listing of tracking info for a product tracked by serial numbers in the mobile app]]<br />
<br />
You can use the ''Look for Serial/Lot'' field to search for specific numbers, or ''scan'' a barcode containing such a number to quickly locate it in the list.<br />
<br />
{{Info | This screen lists tracking information only for the current inventory site. This is a part of the general limitation that every mobile device can only see or work with the inventory present at its own assigned site.}}<br />
<br />
When done, tap ''Close'' to leave this screen.<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=388Serial, Lot Number and Expiration Date Tracking2020-01-28T15:05:46Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
For any product that is tracked by serial/lot number and/or expiration date, this tracking information can be viewed both in the [[Web_and_Mobile_Applications | web app and mobile app]].<br />
<br />
==== In the web app ====<br />
<br />
To view the tracking information for a product in the web app, go to ''Inventory → Serial/Lot Numbers'' and highlight the item you are interested in. All tracking information that is known to the system will be listed in the right pane.<br />
<br />
<br><br />
[[File:Web-sled-view.png|thumb|none|800px|An example listing of tracking info for a product tracked by serial numbers]]<br />
<br />
By default, the information is listed for all [[Multi-Location | inventory sites]] combined, but you can choose a specific site in the ''Site'' dropdown.<br />
<br />
You can also search for specific numbers or dated using the search field above the list.<br />
<br />
You can mark some rows and click [[File:Web-icon-print.png]] to print labels with the product code as well as tracking details displayed as scannable barcodes.<br />
<br />
If you still have some Unassigned Quantity for this item, you can add more tracking information for the pieces that are missing it by clicking ''Edit Numbers''.<br />
<br />
==== In the mobile app ====<br />
<br />
To view tracking information for a product in the mobile app, go to ''Inventory → Item List''. Find and highlight the item that interests you, then tap ''Serial/Lot''.<br />
<br />
[[File:Mobile-sled-view.png | thumb | right | 250px | An example listing of tracking info for a product tracked by serial numbers in the mobile app]]<br />
<br />
You can use the ''Look for Serial/Lot'' field to search for specific numbers, or ''scan'' a barcode containing such a number to quickly locate it in the list.<br />
<br />
{{Info | This screen lists tracking information only for the current inventory site. This is a part of the general limitation that every mobile device can only see or work with the inventory present at its own assigned site.}}<br />
<br />
When done, tap ''Close'' to leave this screen.<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=File:Mobile-sled-view.png&diff=387File:Mobile-sled-view.png2020-01-28T14:58:49Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-icon-print.png&diff=386File:Web-icon-print.png2020-01-28T14:54:57Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-view.png&diff=385File:Web-sled-view.png2020-01-28T14:39:09Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Multi-Location&diff=384Multi-Location2020-01-28T14:35:21Z<p>Admin: </p>
<hr />
<div>== Overview ==<br />
<br />
HandiFox allows tracking of inventory levels across multiple '''inventory sites'''. Each site represents a physical location where quantities on hand need to be tracked independently.<br />
<br />
When you start working with HandiFox, there is only one site, '''Main''', which by default contains the entirety of your stock.<br />
<br />
{{Info | All transactions coming from a connected QuickBooks company are considered to belong to the Main site and modify its inventory levels.}}<br />
<br />
You can create additional inventory sites in HandiFox and add inventory to them by transfers or QoH adjustments.<br />
<br />
{{Info | If you have a QuickBooks company connected and use '''departments/locations''' inside QuickBooks, you can associate a HandiFox site with a department/location. In this case, transactions from QuickBooks that belong to a certain department will be automatically assigned to the corresponding HandiFox site. ''Note that every HandiFox site can be associated with only one department, and <u>this association cannot be changed</u>.''}}<br />
<br />
When HandiFox mobile app is installed on a new device and synchronized, the device is assigned to a specific site. ''Each device can only see or work with inventory present at its assigned site.''<br />
<br />
Site assignment can be changed in the web app (requires [[User_Permissions | permission]]: ''Web Permissions → General → Device Manager'') or in the mobile app itself (requires [[User_Permissions | permission]]: ''Handheld Permissions → Admin → Switch Sites'').<br />
<br />
== Managing Inventory Sites ==<br />
<br />
[[File:Hfo-web-site-manager.PNG|thumb|none|800px|Site Manager Page of the Web App]]<br />
<br />
Inventory sites can be created, modified and deleted in the [https://app.handifox.online web app], under ''General → Site Manager''.<br />
<br />
'''To create a site''', click [[File:hfo-plus.PNG]], enter site name and click ''Save''.<br />
<br />
'''To edit a site''', click [[File:hfo-pencil.PNG]] in the desired site’s row.<br />
<br />
Finally, if you need to '''remove a site''' from the system, click [[File:hfo-cross.PNG]].<br />
<br />
== Reviewing Quantities on Hand ==<br />
<br />
[[File:Hfo-web-qoh-viewer.png|thumb|none|800px|QOH Viewer Screen of the Web App]]<br />
<br />
Inventory levels can be reviewed across all sites in the [https://app.handifox.online web app], as well as on mobile devices.<br />
<br />
==== In the Web App ====<br />
<br />
Go to ''Inventory & Purchases → QOH Viewer'' to see a list of your inventory parts with quantities on hand at each site, as well as total quantities.<br />
<br />
Here you can also specify desired quantities and reorder points per each site by clicking ''Desired QOH and Reorder Points''.<br />
<br />
==== In the Mobile App ====<br />
<br />
Go to ''Inventory → Item List'' to review inventory levels. The ''Item List'' shows item counts (where applicable) at the current site. You can highlight an item and tap ''View QOH'' to check its quantity at other sites.<br />
<br />
== Adjusting Quantities ==<br />
<br />
==== In the Web App ====<br />
<br />
In the web app, quantities on hand can be adjusted in ''Inventory & Purchases → QOH Viewer''. Highlight an inventory part, click ''Adjust Quantity'' and enter desired counts in the ''New Qty'' column for every site. Click ''Save''.<br />
<br />
==== In the Mobile App ====<br />
<br />
On the mobile device, quantities on hand can be adjusted through ''[[Inventory_Counting | Inventory Counting]]''.<br />
<br />
== Inventory Transfers ==<br />
<br />
[[File:Hfo-web-transfer-details.PNG|thumb|none|800px|Transfer Editing Screen of the Web App]]<br />
[[File:Hfo-mobile-transfer.jpg|thumb|right|250px|Transfer Editing Screen of the Mobile App]]<br />
<br />
Inventory can be moved between sites through the use of ''Transfers''.<br />
<br />
==== In the Web App ====<br />
<br />
In the web app, transfers can be created in ''Inventory & Purchases → Transfer Center''. Click ''Create Transfer'', select source and destination sites and specify items and quantities being transferred. When you are finished, click ''Save'' or ''Print''.<br />
<br />
==== In the Mobile App ====<br />
<br />
On a mobile device, transfers can be created and received under ''Inventory → Transfer Center''. Currently, only ''Quick Transfers'' are available, which let you send or receive inventory from another site without confirmation from staff at that site.<br />
<br />
Tap ''Quick Transfer'' and select whether you wish to send or receive items from elsewhere, then tap ''Next'' and select which site to transfer inventory to or from. ''Select or scan'' the items being transferred and enter their quantities. You can save your progress and continue entering the transfer later by tapping ''Save''. To finish entering the transfer and apply it, tap ''Apply & Save''.</div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=383Serial, Lot Number and Expiration Date Tracking2020-01-28T14:25:09Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
This case is more complex, since there are three fields to fill in: the lot number, the expiration date and the quantity.<br />
<br />
First, choose the [[Multi-Location | inventory site]] that has the stock you want to add tracking information for (or leave it set to ''Main'' if you don't have any extra sites).<br />
<br />
Next, enter a lot number in the respective column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be "locked in", and the rest of the row will become available for editing. Also, a field for another lot number will appear below.<br />
<br />
Enter the expiration date, then enter the quantity of items that have this lot # and expiration date.<br />
<br />
Fill in more rows by repeating the same steps, as necessary.<br />
<br />
In the end, if the quantities in all rows add up to the current quantity on hand for this item and site, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of lot # and expiration date tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=Main_Page&diff=382Main Page2020-01-28T13:32:26Z<p>Admin: Add link to S.L.E.D. article</p>
<hr />
<div><p align="center"><br />
'''Welcome to HandiFox Online Wiki,''' <br> the official and most complete source of information and tutorials on [https://handifox.online HandiFox Online].<br />
</p><br />
<br />
<p align="center"><br />
If you are new, start by checking out this video:<br />
</p><br />
<p align="center"><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/vZS0TL8_BZw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
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<p align="center"><br />
Choose what you want to learn about:<br />
</p><br />
<br />
<table style="width: 100%; max-width: 1300px; padding: 5px; margin: 0 auto;"><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Web and Mobile Applications]]''' |<br />
*[[Web_and_Mobile_Applications#Web_application | Web application]]<br />
*[[Web_and_Mobile_Applications#Mobile_application | Mobile application]]<br />
*[[Settings | System-Wide Settings]]<br />
*[[User_Management | Users and User Permissions]]<br />
*[[Reports]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Multi-Location]]''' |<br />
*[[Multi-Location#Managing_Inventory_Sites | Managing Inventory Sites]]<br />
*[[Multi-Location#Reviewing_Quantities_on_Hand | Reviewing Quantities on Hand]]<br />
*[[Multi-Location#Adjusting_Quantities | Adjusting Quantities]]<br />
*[[Multi-Location#Inventory_Transfers | Inventory Transfers]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Customer Center | Customers]]''' |<br />
*[[Customer Center | How to Use the Customer Center]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Picking and Packing | Fulfillment]]''' |<br />
*[[Picking_and_Packing#Picking_and_Packing_a_Sales_Order | Picking and Packing a Sales Order]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Orders_to_be_Shipped | Preparing the List of Orders to be Shipped]]<br />
*[[Picking_and_Packing#Picking_and_Packing_an_Invoice | Picking and Packing an Invoice]]<br />
*[[Picking_and_Packing#Preparing_the_List_of_Invoices_to_be_Shipped | Preparing the List of Invoices to be Shipped]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Mobile Printing]]''' |<br />
*[[Mobile Printing#Discovering a Bluetooth Printer | Discovering a Bluetooth Printer]]<br />
*[[Mobile Printing#Discovering a Wi-Fi or Ethernet Printer | Discovering a Wi-Fi or Ethernet Printer]]<br />
*[[Mobile Printing#Adjusting Printer Settings | Adjusting Printer Settings]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[QuickBooks Online Integration]]''' |<br />
* [[QuickBooks_Online_Integration#Connecting_to_QuickBooks_Company | Connecting to QuickBooks Company]]<br />
* [[QuickBooks_Online_Integration#Synchronization_with_QuickBooks_Online | Synchronization with QuickBooks Online]]<br />
* [[QuickBooks_Online_Integration#Disconnecting_QuickBooks_Company | Disconnecting QuickBooks Company]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Products and Services | Inventory]]''' |<br />
* [[Products_and_Services#Managing_Products_and_Services | Managing Items]]<br />
* [[Products_and_Services#Exporting_and_Importing_Items | Importing and Exporting Items]]<br />
* [[Serial,_Lot_Number_and_Expiration_Date_Tracking | Serial Numbers, Lots and Expiration Dates]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Purchasing]]''' |<br />
*[[Vendors | Managing Vendors]]<br />
*[[Purchasing#Creating and Receiving a Purchase Order | Creating and Receiving a Purchase Order]]<br />
*[[Purchasing#Reorder Points and Desired QOH Levels | Reorder Points and Desired QOH Levels]]<br />
*[[Purchasing#Generating a Purchase Order | Generating a Purchase Order]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Orders]]''' |<br />
*[[Sales_Orders#Creating_Sales_Orders | Creating Sales Orders]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_on_Mobile_Device | Reviewing Sales Orders on Mobile Device]]<br />
*[[Sales_Orders#Reviewing_Sales_Orders_in_the_Web_App | Reviewing Sales Orders in the Web App]]<br />
*[[Sales_Orders#Printing_an_Existing_Sales_Order | Printing an Existing Sales Order]]<br />
*[[Sales_Orders#Creating_Invoices_Based_on_Sales_Orders | Creating Invoices Based on Sales Orders]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Credit Memos]]''' |<br />
*[[Credit Memos#Entering a Credit Memo | Entering a Credit Memo]]<br />
*[[Credit Memos#Applying Credits to an Invoice | Applying Credits to an Invoice]]<br />
*[[Credit Memos#Printing out a Credit Memo | Printing out a Credit Memo]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Payments]]''' |<br />
*[[Payments#Receiving a Payment | Receiving a Payment]]<br />
}}<br />
<br />
</td><br />
<td style="vertical-align: top; width: 33%;"><br />
<br />
{{TitledBlock | '''[[Shopify Integration]]''' |<br />
*[[Shopify_Integration#Setting_up_the_Integration | Setting up the Integration]]<br />
*[[Shopify_Integration#Shopify_Panel_in_HandiFox | Shopify Panel in HandiFox]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Barcoding]]''' |<br />
*[[Barcoding#Assigning_Barcodes | Assigning Barcodes]]<br />
*[[Barcoding#Scanning_Barcodes | Scanning Barcodes]]<br />
*[[Barcoding#Printing_Labels | Printing Labels]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Inventory Counting]]''' |<br />
*[[Inventory Counting#Counting Inventory in the Mobile App | Counting Inventory in the Mobile App]]<br />
*[[Inventory Counting#Printing out Inventory Counting Results | Printing out Inventory Counting Results]]<br />
*[[Inventory Counting#Inventory Count Review and Approval | Inventory Count Review and Approval]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Invoices]]''' |<br />
*[[Invoices#Creating_an_Invoice | Creating an Invoice]]<br />
*[[Invoices#Capturing_Customer_Signatures | Capturing Customer Signatures]]<br />
*[[Invoices#Reviewing_Invoices_on_the_Mobile_Device | Reviewing Invoices on the Mobile Device]]<br />
*[[Invoices#Reviewing_Invoices_in_the_Web_App | Reviewing Invoices in the Web App]]<br />
*[[Invoices#Printing_an_Existing_Invoice | Printing an Existing Invoice]]<br />
}}<br />
<br />
{{TitledBlock | '''[[Sales Receipts]]''' |<br />
*[[Sales Receipts#Creating a Sales Receipt | Creating a Sales Receipt]]<br />
*[[Sales Receipts#Reviewing and Editing Sales Receipts | Reviewing and Editing Sales Receipts]]<br />
*[[Sales Receipts#Printing a Sales Receipt | Printing a Sales Receipt]]<br />
}}<br />
<br />
</td><br />
</table><br />
<br />
'''Did not find what you were looking for? [http://www.handifox.com/about/contactus/ Ask us a question]'''</div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=381Serial, Lot Number and Expiration Date Tracking2020-01-24T16:03:09Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
You will be taken to the ''Serial/Lot/Expiration Dates for Item'' page which will look differently depending on how the item is tracked. We will look at two examples: a) tracking by serial numbers and b) tracking by lot numbers and expiration dates.<br />
<br />
==== Example 1. Items tracked by Serial Number ====<br />
<br />
<p><br />
[[File:Web-sled-assign-serial.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by serial number)]]<br />
</p><br />
<br />
This is the simplest possible case, since there is only one field to fill, and the quantity for each row will always be 1.<br />
<br />
First, choose the [[Multi-Location | inventory site]] for which you will be entering serial numbers in the ''Site'' dropdown (if you don't have any extra sites, just leave it set to ''Main'').<br />
<br />
Next, type a new serial number into the field in the Serial Number column and click [[File:Web-icon-plus-gray.png]]. The number you entered will be added to the list, and a new row will appear below, which you can use to add another serial number.<br />
<br />
Ideally, your goal is to provide a serial number for every piece listed as Unassigned Qty, but this is not necessary to start using the tracking features in your workflow.<br />
<br />
You can also use a ''barcode scanner'' for serial number entry. Set the cursor in the ''Scan Serial/Lot'' field and scan barcodes containing your serial numbers. They will be added to the list.<br />
<br />
In the end, if you've entered as many new serial numbers as the current quantity on hand for this item, the ''Unassigned Qty'' field will disappear, meaning that every piece in your inventory is now accounted for in terms of serial number tracking.<br />
<br />
When done, click ''Save'' to record entered tracking data and leave the page.<br />
<br />
==== Example 2. Items tracked by Lot Number and Expiration Date ====<br />
<br />
<p><br />
[[File:Web-sled-assign-lot&exp.png|thumb|none|800px|Serial/Lot/Expiration Dates for Item page of the web app (tracking by lot number and expiration date)]]<br />
</p><br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=File:Web-icon-plus-gray.png&diff=380File:Web-icon-plus-gray.png2020-01-24T15:45:38Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-assign-lot%26exp.png&diff=379File:Web-sled-assign-lot&exp.png2020-01-24T15:25:45Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-assign-serial.png&diff=378File:Web-sled-assign-serial.png2020-01-24T15:25:34Z<p>Admin: </p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=377Serial, Lot Number and Expiration Date Tracking2020-01-24T14:15:02Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
After enabling tracking for a product, you will see this notice when highlighting it in ''Inventory → Serial/Lot Numbers'':<br />
<br />
[[File:Web-sled-none-assigned.png]]<br />
<br />
This means the item is being tracked, but there isn't any tracking information in the system yet — no serial/lot numbers or expiration dates are known for any of the stock currently on hand.<br />
<br />
For such items the ''Unassigned Qty'' field will show how many pieces are missing this tracking information.<br />
<br />
It is a good idea to enter this information next after enabling tracking for an item. To do so, click ''Assign Numbers''.<br />
<br />
<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=376Serial, Lot Number and Expiration Date Tracking2020-01-24T13:51:41Z<p>Admin: Writing - continued</p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
Here you can choose how the item will be tracked and enable tracking for it. A product can be tracked by:<br />
<br />
* Serial number,<br />
* Serial number ''and'' expiration date,<br />
* Lot number,<br />
* Lot number ''and'' expiration date,<br />
* Expiration date alone.<br />
<br />
Also, you can choose how the Auto-Pick function will work for this product:<br />
<br />
* ''"First In - First Out"'' — the system will try to auto-pick items in the order they ''entered'' your inventory.<br />
* ''"First Expired - First Out"'' — HandiFox will try to auto-pick items that expire the earliest.<br />
* ''"None"'' — items will be auto-picked at system's discretion (typically in the alphabetical order of their serial/lot numbers).<br />
<br />
Once you've made these two choices, click ''Enable Tracking'' to start tracking this item as configured.<br />
<br />
{{Warning | Once tracking is enabled for a product, you cannot turn it back off, nor can you change how it is tracked. If you need to stop tracking this product in the future or track it differently, we suggest creating a new inventory item to represent this product and making the old one inactive.}}<br />
<br />
Now you can repeat this procedure for your other products that require tracking.<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
<br />
<br />
== Products with Tracking in Transactions ==</div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-none-assigned.png&diff=375File:Web-sled-none-assigned.png2020-01-24T13:27:28Z<p>Admin: Admin uploaded a new version of File:Web-sled-none-assigned.png</p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=File:Web-sled-not-enabled.png&diff=374File:Web-sled-not-enabled.png2020-01-24T13:26:25Z<p>Admin: Admin uploaded a new version of File:Web-sled-not-enabled.png</p>
<hr />
<div></div>Adminhttps://help.handifox.online/index.php?title=Serial,_Lot_Number_and_Expiration_Date_Tracking&diff=373Serial, Lot Number and Expiration Date Tracking2020-01-23T16:05:20Z<p>Admin: </p>
<hr />
<div>This article describes the capabilities Serial/Lot Number and Expiration date tracking for products in HandiFox.<br />
<br />
{{Warning | This article is a work in progress. If you are interested in its contents, keep an eye out for the removal of this notice.}}<br />
<br />
<br><br />
<br />
We also have a video on the subject, if you wish to see these features in action:<br />
<br />
<p><br />
<html><iframe width="560" height="315" src="https://www.youtube.com/embed/1uZDtBT5p6s" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe></html><br />
</p><br />
<br />
<br><br />
<br />
== Overview ==<br />
<br />
<br><br />
[[File:Web-sled-page.png|thumb|none|800px|Serial/Lot Numbers page of the web app]]<br />
<br />
==== Capabilities ====<br />
<br />
HandiFox now allows to record tracking information for stock entering or leaving your inventory (e.g. when it is sold). As stated, '''serial numbers''', '''lot numbers''' and '''expiration dates''' can be tracked for products, as well as certain combinations of the above (not all combinations are possible).<br />
<br />
Tracking can be selectively enabled only for specific products, without complicating the work with other items for which it is not required.<br />
<br />
Once tracking is enabled for a product, the users can enter tracking information for the existing stock as well as for any new stock arriving or leaving (e.g. when [[Purchasing#Creating_and_Receiving_a_Purchase_Order | receiving inventory]] or [[Picking_and_Packing | fulfilling orders]]). Also, at any moment a list of serial/lot numbers and/or expiration dates currently on hand can be viewed both in the [[Web_and_Mobile_Applications#Web_application | web app]] and [[Web_and_Mobile_Applications#Mobile_application | mobile app]].<br />
<br />
Barcode labels can be printed containing both the product code and all tracking information applicable to this product.<br />
<br />
When counting, receiving or selling inventory, both manual input and barcode scanning can be used to enter tracking information.<br />
<br />
==== Prerequisites ====<br />
<br />
Tracking '''can''' be enabled for items of type '''Inventory''' (a.k.a. Inventory Part), but '''not''' for Non-Inventory or Service items, since quantity on hand is not tracked for them.<br />
<br />
In order for tracking to be enabled for an item, its quantity on hand '''must not be negative''' on any of your [[Multi-Location | inventory sites]].<br />
<br />
== Enabling Tracking for Products ==<br />
<br />
Tracking must be enabled for each product individually. To do so, go to ''Inventory → Serial/Lot Numbers''. In the left part of this page you will be shown a list of all Inventory type items for which tracking could be enabled.<br />
<br />
If you highlight an item that is not being tracked yet, you will see the following settings in the right pane:<br />
<br />
[[File:Web-sled-not-enabled.png]]<br />
<br />
<br />
<br />
== Initial Entry of Tracking Information ==<br />
<br />
<br />
<br />
== Viewing Tracking Information for Products on Hand ==<br />
<br />
<br />
<br />
== Products with Tracking in Transactions ==</div>Admin