The Customers Page in the Web App
The Customers page lets you manage customers and review customer information, create sales transactions for a particular customer, and also import and export your customer records.
You can search customers by name, phone number, etc. using the search field on the top of the page.
Importing and Exporting Customers
To export your current list of customers, click Export on the top of the page. You can export either to a Microsoft Excel spreadsheet, or a CSV (comma-separated values) spreadsheet for improved compatibility.
To import new customers into the system, click Import and choose a file to import from (it can be an Excel spreadsheet or a CSV file). Click Next. On the next screen you can set what fields will be populated from what columns in the spreadsheet. HandiFox will try to determine this automatically based on column names, but you should review the list yourself and make sure everything is correct. Click Next and wait for HandiFox to process the file. On the next screen you will see the full list of all records to be imported. If any of them has errors, hover your mouse over the "Error" label to see what the problem is. Finally, click Import to add all eligible customer records into HandiFox.
The Customer Center in the Mobile App
Your customer list, as well as sales-related operations, are available from the Customer Center screen, which can be accessed by tapping Sales on the main screen of the mobile app.
Here you can see your customers and their open balances, review their detailed information, edit it and create new customers.
To find a customer, enter the beginning of their name in the Look for Customer field. Shortly after you stop typing, the list will be populated with all matching customer records. You can also use the barcode scanner to scan the customer name into this field for quicker selection (requires a barcode containing the customer name).
The second option for searching customers is to use filtering. Tap on the Filter checkbox to set the filtering criteria. Enter the search text and choose a field to filter by (e.g. City), then Apply the filter to see all matches (if there are any). You can clear the filter by tapping the checkbox again and disabling it.
By default, all active customers are listed. You can use the View dropdown to show only customers with open balances or open (unfulfilled) sales orders. It is also possible to include inactive customers on the list by selecting “All”.
Listed customers can also be sorted alphabetically or by total balance.
To review or edit customer details, such as contact name or phone number, highlight a customer and tap Edit. Use the tabs on the top to go to different sections of the customer info. When you are done, tap Save to apply your changes, or Close to leave without saving.
Creating a new customer is done in the same manner as editing, except that you will need to enter all the details yourself. To create a new customer, tap New, then fill in their information and tap Save.