In this section you can enter the company name and address, choose the operating currency and define other company-wide attributes, such as taxes and payment methods.
You can allow the use of multiple currencies in your company by clicking the Currency button on this tab. This is irreversible, so you will be asked for confirmation.
If you have already enabled multiple currencies in your company, clicking Currency lets you add new currencies and set custom exchange rates.
To set a custom exchange rate for a currency, click "Edit exchange rate" in the corresponding row. Here you can also set whether this rate value will expire, and when.
You can browse, add and change your payment methods by clicking Payment Methods on the Company Information tab.
To change an existing payment method, click Edit in the corresponding row of the list.
You cannot delete payment methods you no longer need, but you can make them inactive so they aren't selectable anywhere. For that, click in the Action column, then click Make Inactive and click OK to confirm.
You can search payment methods by their name using the search field on top.
To manage the list of business-to-business sales terms your company uses, click Terms on the Company Information tab.
To change an existing term, click Edit in the corresponding row of the list.
You can search sales terms by their name using the search field on top.
To review, add and change taxes you use in transactions, click Taxes on the Company Information tab.
To change an existing tax, click Edit in the corresponding row of the list.
To change the global default tax settings, click "% TAX SETTINGS".
You can search taxes by their name using the search field on top.
Here you can set whether inventory counts done on mobile devices will take effect immediately or require an approval first. If approval is required, submitted counting sessions can be reviewed on the Counting Sessions page.
Serial and Lot numbers
You can enable the tracking of serial or lot numbers for your products.
Click More to enable or disable warnings on blank or duplicate numbers.
In some workflows product codes and SKUs can be used interchangeably. In this case it may be useful to equate all product barcodes to SKUs. The "Set barcodes equal to SKU" checkbox lets you do exactly that.
Here you can adjust the numbering patterns for your purchase transactions and inventory transfers between sites. For details, see Transaction Numbering.
Customer's Signature on Invoices
The Take Customer's Signature checkbox lets you control whether the mobile app will offer to capture the customer's signature upon invoice creation.
You can also make invoice signing mandatory and unskippable by checking "Customer's Signature is Mandatory".
Here you can adjust the numbering patterns for your sales transactions. For details, see Transaction Numbering.
Here you can tweak how picking and packing works in HandiFox:
Enable Pack All feature — controls whether packing (the second verification after picking) can be skipped by using the Pack All checkbox in the mobile app.
When packing an order multiple times, keep updating the existing invoice — if this is enabled, new invoices will not be created when you partially pick and pack a sales order more than once.
This section lets you set how date and numbers are displayed in HandiFox, and also your time zone.