Settings

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All the settings for your HandiFox Online account can be accessed via Hfo-gears.PNG → Settings.

Company Information

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.

Warning-sign.png Currencies, payment methods, terms and taxes can be configured inside HandiFox only if no QuickBooks company is connected.
Settings Page of the Web App

Multi-Currency

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.

Currencies Page in the Web App

To add a currency, click Hfo-plus-button.png, select a currency from the list and click Save.

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.

Payment Methods

You can browse, add and change your payment methods by clicking Payment Methods on the Company Information tab.

Payment Methods Page in the Web App

To add a payment method here, click Hfo-plus-button.png.

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 Hfo-dropdown.png in the Action column, then click Make Inactive and click OK to confirm.

To include inactive payment methods on the list, click Hfo-gear-button.png and mark the Include Inactive checkbox.

You can search payment methods by their name using the search field on top.

Terms

To manage the list of business-to-business sales terms your company uses, click Terms on the Company Information tab.

Terms Page in the Web App

To add a term here, click Hfo-plus-button.png.

To change an existing term, click Edit in the corresponding row of the list.

You cannot delete terms you no longer use, but you can make them inactive so they aren't selectable anywhere. For that, click Hfo-dropdown.png in the Action column, then click Make Inactive and click OK to confirm.

To include inactive terms on the list, click Hfo-gear-button.png and mark the Include Inactive checkbox.

You can search sales terms by their name using the search field on top.

Taxes

To review, add and change taxes you use in transactions, click Taxes on the Company Information tab.

Taxes Page in the Web App

To add a new tax, click Hfo-plus-button.png.

To change an existing tax, click Edit in the corresponding row of the list.

To change the global default tax settings, click "% TAX SETTINGS".

To make a tax inactive, click Hfo-dropdown.png in the Action column, then click Make Inactive and click OK to confirm.

To list inactive taxes, click Hfo-gear-button.png and mark the Include Inactive checkbox.

You can search taxes by their name using the search field on top.

Inventory

Inventory Section of the Web App Settings

Inventory Adjustment

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.

Barcodes

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.

Transaction Numbering

Here you can adjust the numbering patterns for your purchase transactions and inventory transfers between sites. For details, see Transaction Numbering.

Sales

Sales Section of the Web App Settings

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".

Transaction Numbering

Here you can adjust the numbering patterns for your sales transactions. For details, see Transaction Numbering.

Shipment

Shipment Section of the Web App Settings

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.

Advanced

Advanced Section of the Web App Settings

Regional Settings

This section lets you set how date and numbers are displayed in HandiFox, and also your time zone.