Difference between revisions of "Multi-Location"
Hermosillo.c (talk | contribs) (→36px 36px 36px Reviewing Quantities on Hand) |
Hermosillo.c (talk | contribs) |
||
| Line 14: | Line 14: | ||
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''). | 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> | |
| + | {{Gototop}} | ||
| + | <br> | ||
==[[File:Compweb.png | 36px]] Managing Inventory Sites == | ==[[File:Compweb.png | 36px]] Managing Inventory Sites == | ||
| Line 26: | Line 28: | ||
Finally, if you need to '''remove a site''' from the system, click [[File:hfo-cross.PNG]]. | Finally, if you need to '''remove a site''' from the system, click [[File:hfo-cross.PNG]]. | ||
| − | + | <br> | |
| + | {{Gototop}} | ||
| + | <br> | ||
==[[File:Compweb.png | 36px]] [[File:Tabletandroid).png | 36px]][[File:Tabletapple.png | 36px]] Reviewing Quantities on Hand == | ==[[File:Compweb.png | 36px]] [[File:Tabletandroid).png | 36px]][[File:Tabletapple.png | 36px]] Reviewing Quantities on Hand == | ||
Inventory levels can be reviewed across all sites in the [https://app.handifox.online web app], as well as on mobile devices. | Inventory levels can be reviewed across all sites in the [https://app.handifox.online web app], as well as on mobile devices. | ||
| − | + | === In the Web App === | |
Go to ''Inventory → QOH Viewer'' to see a list of your inventory parts with quantities on hand at each site, as well as total quantities. | Go to ''Inventory → QOH Viewer'' to see a list of your inventory parts with quantities on hand at each site, as well as total quantities. | ||
| Line 39: | Line 43: | ||
[[File:Hfo-web-qoh-viewer.png|thumb|none|800px|QOH Viewer Screen of the Web App]] | [[File:Hfo-web-qoh-viewer.png|thumb|none|800px|QOH Viewer Screen of the Web App]] | ||
| − | + | === In the Mobile App === | |
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. | 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> | |
| + | {{Gototop}} | ||
| + | <br> | ||
==[[File:Compweb.png | 36px]] [[File:Tabletandroid).png | 36px]][[File:Tabletapple.png | 36px]] Adjusting Quantities == | ==[[File:Compweb.png | 36px]] [[File:Tabletandroid).png | 36px]][[File:Tabletapple.png | 36px]] Adjusting Quantities == | ||
| − | + | === In the Web App === | |
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''. | 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''. | ||
| − | + | === In the Mobile App === | |
On the mobile device, quantities on hand can be adjusted through ''[[Inventory_Counting | Inventory Counting]]''. | On the mobile device, quantities on hand can be adjusted through ''[[Inventory_Counting | Inventory Counting]]''. | ||
| − | + | <br> | |
| + | {{Gototop}} | ||
| + | <br> | ||
==[[File:Compweb.png | 36px]] [[File:Tabletandroid).png | 36px]][[File:Tabletapple.png | 36px]] Inventory Transfers == | ==[[File:Compweb.png | 36px]] [[File:Tabletandroid).png | 36px]][[File:Tabletapple.png | 36px]] Inventory Transfers == | ||
| Line 60: | Line 68: | ||
Inventory can be moved between sites through the use of ''Transfers''. | Inventory can be moved between sites through the use of ''Transfers''. | ||
| − | + | === In the Web App === | |
In the web app, transfers can be created in ''Inventory → 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''. | In the web app, transfers can be created in ''Inventory → 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''. | ||
| − | + | === In the Mobile App === | |
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. | 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. | ||
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''. | 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''. | ||
| + | <br> | ||
| + | {{Gototop}} | ||
| + | <br> | ||
Revision as of 20:06, 19 January 2022
Contents
Overview
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.
When you start working with HandiFox, there is only one site, Main, which by default contains the entirety of your stock.
-
All transactions coming from a connected QuickBooks company are considered to belong to the Main site and modify its inventory levels.
You can create additional inventory sites in HandiFox and add inventory to them by transfers or QoH adjustments.
-
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 this association cannot be changed.'
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.
Site assignment can be changed in the web app (requires permission: Web Permissions → General → Device Manager) or in the mobile app itself (requires permission: Handheld Permissions → Admin → Switch Sites).
Managing Inventory Sites
Inventory sites can be created, modified and deleted in the web app, under General → Site Manager.
To create a site, click 
, enter site name and click Save.
To edit a site, click 
in the desired site’s row.
Finally, if you need to remove a site from the system, click 
.
Reviewing Quantities on Hand
.png){kind=small}
Inventory levels can be reviewed across all sites in the web app, as well as on mobile devices.
In the Web App
Go to Inventory → QOH Viewer to see a list of your inventory parts with quantities on hand at each site, as well as total quantities.
Here you can also specify desired quantities and reorder points per each site by clicking Desired QOH and Reorder Points.
In the Mobile App
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.
Adjusting Quantities
In the Web App
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.
In the Mobile App
On the mobile device, quantities on hand can be adjusted through Inventory Counting.
Inventory Transfers
Inventory can be moved between sites through the use of Transfers.
In the Web App
In the web app, transfers can be created in Inventory → 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.
In the Mobile App
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.
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.
