Picking and Packing

From HandiFox Online Wiki
Revision as of 21:10, 5 July 2019 by Admin (talk | contribs) (Add a section about the web app; some other corrections)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

HandiFox implements the two-stage shipment verification procedure known as "Picking and Packing". This procedure is available both in the web interface of HandiFox and in the mobile app.

Sales Orders and Invoices can be "picked" as the goods are found in the warehouse and gathered for shipping. Then they can be "packed" as they are loaded or handed to the customer.

In the Web App

Picking and Packing a Sales Order

To pick a sales order, first find it on the Sales Transactions page and click on it to view the details.

Viewing a sales order in the web app

At this point you can print an unfilled pick list for this sales order, if necessary, by clicking Print Pick List.

To start picking the order, click Start Picking.

Picking a sales order in the web app

Here you can use the Scan Barcode field to scan products being picked, or enter their picked quantities from the keyboard in the Picked Quantity column.

You can also change the Inventory Site from which the items are being picked.

At any point through the picking process you can click Print to print out the pick list in its current state, with all quantities you've entered so far.

When you are finished, you have two options:

  • Click Save to save this pick list, if you intend to do the packing separately later.
  • Click Save and Pack to finish picking and automatically pack the order (this effectively skips packing).


After picking, the second step of verification is to Pack the sales order. This can be done immediately or at a later time.

To start packing a sales order, find the desired picked order and open it for viewing as described above. Click Pack Order.

Packing a sales order in the web app

Here you can scan every position once to mark it as packed, or use the checkboxes in the Packed column to mark items as packed manually. You can also check the Pack All checkbox to mark all items on the list as packed.

When finished, click Save, or click Save and Print to get a printout of the completed packing slip.

Info-sign.png After packing a sales order, an invoice will be automatically generated based on packed items, subtracting them from your inventory and adding their price to the customer's open balance.

Sometimes it is necessary to pick/pack a sales order in multiple passes. For example, if you don't have all ordered products on hand, the order can be partially picked and packed, and when the rest of the items items arrive, you can repeat picking/packing for the same order, fulfilling the remaining part. By default, a new invoice will be generated after each packing session. You can change this behavior, so that the original invoice is altered instead. To do this, go to Hfo-gears.PNG → Settings → Shipment and check "When packing an order multiple times, keep updating the existing invoice".


Picking and Packing an Invoice

To pick an invoice, first find it on the Sales Transactions page and click on it to view the details.

Viewing an invoice in the web app

At this point you can print an unfilled pick list for this invoice by clicking Print Pick List.

To start picking the invoice, click Start Picking.

Picking an invoice in the web app

Here you can use the Scan Barcode field to scan products being picked, or enter their picked quantities from the keyboard in the Picked Quantity column.

At any point through the picking process you can click Print to print out the pick list in its current state, with all quantities you've entered so far.

When you are finished, you have two options:

  • Click Save to save this pick list, if you intend to do the packing separately later.
  • Click Save and Pack to finish picking and automatically pack the invoice (this effectively skips packing).


After picking, the second step of verification is to Pack the invoice. This can be done immediately or at a later time.

To start packing an invoice, find the desired picked invoice and open it for viewing as described above. Click Pack Invoice.

Packing an invoice in the web app

Here you can scan every position once to mark it as packed, or use the checkboxes in the Packed column to mark items as packed manually. You can also check the Pack All checkbox to mark all items on the list as packed.

When finished, click Save, or click Save and Print to get a printout of the completed packing slip.

Checking What Transactions Require Fulfillment

You can use the Sales Transactions page of the web app with adjusted filter to see all unfulfilled sales orders or invoices. You can also print out lists or such orders or invoices as described below.

The Sales Transactions page in the web app

Preparing the List of Orders to be Shipped

Go to Sales → Sales Transactions. Set the filter to display Open Orders. Mark the orders you wish to include on the printed list, then click Print List. This will generate a document listing order numbers as well as some other information. Order numbers will also be shown as barcodes, so they can be scanned for quick order selection in the mobile app.

Preparing the List of Invoices to be Shipped

Go to Sales → Sales Transactions. Set the filter to display only Invoices, and only Not Picked/Packed Invoices. Mark the invoices you wish to include on the printed list, then click Print List. This will generate a document listing invoice numbers as well as some other information. Invoice numbers will also be shown as barcodes, so they can be scanned for quick invoice selection in the mobile app.

In the Mobile App

This section will walk you through the picking/packing procedure in HandiFox Online mobile app.

Picking and Packing a Sales Order

Picking a sales order in the mobile app

To pick an existing open sales order, go to Sales in the mobile app and tap Open Orders. Find and highlight the desired order on the list (either by search or by scanning its number) and tap Pick.

When you highlight an item on the pick list, you will see the quantity ordered (“Ord”), as well as how much is remaining to be picked (“Rem”). Scan the items as they are being picked. You can also enter or correct picked quantities from the keyboard.

When you are finished, tap Save. At this point you will be offered to print a Pick List document. You can also print it later if you highlight a picked order in Open Orders, tap and select Print.

To pack an order that has already been picked, highlight the order again in Open Orders and tap Pack. Now you can scan in the items being packed. An alternative is to mark everything as packed by checking the Pack All checkbox.

After Saving, you will be offered to print a Packing Slip document. You can also print it later if you highlight an order that has already been packed in Open Orders, tap and select Print.

Picking and Packing an Invoice

Picking an invoice in the mobile app

To pick an existing open invoice, go to Sales in the mobile app and tap Open Invoices. Find and highlight the desired invoice on the list (either by search or by scanning its number) and tap Pick.

When you highlight an item on the pick list, you will see the quantity ordered (“Ord”), as well as how much is remaining to be picked (“Rem”). Scan the items as they are being picked. You can also enter or correct picked quantities from the keyboard.

When you are finished, tap Save. At this point you will be offered to print a Pick List document. You can also print it later if you highlight a picked order in Open Invoices, tap and select Print.

To pack an invoice that has already been picked, highlight the invoice again in Open Invoices and tap Pack. Now you can scan in the items being packed. An alternative is to mark everything as packed by checking the Pack All checkbox.

After Saving, you will be offered to print a Packing Slip document. You can also print it later if you highlight an invoice that has already been packed in Open Invoices, tap and select Print.