Difference between revisions of "Picking and Packing"

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HandiFox app implements the two-stage shipment verification procedure known as ''"Picking and Packing"''.
 
HandiFox app implements the two-stage shipment verification procedure known as ''"Picking and Packing"''.
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[[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.
 
[[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.
  

Revision as of 22:50, 20 November 2017

HandiFox app implements the two-stage shipment verification procedure known as "Picking and Packing".

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.

Picking and Packing a Sales Order

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.

Preparing the List of Orders to be Shipped

In the web app, you can print out a list of all open orders that need to be processed for shipping.

Go to Sales → Sales Orders, mark the order you wish to include on the printer 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.

Picking and Packing an Invoice

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.

Preparing the List of Invoices to be Shipped

In the web app, you can print out a list of all open invoices that need to be processed for shipping.

Go to Sales → Invoices, mark the invoices you wish to include on the printer 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.