Difference between revisions of "Products and Services"

Revision as of 17:58, 20 November 2018

HandiFox keeps track of what products and services exist in your QuickBooks, so you can review them, create transactions, count inventory and keep track of inventory levels. Any newly created items in QuickBooks will also appear in HandiFox, however, new items cannot be created in HandiFox itself.

QuickBooks allows stock level tracking only for Inventory Part type items, which require QuickBooks Online Plus subscription.

Supported item types

HandiFox currently supports and lets you work with the following item types:

• Inventory
• Non-inventory
• Service

Exploring Products and Services

Both the web interface of HandiFox and the mobile app provide a way to review the items and do various operations with them.

In the Web App

The Item List page in HandiFox Online web app

In the web app, you can manage items under Inventory → Item List.

You can search by item details (name, description, etc.) using the search field above the list.

To create a new product or service, click and choose an item type. Next, enter the item information (name, description, price, etc.) and click Save.

To edit an item, click Edit in the corresponding row of the list. If the item you wish to edit is inactive, you will have to re-activate it first.

To make an item inactive, click in the Action column, choose "Make inactive", then click OK to confirm.

You can run a transactions report for a specific item to see all transactions that include it. To go to this report, click in the Action column and select "Transactions".

To export your item list to a spreadsheet, click Export, choose a format (XLS or CSV) and click Export again. You will receive the resulting document as a file download, which will be handled depending on your browser's behavior. Typically you can choose whether to open the file or save it. Only the active items will be exported.

To make inactive items show on the list, click and turn on the Include Inactive checkbox that appears.

In the Mobile App

The Items List screen of the mobile app

In the mobile app, you can review all your products and services in the Inventory → Item List section. This list functions similarly to the Item List in the web app, except that you can't edit item properties or create new items. Here you can review existing items and their quantities on hand (when applicable) and view item attributes.