Difference between revisions of "Products and Services"
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== Exploring Products and Services == | == Exploring Products and Services == | ||
Revision as of 19:27, 4 July 2019
Before you can include any product in your transactions and other records, it has to exist as an item inside HandiFox. Items can be created inside HandiFox, or they can be loaded from a connected QuickBooks company or Shopify account.
Contents
Supported Item Types
HandiFox currently supports and lets you work with the following item types:
- Inventory
- Non-inventory
- Service
-
If you have a QuickBooks company connected, and your QuickBooks subscription does not allow Inventory Part type items, you will not be able to create them in HandiFox either.
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
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
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.
