Difference between revisions of "Settings"
(Article text WIP) |
(Article text WIP 2) |
||
| Line 13: | Line 13: | ||
You can browse, add and change your payment methods by clicking ''Payment Methods'' on the ''Company Information'' tab. | You can browse, add and change your payment methods by clicking ''Payment Methods'' on the ''Company Information'' tab. | ||
| − | To '''add a payment''' | + | To '''add a payment method''' here, click the [[File:Hfo-plus-button.png]]. |
To '''change an existing payment method''', click ''Edit'' in the corresponding row of the list. | To '''change an existing payment method''', click ''Edit'' in the corresponding row of the list. | ||
| − | You cannot delete payment methods you no longer need, but you '''can make them inactive''' so they aren't | + | You cannot delete payment methods you no longer need, but you '''can make them inactive''' so they aren't selectable anywhere. For that, click [[File:Hfo-dropdown.png]] in the ''Action'' column, then click ''Make Inactive'' and click ''OK'' to confirm. |
To '''include inactive payment methods''' on the list, click [[File:Hfo-gear-button.png]] and mark the ''Include Inactive'' checkbox. | To '''include inactive payment methods''' on the list, click [[File:Hfo-gear-button.png]] and mark the ''Include Inactive'' checkbox. | ||
| Line 23: | Line 23: | ||
You can '''search payment methods''' by their name using the search field on top. | You can '''search payment methods''' by their name using the search field on top. | ||
| − | + | ===Terms=== | |
| − | + | To manage the list of business-to-business sales terms your company uses, click ''Terms'' on the ''Company Information'' tab. | |
| + | |||
| + | To '''add a term''' here, click the [[File:Hfo-plus-button.png]]. | ||
| + | |||
| + | To '''change an existing term''', click ''Edit'' in the corresponding row of the list. | ||
| + | |||
| + | You cannot delete terms you no longer use, but you '''can make them inactive''' so they aren't selectable anywhere. For that, click [[File:Hfo-dropdown.png]] in the ''Action'' column, then click ''Make Inactive'' and click ''OK'' to confirm. | ||
| + | |||
| + | To '''include inactive terms''' on the list, click [[File:Hfo-gear-button.png]] and mark the ''Include Inactive'' checkbox. | ||
| + | |||
| + | You can '''search sales terms''' by their name using the search field on top. | ||
| + | |||
| + | ===Taxes=== | ||
| + | |||
| + | To review, add and change taxes you use in transactions, click ''Taxes'' on the ''Company Information'' tab. | ||
| + | |||
| + | To '''add a new tax''', click the [[File:Hfo-plus-button.png]]. | ||
| + | |||
| + | To '''change an existing tax''', click ''Edit'' in the corresponding row of the list. | ||
| + | |||
| + | To '''make a tax inactive''', click [[File:Hfo-dropdown.png]] in the ''Action'' column, then click ''Make Inactive'' and click ''OK'' to confirm. | ||
| + | |||
| + | To '''list inactive taxes''', click [[File:Hfo-gear-button.png]] and mark the ''Include Inactive'' checkbox. | ||
| + | |||
| + | You can '''search taxes''' by their name using the search field on top. | ||
==Inventory== | ==Inventory== | ||
| − | + | ===Inventory Adjustment=== | |
| − | + | ===Serial and Lot numbers=== | |
| − | + | ===Barcodes=== | |
==Sales== | ==Sales== | ||
| − | + | ===Customer's Signature on Invoices=== | |
==Shipment== | ==Shipment== | ||
| Line 43: | Line 67: | ||
==Advanced== | ==Advanced== | ||
| − | + | ===Regional Settings=== | |
Revision as of 18:21, 28 November 2018
All the settings for your HandiFox Online account can be accessed via 
→ Settings.
Contents
Company Information
In this section you can enter the company name and address, choose the operating currency and define other company-wide attributes, such as taxes and payment methods.
Multi-Currency
You can allow the use of multiple currencies in your company by clicking the Currency button on this tab. This is irreversible, so you will be asked for confirmation.
Payment Methods
You can browse, add and change your payment methods by clicking Payment Methods on the Company Information tab.
To add a payment method here, click the 
.
To change an existing payment method, click Edit in the corresponding row of the list.
You cannot delete payment methods you no longer need, but you can make them inactive so they aren't selectable anywhere. For that, click 
in the Action column, then click Make Inactive and click OK to confirm.
To include inactive payment methods on the list, click 
and mark the Include Inactive checkbox.
You can search payment methods by their name using the search field on top.
Terms
To manage the list of business-to-business sales terms your company uses, click Terms on the Company Information tab.
To add a term here, click the .
To change an existing term, click Edit in the corresponding row of the list.
You cannot delete terms you no longer use, but you can make them inactive so they aren't selectable anywhere. For that, click in the Action column, then click Make Inactive and click OK to confirm.
To include inactive terms on the list, click and mark the Include Inactive checkbox.
You can search sales terms by their name using the search field on top.
Taxes
To review, add and change taxes you use in transactions, click Taxes on the Company Information tab.
To add a new tax, click the .
To change an existing tax, click Edit in the corresponding row of the list.
To make a tax inactive, click in the Action column, then click Make Inactive and click OK to confirm.
To list inactive taxes, click and mark the Include Inactive checkbox.
You can search taxes by their name using the search field on top.
