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Estimates
Overview HandiFox Online allows users to create Estimates within the system. An Estimate is a quote or proposal you can send to a customer before finalizing a sale. Estimates created in HandiFox Online automatically synchronize with QuickBooks ...
Frequently Asked Questions about Serial/Lot Numbers and Expiration Dates
1. How to Enable Tracking by Serial/Lot Numbers and Expiration Dates There are two ways to enable tracking for an inventory item: Via the Edit Item Page: Open the item for editing. Check the Tracking box. Select the appropriate tracking method from ...
Managing Your Subscription
The Subscription Info page in HandiFox Online allows you to manage your subscription, including purchasing, updating, and cancelling it. You can access this page via: Settings → Subscription Info, or directly at ...
Subscription Plans Overview
HandiFox Online offers scalable subscription plans tailored to meet the needs of businesses at various stages of growth. Each plan integrates seamlessly with QuickBooks Online and provides a suite of features to manage inventory, sales, and ...
Scanning Barcodes
Scanning Barcodes in the Web App Scanner Requirements Before you begin scanning, ensure your barcode scanner: Is connected to your computer either directly or wirelessly and operates in HID (Human Interface Device) mode. Most scanners use HID mode by ...
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Reports (Web App)
The Web App of HandiFox Online has a set of reports available to help you find, monitor and analyze various information about your company. They are available under the Reports section. Device Activity This report lets you see all transactions done ...
Creating Sales Orders
In the Web App To create a new sales order in the web app, go to Sales → Sales Transactions → click Plus and select Sales Order. You can add products to the order by selecting from the drop-down list in the Item column. Alternatively, you can set the ...
Overview (Inventory Sites)
Creating a new inventory site in the Web App HandiFox allows tracking inventory levels across multiple inventory sites. Each site represents a physical location where quantities on hand need to be tracked independently. When you start working with ...
Managing Inventory Sites
Site Manager Page of the Web App Inventory sites can be created, modified and deleted in the Web app under General → Site Manager. Example of creating a new inventory site To create a site, click Plus , enter site name and necessary details and click ...
User Management
Managing Users User management is performed in the HandiFox Online Web App. To start managing users: Click Settings at the top right corner of the page Select Manage Users in the pop-up menu. The Manage Users page lists all users that can work with ...