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Scan In and Scan Out Inventory
This guide will walk you through the process of accurately adding and removing inventory using the HandiFox Online system, including barcode scanning, item receipt, and sales management. These steps will help maintain accurate, real-time inventory ...
Importing Items
Importing Products and Services Import Items function is available only to companies that are not connected to QuickBooks Online. If your company is connected to QuckBooks Online, please use import items function there. HandiFox Online allows you to ...
Importing Sales Orders
Importing Sales Orders HandiFox Online allows you to batch import sales order from an Excel file. Before importing your Excel file, make sure you follow the instructions described in the Import Sales Order Guide section in Step 1 of the import ...
Closing Sales Orders
In the Web app There are two ways to close sales orders in the Web app: Option 1. Go to Sales → Sales Transactions, locate the sales order you want to close, click its reference number, then Options and select Close. Option 2. Go to Sales → Sales ...
Writing Expiring (or Expired) Products Off
HandiFox gives you the ability to write off tracked products with expiration dates. To write products off, In the Web app, go to Inventory → Serial/Lot Numbers and click Expiring Products. Here you can filter your list of tracked products with ...
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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 ...