Creating Sales Orders

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 cursor in the Scan Barcode field and add items using a barcode scanner (requires barcodes to be assigned to items, see Scanning Barcodes).

To Delete a sales order, click the sales order number on the Sales Transactions page, open the menu by clicking Options button (***)   and select Delete sales order. 
Sales orders can be deleted only in the web app.

Converting Estimates to Sales Orders

You can easily create a Sales Order by converting an Estimate in HandiFox. Follow these steps to complete the process:

  1. Navigate to Sales Transactions: Go to Sales → Sales Transactions from the main menu.

  2. Find the Required Estimate: In the list of sales transactions, locate the Estimate you wish to convert.

  3. Convert to Sales Order: In the Action column, click on the link labeled Convert to SO.

Once the Sales Order is created, the linked Estimate in QuickBooks Online will automatically be changed to Converted. You can proceed to pick and pack the newly created Sales Order as usual. 

The Memo field of the new Sales Order will display a note indicating that it was converted from an Estimate, including the Estimate number (e.g., "Converted from #1047").
You can proceed to pick and pack the newly created Sales Order as usual

In the Mobile App

To create a new sales order, tap the Sales tab at the bottom of the screen, then select the Customers tab. Tap the necessary customer in the list. In the pop-up window, tap Sales Orders. Tap Plus button  to create a new sales order. To add items to the list, switch to the Items tab. There are several ways to add items:

  • Type in the unique name of the item in the Look for Name field and tap Plus  to add the item straight to the list.
  • Tap Plus  to open the Add Item screen. You can scroll through the list and select several items at once. It is possible to filter the items by typing the keywords in the Look for field and selecting the desired category (All fields, Name, Description, SKU, Category). Tap Add when you are finished to add items to the sales order.
  • Scan the item's barcode with the rear camera. To do so, tap Scan . Alternatively, scan the item's barcode with the connected Bluetooth scanner. If the item is already on the list, each correct scanning of its barcode will increment the Qty value.

You can tap Calc icon  to add a discount or select the sales tax if you charge it.

When you are finished, tap Save  to apply your changes, or press the back button to leave without saving. 

  If your country is outside the US, it is necessary to choose tax for every item in the list. To do so, after adding the item to the sales order, tap it in the list → tap the tax name → select the necessary tax in the drop-down list → tap OK → Close.

Sales Order Numbers

If you'd like to change how reference numbers look for sales orders, see Transaction Numbering.



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