Frequenly Asked Questions about Products and Services

1. While creating/editing transactions I need to show/hide item categories in the list

Just check/uncheck Show categories option in the Settings → Inventory → Item list in transactions.

2. Can I change Item Type for existing item?

You cannot change item type of existing item in HandiFox. You may inactivate existing item and create a new one with the correct item type.

Note: If your company is connected to QuickBooks Online, then some changes for item type can be done there.

3. Can I assign unit of measure (unit of measure preset) to multiple items?

You may quickly associate items with units of measure or unit of measure preset via Import function. Import feature allows creating a new items and updating the existing ones. Prepare excel file with the list of existing items and make sure to set the correct base unit of measure (and Unit of measure preset if applicable) in it. Import the prepared file into HandiFox. More info about Import items.

4. What does the following error means: Please select a transaction date that comes after the date you started tracking the quantity on hand of these inventory items?

While cteating a new inventory item the user specifies the Inventory Start Date. All transactions that include this item should be dated after the specified Inventory Start Date. To fix the error specified you need to change the date of the transaction.

5. Where can I see history for a certain item?

The easiest way to see Item history is to find item in the Item List (Inventory → Item List) and in the Actions columns select Transactions. It shows Inventory Transactions by Item report for the selected item for the current month. You may change the filter option to show only specific types of transactions and update the data filter.

Inventory Transactions by Item report is available in Reports → Inventory Transactions by Item.

6. Can I see my total inventory cost / total value of my inventory?

It is shown in Reports → Inventory Total Value. Please be aware that The value of the items is calculated based on the purchase cost that is specified in the Edit Item page.