Overview (Sales Orders)

Overview (Sales Orders)

HandiFox features the ability to create Sales Orders, which are used to keep record of product orders placed by your customers and track quantities on order and quantities available for your inventory items. Invoices can be auto-filled based on sales orders, and Picking/Packing  can be done to verify that the correct items are shipped.
 
 Since QuickBooks Online does not support Sales Orders, you will not be able to access them inside QuickBooks, even if you connect your QuickBooks company to HandiFox.

In the mobile app, sales orders can be accessed from the Customer Center screen (Android) or the Sales tab (iOS), in the Web app – under Sales → Sales Transactions.





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    • Open Sales Orders

      The Open Sales Orders page in HandiFox Online provides users with the ability to review and manage sales orders. This page allows you to: Check the fulfillability of sales orders. Prepare orders for picking and packing. Print pick lists and packing ...
    • 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 ...
    • Invoicing Sales Orders

      You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...
    • Invoicing Sales Orders

      You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...
    • Reviewing Sales Orders

      Reviewing Sales Orders on the Mobile Device In the Android App There are two ways to find an existing sales order in the Android app: In the Customer Center, highlight a customer and tap Customer Orders. You will see a list of all orders from this ...