Picking and Packing
HandiFox implements the two-stage shipment verification procedure known as "Picking and Packing". This procedure is available both at the Web interface of HandiFox and in the Mobile app.
Sales Orders and Invoices
can be "picked" as the goods are found in the warehouse and gathered
for shipping. Then they can be "packed" as they are loaded, shipped or handed to
the customer.
Checking What Transactions Require Fulfillment
You can use the Sales Transactions or Open Sales Orders page of the Web app with adjusted filter to see all unfulfilled sales
orders or invoices. You can also print out lists or such orders or
invoices as described below.
Preparing the List of Sales Orders to Be Picked and Packed
There are 2 ways to create lists of sales orders to be fulfilled in the Web App.
Sales Transactions Page
Go to Sales → Sales Transactions. Set the filter to display Open Orders. Mark the orders you wish to include on the printed list, then click(Batch actions) > Print List. This will generate a document listing order numbers as well as some other information. Order numbers will also be shown as barcodes, so they can be scanned for quick order selection in the mobile app.
Open Sales Orders Page
Go to Sales → Open Sales Orders. You can use the filter to only display sales orders that meet the desired parameters. Mark the orders you wish to include on the printed list, then click
Preparing the List of Invoices to Be Picked and Packed
Go to Sales → Sales Transactions. Set the filter to display only Invoices, and only Not Picked/Packed Invoices. Mark the invoices you wish to include on the printed list, then click Print List.
This will generate a document listing invoice numbers as well as some
other information. Invoice numbers will also be shown as barcodes, so
they can be scanned for quick invoice selection in the mobile app.
Related Articles
Picking and Packing in the Web App
Picking and Packing Sales Orders Picking a Sales Order To pick a sales order in the Web app you have 3 options: 1. Find the sales order on the Sales Transactions page, click (in the Action column) → Start Picking. 2. Find the sales order on the Sales ...Picking and Packing in the iOS App
Picking and Packing Sales Orders Picking and packing a sales order in the iOS app Picking a Sales Order To pick an existing open sales order, go to Sales in the mobile app and tap Sales Orders. Find and tap the desired order on the list (either by ...Picking and Packing in the Android App
Picking and Packing Sales Orders Picking and packing a sales order in the Android app Picking a Sales Order To pick an existing open sales order, go to Sales in the mobile app and tap Open Orders(see note). Find and highlight the desired order on the ...Generating Invoices by Packing Sales Orders
After packing a sales order, an invoice will be automatically generated based on the packed items, subtracting them from your inventory and adding their price to the customer's open balance. See Picking and Packing Sales Orders in the Web App, ...Open Sales Orders
The Open Sales Orders page allows you to review sales orders and check their, prepare sales orders for picking and packing, print pick lists and packing slips, and initiate the process of picking and packing. Example of a list of filtered sales ...