Picking and Packing

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. 

 
The Sales Transactions page in the web app


 Preparing the List of Sales Orders to Be Picked and Packed

Example of a list of open sales orders to be fulfilled

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 actionsPrint 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 Batch actionsPrint 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.
See Open Sales Orders page for more details.

 Preparing the List of Invoices to Be Picked and Packed

Example of a list of invoices to be fulfilled with item details.

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 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 ...
    • 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 ...
    • 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, ...
    • Shipment

      Shipment Section of the Web App Setting Here you can tweak how picking and packing works in HandiFox: Enable Pack All feature controls whether packing (the second verification after picking) can be skipped by using the Pack All checkbox in the mobile ...