Picking and Packing in the Android App

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 list (either by search or by scanning its number) and tap Pick.

When you highlight an item on the pick list, you will see the quantity ordered (“Ord”), as well as how much is remaining to be picked (“Rem”). Scan the items as they are being picked. You can also enter or correct picked quantities from the keyboard.

When you are finished, tap Save. At this point, you will be offered to print a Pick List document. You can also print it later if you highlight a picked order in Open Orders, tap and select Print. 

 Alternatively you can select a specific customer: In the Customer Center → Look for customer → <Type the customer's name> → <select customer> → Customer Orders
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Editing a Pick List for Sales Order

Example of a specific customer's sales orders with the option to edit a picked SO

If you need to make changes to a pick list for sales order for any reason, for example, you recorded the wrong quantity or you simply saved a partial pick list and want to pick additional items, etc., go to Sales → Open Orders, locate the sales order you want to edit pick list for and, click Edit or, go to go to Sales, look for the customer, click Customer Orders, locate the sales order and, click Edit. 

 You can filter sales transactions in the Open Orders window so that only picked sales orders are displayed

Packing a Sales Order

To pack an order that has already been picked, highlight the order again in Open Orders and tap Pack. Now you can scan in the items being packed. An alternative is to mark everything as packed by checking the Pack All checkbox.

After Saving, you will be offered to print a Packing Slip document. You can also print it later if you highlight an order that has already been packed in Open Orders, tap and select Print. 

 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.

 Picking and Packing Invoices

Picking an invoice in the Android app

Picking an Invoice

To pick an existing open invoice, go to Sales in the mobile app and tap Open Invoices. Find and highlight the desired invoice on the list (either by search or by scanning its number) and tap Pick.

When you highlight an item on the pick list, you will see the quantity ordered (“Inv”). Scan the items as they are being picked. You can also enter or correct picked quantities from the keyboard.

When you are finished, tap Save. At this point you will be offered to print a Pick List document. You can also print it later if you highlight a picked invoice in Open Invoices, tap and select Print.

Editing a Pick List for Invoice

Example of the Edit Pick Invoice window

If you need to make changes to a pick list for any reason, for example, you recorded the wrong quantity or you simply saved a partial pick list and want to pick additional items, etc., go to Sales → Open Invoices, locate the picked invoice you want to edit and, click Edit.

 You can filter sales transactions in the Open Invoices window so that only invoices with picked status are displayed

Packing an Invoice

Packing an invoice in the Android app


To pack an invoice that has already been picked, highlight the invoice again in Open Invoices and tap Pack. Now you can scan in the items being packed.

 An alternative is to mark everything as packed by checking the Pack All checkbox.

After Saving, you will be offered to print a Packing Slip document. You can also print it later if you highlight an invoice that has already been packed in Open Invoices, tap and select Print. 

 Invoices are updated after being packed and products and services that were not picked and packed in full can be backordered. In the event of an invoice containing unfulfilled items, HandiFox will ask and give you the option to generate a new sales order for the unfulfilled products and services.



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