Picking and Packing in the iOS App
Picking and Packing Sales Orders
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 search or by scanning its number) and tap Pick in the pop-up window.
Alternatively, you can also tap the necessary customer in the Customer tab and tap Sales Orders in the pop-up window. You will see a list of all orders from this customer. Look in the list or search by order number to locate the one you want.
When you tap an item on the pick list, you will see the quantity ordered (“Ord”), as well as how much is remaining to be picked (“Rem”).
In the pop-up window, there are also buttons allowing checking the
current availability, the quantity on hand on different sites, and
setting Serial/Lot numbers.
When you are finished, tap Options . Here you can either Save the result or tap Save & Print to print a Pick List document, or Save & Share to share a pdf document.
Editing a Pick List for Sales Order
Packing a Sales Order
To pack an order that has already been picked, tap it again in Sales 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.
When you are finished, tap Options . Here you can either Save the result or tap Save & Print to print a Packing Slip document, or Save & Share to share a pdf document.
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
To pick an existing open invoice, go to Sales in the mobile app and tap Invoices. Find and tap the desired invoice on the list (either by search or by scanning its number) and tap Pick in the pop-up window.
Alternatively, you can also tap the necessary customer in the Customer tab and tap Invoices
in the pop-up window. You will see a list of all invoices from this
customer. Look in the list or search by invoice number to locate the one
you want.
When you tap an item on the pick list, you will see the Invoice
quantity. In the pop-up window, there are also buttons allowing checking
the current availability, the quantity on hand on different sites, and
setting Serial/Lot numbers.
When you are finished, tap Options
Editing a Pick List for Invoice
If you need to make changes to a pick list of invoice 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 → Invoices, locate the picked invoice, tap it and, tap Edit Pick or, go to go to Sales, look for the customer and tap Invoices in the pop-up window, locate the picked invoice and, click Edit Pick.
When you are finished, tap Options . Here you can either Save the result or tap Save & Print to print a Pick List document, or Save & Share to share a pdf document.
Packing an Invoice
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.
When you are finished, tap Options . Here you can either Save the result or tap Save & Print to print a Packing Slip document, or Save & Share to share a pdf document.
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
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 ...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, ...Reports (Web App)
The Web App of HandiFox Online has a set of reports available to help you find, monitor and analyze various information about your company. They are available under the Reports section. Device Activity This report lets you see all transactions done ...