Picking and Packing Invoice in the Mobile App
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. It can be enabled in Settings → Fulfillment.
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.
Partially fulfilled Invoices and Backorders
Invoices are updated after being packed and products and services that were not picked and packed in full can be backordered. If not all items were picked and packed in full, HandiFox will remove unpacked items from the invocie and prompt you to create a new transaction for the unpacked items.
- Yes — a new transaction is created for all items not included in the packed quantity.
- No — the invoice is updated with only the packed items.
Once an invoice has been packed (fully or partially), it cannot be picked or packed again.