Picking and Packing Invoice in the Web App

Picking and Packing Invoices

Picking an Invoice

To pick an invoice, first find it on the Sales Transactions page and click on it to view the details.

Viewing an invoice in the Web app

At this point you can print an unfilled pick list for this invoice by clicking Print Pick List.

To start picking the invoice, click Start Picking.

Here you can use the Scan Barcode field to scan products being picked, or enter their picked quantities from the keyboard in the Picked Quantity column.

At any point through the picking process you can click Print to print out the pick list in its current state, with all quantities you've entered so far.

When you are finished, you have two options:

Click Save to save this pick list, if you intend to do the packing separately later.
Click Save and Pack to finish picking and automatically opens the pack invoice page.

After picking, the second step of verification is to Pack the invoice. This can be done immediately or at a later time.

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 → Sales Transactions, locate the invoice you, click on the dropdown icon

in the Actions colimn, and then Edit Pick List.

You can filter sales transactions so that only picked invoices are displayed

Example of filtered list of picked sales orders

Voiding a Pick List for Invoice

Example of the Edit Pick Invoice window with the option to void pick list

If you need to void a pick list for invoice for any reason, go to Sales → Sales Transactions, locate the invoice, click on the dropdown icon

on the Actions column → Edit Pick List → Void Pick List.

Packing an Invoice

To start packing an invoice, find the desired picked invoice and open it for viewing as described above. Click Pack Invoice

Packing an invoice in the Web app

Here you can scan every position once to mark it as packed, or use the checkboxes in the Packed column to mark items as packed manually.

You can also check the Pack All checkbox to mark all items on the list as packed after enabling this feature in Settings → Fulfillment

When finished, click Save, or click Save and Print to get a printout of the completed packing slip.

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.

The transaction type (Sales Order or Invoice) is pre-selected in Settings → Fulfillment under "If invoice is not picked/packed in full, then create a new transaction for backordered items".

Once an invoice has been packed (fully or partially), it cannot be picked or packed again.