Sales
Sales settings in the Web App
Customer's Signature on Invoices
The Take Customer's Signature checkbox lets you control whether the mobile app will offer to capture the customer's signature upon invoice creation.
You can also make invoice signing mandatory and unskippable by checking "Customer's Signature is Mandatory".
Additional Sales Fields
This allows you to add or remove the following additional fields on sales transactions.
- Discount allows applying discounts based on percent or value.
- Shipping allows adding shipping charges to sales transactions.
- Deposit allows entering an amount paid prior to concluding a sales transaction.
- Item Note allows adding notes to each item line.
Item notes are not displayed on printed sales transactions
Sales Transactions Settings
Suggest changing the item prices in related unpaid invoices when modifying the item prices in the sales order
If Suggest changing the item prices in related unpaid invoices when modifying the item prices in the sales order is checked, HandiFox Online will allow you to update prices on invoices linked to the edited prices on the sales order without having to manually update them on the linked invoices.
Show warning if the selected item is not the first to expire
If Show warning if the selected item is not the first to expire (for items
tracked by Exp Date with FEFO auto pick option)(For WEB anв Androionly) is checked, HandiFox will display a warning, if the picked or invoiced item is not the first to expire. This setting will only work if the item is tracked by Expiration date and the Auto Pick option is enabled for it. See Item Information (Creating and Editing Items) for more details.
Sync PO No. with QuickBooks custom field
To sync the PO number with a QuickBooks Online custom field:
- Check the setting in question
- Click the dropdown menu and select the QuickBooks custom field the to which the PO number is to be synchronized.
If a custom field is not visible in the dropdown menu, make sure the necessary custom field is enabled for the following transactions in QuickBooks Online (all 5 of them), then synchronize HandiFox Online again.
Once the custom field appears in the dropdown menu, you can disable the transactions you don't need for that particular field in QuickBooks Online. - Click SAVE when done.
To display custom fields on sales orders, go to 
→ Settings → Custom Fields, locate the custom field you want to display on sales orders, and click Edit. In the Edit Custom Field window, check Sales Orders and finally click Save.
Transaction Numbering
Here you can adjust the numbering patterns for your sales transactions. For details, see Transaction Numbering.
Related Articles
Overview (Sales Orders)
HandiFox features the ability to create Sales Orders, which are used to keep record of product orders placed by your customers and track quantities on order and quantities available for your inventory items. Invoices can be auto-filled based on sales ...Open Sales Orders
The Open Sales Orders page in HandiFox Online provides users with the ability to review and manage sales orders. This page allows you to: Check the fulfillability of sales orders. Prepare orders for picking and packing. Print pick lists and packing ...Closing Sales Orders
In the Web app There are two ways to close sales orders in the Web app: Option 1. Go to Sales → Sales Transactions, locate the sales order you want to close, click its reference number, then Options and select Close. Option 2. Go to Sales → Sales ...Invoicing Sales Orders
You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...Invoicing Sales Orders
You can create invoices based on one or multiple sales orders from a certain customer. In the Web app There are two ways to do this: Option 1. Go to Sales → Sales Transactions, click Plus and select Invoice. Once you've chosen the customer, you will ...