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
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.
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 only) 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.
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
Open Sales Orders Web Page The Open Sales Orders page allows you to review sales orders and check their, prepare sales orders for picking and packing, print pick lists and packing slips, and initiate the process of picking and packing. Example of a ...Open Sales Orders
The Open Sales Orders page allows you to review sales orders and check their, prepare sales orders for picking and packing, print pick lists and packing slips, and initiate the process of picking and packing. Example of a list of filtered sales ...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 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 and select Invoice. Once you've chosen the customer, you will see a ...