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A quick and easy way to count your inventory at the end of the year (and to periodically make sure that your inventory hasn’t “grown legs” and walked away in the interim) is to use count sheets.

Two weeks ago we talked about getting the cost value of your inventory and last week about reviewing outstanding orders. This week, we’ll be looking at pulling your total purchases and total sales for the last year as well as your related tax info.

In this, the second week of our mini-series on closing out your fiscal year we’ll be looking at the easiest ways to follow up on outstanding transactions. When you’re getting ready to close out your fiscal year there are several processes that you will need to go through and one of the most important is sorting out what is to be done about outstanding client orders.

Fairly soon you’ll be looking to grab you end-of-year numbers and one of the most requested bits of information we get is the inventory for a specific historical date.

What if a customer gives you a new phone number during your order and you change it in the sales order.  Most times you’ll want that information copied back to that customer’s record.  inFlow can save changes made during your orders back to your records but you’ll have to tell it to do so.  These [...]

Have you been looking for a way to include a disclaimer or reminder to your customers on the end of your invoice but unsure how to do it? The Print Settings window will allow you to add footers to your documents and can even change them depending on whether it’s a purchase document, sales document, Inventory document or even reports.

Do you have information you’d like to capture in the product record for which inFlow doesn’t have any built in fields? Not a problem! You have 10 fields available for capturing additional information (5 on the main product page and 5 more on the extra info tab).

Do you only buy merchandise once a customer order has come in? If so you can quickly and easily order what you need directly from the sales order itself.