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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.

Do you have a customer who’s also a vendor or vice versa? Looking for an easy way to copy their record so that you can purchase from them as well as sell to them? Easily done!

Looking for a way to set up your product records quickly to include a photo of each item? Great! Now it’s even easier to link pictures to your products using the Import Data function.

Looking for a quick way to see what the quantities and cost of items in your bill of materials is? As of version 2.4 you can right click in any table and export the information to CSV (we saw this in week 11 if our Weekly Time Saver features). This in itself is exciting but what if you opened the product record for a finished item and right clicked on its Bill of Materials? Why you’d have a spreadsheet of your costs for this item!

So you’ve got a report that you have to pull weekly (or even daily) and it involves having to change a few of the default filters and groupings for that report. Try using the “My Reports” feature in inFlow. This feature allows you to set up your defaults for a certain report and pull the report again by going to My Reports and choosing the correct saved report.

Are you using Work Orders and bill of materials to manufacture items from raw materials (eg. building a bike)?  If you do and you build to order, you may find that it is much easier to create your sales order first, then create your work order from there.  By right clicking on the item which [...]

Do you assign specific customers to specific sales reps?  You can always select the appropriate sales rep at the order stage, but what if you wanted that information selected automatically?  As of version 2.4 you will be able to assign a default sales rep to your customer in their record.  This means that when a [...]

Ever gotten that bi-weekly call from one of your vendors asking if there’s anything you’d like to order and thought, “I wish there was an easy way to see what I need to order from one vendor.” Well look no further! With inFlow it’s super easy to get a full list of what you need from one vendor in just a few clicks.