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There were 14 articles found in this category:
- Can I track products with serial numbers using inFlow?
Adding explicit serial number support is on our wishlist, but unfortunately it’s not yet available. In the meantime, if you're not already using sublocations, you could try using them to keep track of the serial numbers. This isn't exactly what it's designed for, but it’s worked well for a numb ...
- How can I make a change to an order that I’ve already marked completed?
To do this, you can Cancel the order and re-open it. This will undo all the picking, packing, shipping, and payment for this order, but leave the original order intact. You can then redo the picking, etc., making the adjustments you need.
- How do I restrict what some people can see/do in inFlow?
You can do this by creating new users in inFlow for each person, and setting their access rights appropriately. Note that this is only possible in the Standard Edition of inFlow. To do this, from the Settings menu, select Company Settings, click the Users icon, and click the Add button to crea ...
- How do I reactivate inactive products, customers, or vendors?
To reactivate a product that you previously deactivated: 1. From the Inventory module, click Products in the View box. 2. Click the > More link to open the advanced search. 3. Select Inactive in the Show box, and click Search. 4. Double click the product to be reactiv ...
- How do I delete products, customers, orders, etc.?
Generally, inFlow doesn’t let you delete things entirely from the database. This way, you have a full history of everything. For products, customers, and vendors, you can open it and click the Deactivate button in the toolbar. This will hide it away so that you won’t normally see it again la ...
- How do I set my product prices based on a markup?
If you only have a few products that you want to set based on a markup, then you can adjust the prices of the products as usual in the Product information screen. inFlow will calculate the markup so that you can check that it’s right. Here’s another approach that may be faster for large number ...
- Can I use inFlow to track items out on consignment?
One way you can handle consignment items is to create a new Location in inFlow for a customer that’s has the item on consignment. You can then use the Transfer Stock tool to move the products from your main warehouse to the consignment location. When the goods on consignment are sold, you can ...
- Can I import orders from Paypal or my online store into inFlow?
Unfortunately there’s currently no way to import orders into inFlow, although this is on our wishlist. However, you can import the customer information into inFlow by downloading it in CSV format and then selecting Import Data in inFlow. This will speed up the order entry process.
- I assemble products together from raw materials or sell in bundles. How can I handle this in inFlow?
inFlow doesn’t yet have explicit support for this, but this is on our wishlist. This is also known as support for bill-of-materials (BOM). Currently, what you can do is to create a new product for your finished product or bundle. You may want to create it as a stockable product. You can then ...
- Can I make custom reports or access the database outside of inFlow?
We don’t officially support this, but you can do this if you have the appropriate skills with databases and/or reports, or can find somebody to help you. Some more technical information is below. inFlow uses a Microsoft SQL Server database as a back-end database. You can connect to this using ...
- Can you do automatic backups for inFlow?
This is on our wishlist, but we don’t yet have automatic backups within inFlow. However, it is possible to set this up outside of inFlow. One method is described on our forum here.
- Can inFlow be integrated with my accounting software (e.g. Quickbooks, Simply Accounting, MYOB)?
You can import and export the product, customer, vendor, and inventory data between inFlow and all major accounting packages using the CSV format. However, there's currently no functionality to integrate the finances (sales orders, etc.), although this is on our wishlist. More information on ...
- Can inFlow be used as a point-of-sale (POS) system?
Yes, many people use inFlow as a point-of-sale system, such as in retail stores. Here’s one tip that can make inFlow quicker to use as a POS system. Once you’ve taken a customer’s order, if you go to the ship tab and click Auto-Ship, it will also automatically do Auto-Pick and Auto-Pack. Th ...
- Does inFlow work with barcode scanners?
Yes! The following help article describes how you can use barcodes in inFlow: Barcode Support You may also want to see our two minute guide to using barcodes.
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