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There were 30 articles found in this category:
- Custom Documents - Guided
If you find that the included invoice styles are not quite what you’re looking for, why not create your own? The new version of InFlow allows the user to create a custom template in whatever style they choose and import it into the program for direct use. InFlow cuts your customization ...
- Import Data into inFlow
You can import data from other sources into inFlow, which can save you time by eliminating the need to manually retype your existing data. Seven types of data can be imported into inFlow: Sales Orders, Purchase Orders, Products, Bill of Materials, Customers, Vendors and Inventory. All types of ...
- Custom Fields
Each business is unique, and keeps track of slightly different data. To allow for this, inFlow Inventory allows you to define your own custom fields in your Products, Sales Orders, Customers, Purchase Orders, and Vendors. Some examples: A clothing manufacturer might want to keep track of the ...
- Using Sticky Notes
You can use sticky notes to keep or share notes within the Sales Order, Purchase Order or Count Sheet screens in inFlow. These notes will be saved and will appear next time the screen is opened by any user. The sticky notes will not be shown on any printed documents. To add a sticky note, clic ...
- Personal Preferences
Personal Preferences are options that are applied just for the current user. In contrast, the options in Company Settings affect all users of the system. To access the Personal Preferences screen, select Personal Settings from the Settings menu through the inFlow menu button. Security You ...
- User Interface Overview
inFlow Home Page 1. inFlow Menu Button Click inFlow Menu Button to see a full list of functions available in inFlow. It has six main sub menus: General, Sales, Purchasing, Inventory, Reports and Settings. 2. Back and Forward You can navigate back and forth in the same window through the ...
- Company Settings
The Company Settings dialog is for defining company-wide settings within inFlow. You can get to it by selecting Settings from the inFlow menu and choosing General Settings. Company Info The information under Company Info contains basic information about your company that will be shown in p ...
- Help Overview
There are three main ways you can find help on how to use inFlow Inventory. Firstly, there are tooltips for quick on-screen descriptions as you use inFlow. Secondly, you can search the Help Center Knowledge Base for more detailed step-by-step instructions. Finally, you can ask our support staf ...
- Custom Documents - Advanced
This process is quite similar if you’re looking to create a document of any kind by hand. There are a few Comma Separated Value files which have been included with your updated files and are available so that you may choose to link your Word document in order to create the custom fields yo ...
- Customizing Column Widths in Printed Documents
If you have long item names, quantities, etc., you may sometimes find that these get truncated in printed documents like invoices. To correct this, you can customize the widths of the columns in the printed documents. To change the width of columns, you can drag the column headers as shown bel ...
- Getting Started with inFlow Inventory
Thank you for choosing or evaluating inFlow Inventory for your business. We recommend beginning by doing the Startup Questionnaire if you have not already done so. To access it, select Get Started from the General menu through the inFlow menu button. Now click Startup Questionnaire. This will ...
- Barcode Support
You can use a barcode scanner for fast product entry in various places throughout inFlow Inventory. Setting up Barcodes Before you can use barcode entry to take orders or other operations, you need to set up the barcodes in your Product Information. To set up the barcode: Click the inFl ...
- Custom Documents - Delete, rename and re-import
Delete On occasion it becomes necessary to remove documents you have already imported into InFlow. You will have to do so through the Print Settings window (Main Menu-->General Settings-->Print Settings). Once open select the “Custom Documents” icon. You will see your own custom ...
- Adding and Removing Rows from a Table
Tables appear frequently in inFlow, for example, for entering lines in an order. To add a new line into a table, click into the row at the bottom of the table with the icon next to it. Then, you can start typing into this row. Once any changes have been made, the new row will be preser ...
- Export Data from inFlow
You can export your data from inFlow Inventory so that it can be accessed in other programs such as Microsoft Excel. inFlow allows you to export your Sales Order, Purchase Order, Product, Customer, Vendor and Inventory data. Deactivated data will not be exported. If you also wish to export the ...
- Custom Documents - printing barcodes on your invoices
Are you looking to print your barcodes straight onto your invoice? This can be helpful if you want to make picking items from your inventory even easier! As long as you install a barcode font on your computer, you can set up a Custom Doc template to print barcode labels for products listed in ...
- Setting inFlow up for included Sales Tax
Are sales taxes included in your posted price but required to be shown separately on your sales invoices? Having a little trouble setting it up? Not to worry! Let inFlow do your calculations for you! Showing pre-tax price in body of receipt If you need to show your price before tax in the bod ...
- Fun with Customization
There are many new and innovative ways to use the custom documents feature in inFlow and here are just a few of the many things you now have the power and flexibility to do! Multiple Languages: how to translate your invoice This is a much less complicated endeavour than it seems as you will be t ...
- Print Settings
You can customize the Print Settings that will be applied to all your documents i.e. Sales Order, Purchase Order, Work Order etc. To access Print Settings, click the inFlow menu button, go to Settings and click Print Settings. The Print Settings will open in a new window. General The inf ...
- Backing Up and Restoring Data
In case of hardware failure or other error, it is a good idea to periodically back up your data. It’s best to have your backups kept separately from your main database, e.g. on a USB key, portable hard drive or a separate computer. This will prevent you from losing both your database and your ...
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