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(Page 1 of 2)     «« |  Prev | 1 | 2 | Next | »» There were 24 articles found in this category: Security and User Access You can set up different user accounts and passwords for different people to use. This will allow you to control who can see and edit what, and also help you see who was responsible for some work done. The Free Edition of inFlow is limited to a single user. Setting up Users ... 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. Six types of data can be imported into inFlow: Sales Orders, Purchase Orders, Products, Customers, Vendors, and Inventory. All types of data can be importe ... Export Data from inFlow You can export your data from inFlow Inventory so that it can be accessed in other programs like 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 these ... Company Settings The Company Settings dialog is for defining company-wide settings of inFlow. You can get to it by selecting Company Settings from the Settings menu. Company Info The information under Company Info contains basic information about your company that will be shown in printed ... Support Services We can provide support for any aspect of using inFlow Inventory with your business. If you have browsed the built-in help, checked our online knowledge base, and still have questions, we provide support via an Online Forum and e-mail. Knowledge Base We have an online knowledge base that conta ... 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 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, click the ... Using Detailed Entity Combo Boxes inFlow lets you select products, customers, or vendors using what we call the Detailed Entity Combo Boxes, which provides you with additional information to help find the entity to select. The most commonly used Detailed Entity Combo Box is for selecting products. The other entities work very s ... User Interface Overview A typical screen in inFlow Inventory has three main sections. On the left, we have the Link Panel where you can navigate to other areas of inFlow. In the middle, we have the Listing Panel where you can search through a list of Orders, Customers, or some other type of entity. ... Upgrading From Free to Standard Edition inFlow Inventory comes in two editions, Free and Standard. Upgrading to Standard Edition unlocks the full set of features of inFlow to allow you to run your business more smoothly. For example, you can also connect multiple licenses for the Standard Edition to allow you and your colleagues to w ... System Overview inFlow Inventory is divided up into four main modules: Sales – Sales Orders and Customer Information Purchasing – Purchase Orders and Vendor Information Inventory – Product Information, Stock Quantities, Stock Adjustments, etc. Reports – Reports offered by inFlow to gather and share informatio ... Standard Edition Licensing The Free Edition of inFlow can seamlessly be upgraded to the Standard Edition by purchasing license keys from our website. Once we have confirmed the payment, you will be e-mailed a License Key. Each license enables you to operate inFlow Inventory Standard Edition on one computer. After receivi ... Sample Database and Real Database To help you learn how to use inFlow Inventory, we offer a Sample Database with which you can freely experiment. The Sample Database is kept completely separate from the Real Database where you can store your business' data, so changes you make in the Sample Database will not affect the Real Dat ... Reset All Data In some rare cases, you might want to reset all of your data so that you have an empty database again. To do this: From the File menu, under Backup/Restore… select Reset All Data or Reset Sample Data if you are using the Sample Data. Click to Proceed through the warning. Choose a location whe ... References inFlow Inventory keeps track of some of the values that you've typed in before and provides the past choices as suggestions in the future. This makes entering data faster and more accurate. These lists of saved values are known as References. When a new value is entered into a Reference field, ... Personal Preferences Personal Preferences are options that are applied only 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 Preferences from the Settings menu. You can modify your passw ... How to Print and Export Documents Numerous documents may be printed out from inFlow, or exported to another format such as PDF, Microsoft Word, or Microsoft Excel. To print a document: Click the Print button in the details panel toolbar of the current entity (e.g. Sales Order). Select the type of document to print. From the Pr ... Help Overview There are three main ways you can find help on using inFlow Inventory. First, tooltips provide quick, on-screen descriptions as you use inFlow. Secondly, you can search the Help Center for more detailed step-by-step instructions. Finally, you can ask our support staff and other people questions ... 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 Startup Questionnaire from the Settings menu. This will guide you through setting up your basic company inform ... Customizing Document Numbers Normally, when you save a document like a Sales Order for the first time, a document number will be automatically created. inFlow allows you to customize these document numbers. You can customize the document number for a single document by directly changing the document number in an entity. Fo ... (Page 1 of 2)     «« |  Prev | 1 | 2 | Next | »»

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