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Knowledge Base
> User Manual
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There were 16 articles found in this category:
- Packing for Sales Order Advanced Workflow
Packing is the process of taking goods that have been picked and putting them into containers so they are ready to be shipped out. The Pack tab shows you information on the packing for the order and is accessible by clicking the button from the bottom of a Sales Order. A green light on the Pa ...
- Entering Customer Information
You can keep track of your customer information and preferences to make it easier to contact them and to take future orders. Much of this Customer Information is used as defaults when taking a Sales Order from this customer, but this information can be changed in the Sales Order to make an exc ...
- Creating a Sales Order
A Sales Order is a document that represents an order placed by one of your customers, where they ask you to give them a certain set of products or services at a certain price. In inFlow Inventory, all of the work related to an order is saved alongside the order, including information on order ...
- Sales Order Simple Workflow
The Simple Workflow for a Sales Order offers a one-step process for quickly taking and handling a customer order. Most of the steps in processing a sales order in the simple workflow are discussed in Creating a Sales Order. You can switch to Simple Workflow by clicking the Simple button from ...
- Order for Sales Order Advanced Workflow
The Order tab in the Advanced Workflow is where you can enter the customer order. This is discussed in Creating a Sales Order. A green light on the Order tab is shown when the order is not empty. Otherwise, a red light will be shown. Order Tab Columns The Order tab table has the following c ...
- Invoicing for Sales Order Full Workflow
Invoicing is the process of sending a bill to your customer that details how much they need to pay you. You may need to issue an invoice that is different from the order that the customer placed. For example, prices may have changed or due to stocking issues, the quantity of product shipped wa ...
- Sales Order Printed Documents
There are several documents associated with a sales order that you may want to output. These can be accessed by clicking the Print button in the toolbar of a Sales Order. Each of these documents can be printed directly or exported in PDF or Microsoft Word format. Exporting to Microsoft Word al ...
- Handling Out of Stock for Sales Orders
When a customer orders an item with stock related issues, inFlow will show you a warning sign in the sales order quantity box. It will then help you reorder more stock. There are three possible causes for this warning: Insufficient stock to fulfil this order, in all inventory locations. Wa ...
- Restocking for Sales Order Advanced Workflow
After a customer has returned some products, you may be able to place them back into your inventory for resale to another customer. This is known as Restocking. The Restock tab keeps track of the restocking information. It is accessible by clicking the button from the bottom of a Sales Order. ...
- Sales Order Advanced Workflow Overview
This is an outline of the Advanced Workflow for taking and fulfilling customer orders. The entire process is tracked within a single entity in inFlow Inventory, the Sales Order, making it easy for you to keep track of the order status and what needs to be done. 1. (Optional) Customer asks ...
- Handling Returns for Sales Order Advanced Workflow
You may allow your customers to return items from their orders, such as when the items are damaged. In this case, you may issue them a refund for the returned products. You can also track credits or refunds to be given to this customer. The Return tab keeps track of the customer return informa ...
- Sales Quotations
A customer might ask you to give them a price for a certain order before committing to actually placing that order. We call this a Sales Quotation or Quote. To create a new Quote, from the inFlow Menu button, select Sales and then New Sales Quote. The contents of the Quote, like choosing ...
- Sales Simple Workflow vs Advanced Workflow
inFlow lets you choose between the Simple Workflow and the Advanced Workflow when working with an order. The Simple Workflow lets you get the basics done in a snap. You can switch to the Advanced Workflow for any order when you want to exploit the full power of inFlow. The Simple Workflow is a ...
- Picking for Sales Order Advanced Workflow
Picking is the process of taking goods out of your inventory storage and moving them to some location so they are ready to be packed and shipped out. The Pick tab shows you information on the picking for an order, and is accessible by clicking the button from the bottom of a Sales Order. A gr ...
- Sales Menu
A brief Sales Menu is available on the Home Page. The full Sales Menu through the inFlow Menu button gives you quick links to various aspects of inFlow related to taking and processing customer orders or customer information. Sales Order Advanced Workflow Overview Sales Menu The Sales M ...
- Shipping for Sales Order Advanced Workflow
Shipping is the process of sending your products, already packed into containers, to your customer via some delivery service. You may have multiple shipments, each containing one or more boxes, for an order. The Ship tab shows you information on the shipping for an order, and is accessible by ...
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