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 information and some options related to inventory and taxing.

Learning inFlow Inventory

inFlow is designed to be easy to learn. Here are some ways that we suggest you become familiar with the system.

To get help, you can use our built-in tooltips by leaving your mouse over the button or field label, search for help in the Help Center, or visit our Online Forum at http://www.inflowinventory.com. More information on where to find help

Inventory also has a Sample Database that you can experiment with to become familiar with the system before entering information into your real database.

More information on the Sample Database and Real Database

To get an overview of what functionality inFlow provides, take a look at the system overview help article. You may also wish to look at the user interface overview help article to get an introduction on how to use inFlow.

Setting up your Business Data

inFlow Inventory keeps track of various different types of business data, including your products, customers, vendors, and inventory status.

We recommend putting all of your information into inFlow, since the more information you keep, the easier it will be to take customer orders and the more informative the reports will be.

Importing Data using the Import Tool

If you already keep your data in a computerized system, like Excel or Quickbooks, then you can use the Import option from the File menu to bring the data into inFlow. More information on Importing Data

Importing Data Manually

If you do not already keep your data in a computerized system, you will quickly see the benefits in ease of access and order entry. We recommend starting by entering your Product Information. How to enter product information

Once you have entered your product information, you should enter in how much inventory you have in stock and where it is stored. The easiest way to do this would be by using the Adjust Stock function from the Inventory module. How to adjust stock

You can then enter your Customer Information. How to enter customer information. Alternatively, you can choose to add in customer information gradually as you take orders.

You can also choose to enter Vendor Information now if you do a lot of purchasing from different vendors. How to enter vendor information.

Once you have familiarized yourself with the basics of inFlow by experimenting with sample data or browsing help articles and you have entered your business data, you're all set to use inFlow to improve your daily operations.