knowledge base

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 single step process where you can take a customer order, mark it as paid and update the inventory with one click. With the Advanced Workflow, you can track the order, order processing, shipping, invoicing and customer returns.

You can switch from the Simple Workflow to the Advanced Workflow for any of your orders by clicking the More tab. You can switch from the Advanced Workflow back to the Simple Workflow by clicking the Less tab. There are a few cases when you can’t switch from the Advanced Workflow to the Simple Workflow, when it would hide important information such as:

• The order isn’t completed yet and the pick, pack, or ship tabs are partially filled out.
• The return or restock tabs are partially filled out.

Shipping Information

With both Simple Workflow and Advanced Workflow, you can choose whether or not to include shipping information. This can be accessed through the add shipping link in the header of the Order tab. If you ship out products to your customers, you can include the shipping information to track freight charges, shipping addresses, etc. You can turn it off by clicking the no shipping link to simplify things. You can then turn it back on by clicking the add shipping link.

Creating a Sales Order