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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 the bottom of a Sales Order. You can click the Advanced button to revert back to full workflow.

Simple Workflow Order Columns

The simple order workflow table has the following columns:

Item - The item name or item code for the product or service being ordered.

Description - This is a text description of the product or service being ordered. This field will only be shown if Show Product Description is enabled in the Settings and shows the product information description. The description can be edited here if necessary.

Quantity - The order quantity defaults to the UoM if it has been setup, but can be changed here as required.

Unit Price - The Unit Price is per UoM. Changing the UoM updates the Unit Price (e.g. changing to a pack of 2 from a single item, doubles the Unit Price)

Discount - A discount given to the customer on the price of this item. This will default to the default percentage discount given to this customer. You can also enter in a fixed-amount per-unit discount by typing in the discount as a currency figure (e.g. $5).

Tax - This may be hidden, depending on your company settings. The Product Tax Code for this item determines whether it is taxed in a special way, e.g. tax exempt. This defaults to the Product Tax Code in the product information. Company Settings.

Sub-Total - The total cost of this item for the given quantity, after applying discounts, but before applying taxes and freight. This is calculated based on the Unit Price, Quantity and Discount and cannot be modified.

Simple Workflow Order Footer

The order footer contains more information about the order and pricing.

Invoiced Date - The date from when the invoice is effective. The default is the current date.

Due Date - The date on which the customer’s payment is due. This is calculated by taking the Invoiced Date and adding the number of days specified by the Payment Terms for this order. You can also set this date manually. This field is hidden when the shipping information is not shown.

Requested Ship Date - This is the date that the customer requests that you ship the order on. This field is hidden when the shipping information is not shown.

Payment Method - Shows the method by which the customer paid you for this invoice.

Pricing/Currency - The Pricing Scheme for this order. Changing this updates all the prices for this order.  If no price is set on the current pricing scheme, inFlow will revert the price to the default pricing scheme instead of zero.  As pricing schemes are tied to currency this is also true of the order currency.  If you create a new scheme with a different currency during the order, you will be prompted to enter the exchange (eg. 1 USD = €0.50).

Taxing Scheme - The Taxing Scheme for this order. Changing this updates the tax calculations.

Remarks - Any extra remarks for this order. These remarks will be printed out when you print out any documents in the Simple Workflow.

Tax - You may see one or more Tax fields depending on the Taxing Scheme set for this order. This shows amount of tax charged for this order. You may change the amount of tax charged here, but if the order is later changed, the tax will be automatically recalculated.

Freight - The amount of freight or other surcharges applied to this order. Tax is applied to this field if the selected Taxing Scheme has Tax On Shipping set. Clicking the dropdown arrow next to this will show you the estimated total weight for this order. You might use this to help calculate estimated shipping costs. This field is hidden when the shipping information is not shown.

Total - The total amount that the customer should pay for this order.

Paid - The amount that the customer has paid for this order.

Balance - The remaining amount that the customer needs to pay you for this order. It is calculated by subtracting the amount Paid from the Total field.

Complete & Pay - You can click the Complete & Pay button to update the inventory for this order and mark the order as fully paid. If you click the dropdown arrow next to this button, you can do a partial update by selecting one of the two options:

• Deduct Inventory – Marks the order as fully shipped and updates inventory
• Receive Payment – Marks the order as fully paid

In the Simple Workflow, inFlow will do the same work behind the scenes as in the Full Workflow. For example, the Complete & Pay button will automatically pick items from your inventory. You can switch to the Full Workflow if you want to inspect or have full control over these processes.

To cancel the order and avoid further processing, click the Cancel Order button (which will show up once the order is saved). It will then show a Re-open Order button which you can use to start handling the order once again.

Sales Order Advanced Workflow Overview