knowledge base

Sept 3, 2010 - Beta Version 2.2.2 released!

This is a small beta release that fixes a number of issues encountered in the previous beta release 2.2.1.0.  We have corrected the date drop-down selection issue that users were experiencing and we've corrected a bug whereby duplicate lines could show up on Sales and Purchase orders.  You can also now use your barcodes in custom documents.  This is a free update for everyone; if you are already on version 2.2.1.0 beta you should definitely update.  You can do so in one of two ways:

1. Via the program by checking for updates if you have previously signed up for beta release updates (Main Menu > Settings > About inFlow > "Check for Updates")



2. By going here: http://getsatisfaction.com/inflow_inventory/topics/updates_to_beta_version_2_2_released


Full Release notes

New Features
-Added Maldivian and Jordinian currencies
-Custom documents can now include the barcode field

Other Bug Fixes
-Fixed a bug where the last item could get duplicated in sales orders
-Fixed a bug where the count sheet wouldn’t print
-Fixed the date selection drop down bug
-Corrected the symbol used in the Bangladeshi currency
-Fixed a bug where the dashboard could crash inFlow if the inFlow installation had some problems

Usability Changes
-Set updates so that only Administrators in inFlow can update inFlow to the newest version. Non-administrators will be notified approximately once a month if there are updates.
-PO Status report will now be shown in landscape format, to allow more space
-The Dashboard will now show the Ending Cost of your inventory (showing the last time period's value) rather than adding up all the previous ones


Aug 6th, 2010 - Beta Version 2.2.1 released!

Please keep in mind if you decide to update that this version is a beta version and that we ask users to notify us of any minor issues they find while employing the program as this release is not yet in its final stage.  Version 2.2 of inFlow adds multiple-currency support, so you can charge customers and pay vendors in their own currencies within inFlow. There's also a ton of other improvements and bug fixes. You can read the full release notes here, or just update your copy of inFlow.

Two things have changed in inFlow that might take you a little while to get used to. We're sorry for any inconvenience this might cause, but we strongly believe in continually improving. It's probably a good idea to do the update when you have an hour or two of free time. You can always go back to the old version as well (as long as you keep the backup file inFlow makes when you update your database).

For more information on how to revert to version 2.1 please click here.

First off, this new version requires you to select a currency from inFlow's existing list of currencies (previously it would default to your Windows settings). If you're using a currency that inFlow doesn't yet support, send us an email to support@inflowinventory.com and we'll get you set up within a few days.

Secondly, we've also made a change to the way vendor prices are saved. inFlow no longer has a field for Last Purchase Price; instead, each vendor's price is remembered separately whenever you choose to purchase from that vendor.  It is very important to be sure you're clear on the changes before you update so please take a look at the article below before downloading.

For more specific info on transition from version 2.1 to beta version 2.2 please go here.

And there you have it, inFlow can now handle sales and purchasing in multiple currencies, all while tracking your inventory and allowing you to keep track of your sales in your own currency!

Download the newest beta version today!


Features
- inFlow now supports multiple currencies, along with setting up exchange rates. You can now set different sales and purchase orders to different currencies, and set prices in different currencies. There are many changes made throughout the system to support this. (e.g. you can get reports that show you everything converted into your home currency, or in the local currency.)
- You can now choose whether to save information (e.g. prices) entered into a Purchase Order as the Vendor's default
- Sales Taxes can now display up to 3 decimal places in tax rates.
- Added the Remarks and Quantity columns to the Movement History tab of the Product screen.
- When using the default method in Reorder Stock, for products that are out-of-stock and have Reorder Point set to 0, it'll now respect the Reorder Quantity.
- You can now initialize the Moving Average cost for a product right from the product page. (Subsequent changes will need to go through the dialog.)

Changes
- Removed the Last Purchase Price field from Products. This has been replaced with the ability to save prices back into the Vendor's default to remember vendor prices on a per-vendor basis.
- Removed Windows Currency option in order to support multiple currencies. Now you need to choose one of the existing currencies on our list. If you find that you need an additional currency added, please email us at support@inflowinventory.com.
- To reduce confusion, you can no longer have two locations with the same name. (If you do, inFlow will automatically rename them when updating.)
- We've simplified the way that you can add new Products, Customers, and Vendors in the dropdown.

Usability
- We've done a significant amount of work to make inFlow load and run faster. We'd love to hear your feedback.
- Improvements to the Homepage, Get Started page, and Startup Questionnaire to help new users get started.
- Made it easier to add new product, customer, and vendor records from the dropdowns.
- Changed the display when saving product prices to clarify that it saves for the pricing scheme, not just for that customer.
- inFlow's popup dialogs no longer break the alt-tab program switching behaviour.
- If you only have one active customer or vendor, it'll automatically be selected in a new Sales or Purchase order respectively.
- You can now resize most of the popup dialogs.
- Improved handling of the Escape key for cancelling edits and closing windows making it harder to accidentally close a window.
- The last logged-in inFlow user is now remembered.
- The list of inFlow users is now sorted on the login screen.
- The Markup field on the Product screen now has a little extra space, to show the markup more precisely.
- To reduce the chance of errors, the Product Pricing screen will no longer automatically select a Pricing Scheme, unless you only have one.
- Backup and restore now default selecting files in the desktop directory, and remember the last directory you chose.
- Better error handling and error messages shown when creating backups.
- Changed the display of the Markup percentages to be hidden when there's no cost or no price

Reports
Added some new optional columns to reports:
- Date Time column in the Inventory Movement Details report
- Vendor Order # column to the Purchase Order Summary, Purchase Order Details, Purchase Order Status, and Purchasing Tax reports
- Purchase Order # column to the Sales Order Summary, Sales by Product Details, Sales Order Profit, Sales Order Operational, Customer Payment Details, Back Order, Customer Order History, Sales Rep, and Product Customer reports
- Requested Ship Date column to the Sales by Product Details, Product Customer, and Back Order reports
- Date Paid column to the Sales Tax and Purchasing Tax reports
- Payment Method column to the Sales Order Profit, Sales Order Operation, Customer Payment Details, Customer Order History, Sales Tax, Sales Rep, and Sales Order Summary reports
- Freight column to the Purchase Order Summary and Purchasing Tax reports
- Fixed the layout of reports to not leave a blank space if there's no report description.
- Fixed reports sometimes not respecting the selected paper size of the default printer.
- Fixed a problem where the Product Cost report would not generate in some cases.
- Fixed a bug in the Customer Order History report where refunded items were not handled correctly
- Layout change: Headings for right-aligned columns are now center-aligned
- Fixed a bug in the Inventory Movement Details report when filtering by location
- Discounted Price in Product Price List report is now properly rounded
- Inactive products will now be shown on the Purchase Order Status, Back Order, Customer Order History, and Purchase Order Details reports
- Fixed the layout of some columns in the Estimated Inventory Duration report to be right-aligned
- Fixed a bug in the Inventory Details, Inventory Summary, Vendor Product List reports where unit of measurement conversions weren't being handled properly for prices.
- Can now filter by Date Paid in the Sales Representative Report
- Fixed a bug with alignment of report elements for empty reports

Internationalization
- inFlow now ships with Chinese support
- Connection troubleshooter and loading screens are now also translated
- Fixed some errors where the homepage would not be translated properly
- Messages for having new versions of inFlow will now be translated

Custom Documents
- Sales custom documents now allow choosing customer email, website, tax number, and custom fields, as well as more date and remark fields
- Purchasing custom documents now allow choosing item discounts, and more date and remark fields
- Updated the formatting in the sample custom documents to use single spacing in the remarks field
- Fixed a bug where the remarks would not be shown on custom documents until the remarks field lost focus

Bug Fixes
- Fixed a bug where users would be asked to log into inFlow even when they had never set up any users.
- Fixed a bug where tables wouldn't display properly when being resized.
- inFlow will now start at the screen asking for Server Name and Password after a client-only install
- Fixed the balances and totals in the listings for Purchase and Sales orders to account for returns and invoices
- Purchase Orders now show the ship-to address names
- Removed the Calibri and Cambria Math fonts as options in Print Settings to avoid problems due to using those fonts
- Fixed an error where the homepage might incorrectly show that it was using the sample database
- Fixed a bug where the Purchase Orders weren't converting costs to the Purchasing UoM
- Increased the timeout for autobackup. It should now work more reliably.
- Fixed a bug when installing SQL XMO on Windows XP SP2.
- Updated the balance in the Order History tab of the Vendor details to not be shown for orders that aren't yet due
- Sample Database no longer has backup and restore options
- Fixed a bug where cancelling closing inFlow didn't work


June 10th, 2010 - Version 2.1.1.6 released!

We're now releasing version 2.1.1.6 (this makes the updates in the past two beta releases available to the public).  This release focuses on allowing you to customize your invoices and other documents, giving you more choice in presenting a professional image to customers and vendors.  You can now choose from our three template styles available through the Print Settings, shown below:



What's more, if you have Microsoft Word, you can create your own custom documents (e.g. envelopes or custom invoices) and have inFlow integrate them using mail merge. More info here: http://www.inflowinventory.com/KnowledgeBase/categories/User+Manual/Beta+Version+2.1.0/

We've also made inFlow easier to use by giving you an option to automatically save customer information entered into a Sales Order to be used as the default next time.  Download this new release for free now!

May 14th, 2010 - Version 2.1.1 released!

This is a small beta release that fixes a number of issues encountered in the previous beta release 2.1.0.  We have improved the speed and reliability of the custom documents, as well as enabled a few other columns to be used, like custom fields for products.  We have also fixed some issues that customers were running into when doing client-only installations of inFlow, either when patching or installing fresh.

This is a free update for everyone; if you are already on version 2.1.0 beta you should definitely update.  You can do so one of two ways:

2. By going here.

Full Release notes

-Custom Documents
-Custom documents can now include product custom fields and the item tax code
-Improved the speed that custom documents will be created
-The sample data sources for custom documents now use CSV files instead of .XLS files
-Fixed an issue where the right custom document might not be shown if you restore a different database
-Added messages in the toolbar when the custom document is generating

Other Bug Fixes
-Fixed a bug where products with differences in their capitalization or spacing would not import properly
-Fixed a bug where client-only machines would have trouble patching
-Fixed a bug where client-only machines would give an internal error if SQL SMO wasn't installed
-Fixed a bug where client-only machines couldn't run database backups
-Fixed an issue where ampersands in category names wouldn't display properly
-Fixed a few issues with translations of inFlow where text would be cut off
-Fixed a bug with the Estimated Inventory Duration report
-Fixed a bug with handling errors if too many columns selected when generating report

Usability Changes
-Tweaked the dialog that asks if you want to save changes in a Sales Order back to the Customer record to make it easier to use
-If the customer doesn't have a pricing scheme specified and a sales order is using the default pricing scheme, you'll no longer be asked if you want to save it
-Improved the speed of handling large sales or purchase orders
-Added the Macanese Patacas currency

May 4th, 2010 - Beta Version 2.1.0 released!

Please keep in mind, if you do decide to update, that this is a beta release and we ask that users notify us of any minor issues they run into while employing the program as it is not yet in its final stage.  This update focuses on allowing you to customize the invoices and other documents you send to customers and vendors from inFlow.  You can now choose from our three template styles available through the print settings and shown below:



What's more, if you have Microsoft Word, you can create your own custom documents (e.g. envelopes or custom invoices) and have inFlow integrate them using mail merge. For more information on how the custom documents function works please visit the knowledge base here: http://www.inflowinventory.com/KnowledgeBase/categories/User+Manual/Beta+Version+2.1.0/

Another new feature is that when you save a Sales Order where you've updated the Customer Information, inFlow will ask if you want to save this information to the Customer record. This lets you make changes directly in the Sales Order and have it remembered for the next order.  There are also a fair number of other bugfixes and improvements to make inFlow easier to use. You can see the full list of changes below.

This update is free for everyone. Get it now!



Full Release notes:

New Features
- You can now select from one of three built-in templates for your invoices and other documents: Modern, Clean, and Classic.
- If you have Microsoft Word, you can create your own custom documents (e.g. envelopes or custom invoices) and integrate inFlow with them via Mail Merge.
- When entering or updating customer information or product prices on a Sales Order, you'll now be asked if you want to save it back to the customer or product information.
- You can now select Sales Reps, Payment Methods, etc. from a dropdown
- Right-clicking a search criteria clears it, or right-clicking the "Refresh" button clears all search criteria.
- Added the Zambian currency
- You can now search Sales Orders by shipped date

Feature Changes
- The mechanism for updating inFlow has been improved. You can now update after shutting down inFlow and sign up for beta releases.
- The Server Password will only be shown to administrator users when changing your inFlow connection
- The printed documents in Sales Orders now select their dates more appropriately. (Box Label, Box Content List, and Packing Slip now try to use the Shipped Date, then Requested Ship Date, and then the Order Date. The Credit Note uses the Return Date.)

Usability Changes
- The product category will now default to the category used last time you created a new product
- The Current Stock screen will no longer show the default location if it has zero quantity and that product is in stock in another location
- If you do a search where only a single result comes out, it'll be automatically selected
- The installer will now play an introduction video while installing
- The Due Date for a purchase order will now use the Requested Ship Date if available
- Closing inFlow by clicking the X at the top right now prompts you if you want to save changes
- Now when entering a Sales Order, if no price is set on the current pricing scheme, it will revert to the Default Pricing Scheme instead of zero
- If a location is set for an Order, then the item dropdown tooltip will show the local quantity at the top
- Clicking on a label of a search criteria now also drops down its options
- The list of customer addresses now sorts the additional addresses alphabetically
- Streamlined the way Reorder Stock works
- inFlow no longer requires the item names and barcodes to be different
- To conserve space, now only page 1 of a printed invoice will show the customer address, etc.

Bug Fixes
- The dashboard will no longer show information that the user doesn't have access to
- Fixed a bug where inFlow might crash if saving a Sales Order or Purchase Order with hundreds of lines
- Fixed a bug in Stock Reordering Report where products without a Last Vendor wouldn't show up
- Fixed a problem where you couldn't use the Product Selection dropdown to view products if you had read-only access to the product list.
- Fixed a bug where the Sales Order Summary report would take too long and time out
- Fixed an error with the Product Cost report for items with 0 quantity
- Fixed a bug where the product listing would not remember its sorting order
- Fixed a bug where the Last Vendor would not show up in the Product Listing
- Fixed a bug with the precision of the Cost and Total Average Cost fields
- Fixed a bug where the certain items might be incorrectly capitalized
- Split Order by Picked will now retain the Location set for the order in both parts
- Fixed a problem where the address dropdown would sometimes be out of place
- Removed totals from the bottom of the Product Price List
- Fixed the formatting of the Kenyan Shilling
- Fixed a bug where you couldn't set the inventory to be negative from the product screen
- Fixed a bug where category names with ampersand (&) signs wouldn't be displayed properly
- Fixed a bug where listings wouldn't refresh if you used the back/forward buttons
- You can no longer modify a completed work order through the right-click context menu


February 7th, 2010 - Version 2.0.1 released!
This is a small bugfix release for inFlow that fixes a number of problems people ran into in the previous version.  There are no major new features, but everything should work just a little bit better!

Full Release Notes:
- inFlow now uses the default Windows date, time, and currency settings
- The Shipping Address Name will now show up on printed purchase orders (particularly for dropshipping)
- Changed the default print colour to be a little darker
- Fixed some issues where some things were not being translated to other languages or custom text
- You can now change the capitalization on printed documents (e.g. "Billing Address" instead of "billing address")
- Some tweaks for speed
- Company Email address will now show up on printed documents
- Company's Misc Info will now show up on printed documents
- Fixed some issues where updating or resetting the database would fail on some machines
- Upon starting inFlow, it now shows the Startup Questionnaire
- Fixed a problem with access rights not being respected on the Regular Edition
- Fixed some installation/patching issues
- The Sales Order Summary report now allows custom fields
- Fixed a bug where sublocations with unicode characters could not be edited
- Fixed a bug where the subtotal on Purchase Order wasn't showing properly
- Fixed a bug with the promo code in the license purchasing page
- Fixed a bug which pre-filled in the wrong license information when upgrading from v1 to v2
- Fixed a bug which sometimes prevented splitting an order by picked
- Added Lebanese and Omani currency; modified the Taiwanese currency
- Hitting enter or using a barcode on a listing search box now triggers the search
- Fixed a bug where the secondary tax would sometimes be inappropriately shown
- Reorder Stock now sorts by item name