knowledge base

inFlow Inventory is divided up into four main modules:

• Sales – Sales Orders and Customer Information
• Purchasing – Purchase Orders and Vendor Information
• Inventory – Product Information, Stock Quantities, Stock Adjustments, etc.
• Reports – Reports offered by inFlow to gather and share information

Sales Module Overview

From the Sales Module, you can:

• Keep track of customer information
• Take sales orders from customers
• Issue quotations to customers
• Process customer orders, including picking, packing, and shipping
• Send invoices to customers
• Mark customer invoices as paid
• Handle customer returns

More Information on Sales

Purchasing Module Overview

From the Purchasing Module, you can:

• Keep track of vendor information and product catalogs
• Issue purchase orders to vendors
• Receive goods from a vendor
• Issue payment to a vendor
• Handle goods to be returned to a vendor

More Information on Purchasing

Inventory Module Overview

From the Inventory Module, you can work on the following areas:

• Products – set up your product information, including prices
• Product Categories – set up a categorization for your products
• Transfer Stock – move stock from one location to another within your company
• Adjust Stock – correct erroneous stock levels by making adjustments to stock quantities
• Count Stock – do a cycle count or physical count of your inventory to verify stock quantities and correct and track down discrepancies
• Current Stock – look at a detailed breakdown of what stock you have and where it is
• History – view a full history of stock movements or search by date or product
• Reorder Stock – automatically create purchase orders for products that are low in stock
• Work Order – create one product from other products.

More Information on Inventory

Reports Module Overview

From the Reports Module, you can:

• View reports with information on various aspects of your business
• Print reports
• Save reports in PDF format to be saved or e-mailed out
• Save report data in Excel format
• Customize reports to suit your needs

Sample reports that are available include:

• Sales by Product Summary – what are my best-selling products?
• Customer Payment Report – who still owes me money?
• Sales Order Operational Report – what orders are waiting to be shipped out?
• Purchase Order Status – how much stock am I expecting to receive from vendors?
• Inventory Summary – how much of each product do I have in stock?
• … and many more

More Information on Reports.