A typical screen in inFlow Inventory has three main sections. On the left, we have the Link Panel where you can navigate to other areas of inFlow. In the middle, we have the Listing Panel where you can search through a list of Orders, Customers, or some other type of entity. On the right, we have the Details Panel where you can view or edit the detailed information for a particular entity.

Link Panel

The Link Panel always shows up on the left in inFlow Inventory. At the top of the Link Panel, we have the Tasks box (Item 1 in the screenshot), where you can find links to perform common actions. The choices here depend on what module you are currently viewing.

Beneath the Tasks box is the View box (Item 2 in the screenshot), where you can find links to look at information relevant to the current module.

Finally, at the bottom of the Link Panel are Module buttons (Item 10 in the screenshot) where you can select the different modules. The Home button brings you to a Home page with an overview of the system, and the other buttons bring up the respective pages for each main module of inFlow Inventory.

Listing Panel

The main part of the Listing Panel (Item 3 in the screenshot) is the list of entities. Clicking on one of the entries in the Listing Panel will bring up that entity in the Details Panel on the right.

You can sort the entities by clicking on a column header at the top of the list. For example, to sort by Order Number, click on the Order Number column.

You can also choose which columns to display by right-clicking a column header and selecting different columns. The columns you choose to show and widths of these columns will be remembered next time you log in as the same user.

At the top of the Listing Panel is the Search box. Here you can filter which entities you see, e.g. to see the orders from a particular customer. Once you have set the search criteria visible, you can perform a simple search by clicking the Search button there (Item 5 in the screenshot).

You can also perform an advanced search by clicking the More button at the top of the Listing Panel (Item 4 in the screenshot). This will bring up a dialog where you can specify more advanced search criteria.

Details Panel

The Details Panel is the largest section on the right (Item 6 in the screenshot). This is where you can fill in the specific information for the order, customer, or other entity.

The Toolbar (Item 11 in the screenshot) at the top left of the details panel contains buttons for working with the current entity:

• New – Creates a new entity of the same type
• Save – Saves the current entity
• Print – Print a document related to this entity. Some entities, like Sales Orders, have more than one associated document, so clicking Print will allow you to choose which document. This will bring up a Print Preview for that document. You can then choose to send to your printer by clicking Print, or click the Save button to export it as a PDF, Microsoft Excel, or Microsoft Word file.
• Duplicate – Create a new entity based on the current entity. For example, this allows you to quickly create a Sales Order based on a previous similar order.
• Versions – Clicking this button will bring up a dialog showing old versions of this entity. You may wish to look at the old versions to see a history of changes or track down errors. The newest version will be shown at the top. Old versions cannot be edited. This is available in the Sales Order, Purchase Order, Customer, Vendor, Count Sheet, and Product entities.
• Sticky – Adds Sticky Notes to your current entity. Sticky Notes are a useful way of keeping internal notes on an entity. The Sticky Notes will not be shown in the printed documents. For details on how to use sticky notes, see the help article Using Sticky Notes. This is available in the Sales Order, Purchase Order, and Count Sheet entities.
• Deactivate/Reactivate – The Product, Customer, and Vendor entities can be deactivated or reactivated. Once an entity is deactivated, it will be inactive and not be shown in normal usage of inFlow. Inactive entries can be viewed by selecting Show Inactive in the Advanced Search in the Listing Panel of the appropriate entity type. An inactive entry can then be re-activated by clicking the Reactivate button, which takes the place of the Deactivate button.
• Attachments – You can add file attachments to most entities. For example, you might want to keep some customer documents attached to the customer information. To do this, click the Attachment icon in the toolbar. This will bring up a dialog where you can add new attachments or delete existing ones.

The Close button near the top right of the Details Panel (Item 12 in the screenshot) allows you to close the current entity when you are finished with it.

If you wish to view the current entity in a separate window, you can click the pop-out button at the top right (Item 9 in the screenshot). This allows you to easily work with two or more entities at once.

Expanding or Hiding the Listing Panel