knowledge base

inFlow Home Page

1. inFlow Menu Button

Click inFlow Menu Button to see a full list of functions available in inFlow. It has six main sub menus:
General, Sales, Purchasing, Inventory, Reports and Settings.

2. Back and Forward

You can navigate back and forth in the same window through the Back and Forward buttons. Click the
Back button to go back to the previous screen. Click and hold on to your mouse button to see a list of
previous screens you have accessed. Click the Forward button to go to the next screen. Click and hold
on to your mouse button to see a list of subsequent screens you have accessed.

3. Working with Tabs

inFlow allows you to open multiple tabs in the same window which allows you to easily work with two
or more entities simultaneously. To open a new tab, click ‘+’ button. The new tab will open the Home
Page which is the default page. You can then open any other page by clicking the links or inFlow menu
button.

4. Help

Click the Help button to see a list of help articles associated with the current screen. It also contains a
list of places where you can find help like Knowledge Base or Online Support Forum etc.

More about inFlow Help

5. Shortcuts

On the right panel there are few shortcut links to Dashboard, Reports, Settings and Upgrade.

6. Links to various sections of inFlow

There are links to various sections of inFlow in the middle of the Home Page. The icons representing
five main sections: Vendor, Purchase Order, Inventory, Sales Order and Customer are there and when
you move the mouse over the icon, the other shortcut links for that particular section are displayed
above and below it.

Typical screen in inflow

A typical screen in inFlow Inventory has Search Box and Listing Panel on the left 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.

1. Search Box

At the top of the left panel is the Search box. Click the arrow next to Search to view this panel full
screen. 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 options visible, you can perform a simple search by clicking
the Refresh button there.

To add/ remove an existing search criterion, click the dropdown next to an existing criterion, choose
an option there and click add/remove.

2. Listing Panel

The Listing Panel is a 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 to display the entries
in ascending or descending order.

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.

3. Tool Bar

The Toolbar at the top 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

Preview - Under this menu, you will find a list of documents related to this entity and the option
to Preview, Print or Export these documents. You can view the Print Preview, send to your printer
by clicking Print, or click the Export 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

Entities can be deactivated so that they will be inactive and not shown in normal usage of inFlow.
Entities cannot be deleted entirely, so you have a full record of previous entities.

Reactivate - To view Inactive entities, select ‘Show’ from the drop-down list in the Listing Panel for
the entities. Now select Inactive from the drop-down box. An inactive entity can then be re-activated
by clicking the Reactivate button, which takes the place of the Deactivate button in the toolbar for
the entity.

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.

4. Close Button

The Close button near the top right of the Details Panel allows you to close the current entity when
you are finished with it.

5. Details Panel (Header, Table and Footer)

The Details Panel is the largest section on the right comprising the header, table and the footer. This
is where you can fill in the specific information for the order, customer or other entity.

6. Status Bar

The status bar shows the status of the current action taken on the current page on the left and the
current user on the right.

inFlow Menu Button

Click the inFlow Menu Button to see a full list of functions available in inFlow. It has six main sub menus:
General, Sales, Purchasing, Inventory, Reports and Settings.

General

Click General menu to go to Homepage from any other page. The General menu contains the following
menu items:

Sales

The Sales menu gives you quick links to various aspects of inFlow related to taking and processing
customer orders or customer information. It contains the following menu items:

More about Sales Menu

Purchasing

The Purchasing homepage gives you quick links to various aspects of inFlow related to placing
purchase orders to your vendors, receiving shipments or vendor information. Purchase menu
contains the following menu items:

More about the Purchasing Menu

Inventory

The Inventory menu gives you quick links to various aspects of inFlow related to your product
list, prices, current inventory levels or inventory management tasks. Inventory menu contains
the following menu items:

More about Inventory Menu

Reports

inFlow Inventory has a variety of reports that you can use to gather, print out and share
information about sales trends, payment, inventory levels or other aspects of your business.
Reports menu contains the following menu items:

More about Reports

Settings

The Settings menu gives you quick links to manage Company as well as Personal Settings of
inFlow. It contains the following menu items: