The Sales Homepage is available by clicking the Sales button at the bottom of the Link Panel on the left.

The Sales Homepage gives you quick links to accessing various aspects of inFlow related to taking and processing customer orders, or customer information.

Sales Workflow Overview.

Tasks Box

The Tasks Box of the Sales Homepage shows the following items:

New Quote – Create a new Sales Quotation.

New Order – Create a new Sales Order.

Process Orders – Show a list of Orders that are ready to begin processing, i.e. picking, packing, etc. This shows all Orders that are in the Open or In Progress states.

Invoice Orders – Show a list of Orders that are ready to be invoiced. This shows you all Orders that are in Fully Shipped state, i.e. fully shipped but not yet invoiced.

New Invoice w/o Order – Create a new standalone invoice not associated with an order.

New Customer – Create a new Customer entry.

View Box

The View Box of the Sales Homepage shows the following items:

Sales Orders – Show a list of Sales Orders.

Customers – Show a list of Customers.

Sales Process

The Sales Process box in the main part of the Sales Homepage shows you icons representing the sales workflow.

Quote – Creates a new quote.

Order – Creates a new order.

Pick, Pack, Ship – Show a list of Orders that are ready to begin processing, i.e. picking, packing, etc. This shows all Orders that are in the Open or In Progress states.

Invoice – Show a list of Orders that are ready to be invoiced. This shows you all Orders that are in Fully Shipped or Invoiced states, i.e. fully shipped but not yet invoiced.