knowledge base

A brief Sales Menu is available on the Home Page.

The full Sales Menu through the inFlow Menu button gives you quick links to various aspects of inFlow related to taking and processing customer orders or customer information.

Sales Order Advanced Workflow Overview

Sales Menu

The Sales Menu shows the following items:

New Sales Quote - Create a new Sales Quotation.

New Sales Order - Create a new Sales Order.

Sales Order List - This contains the following items:

     Recent Orders - Shows a list of recently created Sales Orders.

     Open Orders - Shows a list of Orders that are in the Open or In Progress states and that

     are ready to begin processing, i.e. picking, packing, etc.

     Invoiced Orders - Shows a list of Orders that have been fully shipped and invoiced but

     await payment.

     Paid Orders - Show a list of Orders that have been shipped, invoiced and fully paid.

New Customer - Creates a new Customer entry.

Customer List - Shows a list of Customers and their details.