knowledge base

Your Product Information keeps track of what products you buy or sell, its pricing, barcode, and other information.

Three types of products are supported: Stockable Products, Non-Stockable Products, and Services. More Information.

To create a new Product, click the New Product link from the Home Page or from the inFlow Menu button. To make changes in the existing product’s information, select the product from the left panel and the form will be populated with the existing product’s data.

 

Basic Section

Item Name/Code – The name or item code for this product. No two products or services can have the same Item Name/Code.

Category – The product category in which you put this product. Add New brings up new Category tab which can be named and saved. More Information

Type – The type of product; Stockable Product, Non-Stockable Product, or Service. This is set when the product is created but it can be changed later. The default value is ‘Stockable’.

Description - A text description of this product. This shows in other places where the description is used, e.g. reports and printed sales orders. This can be hidden or shown as per the companye setting for Show Descriptions.

Picture

You can add a picture of your product right into the product information. To do this, click the Browse button and then select a picture of the product. The common picture formats supported are JPG, GIF, PNG and BMP. Extremely large images are resized down to be smaller. To clear an existing picture from your product information, click the Clear button.

This section is not available for service items.

Sales Info

You may have one or more pricing fields here depending on the pricing schemes you have defined in Company Settings. You can enter the price you normally charge under those pricing schemes here. If you’re using different units of measure, the price should be for one unit of the sales unit of measure. If the product Cost is filled in, then the Markup will automatically be calculated and shown. You can either type in the price directly or type in the desired markup and inFlow will set the appropriate price to match the markup over this product’s costs.

Purchase Info

Costing Method - The method used to keep track of the unit cost of this product. This defaults to Moving Average Cost for Stockable Products and Standard for Non-Stockable Products and Services. More information on Product Costing.

If you select Moving Average as the Costing Method, you can view history or edit it by clicking the Edit/History link. Standard Cost is editable (following access rights). Last Purchase Cost is not editable; it is automatically set when a PO is completed and includes shipping costs. For the Manual method, you can enter any cost. You may choose to take various factors into consideration, like purchase, shipping, storage, and tooling costs in addition to purchase costs.

Last Vendor - The vendor for the last Purchase Order for this product. This is automatically set when completing a PO for this product but can also be set by importing data.

Last Purchase Price - The unit price you paid for this product in the last Purchase Order which included this product. This comprises just the Basic Price and does not include freight and non-vendor costs.

Inventory

Location - This column contains the locations for this product. This includes the default location and many other locations can be added.

Sublocation - This column may be hidden depending on the Company Settings. This is the sublocation (e.g. Aisle Number) within the Location where the product is located.

Quantity - This is the quantity of the product at that location.

Quantity on Hand - This is the total quantity of a product that you have in your inventory storage. More info.

Custom Info

This section contains fields as per the settings made under the Company Settings. You can add up to 5 custom fields in this section from the Company Settings. If there are none added, this section will not appear here. More about Custom Fields.

Add Custom Fields: You can use this link to add custom fields.

Extra Info Tab

Barcode - The barcode for this product. Barcode can be entered in here and used in other parts of the system. You can enter multiple barcodes, separating them with a space. Scanning any of those barcodes will select this product.

Reorder Point - (Stockable Products only) The number of units that will trigger the need for a reorder.

Reorder Quantity - (Stockable Products only) The default number of units that will be reordered when the quantity falls below the reorder point.

Default Location - (Stockable Products only) The default storage location where the product is most often stored. List of choices and total inventory is shown in the dropdowns. You can go to Company Settings option to show/hide sublocation.

Unit of Measure

This is an optional suffix to display after product quantities that shows the Unit of Measure. You can set up for the units of measurement for the product here. You can set up the names of your standard, sales and purchasing units, and set up the conversion rates between the units. For example, if you buy by the dozen, you might call your standard unit ea. (short for “each”), your purchasing unit cases, and set up the conversion factor: e.g. 1 cases = 12 ea.

Standard UoM - You can enter the name of the Standard UoM here. For example ea, set, case, box etc.

Sales UoM - You can enter the name of Sales UoM here. As soon as you enter a value the option of setting up a conversion appears where you can enter a conversion rate for this UoM.

Purchasing UoM - You can enter the name of Purchasing UoM here. As soon as you enter a value the option of setting up a conversion appears where you can enter a conversion rate for this UoM.

This section is not available for service items. Information on Units of Measurement.

Measurements

The measurements in this section use the metric/imperial Unit Types set up in the Company Settings.

Length – The length of one unit of this product.

Width – The width of one unit of this product.

Height – The height of one unit of this product.

Weight – The weight of one unit of this product.

Weight is used for calculations in Sales Order for Freight weight calculations.

This section is not available for service items.

Remarks

Remarks - Any remarks you have about the product.

Custom Info

This section contains fields as per the settings made under the Company Settings. You can add up to 5 custom fields in this section from the Company Settings. If there are none added, this section will not appear here.

More information.

Bill of Materials

You can specify the subcomponents here. This will be used when creating work orders.

Component Item - This is a component you bring in to create one unit of this product.

Description - This is the description of the component. This column may be hidden depending on the Company Settings.

Quantity - This is the quantity of Component Items needed to create one unit of this product.

Movement History Tab (Stockable Products Only)

This shows you a history of inventory transactions that have taken place for this product. Double clicking on one of the lines in this table will bring up the relevant Sales Order or Purchase Order that caused the transaction, if applicable.

Order History Tab

This shows you a history of Sales Orders or Purchase Orders that have taken place for this product. For Stockable Products, this tab shows you the current quantity on hand. It also shows some other summary quantity information. More information on quantity types.

For Non-Stockable Products and Services, only the Quantity Reserved and Quantity on Order will be shown.

You can adjust your stock by changing the contents of this table. When you click the Save button, a Stock Adjustment or Stock Transfer form will come up showing you the changes and allowing you to confirm before they’re changed.

Deactivating and Reactivating Products

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

Reactivate - To view Inactive products, select ‘Show’ from the drop-down list in the Listing Panel for the products.

Now select Inactive from the drop-down box. An inactive product can then be re-activated by clicking the Reactivate button, which takes the place of the Deactivate button in the toolbar for the product.