The Company Settings dialog is for defining company-wide settings of inFlow. You can get to it by selecting Company Settings from the Settings menu.

Company Info

The information under Company Info contains basic information about your company that will be shown in printed documents and reports. All fields, including the logo, are optional. The company address entered here will be used as the default receiving address for Purchase Orders.

The Misc. Info field can be used to keep any extra information that you want shown in the header of your printed documents and reports. For example, you can print a tax identification number (VAT #, GST #, etc.) for your business here. Or you could choose to show a company slogan here.

Products and Inventory - Products

inFlow Inventory allows you to choose which type of units of measurement you use for measuring the length and width of your cases and products. For length, you can choose to measure in Metric units (mm, cm or m) or the Imperial system (inches or feet). You can also choose to measure the weight in Metric (g or kg) or Imperial (lbs or oz).

The Show Units of Measurements option allows you to assign a Unit of Measurement (UOM) to each of your products. For example, you might use a UOM of “pieces” for some products but a UOM of “packs” for others. Check this option if you want the UOM for each product shown alongside the quantities, e.g. “5 pieces” instead of just “5”. Leave the option unchecked if you want quantities shown as just the number.

Products and Inventory – Inventory

Locations in inFlow are major places where you keep inventory, like your Main Warehouse, Secondary Warehouse, Receiving Dock, etc. The set of locations should be set up in advance, and locations will be chosen from a list.

Sublocations can be used for extra information to keep track of inventory more precisely. Sublocations will typically be a short code describing the location, like the aisle number or bin number. Sublocations can be freely typed, and new sublocations will be added automatically when first used.

The Default Location should be set to the location you use most often, e.g. your main warehouse. This will be used as a default for locations in the system.

In many companies, inventory is not tracked entirely precisely, so inventory quantities in the system may drop below zero. inFlow Inventory will normally give a warning before this occurs and require confirmation. To allow negative inventory without a warning, check the Allow Negative Inventory option.

The usage of sublocations is optional. You can choose to track inventory more precisely by using them or to keep things simpler by not using them. To use sublocations, check the Show Sublocation option.

Setting Up Locations

The Edit Locations button allows you to add or remove locations from inFlow.

Removing locations that have previously been saved does not actually delete the location, but instead deactivates it so that it won't be used in the future. Clicking the Show All checkbox allows you to view inactive locations and reactivate them.

You can also click Edit Sublocations to modify the set of sublocations within each of your main locations. The list of sublocations is primarily for reference of sublocations that have previously been used. Users may enter new sublocations not in the list of known sublocations.

Setting up Receiving Addresses

The receiving addresses are the addresses at which your company commonly receives stock. These addresses are saved so that they can easily be chosen in Purchase Orders. The Company Address set up in Company Info is already included as a choice in Purchase Orders, so it is not necessary to add the Company Address separately as a Receiving Address.

Receiving addresses have a name to describe their location. To edit an existing Receiving Address, double click the name of the address. Clicking Add lets you add a new receiving address, and highlighting an existing address and clicking Remove removes it.

Pricing and Tax

You can set the currency that you deal in by selecting the appropriate option from the Currency dropdown. inFlow does not provide any currency conversion functionality. It only uses the type of currency for displaying purposes.

The default Currency setting is Windows Currency, which formats currencies in inFlow by following the Windows settings; available under Regional and Language Options from Control Panel. inFlow must be restarted for changes in the Windows Currency formatting to take effect.

Pricing Schemes

Pricing Schemes are sets of prices that you charge your customers under different circumstances. For example, you might have one pricing scheme for Wholesale orders, another pricing scheme for Retail orders, and a third pricing scheme for Employee purchases. Pricing schemes allow you to quickly choose the correct prices when taking an order.

You can modify the pricing schemes you use by clicking the Edit Pricing Schemes button. This will bring up a dialog where you can modify the list. Removing pricing schemes that have previously been saved does not actually delete the pricing scheme, but instead deactivates it so that it won't be used in the future. Clicking the Show All checkbox allows you to view inactive pricing schemes and reactivate them.

Tax Settings

inFlow Inventory is designed with a general purpose tax system to help you handle the complexities of issuing sales taxes.

You may find the Startup Questionnaire accessible from the Settings menu useful for some guidance in setting your tax settings.

If your business never charges sales tax on top of your normal prices, then you can uncheck the Show Taxes option to avoid showing taxes altogether.

The sales taxes that should be charged typically vary primarily based on the location of the customer you're shipping to. For example, foreign customers may be charged a different tax rate than your local customers, or be tax-exempt. This can be set up in inFlow by using different Taxing Schemes for different customers.

Also, some products may be tax-exempt. For example, in Washington, USA, no sales tax is charged on food items. inFlow also allows you to set certain products to be tax-exempt by using Product Tax Codes.

If your business taxes all products the same way (this is usually the case if you do not sell any tax-exempt products), then you can uncheck the Show Product Tax option to avoid showing whether products are taxable or not on your invoices.

In the United States, sales taxes from different levels of government are usually combined and shown together on invoices. However, in other locations, two different types of taxes may be calculated shown separately. For example, in Ontario, Canada, a 5% GST and an 8% PST are typically charged and displayed separately on invoices.

If you charge two types of taxes, then you should check the Show Secondary Tax option to show both types of taxes. On the other hand, if you only deal with a single tax, then unchecking the Show Secondary Tax option will simplify matters.

Taxing Schemes

You can set up the different Taxing Schemes used by clicking the Edit Taxing Schemes button in Company Settings, under Pricing & Tax.

For each taxing scheme, you should set:

• Name – A descriptive name assigned to this taxing scheme.
• Primary Tax Name – The name of the primary tax to be printed on the invoice. e.g. “Tax”, “GST”
• Primary Tax Rate – The rate of the primary tax, as a percentage.
• Secondary Tax Name – The name of the secondary tax to be printed on the invoice. Leave this blank if no secondary tax is charged.
• Secondary Tax Rate – The rate of the secondary tax, as a percentage. Leave this as zero if no secondary tax is charged.
• Add Secondary Tax on top of Primary – Most commonly, secondary taxes are calculated as a percentage of the pre-tax base amount. Check this option if the secondary tax should instead be calculated as a percentage of the amount after applying the primary tax. This is sometimes known as a Piggyback Tax.
• Tax On Shipping – Set this option on if tax should be calculated on top of the charges for freight. In most places, shipping costs are taxable, but this varies depending on local tax laws.

Removing previously saved taxing schemes does not actually delete the taxing schemes, but instead deactivates them so that they won't be used in the future. Clicking the Show All checkbox allows you to view inactive taxing schemes and reactivate them.

Product Tax Codes

Product Tax Codes can be edited by clicking the Edit Product Tax Codes button in Company Settings, under Pricing & Tax.

For each Product Tax Code, you should set:

• Name – A name describing the Product Tax Code
• Code – A short tax code to describe this Product Tax Code on printed documents like invoices.
• Primary Tax Applicable – Check this if the primary taxes should apply to these products.
• Secondary Tax Applicable – Check this if the secondary taxes should apply to these products.

Removing product tax codes that have previously been saved does not actually delete it, but instead deactivates it so that it won't be used in the future. Clicking the Show All button allows you to view inactive product tax codes and reactivate them.