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- Adding and Removing Rows from a Table
Tables
appear frequently in inFlow, for example, for entering lines in an order.
To
add a new line into a table, click into the row at the bottom of the table with
the icon
n...
- Barcode Support
You
can use a barcode scanner to quickly enter in products in various places in
inFlow Inventory.
Setting up Barcodes
Before
you can use barcode entry to take orders or other operations...
- Company Settings
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
...
- Custom Fields
Each
business is unique, and keeps track of slightly different data. To allow for this, inFlow Inventory allows
you to define your own custom fields in your Products, Sales Orders, Customers,
Pur...
- Customizing Column Widths in Printed Documents
If you have long item names, quantities, etc., you may
sometimes find that these get cut off in the printed documents like
invoices. To correct this, you can
customize the widths of the columns i...
- Customizing Document Numbers
Normally, when you save a document like a Sales Order for
the first time, a document number will be automatically created. inFlow allows you to customize these document
numbers.
You can cu...
- Help Overview
There
are three main ways you can find help on using inFlow Inventory. First, tooltips provide quick, on-screen
descriptions as you use inFlow.
Secondly, you can search the Help Center for more ...
- Personal Preferences
Personal
Preferences are options that are applied only for the current user. In contrast, the options in Company Settings
affect all users of the system.
...
- References
inFlow
Inventory keeps track of some of the values that you've typed in before
and provides the past choices as suggestions in the future. This makes entering data faster and more
accurate. Thes...
- Standard Edition Licensing
... activate inFlow on
both computers using the same license key.
However, only one computer can be connected to inFlow at any given time.
As mentioned above, the Free Edition is generally rea...
- Security and User Access
You
can set up different user accounts and passwords for different people to
use. This will allow you to control who
can see and edit what, and also help you see who was responsible for some work
...
- Upgrading From Free to Standard Edition
...of features of inFlow to allow you to run your business
more smoothly. For example, you can also
connect multiple licenses for the Standard Edition to allow you and your
colleagues to work togethe...
- User Interface Overview
A
typical screen in inFlow Inventory has three main sections. On the left, we have the Link Panel where you can navigat...
- Using Detailed Entity Combo Boxes
inFlow
lets you select products, customers, or vendors using what we call the Detailed
Entity Combo Boxes, which provides you with additional information to help find
the entity to select.
...
- Using Sticky Notes
You
can use sticky notes to keep or share notes within the Sales Order, Purchase
Order, or Count Sheet screens in inFlow.
These notes will be saved and appear next time the screen is opened by
a...
- Creating a Sales Order
A
Sales Order is a document that represents an order placed by one of your
customers, where they ask you to give them a certain set of products or
services at a certain price. In inFlow
Inventor...
- Entering Customer Information
You
can keep track of your customer information and preferences to make it easier
to take orders from them in the future, and also store information that you can
use to contact them.
Much
...
- Handling Returns for Sales Orders
You
may allow your customers to return items from their orders, such as when the
items are damaged. In this case, you may
issue them a refund for the returned products.
You can also track credi...
- Invoicing for Sales Orders
Invoicing
is the process of sending a bill to your customer that describes how much they
need to pay you and why. You may issue
an invoice that is different from the order that the customer placed...
- Packing for Sales Orders
Packing
is the process of taking goods that have been picked and putting them into
containers so they are ready to be shipped out.
The
Pack tab shows you information on the packing for the...
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