How to set the fulfillment location on a sales order

by | Aug 8, 2020

Do you manage multiple locations in inFlow? This guide will show you how to select a fulfillment location for your products when creating a sales order. Please note: multiple locations are only available on select plans or add-ons. Web Sales order location settings...

How to partially fulfill or ship a sales order

by | Aug 8, 2020

If you have a sales order that you won’t fully ship, inFlow can help you record which products you’re taking off the shelf today and tell you exactly when these products were moved. Here’s how to start! Web Partial fulfillment (for orders without...

How to assign a team member to an order or transaction

by | May 13, 2020

To help teams coordinate, you can assign team members to specific orders and transactions so they can keep track of what needs to be completed. Depending on which inFlow app you’re using, you can assign team members to purchase orders, sales quotes and orders,...

How to email invoices and other documents

by | Feb 13, 2020

You can send emails from inFlow without any additional setup. However, if you’d like to customize your email settings, follow the steps in this article. Otherwise, see below for how you can send emails from inFlow orders. Web Emailing from an order The Action...