Can I buy or sell an item directly from an existing record with inFlow On-Premise?

Not using inFlow On-Premise?

The toolbar at the top of a product record has two buttons, Buy and Sell. Depending on which button you click, it will create a purchase order or sales order and fill in the order with the chosen item. inFlow On-Premise cannot pre-fill the customer info for you in a sales order created this way, but in a purchase order, it will pre-fill with the last vendor that you purchased the item from.

Product toolbar (buy/sell buttons)

The quantity in the purchase order will also be pre-filled. inFlow will use the Reorder Quantity (in the Extra Info tab) for that item. If your item doesn’t have a Reorder Quantity set up, then the quantity listed on the purchase order will be the difference between your reorder point and your current stock levels.

Similarly, you can go to a specific customer record, click the Sell button and a new sales order with that customer information will open in another tab. You can then start selecting the items you wish to sell to the customer.

Customer toolbar (sell button)

The vendor record has a similar function with the Buy > Create New Order button, but there’s also an extra selection. You can click Suggest Reordering and inFlow will create a purchase order with this vendor information pre-filled, along with all the items that are low on stock and may need to be reordered specifically from this vendor.

Vendor toolbar (buy button)

  • Did this article help? If not, please let us know so we can improve it.

  • This field is for validation purposes and should be left unchanged.