How do I create/edit a custom document?

So you want to add a new type of document to inFlow? Maybe some documents you use are specific to your particular region or industry, or you just want to streamline your process. Good news: you can create a custom document using Microsoft Word’s Mail Merge feature to let you link that document directly to inFlow, though it’s important to keep in mind that only purchase or sales related documents are possible.

We’ll cover three things in this article:

To begin you’ll want to start with one of our sample documents (these are included with your installation).

Making Changes to a Sample Document

This is the easiest way to start using custom documents and lets you play with an existing template to see how it works.

First, open a sample document:

1. Go to Main Menu > Options > Print Settings

2. Choose “Custom Docs” from the icons on the left

3. Click the “Add New Custom Doc” button.

4. Choose one of four types of documents (sales or purchasing documents).

5. Click “Open Sample”.

Microsoft Word will open up the sample document so that you can make changes to the placement of certain items, or the information that’s included.

You’ll notice in the picture above that the sample looks like our default Modern template, but instead of the actual item names and prices, you’ll see things like <<ItemName>>, <<ItemUnitPrice>>, <<ItemQuantity>>, etc. This is referred to as a “tag“. When imported into inFlow, depending on which order you use the custom document in, it will populate those tags with what’s in that specific inFlow order.

You can move the placement of these tags (for example, if you want the quantity of the item to be placed on the left column, instead of in the middle). Here are a couple of key things to note before you move things around:

– There is a “rule” in small print just beside the <<ItemSubtotal>> rows, this is a rule that tells Microsoft Word to move on to the next line if the <<ItemName>> tag is not blank. Do not remove this! Otherwise you will see only one item repeating itself. This “rule” is repeated except at the very last row. If you decide you want to remove the subtotal column, copy the rule over to another column you are using.

– The custom documents don’t pull information from the company settings, so you’ll have to input your company details (top left, or wherever you want) and logo.

– Your template should only be one page long. Microsoft Word will repeat the header (customer/vendor info) and totals per page but the items will continue on another page if the order is longer than a page.

Linking to a Data Source

If you want to add extra tags (for example: tracking number, custom fields, etc) that don’t normally show up in the default document, first you must link Microsoft Word to a data source that contains these extra tags. The data source is in the Program Files / inFlow inventory folder, and there are different sources depending on if the custom document is going to have purchasing/vendor information or sales/customer information.

This step needs to be followed any time you’re going to ADD tags to a document (whether new or one of our samples). If you’re just removing tags then you can skip this step and just save your document.

To link your document:

1. Open your sample document / template.

2. Click the Mailings Ribbon and choose Start Mail Merge.

3. Choose Directory from the list.

4. Click Select Recipients and choose Use Existing List…

This will open a window in where you can browse to the correct data source (CSV file). There are four available which can be found in C:\Program Files\inFlow Inventory\CustomDocument.

Depending on what information you want available you’ll choose your file, please see below for a short description of each file, which should help give you an idea of which one you might want to link to:

-Sample_Purchasing_PurchaseOrderLines.CSV: all the available tags from a purchase order including items, vendor pricing, purchase order info etc. You would use this if you were creating your own purchasing invoice.

-Sample_Purchasing_SingleDocument.CSV: only order level information like your vendor’s address, no items or itemized details. You might use this if you wanted to have inFlow address your envelopes for sending out your purchase orders.

-Sample_Sales_SalesOrderLines.CSV: all the available tags from a sales order including items, sales pricing, sales order info etc. You would use this if you were creating your own sales invoice.

-Sample_Sales_SingleDocument.CSV: order level information like your customer’s address, no itemized information. You might use this if you wanted to have inFlow address your envelopes for sending out your invoices.

Now that you’ve linked your document to that source file you can insert the available tags via the Insert Merge Field button. There will be a dropdown list of available tags to add.

Adding Tags to your document

Adding tags lets you choose where something should be placed on your document. Let’s say your document is a letter to your customer and you want to call them by their name. In that case it might look something like this:

Dear <<CustomerName>>

Thank you for purchasing from our company!

Sincerely,

Me

This lets inFlow know that you want the customer’s name placed directly after the “Dear” within the letter.

To add your tag as above:

1. Put your cursor where you’d like the new tag to appear.

2. In the “Mailings” tab, click “Insert Merge Field”.

3. Choose the tag you want from the resulting list.

This will place your tag into the document so that inFlow knows where you want that information to be once printed. In the example above, we replaced the “Payment Terms” text field with “Date Paid” and removed the <<PaymentTerms>> tag. From the “Insert Merge Field” we selected the corresponding <<DatePaid>> tag.

When you’re finished adjusting the document save it to your desktop (or anywhere you can easily locate it).

Now that you’ve created your custom document you’re ready to import the custom document to inFlow to use your custom document.

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