Can I assign a team member to an order or transaction?

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. This can be helpful when several team members have different responsibilities within the same order – for example, Sarah is responsible for creating a quote and converting it into a sales order, while John is responsible for picking and shipping the order. There’s even an “Orders Assigned To Me” view in the Windows app to get a list of all orders assigned to you! 

Depending on which inFlow Cloud app you’re using, you’ll be able to assign team members to  purchase orders, sales quotes and orders, work orders, count sheets and stock transfers. Click the appropriate tab to learn more. 

Windows

You can assign the following record types in the Windows desktop app:

  • Sales Orders
  • Purchase Orders
  • Sales Quotes
  • Work Orders
  • Count Sheets
  • Stock Transfers

How to assign a team member to an order or transaction

To assign an order or transaction to a team member, select their name from the Assigned To drop-down (it will contain a list of active users):

“Orders Assigned To Me” listing view

To quickly check which purchase or sales orders are assigned to you, click the Main Menu > Sales or Purchasing > Orders Assigned To Me:

Filtering orders and transactions by assigned team members

Once an order or transaction has been assigned to a team member, you’ll be able to filter your list view using the “Assigned to” filter field and entering the team member’s name or choosing it in the drop-down (single selection only): 

Removing an assignee from a transaction

To remove an assignee from a transaction, simply clear the Assigned To field in the record:

Web

You can assign the following record types in the web app:

  • Purchase Orders
  • Sales Quotes
  • Sales Orders

How to assign a team member to an order

To assign a purchase order, sales order or sales quote  to a team member, select their name from the Assigned To drop-down (it will contain a list of active users): 

Filtering orders and transactions by assigned team members

Once an order has been assigned to a team member, you’ll be able to filter your list view using the “Assigned to” filter field and entering the team member’s name, initials or email address: 

Removing an assignee from an order

You can remove an assignee from an order by clicking on the Assigned To field and selecting “Clear assigned” in the pop-up modal:

Mobile

You can assign the following record types in the mobile app:

  • Purchase Orders
  • Sales Orders

How to assign a team member to an order

To assign a purchase or sales order to a team member, click on the Assigned To icon (it will contain a list of active users): 

Filtering orders and transactions by assigned team members

Once an order has been assigned to a team member, you’ll be able to filter your list view using the “Assigned to” filter field and entering the team member’s name, initials or email address: 

Removing an assignee from an order

To remove an assignee from an order, tap on the Assigned To icon and select “CLEAR”:

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