How do I choose/change my product type in inFlow Cloud?

Product types in inFlow Cloud tell the system whether your products have stock levels that need to be tracked (stocked-products), or if they are fees/labor charges (services). These settings are permanent for each item upon saving for the first time, so it’s important to know what you’d like to set your products as. There are four types:

  • Stocked product: These will show exact quantities in each location and can be tracked in full.
  • Serialized product: These will also show exact quantities but are specifically for products with serial numbers.
  • Non-stocked product: These types of products are things you would like to track but do not need to see quantities of (packing materials, boxes/cartons, paper, etc)
  • Service: These products are services and do not have quantities or locations attached to them.

 

To select this information when creating a new product:

  1. Open the product record.
  2. Click the dropdown to the right of Type and select the correct product type.
  3. Click Save.

Changing product type

As mentioned above, after saving, the product type is locked and cannot be changed. If you do try to change the type, this would automatically deactivate the old item, rename it, and then recreate a new product with the same name (with no previous order/movement history). You’ll see a warning when you try to change it, as below.

 

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To manually change product type:

  1. Re-name your product to something else (if you’d like to re-use the product name on the new record). Otherwise if it’s going to have a different name, move on to the next step.
  2. Click the Deactivate button at the toolbar on the top of the product record.
  3. Create a new product by clicking New, and then type in the item name and select the correct type before clicking Save.

 

 

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