inFlow Cloud for Windows
To start with, head over to Main Menu > Sales > New Customer to input your customer details.
Name and Contact
The only required field to create a customer record is the Name field under the Basic section. The data in this field must be unique.
If you’re trying to create a new customer and get the error “This customer name is already in use”, then you have likely deactivated this customer record. inFlow doesn’t allow you to have two customers with the same name. To fix this, you can find and reactivate that customer record as shown here.
Generally, you’ll want to put the company name in the Basic name field and a contact person in the Contact name field, as seen in the screenshot above.
If you need to bill multiple different departments of the same company (or multiple locations) to track separate account balances, it’s best to add an abbreviation of the department or location to the company name (e.g “Wall-Mart – 123 Street”, “Wall-Mart – Main Street”).
The remaining fields, Balance and Credit, cannot be adjusted and are a result of calculations of the company’s order history and any issued credits.
You can enter a business address, billing and shipping address here or extra/alternate addresses. First click the dropdown to select the type of address you want to fill in (billing/shipping, for example) and then click the bigger box below it. Fill in the information and then save.
Purchasing Info (optional)
This section covers any default settings you want to automatically use in a sales order for the specific customer. This is useful so you don’t have to manually change pricing / taxing info per customer , especially if they always use a specific one.
In the example above, this wholesale customer uses a wholesale price so by setting it here, we don’t accidentally charge our normal retail prices. They also always get a 15% discount on each item on their order (in addition to the wholesale price!), and the net 60 payment terms means their payment is due in 60 days of being invoiced.
You can also choose to specify taxing schemes (if they’re in a different state using different tax rates, for example) so you don’t accidentally charge the wrong tax.
What else can I do from the customer screen?
Aside from storing useful information, there are other things you can do on this screen as well! You can:
- add multiple addresses for the customer
- pay off several orders for the customer with one batch payment
- print/email a customer statement showing balances/ payment due
inFlow Cloud for Web
inFlow Cloud for web allows you to create and edit your customers from most PC based browsers. For full steps on how to create a customer record, please see below:
Creating new customers
- Log in to app.inflowinventory.com with your inFlow email address and password.
- Click on the menu icon at the top left, then click Sales > New Customer.
- Fill out the Customer Name and click Create.
- This will then take you to the customer profile where you will be able to add any information that you have for this customer.
- Once you’ve added all your information, the Save button will be available at the top-right hand corner of the screen. If you click on another tab before clicking the Save button, inFlow will ask you if you’d like to save or discard your changes.
Once saved, you can view your new customer profile here on the web app, and the inFlow Cloud for desktop.
What else can I fill out on this page?
If you’re familiar with the customer record from the desktop app, then you might’ve noticed that there aren’t tabs to switch between on the web app. To make things easier, the layout of the web app is similar to the layout of the customer record from the desktop app, but all on one screen for easy access. See below for details.
This section is where the customer balance, credit and contact information (phone number, email etc) is displayed.
Any addresses on the customer profile is listed in this section. To add a new addresses click the add new link.
Fill out all the fields that are applicable, if the address you’re adding should be the default shipping or billing address for your customer click on either Set as default billing address, or Set as default shipping address or click on both if the shipping and billing address are the same.
This section is where you can add the pricing scheme/currency that customer purchases with, the discount you’ve applied to their account, payment terms, and taxing information.
Here is where you can set what location from your inventory this customer purchases from, along with the sales rep (inFlow team member) who they generally speak with, along with their preferred shipping carrier and payment method.
This is a note field where you can enter general information about the customer for other inFlow team members.
inFlow Cloud for Mobile
When you open the inFlow app you will see a list of your products on screen. To go to the customer section to manage and create new customers, see the steps below.
- Tap on the Main Menu button (The 3 horizontal lines) at the top left hand corner of the screen.
- Next, tap on Customers.
- Once on the customer screen tap the “+” symbol at the top right of the screen.
From here the only field that is required for you to fill out to save a customer, is the customer name field that you need to fill out is the Customer name. For the remaining fields feel free to fill them out as you need to.
And thats it, now you have a new customer saved to inFlow Cloud.