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How do I create and complete a purchase order?

Windows

inFlow Cloud for Windows

To create a new purchase order in inFlow Cloud:

  1. Click Main Menu > Purchasing > New Purchase Order.
  2. Begin by adding your vendor information at the top of the order:
    • If your vendor is already in the system, you’ll see them highlighted as you type their name into the Vendor field.
    • If your vendor is not in your system yet, continue typing out the full vendor name and click Add New to create a record for them. As you fill out their contact information, inFlow will automatically save it to their product record.
  3. Location will automatically be set, change the location as needed. If there are multiple locations the items are being sold from, you can simply delete and leave the field blank. (it’ll pick the item based on the picking options that you set)
  4. Add items to your order by clicking into the Item column and type in your product name.

TIP: When adding items to your order, you can filter your product selection by clicking Show Search in the product table. This lets you quickly filter your products by vendor, category, price, and other fields — right from the order!

To complete a purchase order in inFlow Cloud:

  • Click Fulfilled when your vendor has fulfilled the order to move the items into your inventory.
  • Click Pay when you’ve paid your vendor, this will mark this order as paid.

Video tutorial

https://youtu.be/EADJzs3ERB4?list=PLZPdD9vxalF_oEPRjJQaNijmVrtxnufcv

What else can I do from the purchase order screen?

Now that you’ve created your purchase order, here are some extra details you can add or modify:

Web

inFlow Cloud for Web

You can now create new Purchase Orders in the inFlow web app! Just remember: you’ll need at least one vendor already in your system to select it for new orders.

To create a purchase order:

  1. Click on the Main Menu button (the 3 horizontal lines in the top left corner), then click new purchase order.
  2. Begin typing into the Vendor field; you should see your vendor’s name appear.
  3. Click into the first cell in the table and select a product from your list. Continue as necessary until you’ve selected all the items you want to buy from the vendor.

4. If your vendor will be shipping items to your business, toggle the Shipping on button at the top so that you will know where your vendor will be shipping the items. Once toggled, you’ll see additional fields like vendor order#, Payment Terms, Freight, Carrier, and Due Date.
5. You can enter an amount into the Paid field if you’ve made payment to your vendor, or just click the Pay button.

  1. Clicking on the Paid link will bring up the Payment Details window if you need to enter more detailed information (e.g. payment method, multiple payments).

To remove products from an unfulfilled order: 

  1. Hover over the row containing the product you want to remove.
  2. Click the x button beside the row to remove it.

Mobile

inFlow Cloud for Mobile

If you’d like to create purchase orders on the go, you can use the inFlow Cloud mobile app! 

Click below to jump to a specific section in this guide. 

How to create and complete a purchase order

The following are the basics – we’ve packed a lot functionality into mobile purchase orders so be sure to check out the other sections in this guide to learn more about specific actions and screens. 

  1. When the products arrive, you can tap the yellow Receive button.
  2. Select the items you’re receiving from the order – if you didn’t receive the entire quantity of a product, you can partially fulfill it by tapping the ellipsis on the right. Tap the X on the top right to go back to the main purchase order screen, then Save on the top right to save your order.
    • If you received all your items at the same time, you can simply tap the Fulfilled button on the bottom right, and then select Autofill. This will lead you back to the main purchase order screen.

Additional actions

Adding products by scanning their barcodes 

If your products have barcodes, you can quickly add them to your order using your phone’s camera!

  1. On the Order tab, tap on Scan item.
  2. Position the barcode within the frame. When the camera detects a barcode, the Scan item button will turn orange.
  3. Tap the Scan item button or the camera view to scan the barcode:
    1. Scanning the same barcode more than once will increase that product’s quantity by 1 for each additional scan. 
    2. You can scan different items all at once from the barcode scanning screen!
  4. When you’re done scanning your items, tap Done to add these items to the order. 

Editing products

Tapping on an item on the purchase order will take you to the Item details screen where you’ll be able to edit the following:

  • Quantity: you can tap into the field directly and type in a value, or use the ‘+’ and ‘–’ buttons instead.
  • Unit of measure (UoM)
  • Unit price
  • Item discount
  • Taxing scheme 

To save your changes, make sure to tap the yellow Done button. Going back using the ‘<‘ button on the top left will close the window and discard your changes instead!

Removing products

Did you add a product to an order that you’d like to remove? Here’s how to do it:

  1. Tap on the Edit button above the item list in the Order tab. 
  2. Tap the x symbol on the top left corner of the product/s you’d like to remove. 

If you’d like to know more about the inFlow Cloud Companion App, check the full guide here!

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