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Showroom: inFlow’s B2B portal

Do you want to sell your inventory in an easy way while making sure your stock numbers stay correct? inFlow’s Online Showroom is the answer!

Please note this features is available on select plans or add-ons.

Overview

Overview

The Online Showroom is a way you can share your product information online with your customers, so they can see the products you sell, what’s in stock, and even place orders. You can control exactly which products and product information you want to display in the Showroom’s simple and customer-friendly catalog-style view.

We’ve set up a sample Showroom, check it out here!

You can share your Showroom by email invitation, or simply copy and paste the URL from inFlow Cloud and send it to your customer. For each invitation, you can customize which products and product information they can see.

What does the Showroom look like?

The Showroom has a clean design with your company name and logo at the top left-hand side of the page.

Showroom uses your inFlow Cloud company logo from the Company details section. To modify your company name and logo:

  1. Log into your Web App
  2. Go to Main Menu > Options > Account
  3. Click Edit company details. Here you can set your company logo, name, address, etc.

If you’ve sent a private showroom invitation to your customers, there will be a shopping bag icon at the top right of the screen. The current number of items in the cart is shown there, and clicking it will open the shopping cart, where the customer can review their order and check out.

Customers viewing your Showroom can contact you with the built-in email form at the top-right corner of the page. You can choose what email address your mail is directed to from the Showroom set up window. The phone number and contact message are listed at the bottom of the email form too.

Depending on your chosen settings, your customers can view your items in a grid, or by rows.

Any items that don’t have an image on your inFlow database are given a generic colored placeholder image in their place.

Item details

Customers can click on any item to get more details about it. If you’ve set up the Showroom to display description, quantity in stock, measurements, or others, here is where they will be shown.  If you’ve enabled order taking, your customers can select a quantity of the item and add it to their order.

Setup

Setup

If you’re logged into the inFlow Cloud Windows app, you can use the shortcut to redirect you to the Showroom settings by clicking on Main Menu > Options > Online Showroom. Your web browser will open where you can click on the Showroom tab.

If you’re already logged into the inFlow Cloud web app then you can access the Showroom settings from here. Please note, Showroom can only be accessed by inFlow Cloud admins.

To change the Showroom settings, click on Turn on Showroom.

Once enabled, the Showroom section gives you an option to preview your Showroom or copy the URL for your Showroom site for you to share it with others.

Showroom settings

The Showroom general settings is where you can set up how your Showroom will look to your customers. The general settings almost acts as a template for when you decide to create personalized Showrooms for your customers.

Under the Showroom general settings heading, click on the Edit settings button to select the products, custom fields, and relative information that you want to be displayed in your Showroom.

You’ll now see a full list of settings you can change to personalize your Showroom. You can click the Preview Showroom link on the bottom left at any time to take a look at your changes.

Theme color

The Theme color offers suggested theme colors based on the color scheme of the logo uploaded in your inFlow Account settings. If you don’t have a logo uploaded then the Showroom will show the default blue colors. You can also click the “+” button to add additional colors with the color picker, or by adding the color #HEX code.

In this example, the shades of orange and brown inFlow suggests are based on the inFlow logo uploaded in the inFlow Account settings. Please see the two images below as an example.

inFlow logo
inFlow suggested Showroom colors

Layout

The layout settings give you the option of how you want your products to be displayed in your Showroom. There are two options, List and Grid. The List view is best for displaying products with longer names, and the Grid view is great for showing off the product photos.

Font

This area is where you can select the font you’d like your Showroom to have.

Text banner and banner image

In this section, you can add a banner at the top of your online Showroom to match your company’s branding. You can use both banners, or just one.

Note the Text banner from the Showroom settings is listed at the very top of the page, followed by the Banner image.

Products

To select the products to show in your Showroom click on the arrow in the products section. You can also exclude out of stock products by adding a checkmark to the Exclude products when they are out of stock setting.

Click on the checkbox of a category to display the products in that category in your Showroom.

If you only want to display a subset of the products in a category, click on the grey arrow and select the products you want. You may also search for a specific product.

Show and take stock

You can choose to show and take stock from either all your inventory locations or from a single location. This option is on the Edit settings > General Showroom settings section, and you’ll also be able to adjust it on the Showroom special access section, on each customer settings.

New customers added to your Showroom will have their location matching your general settings location unless they already have a Location set on their Preferences on the Customer page.

Note: Any existing Customers who have a default location set on their Customer page and were invited to Showroom will only see stock available from those locations. Orders from these customers will also automatically have that location set on the Sales Order.

Display settings

This section is for customizing what information from inFlow will be displayed on the Showroom. Choose to display how much quantity is in stock, whether an item is in stock, its image, category, description, measurements, and/or custom fields.

Contact info

The Contact info section lets your customers reach you. Your phone number will show up on the Showroom contact section and any messages your customers send will use this email. Also if an order is made by an invited customer, an email will be sent to it with the order information.

Click on the Save button at the bottom of your screen and your Online Showroom is complete! To take a look at it, scroll to the top of the Showroom screen and click the Preview public showroom button.

Access

Giving access to the Showroom

Now that you’ve created your Showroom, you have the option to allow it to be seen by everyone, or you can keep it invitation-only. 

Public showroom

To allow your Showroom to have public access click on the Edit public showroom settings button on the Public showroom tile.

  1. Toggle the Enable switch on.
  2. There will be a few settings listed below. You can choose to show prices for your products, select your Pricing/Currency, and customize the signup message.

Note: Keep in mind that the Show prices setting needs to be selected to allow customers to order from you. If the prices aren’t shown on your customer’s special Showroom invitation then they won’t be able to place an order.

  1.  Once you’re done with the changes, click Save.

The signup button is displayed on the public access Showroom for a new user to sign up as a customer in your inFlow database.

You can now copy the Showroom link and send it out to start sharing. You will find your Showroom URL on the top of the Showroom setup screen

You also have the option to customize your domain if you have the Showroom Pro add-on.

Private showrooms

If you’d like to send a custom view of your Showroom to someone or allow them to place orders through your Showroom, you can do that with the Private showrooms feature. You can select what products and details they can see, and you’ll also be able to show a specific location to your customers.

Note: There is no limitation on the number of invitations that you can send out for your online Showroom.

  1. Click the Invite someone button on the Private showrooms tile.

Note: If you want to invite all your customers with an existing email address, click on the Invite all remaining button. The default Showroom settings will be applied to these customers.

  1. An invitation window will open. If you’re inviting someone to your Showroom who isn’t a customer listed in your inFlow database, select Invite with email and then enter their name and email address. If you’re inviting an existing inFlow customer, choose Select customer and then select their name from the drop-down menu. Their email address and name will auto-populate. Click Next to go to the next step.

  1. In this window, you have the option of customizing what products and settings will be viewed by the recipient. Choose the Showroom settings from the products, stock, price, and display settings, and the message sent to them. If you want them to see your Showroom with the default Showroom settings, turn on the Match general settings toggle next to the Products, Stock, and Display settings heading. To learn more about each of these areas, check the Setup tab of this article.
  2. You can change the subject line of the Showroom invitation, and you can send a custom message to the person you’re inviting by clicking on Custom message in the message section. Click the Send invite button when you’re done.

Note: Showroom invites are valid for two weeks once the initial email is sent, and it’s followed by two reminders.

Taking orders

Enable order taking

Ordering through your online Showroom is a fast and easy way for your customers to buy more of your products.

Once your Showroom is enabled, you’ll need to edit your checkout settings. In your Showroom setup screen, click on Edit checkout settings on the Checkout tile.

A new window will appear. To start taking orders, make sure the Checkout section is enabled (this should automatically be set for you, but here’s where you go if you want to change the setting). Click Save.

Accepting payment

If your business is located/registered in the United States or Canada, you can sign up for inFlow Pay to accept credit card payments from your Showroom orders! For complete details on this take a look at our inFlow Pay article here.

Order status

If you’d like to confirm your customer’s orders before your stock in inFlow is reserved, click the Requires confirmation toggle. Showroom orders will be created in inFlow with an Unconfirmed status. Unconfirmed orders do not count against your quantity reserved until you confirm it. Any team member with full edit rights to sales orders can mark an order as confirmed. We recommend enabling this option if you need more control over the amount of stock your customer is reserving through your Showroom.

If the Order status is set to not require confirmation, Showroom orders will come into inFlow as unfulfilled.

Abandoned cart

When a user adds a product to the Showroom cart but doesn’t proceed to checkout and completes the purchase, you can toggle this feature to remind them via email. This is part of the Showroom Pro add-on.

Messaging

You can set a Checkout message and Post-order message on this screen. This will be what is shown to your customers when they place an order.

After saving these settings, anyone you’ve sent a special Showroom invitation to will be able to place orders through your online Showroom.

How a customer places an order

Your customers will be able to add items to an order from the main Showroom or individual product pages. On the top right, they’ll see how many items they have in their shopping bag.

After clicking the shopping bag icon, the order summary will appear. Here your customer can edit quantities of the items they’ll order. Once they’re ready, they just need to click on the Checkout button to proceed.

On the Checkout page, your customer can enter their contact, shipping, and billing details. Any special requests the customer has can also be entered here. The items that the customer has ordered can be seen again if they click on the Show Order Summary link. They’ll also see the checkout message you’ve entered into your Showroom settings.

Note: If you’ve entered any of this information into the customer’s record in inFlow, this will be pre-filled for them. If the Showroom user isn’t attached to a customer in inFlow, a new customer will be created for you using the Showroom user’s email, and any information they fill in here will be included. To finish the process, your customer just needs to click on Place order.

An order will be created, and the customer will see a confirmation screen showing them the order number and the post-order message from your Showroom settings.

After an order is placed, both you and your customer will receive a confirmation email notifying you that the order has been created. Both of you can reply to this email to contact the other party if there’s any follow-up needed to be done.

Showroom Pro

Showroom Pro

Showroom Pro is an add-on that allows you to be able to set up your own customized Showroom web address (custom domain) and access e-commerce features that email your customers when they’ve added to their cart and didn’t place an order (abandoned cart). Showroom Pro also removes any inFlow branding from your documents.

For more information, please contact our Support team here.

Setting up a custom Showroom domain

You can customize your Showroom domain on your web app. To do so:

  1. Log in to app.inflowinventory.com with an admin account.
  2. Go to Main Menu > Options > Showroom > Customize your domain.

  1. On this window, you can set a custom domain.

Note: You must own that domain already.

  1. On the next screen, you’ll have the Type, Hostname, and Target name which you’ll need to use when setting up with your Domain Provider to customize how your customers can reach your showroom. Make sure they are the same.

Once that’s done, it can take from 1 to 3 days for those changes to be applied. In most cases, it will take just a few minutes.

When you access your Showroom settings, you’ll see the verification status. Once you submit your domain it will show as Pending Verification, and it will disappear when the domain is approved.

Note: Even after the custom domain is verified, there could be a period of time before there’s a valid SSL certificate for it. This should be available within approximately 5-10 minutes, and during that time the link won’t work.

Abandoned cart

When a user adds a product to the Showroom cart but doesn’t proceed to checkout and completes the purchase, they create an abandoned cart. We’ve added report and email reminders to let both you and your customers know which products they forgot to purchase.

Abandoned cart report

With Showroom Pro you’ll have access to the Abandoned cart feature in the form of a report. With this feature, you’re going to be able to see your customers’ abandoned carts and data on the most added products, quantities, customer details, and any important information that will allow you to proactively reach out to them. You can even enable an automatic email that is sent to your customer when they abandon their shopping cart.

  • Abandoned carts are added to the report if there has been no activity within the past hour.
  • You’ll be able to filter the abandoned carts by date range, and even group them by company.
  • On the report, you’ll see by default the Product related info but you’ll be able to add more columns related to your customer, such as contact or custom fields you might be using.

Customer email reminder

You can set inFlow to automatically send a reminder to your customers if they added items to the cart and didn’t finish the purchase.

If enabled, inFlow will check for abandoned carts every 15 minutes and trigger an email reminder to the customer. 

inFlow will not send the email if:

  • The customer is still browsing the Showroom (if there was any activity within the past hour).
  • We’ve already sent out an email for the same cart and there was no new activity.

To enable the customer notification you’ll need to:

  1. Log in to app.inflowinventory.com with an admin account.
  2. Go to Main Menu > Options > Showroom > Edit checkout settings.
  3. Toggle the Notify customer after 1 hour button, and save.

Remove inFlow branding

This add-on gives you the option to remove the following from the Showroom:

  • Footer from all pages including the Showroom special access login page.
  • “Powered by inFlow” title in the webpage title.
  • inFlow branding from Showroom emails.
  • “An inFlow Inventory Showroom” title in the Showroom footer.

This add-on gives you the option to remove the following from documents emailed from inFlow:

  • inFlow footer from online documents.
  • inFlow branding from emails.

Note: The emails won’t have any inFlow branding other than the “via inFlow Inventory” in the email sender. All replies will still continue to go to the inFlow user.

For more information, please contact our Support team here.

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