It’s time to get your products ready for sales.

1 – Product Pricing 

Product Pricing 

If you imported your products from the Set up products section of this guide, then your products should already have prices on them. If you have multiple prices for your products then you’ll want to set up Pricing schemes. 

If you don’t have any prices on your products, you can add the prices as you go on sales order directly, or you can add prices to your products in bulk by re-importing the product details csv. Click here for steps to update your products with importing.  

Pricing schemes are different pricing types that your products can be priced for. For example, you can have a “retail price”, “wholesale price”, and “friends & family price”. To set up pricing schemes follow the steps below: 

  1. Go to https://app.inflowinventory.com/options/company 
  2. Click on the Manage pricing schemes button.
  3. A window will pop up with the inFlow default pricing scheme that’s called “Normal price”. You can change the name, or keep this as is. For the Normal price, you’ll notice that your home currency is listed here. 
  4. Click on +Add pricing scheme
  5. A blank pricing scheme field will load under the Normal price. Name this pricing scheme (for example “wholesale price”). 
  6. If taxes are included in your prices for this pricing scheme, click on Tax Incl
  7. Then select the currency that you will charge this pricing in.  
  8. Repeat steps 4 – 7 if you have more pricing schemes to add to inFlow. 

2 – Taxes

Taxes

Do you have any taxes that you charge? If so, follow the steps below to add them to inFlow. In inFlow, these are called Taxing schemes. Taxing schemes calculate your taxes when completing sales and purchase orders. 

  1. Go to https://app.inflowinventory.com/options/company 
  2. Click on the Manage taxing schemes button. 
  3. By default “No Tax” is added to inFlow. Click the right arrow button to change the settings of this default tax. Change this to the tax rate you charge most often. This will load this tax rate to your sales orders automatically. 
  4. From here, change the information for this tax to match what you charge.
  5. Click the left arrow button to return to the main taxing scheme list.
  6. If you charge different taxes, then add another one with +Add taxing scheme.
  7. When done, click the Save button. 

3 – Filling out your first sales order 

Filling out your first sales order 

Ready to start selling your products? Great! On the Homepage, have your order taker click on New sales order

  1. Click on the customer drop-down field.
  2. Type in the customer name, click on field below with the “+” symbol to add this customer to inFlow Cloud, and to this sales order. 
  3. Fill in any order information that you’d like from the fields below the customer field. 
  4. If you’re shipping this order to your customer, click the Include Shipping toggle.
  5. Below is a table where you can add products onto this sales order. Click +Add product.
  6. Scan the items to the sales order. 
  7. When you’re done filling out the order, click the Save button at the top right of the screen. 

Advanced tip: If you’re selling on the go, you can also fill out a sales order on the inFlow Cloud iPhone and Android app. For details take a look here.

4 – Pick, pack & ship

Now it’s time for yourself or your warehouse colleagues to pick the open sales order from storage! This is best done through our mobile app so you can pick on the go. 

Picking

  1. Start by opening the inFlow Cloud app on your mobile phone. 
  2. Tap on the Main Menu button on the top left hand corner.
  3. Under the Actions heading, tap on Pick sales order.
  4. Tap the sales order you want to pick. 
  5. For easy picking, you can check off the items on this screen once they’re picked. 
  6. If you’d prefer a more detailed picking view, tap the Guided button at the bottom left of the screen. 
  7. Here’s you’ll see a larger view of the product image if you’ve added product photos, and where the product is located. Tap the barcode icon at the top right of the screen to use your phone’s camera as a barcode scanner. Once you’ve placed the barcode in the view of your phone’s camera, you can tap on the camera preview to scan the barcode (alternatively, you can tap the Pick button).
  8. Once scanned and picked, remove the items you picked from the from the shelf. 
  9. When you’re done picking, you’ll be redirected to the sales order on the inFlow mobile app. Tap on the save button to save your changes. 

Now you have an order that’s ready to be packed and shipped. 

Packing & Shipping 

Now that your order has been picked, it’s time to pack it, and ship it out. For the person who packs all your orders, have them follow the steps below: 

  1. Open the inFlow Cloud mobile app and tap the Main Menu> Sales orders
  2. From the sales order list, tap on an order with the status of “Started”.
  3. At the bottom of the screen next to Actions, tap on the Ship order button 

Enter the shipping information listed on screen, then tap the Complete shipment button.

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