What if I don’t have enough stock to fulfill a sales order or work order?

Windows

If you do not have enough stock to fulfill your order, inFlow Cloud will notify you by placing a red exclamation mark beside each item you don’t have enough to fulfill. From this screen, you can either reorder products, or split the order by what’s available/ put the other items on back order.

To reorder products from a sales order:

  1. Right click the exclamation mark on your sales order and choose Reorder Products. You only need to do this on one mark; inFlow will generate the reordering by the method set up or if it hasn’t been set up yet it’ll lead you through that process.
  1. Go through the reorder screen to make sure the reorder method is what you want (purchase order, work order, stock transfer), and it should already be checked on.
  2. Click Reorder.

To Reorder Products from a work order:

  1. Right click the exclamation mark on your work order and choose Reorder Products. You only need to do this on one mark; inFlow will open up the reorder window.
  1. Select the correct vendor and check the correct products are selected for reordering.
  2. Click Reorder.

When the items come in from a purchase order:

  1. Go to the purchase order and click Receive and Pay to complete it.
  2. Return to the sales order or work order to fulfill the remaining items.

What do the symbols mean?

If you see a red exclamation mark it means you do not have enough stock in the specified location to fulfill this current order.

If you see a yellow exclamation mark it means that you do have enough stock for this order only, but not enough for any other open orders for this item. It’s a good idea to reorder if you see this icon.If you see a clock icon on the order screen that means that you’ve already ordered this item from your vendor and you’re just waiting to receive/complete the order so you’ll have enough stock. You should not need to re-order again if you see this icon (otherwise you’ll end up with double the amount).

Web

If you do not have enough stock to fulfill your order, inFlow Cloud will notify you by placing a red exclamation mark beside each item you don’t have enough to fulfill. From this screen, you can either reorder products, or split the order by what’s available/ put the other items on back order.

To reorder products from a sales order:

  1. Click the exclamation mark on your sales order and choose Reorder. You only need to do this on one mark; inFlow will generate the reordering by the method set up or if it hasn’t been set up yet it’ll lead you through that process.
  1. Go through the reorder screen to make sure the reorder method is what you want (purchase order, work order, stock transfer), and it should already be checked on.
  2. Click Reorder.

To see Work Orders you’ll have to open it up from the windows application.

When the items come in from a purchase order:

  1. Go to the purchase order and click Receive and Pay to complete it.
  2. Return to the sales order or work order to fulfill the remaining items.

What do the symbols mean?

If you see a red exclamation mark it means you do not have enough stock in the specified location to fulfill this current order.

If you see a yellow exclamation mark it means that you do have enough stock for this order only, but not enough for any other open orders for this item. It’s a good idea to reorder if you see this icon.If you see a clock icon on the order screen that means that you’ve already ordered this item from your vendor and you’re just waiting to receive/complete the order so you’ll have enough stock. You should not need to re-order again if you see this icon (otherwise you’ll end up with double the amount).

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