Are you working in the inFlow Cloud web app, and have a few settings to change? Great, you can make changes to some of your settings right here on the web app.
- To start, log into app.inflowinventory.com.
- Click the Options tab (gear icon).
- Next, click on tab you need to make changes on. See below for a full list of all the settings you can change.
Manage my account
This section is where you can edit the company name by clicking the Edit my company button, you can edit your personal profile by clicking Edit my details, and also invite new team members to access your inFlow account by clicking on Add new.
If you ever need to re-download the inFlow desktop and Android app, you can click the name of the app you need from the Downloads section.
Non Admin team members
Similar to an inFlow admin profile, you can edit the company information, change your own personal information, and download any of our apps from the Downloads section.
Note: We require admin confirmation to discuss or assist with account level changes (e.g., billing, team members etc). Be sure to have access to an admin email if you are contacting us for assistance with your inFlow account.
For more details and common questions about managing your web account, please take a look at this article.
This admin only section is where integrations can be activated with inFlow. Non-inFlow Admins can access this section but it’ll be in read only mode.
This section is where you can add and remove the main locations that are used in inFlow overall.
For managing sublocations, please go to the product page on the web app to make changes to a specific sublocation.
Manage Payment Terms
In this area of the settings page you can set all the payment terms that your company offers to your customers (eg: Due on receipt, Net 30, etc.)
Manage Pricing Schemes
This is where you can add and remove pricing schemes that you and you inFlow team will be using for your products and customers in inFlow.
Clicking the Remove link next to any settings will deactivate it, and can become reactivated again through the inFlow desktop app if needed.
The custom field area is where you can add any additional type-in field for information you want to track in inFlow. For the moment the custom fields can be created for your products, and customers.
Because the inFlow Cloud desktop app has tabs to divide some of the profile information we’ve added the title Extra to relate it to the fields that are on the Extra info tab of the product and customer record in inFlow Cloud for desktop.
Adding custom fields for adjustments, sales and purchases will be available on the web app in the future!
Manage my data
If you’d like to reset your inFlow Cloud database or replace your inFlow Cloud data with an inFlow On-Premise file you can do that in this section. To get all the details take a look at this article.