Using inFlow
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Barcoding (5 articles)
Importing/exporting (14 articles)
- How to troubleshoot importing errors
- How do I create a customer or vendor list for import?
- How do I import stock levels / inventory quantities into inFlow?
- How do I import my Bill of Materials list into inFlow Cloud?
- How to import new purchase orders/sales orders
- How can I quickly deactivate multiple products?
- How do I export data or reports from inFlow Cloud?
- How to create a product details CSV to import to inFlow Cloud
- How do I archive my inFlow Cloud data?
- How to import multiple prices to products in inFlow Cloud
- How to change the names of multiple products in inFlow
- How to update your products with CSV imports
- How to import data to inFlow Cloud
- How to import images in bulk to inFlow Cloud
Integrations (11 articles)
- inFlow's API
- Connecting inFlow to Zapier
- Connecting inFlow to WooCommerce
- Connecting inFlow to QuickBooks Online
- Connecting inFlow to Squarespace
- Connecting inFlow to Amazon
- Connecting inFlow to Xero
- Shipping with inFlow Cloud and EasyPost
- Start selling with the Online Showroom: inFlow’s B2B portal
- Connecting ecommerce shops to inFlow with Extensiv Integration Manager (CartRover)
- Connecting inFlow to Shopify
Managing contacts (5 articles)
Inventory (33 articles)
- How to track specific locations (aisle numbers, bin numbers, etc.)
- How to track lot numbers/batch numbers/expiration dates
- How to choose/change product types
- How do I add attachments? (products, customers, vendors, orders)
- How to find hidden/deactivated product, customer, or vendor records
- How to deactivate (delete) product, customer, or vendor records
- How to handle product variants in inFlow (sizes and colors)
- How to view the movement or transaction history for products
- How to track different vendor product codes
- How to categorize products in inFlow Cloud
- Can I use inFlow Cloud for asset tracking?
- How do I reset only my stock levels in inFlow Cloud?
- How do I import my Bill of Materials list into inFlow Cloud?
- How do I enter my product’s cost/price/markup?
- How to add product images
- How to add starting inventory levels to inFlow Cloud
- How can I quickly change the markup type (fixed markup/fixed price) for multiple products?
- How to import multiple prices to products in inFlow Cloud
- How do I change product categories in bulk?
- How inFlow can recommend a reorder point for your products
- How to create and track serial numbers
- How to transfer stock between locations
- What if I don't have enough stock to fulfill a sales order or work order?
- How to track inventory in multiple locations
- How do I create and complete a count sheet in inFlow Cloud?
- Can inFlow notify me when I'm low on stock?
- How to setup product reordering
- How do I add a product description?
- How to generate stock keeping units (SKUs)
- How to set the product display options (SKU or product description)
- How to create products in inFlow Cloud
- Label printing with inFlow (DYMO, Zebra, Brother & more)
- How to adjust stock levels in inFlow Cloud
Manufacturing (3 articles)
Other (14 articles)
- How to set up custom fields in inFlow Cloud
- How do I hide or show columns in inFlow Cloud?
- How do I find cancelled orders in inFlow Cloud?
- Using the inFlow Cloud Dashboard
- Resources: sample custom documents, barcode scanners, and more!
- How do I print multiple documents for the same order?
- How do I use wireless scanners with inFlow Cloud?
- How to view previous versions/changes made to an order
- How do I rename fields in inFlow Cloud?
- Minimum requirements for inFlow Cloud & companion apps
- How do I uninstall/reinstall inFlow Cloud?
- How to adjust the content and layout of reports in inFlow Cloud
- How to set up company preferences in inFlow Cloud
- How to set up emailing inFlow Cloud
Pricing and cost (7 articles)
- How to set inFlow's costing method (Moving average, FIFO, LIFO etc.)
- Can I mass-adjust my pricing schemes based on cost/other pricing schemes, etc?
- How to add special pricing (multiple pricing schemes)
- My product's cost is wrong, how do I change it in inFlow Cloud?
- How do I apply a discount to my orders?
- How does inFlow Cloud calculate the cost of a product / cost of goods sold?
- How can I quickly change the markup type (fixed markup/fixed price) for multiple products?
Purchasing/receiving (21 articles)
- How to return products to vendors
- How to pay vendors in a different currency
- How do I add a column to my orders?
- How do I handle tariffs charged on my incoming shipments?
- How do I partially receive products on a purchase order in inFlow Cloud?
- How do I cancel an order?
- How do I add attachments? (products, customers, vendors, orders)
- What if I want my vendor to ship to a specific warehouse?
- How do I customize my order/document numbers in inFlow Cloud?
- How can I create a purchase order from a sales order?
- Can I buy or sell an item directly from an existing record with inFlow Cloud?
- Can inFlow Cloud suggest items to reorder from a vendor?
- How to receive products to multiple locations from a purchase order
- How do I backdate or change dates on my orders?
- How to protect completed orders from being modified
- How to add a footer to the bottom of my documents
- How to change the look of printed documents in inFlow Cloud
- How do I see a list of all orders that need fulfilling in inFlow Cloud for Apple / Android?
- Can I split a purchase order by items on backorder from my vendor?
- How do I create and complete a purchase order?
- How do I create a purchase quote?
Reporting (9 articles)
- My profit report shows no cost of goods sold / wrong cost of goods sold, help!
- How do I get my inventory levels for end-of-year/ certain date in the past?
- How to pull a few common reports (end-of-day profit, inventory summary, inventory aging, shipping report)
- Required information to file returns
- How do I save the settings on the reports in inFlow Cloud?
- Using the inFlow Cloud Dashboard
- My movement history is inaccurate!
- How to use the Team Member Tracking report
- What reports are included in inFlow Cloud?
Selling (43 articles)
- How to apply batch payments to multiple orders
- How to create a back order / split a sales order by inventory on hand
- Can inFlow Cloud copy information from my custom fields into an order?
- How do I add a column to my orders?
- How to charge freight & print packing slips
- How to track payment methods on sales orders
- How do I cancel an order?
- How to add special pricing (multiple pricing schemes)
- How do I charge my customer in a different currency?
- How do I add attachments? (products, customers, vendors, orders)
- How do I customize my order/document numbers in inFlow Cloud?
- Downloading orders from Paypal into inFlow Cloud
- Using units of measure in inFlow Cloud
- How to create a Dropship order in inFlow Cloud
- How do I create a sales quote in inFlow Cloud?
- How to print a customer statement (invoices, payments, and balances)
- Can I buy or sell an item directly from an existing record with inFlow Cloud?
- How do I issue / apply customer credit as a payment method?
- How do I backdate or change dates on my orders?
- How do I reverse a batch payment?
- How do I set up included sales tax (pre-tax price in body of receipt) in inFlow Cloud?
- How to set up payment terms (net 30, net 60, etc.) in inFlow Cloud
- How do I create a sales quote directly from a product or customer record?
- How do I create a sales quote from the product screen in inFlow Cloud?
- How to protect completed orders from being modified
- How to view sales quotes in inFlow Cloud
- How to make changes to a fulfilled order
- How can I insert lines or re-arrange my items (in an order)?
- How to update existing sales orders in bulk
- How to print a document in inFlow Cloud
- How to add a footer to the bottom of my documents
- How to process returns and issue credits
- How to change the look of printed documents in inFlow Cloud
- How can I pick, pack and ship items on my Sales Order?
- How do I see a list of all orders that need fulfilling in inFlow Cloud for Apple / Android?
- inFlow Pay: Accepting payments in inFlow Cloud
- How do I partially fulfill or ship a sales order in inFlow Cloud?
- How do I control which location my stock is sold from in inFlow Cloud?
- Connecting inFlow to Squarespace
- Shipping with inFlow Cloud and EasyPost
- How do I create sales reps and restrict what they do?
- How to create and complete a sales order
- How come I can't find my sales orders?