Updates to inFlow Cloud | Page 11

Restrict Access by Location    

This is a new feature for the Plus plan that allows you to restrict team member access to specific locations. This is valuable as a security feature for businesses with multiple locations and many team members accessing inFlow. It can also be a good way to onboard new team members into inFlow, since they’ll only see the locations that are relevant to their jobs.

You can find the settings to restrict access by location in the Access rights window.

General improvements:

• We’ve added a number of animations and graphics to the introductory inFlow experience. These include things like animations to show what sales orders can do, and a number of new tooltips (? icons) to clarify what specific labels mean. 
• We’ve made speed optimizations specifically for iOS, Android devices, and our inFlow Smart Scanner. This should make everyday tasks like processing orders and scanning feel even smoother.  

Stuff we’ve fixed:

• DYMO labels from the Windows app were missing custom fields and descriptions. 
• Showroom custom field values could overlap if they were too long. 
• Item quantity could revert to 0 if you went backwards on the Add item screen.  
• Shipping settings for purchase orders will now stay consistent (they’re based on the shipping settings of the last PO you created). 
• Images weren’t displaying on mobile purchase orders.
• You’ll now consistently see extra options when you scan items onto a purchase or sales order.  
• Scanning a barcode with your camera into a product record now works properly again.  

General improvements:

• We’ve added customizable order prefixes to our Amazon integration. 

Stuff we’ve fixed:

• Deactivated items and locations will no longer show up in low stock emails. 
• We removed a false error that showed when replacing a product’s default image with a second image. 
• We’ve improved the reliability with DYMO label printing. This should help customers who had DYMO set up but had to log out to continue using it. 

General improvements:

• You can now specify sublocations when importing Purchase and Sales orders. 
• You can now add items by sublocations to Count Sheets and Stock Transfers. 
• You can now save a Default Sublocation from the Fulfill/Pick/Receive tabs. 
• If you auto-fill a Purchase Order, inFlow will now use the current date instead of the Requested Ship Date. 
• The “Manufacture max” button now shows “Not enough parts” if you don’t have enough parts to manufacture any quantity of that product. 
• The Shipped Date on sales orders will default to the current date instead of the Requested Ship Date.
• We’ve added search to the Online Showroom product picker. 
• Updating Payment Terms on an order will automatically update the Due Date.   
• We’ve added an “Email sent” popup that shows after an email is sent from inFlow Inventory.  
• We’ve moved the Return button into a menu (on the top-right corner of Sales Orders and Purchase Orders).  
• We’ve made it easier to read long Item Names and Descriptions in the Item Details screen.  

Stuff we’ve fixed:

• We’ve fixed an Amazon integration issue that skipped or stalled while pulling orders. 
• We’ve fixed a QuickBooks Online integration issue that applied currency conversions in the wrong direction. 
• We’ve fixed an export issue for non-default pricing schemes that use fixed markup. 
• We fixed an issue that kept Item Names with leading zeros from showing up in Web and Mobile searches.   
• We fixed a niche issue where orders could close (becoming uneditable) before you could save your changes. 
• Changing company details will no longer remove Vendor custom fields. 
• Purchase orders generated from the Reorder Stock window will respect your last-used shipping settings for that vendor.  
• You will no longer see a blank screen if you trigger a reorder from an unsaved Work Order or Sales Order. 
• You can now click through to Work Order subassemblies lines from the Order History tab. 
• We fixed an Internet Explorer/Edge issue that stopped images from displaying in Online Showroom. 
• If you have default locations set up, they will now appear instantly on new sales orders (you don’t need to wait until you save). 
• You can now see the Address Name on customer records on mobile.  
• We fixed an issue that kept you from editing Default Sales Reps on Android devices. 
  Scanning items onto a Sales Order will now automatically add the customer discounts (if applicable).  

Improved reordering and reorder methods      

Important: Due to the scale of these changes, you will need to update or reinstall the Windows or mobile apps after these features go live on Saturday, August 8. We have links to all of our apps at the top of this page, or our Downloads page.

OK, here it is: one of the largest updates to inFlow’s core systems in the past few years. Many of you have asked for something equivalent to “reorder by location”, which is the ability to specify reorder points on a per-location basis. This update does that and more.

Here’s a quick breakdown of what’s new:

• Reorder settings are now set on a per-location basis for each product.
• Reorder methods have expanded to include purchase orders, stock transfers, and work orders.
• Reordering is now available in our web app, as well as Windows.
• All SOs, POs, stock transfers, and count sheets now require a location to be specified by default.

General improvements:

• We’ve added an informational pop-up about Improved Reordering to the Windows app. These changes will be coming in July or August 2020, so we wanted to give everyone an advance heads-up.

Stuff we’ve fixed:

• Ship-to addresses on purchase orders were preserving the original company name in the field, even if you had selected an different address.
• Plans with unlimited integrations can now properly activate multiple Zapier integrations.

inFlow now integrates with Zapier  

Zapier (it rhymes with Happier) is a great service for automating tasks and saving time. If you haven’t used Zapier before, it functions based on triggers and actions. For example, you could set up a Zap to send an email to a customer (action) each time you create a sales order for them in inFlow (trigger).

Our Zapier integration should be really handy for customers interested in automating more of their everyday work, but who don’t necessarily want to develop custom code through the inFlow API.

Lots of improvements to Showroom  

Normally we list all of our general improvements together, but we’ve come up with so many great features for Showroom that they deserve their own sub-sections.

More control over branding:

• Specify colors for use in your Showroom (we even offer suggestions based on the colors in your logo).
• Choose from five different fonts for use in your Showroom.
• Add text and image banners to the top of your Showroom to highlight special deals.
• Specify whether your customers see Showroom in a grid or list view.
• Specify a customer name while you create their Showroom invite.

Improvements for your customers:

• Your customers can now add products to their carts directly from the list and grid views.
• Your customers can now see their name (instead of their email) while browsing your Showroom.

Browsing improvements:

• Products now display a unit of measurement breakdown (e.g.,1 case = 10 pcs.).
• Products can now be sorted by price or name, in ascending or descending order.

Stuff we’ve fixed:

• We fixed an issue where profit was not being calculated properly for sales orders that involved currency conversion.  
• We fixed an issue with Vendor PUT requests in the inFlow API. 

Renamed fields sync to web and mobile    

Fields that you’ve renamed in inFlow Inventory for Windows can now sync those changes over to our web and mobile apps.
Here’s how it works:
• Use inFlow Inventory for Windows to rename fields (ex. Sales Orders -> Work Orders, Sublocation -> Lot Number).
• Save those changes in Windows and you’ll see them reflected in the mobile and web apps, too.

This renaming feature isn’t available for every field, but our Windows app will show you if the field you’ve selected will sync its changes over to mobile.

Stuff we’ve fixed:

• Filtering categories by the parent category wasn’t including child categories in the results   

Stuff we’ve fixed:

• We now filter out negative inventory quantities when pushing to the Inventory Assets account in QuickBooks Online. 
• We fixed a crash that could occur while creating a new product category in Safari or Chrome. 
• We’ve removed the DYMO template button for non-admin team members in inFlow. 
• We fixed an error that caused certain customer contact information (Phone, Email, etc.) to be mis-applied to other orders  
• Tax on Amazon orders is now imported as a total tax amount, instead of as a percentage rate. As a result, you should no longer see any adjustment lines when you pull in Amazon orders and they should match one to one.  

Push to QuickBooks Online Part II   

This update you to push purchases and inventory value to the accounting service to QuickBooks Online (QuickBooks Online). Our integration was previously able to push sales to QuickBooks Online, so this newest update helps you send a complete picture of your financials to the accounting service.

You’ll have the option to push just sales, just purchases (and inventory value), or both.

inFlow Pay  

We’ve partnered with Worldline so that inFlow Inventory customers based in the US and Canada can take Visa, Mastercard, and Amex payments online. American businesses can take payment in USD, and Canadian businesses can take payment in CAD.

There are currently two ways to receive payment through inFlow Pay:

Email sales orders to customers. and if they have an open balance (and match your currency in Worldline), they’ll be able to make the payment online with their card. The invoice will be marked as paid in inFlow, and the money will be deposited into your account within a few business days.

Paid checkout for Online Showroom. This will allow your customers to place and pay for an order simultaneously, right from Showroom.

For the full details on setup, please see our inFlow Pay KB article.

Stuff we’ve fixed:

• The pesky bug that was causing frequent mobile logouts should be fixed now.   

inFlow Inventory API is now available  

If you have developers or code-savvy teammates, you can use it to do things like:

• – Pull customer information from a CRM into inFlow
• – Pull data from inFlow to generate custom reports
• – Push sales and inventory levels to other ecommerce or accounting apps
• – Push order info from inFlow to your shipping software of choice

Stuff we’ve fixed:

• The drop-down list for selection locations was sometimes pushed off-screen if your account has a lot of locations.  
• Editing attachments in the Windows app was erroneously reverting changes to the related order. 
• We’ve fixed an issue that caused frequent mobile logouts.