At inFlow, we are committed to continuously improving our features. That’s why we’re excited to launch the beta version of our new purchase orders, designed with your needs in mind to streamline your purchasing process and boost your experience. 

Creating a purchase order

1. From the Main Menu, click on the Create button (plus icon), then Purchase order.
2. Select a vendor from the list, or click Start with new vendor.

Order details 

At the top of the screen are all the details for your purchase. This section shows:

• Your company’s internal ordering information (order number, date, etc.)
• Purchasing location & shipping options.
• Payment information.

Product table

The product table is where you’ll add the products you are ordering or returning to your vendor.

1. Click on Add Products. The product picker will stay open, allowing you to select multiple products at once. To increase the quantity of a single product, click on it repeatedly. 
2. If you’re using a barcode scanner, select Scan to add.

3. If necessary, edit the quantity and unit price. Optionally, fill out the vendor code or add a discount to individual line items.
4. You can change the sorting on the product table by clicking on the table headings or by selecting the grab handles to rearrange products.
5. Next to the Save button, you can print, email, or add an attachment to the order.
6. Click Save when done.

Receiving product

1. Click the Receive tab to select the products your vendor has sent. 
2. If you are using a barcode scanner, click Scan to receive. Otherwise, check off the products on the table to partially receive or select Receive all.

Completing the order

Click the “Pay” and “Fulfill” buttons to complete your purchase order.

Give us your feedback!

We can’t wait to hear your thoughts on the exciting new design of inFlow’s purchase orders! Your feedback is invaluable to us!

1. Click the BETA button at the top-left corner. 
2. Select Leave feedback then fill out the form. 

Thanks!