Sales
Features Guide
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Barcode-SKUs
Customers
Exporting
Importing
Manufacturing
Pricing
Products
Purchase orders
Sales orders
Stock level reports
Taxes
Vendors
- How to create email templates with inFlow’s Email Designer
- How to customize your documents with inFlow’s Document Designer
- Designing your inFlow documents with HTML/CSS and liquid variables
- How to include line numbers on invoices
- How to apply batch payments to multiple orders
- How to create a backorder/split a sales order by inventory on hand
- How to copy customer/vendor custom field info to sales/purchase orders
- How to add columns to orders (Windows)
- How to tax some products differently on one order
- How to charge freight & print packing slips
- How to track payment methods on sales orders
- How do I charge tax on shipping/freight costs?
- How to charge a customer in a different currency
- How to add new taxes to a sales order
- How do I change the size of my columns in inFlow? (Windows)
- How do I delete, rename, re-import, and export custom documents in inFlow?
- How to use mail merge to create custom documents (Windows)
- Error printing/loading documents or reports in inFlow (Windows)
- How to download orders from Paypal to inFlow
- How to create a dropship order in inFlow
- Custom document troubleshooting (Windows)
- How to print barcodes on invoices and purchase orders
- How to create sales quotes in inFlow
- How to find canceled orders in inFlow
- How to track damaged goods in inFlow
- How to print customer/vendor statements (invoices, payments, and balances)
- I can’t save any changes to my sales order/purchase order in inFlow!
- How do I issue/apply customer credit as a payment method?
- How to reverse a batch payment in inFlow
- How to print multiple documents from the same order (Windows)
- How do I set up included sales tax (pre-tax price in the body of receipt) in inFlow?
- How to apply discounts to orders
- How to create an opening balance for existing customers
- 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?
- How do I manage rental services in inFlow Inventory?
- How to make changes to a fulfilled order
- Tips for retailers: inFlow’s retail mode
- How to update existing sales orders in bulk
- I can’t send emails from inFlow, help!
- How to print a document in inFlow
- How to add a footer to the bottom of my documents (Windows)
- How to process returns and issue credits
- How to change the look of printed documents in inFlow (Windows)
- Sale order pick, pack, and shipping
- How to view all unfulfilled orders in inFlow for Mobile
- How to email invoices and other documents
- Can I split a purchase order by items on backorder from my vendor?
- What if I don’t have enough stock to fulfill a sales or manufacture order?
- How to partially fulfill or ship a sales order
- How to set the fulfillment location on a sales order
- How to mark a sales order as unconfirmed
- Start selling with the Online Showroom: inFlow’s B2B portal
- How to create sales orders in inFlow
- How come I can’t find my sales orders?
- How to create customers in inFlow
- What do the order symbols mean?
A complete guide on how to set up inFlow.
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