Updates to inFlow Cloud | Page 12

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  

We’re excited to announce that our API is now officially out of early access and is available as an add-on for Light, Standard, and Plus plans.

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.   

Stuff we’ve fixed:

• We fixed a web app issue where setting a due date on one purchase order would save that due date to all purchase orders. 
• Images were not showing up on sales and purchase orders if you assigned an order to a team member.   

Assign team members to orders     

You can now assign a team member to orders in inFlow Inventory. This works across the web, Windows, Android, and iPhone apps.
Assigning people helps to divide work across your team and prevent orders from being overlooked. You can also filter your sales and purchase order lists based on assignee (so you can see just the orders you need to work on).

We’ve also overhauled the order list views while designing Assign to, so they look a little cleaner and easier to read at a glance.

Stuff we’ve fixed:

• Deactivated products were showing up in the “Add product” menu of purchase orders and sales orders. 
• Importing additional pricing schemes from CSV files wasn’t working properly.
• The option to restrict Categories wasn’t showing up in the Access rights window.

General improvements:

• We’ve implemented new security measures to prevent brute-force password guessing. 

Stuff we’ve fixed:

• If you’re in the middle of an On-Premise migration and you log into the web app, you’ll now be taken to the transfer screen to see the status of the migration. 
• We improved the logic we use for interpreting whether a CSV uses commas or semicolons.  

General improvements:

•  You can now update original records from orders (e.g., Change the vendor product code and save it back to the vendor, or change the unit price from a sales order back to the product).
•  Our Amazon integration now has an option to sync only the orders placed after a certain date (our Shopify and WooCommerce integrations already had this).

Stuff we’ve fixed:

•   We fixed an issue where transfers created from the mobile app were being assigned the wrong date.
•  The Sales Representative Report was showing quotes, even when they were filtered out.
•  Our Amazon integration was missing one of the options for importing orders. So you should now see Import orders fulfilled by you into inFlow as within your Amazon integration settings.

General improvements:

• We’ve improved how we migrate large databases from inFlow On-Premise to inFlow Inventory. 
• We’ve enhanced security around password resets attempts.  

Stuff we’ve fixed:

• Some users were unable to reactivate their products. 
• Some users couldn’t access Count Sheets, even if they had access to them. 
• Product list searches were only showing active products, even if you had filters set to show deactivated products.