Updates to inFlow Cloud | Page 17

General improvements:

•  Before larger updates to the program, inFlow Inventory will not prompt you to save the currently open record so that you don’t lose any changes before major updates. You won’t see this prompt this week, but we’ve put the system in place to be prepared for our next major release.

Stuff we’ve fixed:

•   We’ve fixed an issue where certain databases had difficulty after unarchiving (i.e., reactivating the account after a period of not using inFlow Inventory).

Stuff we’ve fixed:

•  When saving a report as CSV, Category values will now save as regular text.
•  We fixed an issue where the wrong tab could be highlighted when viewing a sales order from the Order History screen.
•  inFlow now respects SpecialTaxRates when importing orders.
•  We fixed an issue where Showroom orders wouldn’t send if there were too many unique items placed on an order.
•  Showroom will no longer display negative quantities (zero is the lowest you’ll see).
•  The UoM drop-down on sales orders now properly responds to mouse clicks.

  Recommended Reorder Point report

It’s important to set reorder points for your product so that you don’t run out of stock too early, and this new report can help you establish a baseline.

We recommend having a few weeks of sales data before you first run it, since it recommends reorder points based on the demand and Lead Time. If you’d like to learn more, check out our brand new support article on the Reorder Point Report.

  Retail mode

Many inFlow customers like to record retail sales within inFlow Inventory for Windows (as if it were a point of sale system). Our sales order interface wasn’t designed with that in mind, but our new Retail mode is.

Retail mode sets a default customer for new sales, combines the pay and fulfill process into one button and helps you automatically print a receipt for your customer.

General improvements:

•  Sales and purchase orders have a new Email field.
•  Reports can now be exported straight to CSV format (this preserves the headers and makes it easier to generate pivot tables from the data in Excel)
•  We’ve added Credit and Balance as columns in the Customer List report

Stuff we’ve fixed:

• Copying a product will no longer duplicate its barcode (it didn’t make sense to have multiple products with the same barcode).  
•  Freight now syncs properly from QuickBooks Online back to inFlow Inventory.
•  The Manage my account page in our web app now shows more than 20 automated invoices.
• The Save button wasn’t appearing properly while adjusting custom fields or settings. 
• We’ve fixed a niche issue where an error message would not appear if your credit card payment for inFlow Inventory was declined  
•   Fixed a layout issue with the Quantity field in Online Showroom
• Our web app can now toggle Shipping for orders that were created in our Windows app.

  Fulfill and payment options come to the web

We introduced sales orders on the web earlier this year, and we’re excited to announce that you can now fulfill and pay those orders straight from inFlow Inventory for Web.

The Pick, Ship, Return and Restock tabs are all present, so you can now handle sales from start to finish, right from your browser.

We think this update should help to open inFlow Inventory up to sales and warehouse teams that rely heavily on Macs or tablets.

Stuff we’ve fixed:

• Unsubscribed or locked out accounts should no longer receive any low stock emails from inFlow Inventory 

Place orders from Online Showroom   

inFlow Inventory’s Online Showroom has been a pretty big hit, so we’ve expanded it to include placing and viewing orders. This new features works for customers so long as you’ve sent them a special showroom invite first. From there they can log in, browse your showroom, and place an order right from their browser — and you’ll see the sales order show up in inFlow moments later!

Vendors in your browser   

We’ve powered up our web app once again so you can add or edit vendors right from your browser. Vendors in the web app works similarly to customers, but there’s also the added bonus of configuring vendor products (with pictures)!

Want to know more? Check out our vendor support article.

Estimated profit and COGS    

You can now view profit estimates while viewing a Sales Orders or Sales Quotes. All you need to do is select the Sub-Total field in the lower right corner of the order screen.

Improved serial number tracking   

We’ve also added a new Serial column to the Movement History and Current Stock! This makes it easier to track the movement of serialized products without having to run a report, and you can also check for a specific serial faster than ever!

Stuff we’ve fixed:

•  You should no longer see any errors when attempting to save on the Product Vendors screen.
•  We’ve fixed an occasional search issue with the product selection window

General improvements:

•  You can now use a product’s Category in custom documents.

Stuff we’ve fixed:

•  DYMO labels weren’t loading for certain products on the Current Stock screen.
•  Your QuickBooks Online integration settings are now cleared if you manually disconnect the integration (this makes it easier to connect completely different QuickBooks Online accounts).

  Low stock emails:

We want inFlow to be more proactive about helping your business, so we’re starting with low stock notification emails. These emails will come from Boxxy from inFlow, and they’ll show you a list of products that need reordering.

By default, these will trigger once a week, but you can always change that — or cancel them all together — from our web app options.

  Work order reports:

We’ve added two new work order reports for Advanced and Enterprise customers!

They can help you review which finished products were created in the last three months, or how many materials you’ve used up in the last two weeks. But those are just examples — you’re free to change columns, date ranges and sorting options to make sure the reports make sense for your business.

You’ll find these new reports in the Reports section of the Windows app!

General improvements:

•  Count sheets can now be split so that you can complete one day’s count and preserve the items to be counted on another day.

Stuff we’ve fixed:

•  The Continue button will now work properly if your email and password are auto-filled while using Chrome on iPhone.

General improvements:

•  You can now mass select or deselect labels to print (handy if you’ve only received a few items on a purchase order).

Stuff we’ve fixed:

•  Your company logo will now be properly erased if you use the Clear Logo button in company settings.
•  The web app wasn’t loading properly in certain cases where account payment had lapsed.
•  We’ve clarified the error message if you enter invalid data during integration setup.
•   We fixed an issue where quantities didn’t display properly on the Product list on mobile devices.

  Estimate work order quantities ahead of time:

inFlow Inventory for Windows can now show how much of a particular finished product you can build, without creating a work order beforehand. Think of it like a mini work order quote!

Visit our knowledge base for all the details on how to try this out yourself.

General improvements:

•  You can now import multiple non-default pricing schemes (this pairs nicely with our other feature to export multiple pricing schemes).
•  We’ve disabled the effects of mouse scrolling on the Company Settings window, which should prevent any accidental changes to Costing method and Home currency.

Stuff we’ve fixed:

•   Mobile search sometimes wouldn’t show the product you searched for. (But it should now!)
•   The menu wasn’t showing up on the Stock Adjustment screen if your inFlow account didn’t have access rights for that feature.
•   Categories weren’t properly saved when you created a new product on mobile.

General improvements:

•  You can now export all currently active pricing schemes to CSV spreadsheets.

Stuff we’ve fixed:

•  We now properly hide Markup in a Product Details export if that team member doesn’t have access to Costs.
•  We’ve fixed an issue where prices would not readjust properly when Unit of Measure changed and Fixed Markup was being used.