Updates to inFlow Cloud | Page 2

Automatic currency conversion and line sorting   

inFlow can now automatically convert foreign currencies for you on a daily basis. Automatic exchange rates will be pulled from Open Exchange Rate and use the latest mid-market rate from multiple sources. We’ve also added a handful of new features for reordering and sorting within certain records. Learn more in our latest blog post.

General improvements:

•   We have added sorting and drag-and-drop functionality to Stock transfers, Stock adjustments, Stock counts, and Bill of materials.
•  The online showroom now supports a “Compare at price” option to display the discounted prices of products.
•  We made performance improvements to reduce slowness on stock transfers with 3 or more products on inFlow Cloud for Web.

Stuff we’ve fixed:

•   We fixed an error that prevented Zaps from turning on when using Zapier due to a “You are not authorized” error.
•   We fixed a Zapier problem that was causing Zaps to be unable to locate sales quotes in inFlow.
•   There was an issue preventing some inFlow accounts from connecting to WooCommerce.
•   We’ve fixed an issue where the quantity reserved for bundle components wasn’t being calculated correctly if the sales order didn’t have a location.
•  We fixed an issue where new products were being initialized with a blank location in inFlow Cloud for Windows.

General improvements:

•  Report filtering will have updated options to customize columns similar to sales and purchase orders.
•   We made some performance improvements to the Historical inventory report.

Stuff we’ve fixed:

•  There was an issue where creating a new sales order by splitting by fulfilled products wouldn’t copy the sales rep from the original order in inFlow Cloud for Windows.
•  We fixed an issue where some accounts were experiencing slowness when loading unfulfilled sales orders in inFlow Cloud for Windows.
•   There was an issue where saving a single document wouldn’t populate the order number in the file name.
•  We fixed an issue where customer custom fields connected to matching sales custom and vendor custom fields connected to matching purchase order custom fields weren’t copying the data to sales orders.
•   We fixed an issue where some accounts were getting a “Conversation Ratio should not contains Zero” error when performing various tasks in inFlow.
•   There was an issue where the product endpoint for the public API didn’t return the cost object.
•  We fixed an issue where editing the product record in the overview tab caused the bill of materials not to load.
•  There was an issue in stock adjustments, stock transfers, and the bill of materials where increasing the product quantity using the product picker would not respect the unit of measure.
•  There was an issue where deactivated team members were still visible in the Assigned to Order filters in listings.

General improvements:

•  General improvements to manufacture orders, product/order list views, and bulk action modals for inFlow Cloud for Web.
•   We added access to the currency endpoint to inFlow’s API.
•    We created a new Stock Adjustments report for better inventory tracking.
•  We added more information to the carrier names in EasyPost to differentiate between different carrier accounts.
•  We’ve updated the Product type filter on the product list to include products with a bill of materials. The Active/deactivated products option has also been moved to the product type filter.
•   Customer email addresses are now prefilled when bulk emailing orders with the same email address.

Stuff we’ve fixed:

•  There was an issue where products with a bill of materials with more than 28 components were crashing on inFlow Cloud for Web
•   We fixed the Zapier “Sales order past due” trigger that wasn’t working.
•   We fixed an issue preventing some databases from changing the default location and pricing scheme.
•   There was an issue preventing Xero Ultimate accounts from connecting to inFlow.
•  We fixed an issue where the team member Resend invite email didn’t allow team members to set up an inFlow password.
•   We fixed an issue where open and in-transit stock transfers were affecting the global quantity on order (quantity on order across all locations.)
•  There was an issue preventing some customers from printing or saving PDF reports from inFlow Cloud for Web.
•  We fixed an issue where sales reps weren’t displaying on the Sales Representative Report generated in inFlow Cloud for Windows.
•  We’ve reverted changes to the product Order History tab in inFlow Cloud for Windows, where the default location was pre-selected.
•  There was an issue with the Showroom and reports product picker in inFlow Cloud for Web. Selecting a category would show all active and inactive products in the database unrelated to the selected category.
•   We fixed an issue where a product’s bill of materials that was created in inFlow Cloud for Windows wouldn’t load in inFlow Cloud for Web.
•  There was an issue where the quantity on hand only showed the total for the products in the default location in inFlow Cloud for Windows.
•  We fixed an issue where “street style routing” wasn’t working on sales orders on inFlow Cloud for Web.
•   We fixed an issue with WooCommerce where pushing the sales order fulfillment information would cause the product stock in WooCommerce to be deducted.
•  We fixed an issue where renamed fields weren’t showing on the product/order list views.

  Web manufacturing is here

Like that heading says, we’ve introduced manufacturing to our web app, but it’s actually more than that. We’ve polished and refined the processes around manufacturing as well, giving you more control and precision for builds.

You can prioritize what to build first, add production routing for each assembly, disassemble products, view quantity buildable, and more. There’s so much to cover that we’ve written a Big Manufacturing Update blog post full of pictures and videos to show you around.

   More powerful list views

We’re also debuting great upgrades to list views for sales, purchases, and products. You can now reorganize and customize columns while viewing these lists, so you can get exactly the view that works for you.

You can also take actions, like setting product categories or marking orders as paid, on multiple records at once. Just select the checkbox for each record you want to change and then choose an action along the top of the list.

General improvements:

•  We’ve simplified the homepage of the web app.
•  inFlow now remembers which tab you were last using in the list view.
•  We’ve moved blank picking and SKU/description controls into a legacy settings area (find it in Options > Inventory)
•  Email fields have been re-arranged to better reflect the order you see in email clients (To, Cc, and then Bcc).

Stuff we’ve fixed:

•  We’ve fixed duplicated headers on printed orders.
•  We’ve fixed an issue that could prevent stock levels from being pushed to Shopify and WooCommerce after a stock transfer.

General improvements:

•  We’ve added the Special tax rates feature to product records on inFlow Cloud for Web.
•  We’ve added a Received date column to the Purchase order status report.

Stuff we’ve fixed:

•   We’ve made some back-end changes to the Shopify integration to help those were were getting an Object reference error.
•  We’ve made some changes to improve the API connection with inFlow’s Stock counts.

General improvements:

•   For inFlow Pay, we’ve added an email notification for inFlow users and their customers that confirms successful payments.
•   We’ve made performance improvements for speed with products that have negative inventory.

Stuff we’ve fixed:

•  There was an issue where new or existing sublocations couldn’t be added to the product record on inFlow Cloud for Web.
•   We fixed an issue preventing product syncing with inFlow to integrations after encountering an error.

General improvements:

•  We’ve improved the product picker for reports on inFlow Cloud for Web. You can filter products by category to narrow down the products you’re reporting on.

Stuff we’ve fixed:

•  There was an issue where the contents on product labels would clear when previewing it from the inFlow label designer.
•  We’ve fixed an issue where the Print button would disappear from the inFlow Label Designer.

General improvements:

•  We’ve made a change to stock counts to allow users to remove blank/empty count sheets.
•   We’ve added more fields to the Rename fields setting to help with customizing inFlow.

Stuff we’ve fixed:

•  We’ve fixed an issue with clearing product units of measure on the inFlow Cloud for Web.
•   There was an issue where barcodes weren’t being generated for existing products when the generate barcode setting was enabled.
•  There was an issue where the requested ship date on purchase and sales orders were showing the wrong date/time on the print preview when inFlow is opened in a new timezone.
•  There was an issue where renaming the sublocation field wouldn’t change to the new name on the product record on inFlow Cloud for Web.
•   We fixed an issue where pushing images to WooCommerce gave an Invalid image error.
•   There was an issue where customers who were using the legacy free-form sales order fields weren’t able to add new values to the sales rep field.
•   There was an issue where converting sales quotes to sales orders wouldn’t change the date to the date the order was converted.
•   We’ve fixed an issue where serial numbers weren’t being properly updated on stock counts if the counted quantity matched the system quantity.

Stuff we’ve fixed:

•  We fixed an issue where search queries from the vendor search bar were copied to the product search bar.
•   We fixed an issue where Shopify & WooCommerce orders weren’t pulling the correct order status with the “as is” setting.
•   We’ve updated the Xero integration settings to allow sales accounts assigned to products in Xero to take priority over the Xero-inFlow integration sales account settings.
•  There was an issue where Count-only access team members couldn’t create new sheets on multi-sheet stock counts.

  Stock counts come to the web app

You can now complete physical inventory, and cycle counts from a web browser. Our new stock counts allow you to complete smaller cycle counts with a single sheet or divide the work of larger counts across multiple sheets.

We’ve also implemented new features to manage and assign count sheets, see discrepancies faster, and avoid conflicts if multiple people are working on the same sheet. Learn more in our latest blog post.

General improvements:

•   We’ve made some changes to the Mobile app to improve performance when loading product lists and order details.

Stuff we’ve fixed:

•   We’ve fixed an issue importing images, and inFlow can support importing WebP image files.
•   We’ve fixed an issue preventing stock adjustments from being made on the product record.
•   There was an issue where team members with restricted access were getting an error creating new customers.
•   We’ve fixed an issue where some customers weren’t able to print or save reports to PDF.
•  There was an issue where scanning products on the inFlow Cloud Web app wasn’t working.
•   We’ve fixed an issue where the Paper size drop-down menu disappears when printing labels.
•   There was an issue where the markup percentage would clear when a cost-restricted team member made changes to the product record on the inFlow Cloud Web app.