Welcome to inFlow! This guide will help you familiarize yourself with the layout and show you features to assist you in getting started with your inventory management.

What can I expect when using the inFlow trial?

Your inFlow trial is pre-loaded with sample company data, so you can get a sense of how inFlow looks and feels with some data in it. 

inFlow Inventory trial

For complete inventory control, inFlow Inventory will help you with sales, purchasing, reordering, and all of your day-to-day inventory needs! 

inFlow Manufacturing trial

inFlow Manufacturing is where you get all the great features from inFlow Inventory, plus you get access to features to assemble products from scratch or use inFlow’s product bundling feature! 

Please note all data added to the sample company data will be erased when you switch to your company. 

Can I switch my inFlow trial?

During the signup process, you would have been directed to try using inFlow Inventory or inFlow Manufacturing. If at any point you’d like to try the other option, select the Switch to inFlow Inventory or Swtich to inFlow Manufacturing button at the bottom of the inFlow Homepage.

Navigating the inFlow Homepage

After signing up for a trial or logging in, you’ll be on the inFlow homepage. To the left is the Main menu, which is where you can access all areas of the system. 

Select the plus icon to create a new order or manage product, customer, or vendor records. Hover under the symbols below to view the other features you can access from the Main menu.

On the main Homepage, you can access shortcuts to the same features found in the Main menu. 

We’d encourage you to explore the different orders and view products to see how inFlow could work for you.  

Exploring inFlow’s trial data

You can also test various functions with this sample data or enter your own test products. We encourage you to utilize the sample data to better understand inFlow.

Please note some functions aren’t available while in the sample company mode, such as sending emails, Online Showroom or integrations. We don’t want to end up sending sample data to your e-commerce stores or accounting software, or sending showroom invites to a sample company! 

If you’re interested in more information about these functions while still in your sample company, feel free to chat with us for a quick demo. Otherwise, we also have more information below: 

• Sending emails
• Online showroom (B2B portal)
• inFlow integrations

Switching from sample data

When you’re ready to get started with your own company and data, click “Switch to your company” at the bottom of the page. This will reset inFlow and erase all of the sample data that was there previously.

After you’ve verified your email address and the database is ready, you’ll select your home currency. Then, you’ll see the “How do you want to start” window.

Choose the option that best meets your needs, or check out the Getting Started Guide for full setup details.

Setting up the basics video

Watch the video below from the Getting Started Guide after switching from the sample company data for complete steps on beginning your inventory tracking journey with inFlow.