inFlow has revolutionized the printing process, making it fast and effortless. See below for details!

Web

How to print order documents

1. Open a sales order. (Homepage > Sales order list > Select an order).
2. Click Print and choose the document you’d like to print or save.
3. Continue through your browser’s print window to print the document. If you’d like to save a PDF copy to your computer you can choose the Print to PDF printer.

Note: Invoices can’t be printed if the sales order’s balance is negative, credit notes can only be printed if the sales order’s balance is negative, and sales quote documents are only printable for sales quotes.

Note: If you make changes to the sales order, you’ll have to refresh the document page to see the updated information.

Printing reports

Reports can be printed from the report section in inFlow. For more detailed information on setting that up, see this article on “How to pull a few common reports.”

Click Print to use your browser’s printing screen to print a report.

How can I customize the look of my documents?

If you want more control over the look of your printed sales and purchase orders, check out inFlow’s Document Designer!

Windows

How to print order documents

Open the order you’d like to send. Click the Print button and select the document you want to use.

1. You can select your printer at the bottom of the window and make any changes you want (copies, properties, etc.).
2. Click the Print button.

Note: For custom documents, it is not possible to select the printer as must open in Microsoft Word first.

To export/save as

1. Click the Save As button at the bottom of the window.
2. Choose where you’d like to save the PDF file and click Save.

   

Document preview

inFlow will try to highlight the document you need based on where the order is in the fulfillment process.

For example, if you’ve started your order but haven’t started fulfilling it, the system will show you a Sales Order preview when you click Print. If you want to print something else instead you can select it from the list on the left of the preview window (e.g., pick list).

It’s important to note that if you have a custom document set up, inFlow will assume you want to use that document (no matter the order stage).

Here’s a quick look at the default document previewed in each stage of your order:

Sales Orders

• Unfulfilled, Uninvoiced: Sales Order
• Started, Uninvoiced: Invoice*
• Fulfilled, Unpaid: Invoice*
• Fulfilled, Paid: Receipt

NOTE: printing the Invoice document when an order is started or fulfilled will automatically mark it as “invoiced” and set the due date (if you have payment terms for this order).

Purchase Orders

• Unfulfilled, Unpaid: Purchase Order
• Started, Unpaid: Purchase Order
• Fulfilled, Unpaid: Receiving Note
• Fulfilled, Paid: Receiving Note

Printing reports

Reports can be printed from the report section in inFlow, and for more detailed information on setting that up, you can have a look at this article on “How to pull a few common reports“

1. Generate the report you’d like to send.
2. Click the Export button and choose what type of file you’d like to save (we recommend PDF, but you can also save as Excel file).
3. Choose where you’d like to save the file and click Save.

   

Switching to inFlow’s Document & Email Designer

If you are using inFlow for Windows and want to send documents designed by the Document Designer or have access to email templates, you can seamlessly switch to utilizing these powerful features!

Before you start

Switching to inFlow’s Document & Email Designer means that some Windows app features will no longer be available, such as:

• Documents created in Microsoft Word can be redesigned in inFlow’s user-friendly Document Designer. 
• inFlow Print Settings (document styles, document page numbers, and footers.)
• Legacy email settings.

Other notable changes:

• Emails will be sent from noreply@inflowinventory.com.
• Documents will be sent as links instead of attachments. 
• All email and document templates can only be modified on inFlow for Web.

If your team has been using inFlow before July 2024, the Email and Document Designer are optional and require inFlow Admins to opt in. We suggest previewing these features in inFlow for Web before making changes.

Once you’ve opted in, you won’t be able to switch back to using legacy email settings and the original documents from inFlow for Windows. Contact the inFlow team if you have any questions.

How to switch to Email and Document Designer

1. To start, open an order in inFlow with an Admin account (sales, purchase order, etc.) > then click Print. 
2. In the Print Document screen, click Get the latest.
3. Review the information on-screen, then click Update.

You’re all set! From now on, you’ll have access to the documents created by the Document Designer and can use the email templates created by the Email Designer.

Order printing with the Document Designer

Documents created with the Document Designer can only be edited with inFlow for Web, but you can still continue to use the inFlow for Windows to print documents. See below for steps.

1. Open any inFlow order in inFlow, then click Print then select a document.  
2. A web browser window will open where you can select Print.

If you’d like to edit a document, click the Print button, then Edit documents. Check out this guide to learn more about inFlow’s Document Designer.