This feature will ensure that each product has a unique SKU while retaining any existing SKUs you may have assigned.

What are stock keeping units (SKUs)?

SKUs are unique codes used to represent a product when managing inventory. In inFlow, only one SKU can be assigned per product. 

Accurate tracking is possible because SKUs are unique. They are required to connect inFlow to ecommerce integrations such as Shopify.

Options for adding SKUs to inFlow

In inFlow, we offer two ways for you to add SKUs:

• Add existing SKUs from your products – Great for using the SKUs your vendor/supplier has provided. This option allows you to have greater flexibility and control over the SKUs in your inventory.
• Have inFlow generate SKUs for your products – This is best if your products don’t have SKUs. inFlow will create new SKUs for all products. 

Adding existing SKUs from your products

If your products have SKUs from your vendor/supplier, you can add them to inFlow in two ways. 

• Adding individual SKUs to a product record.
• Importing SKUs in bulk with a CSV import.

Adding individual SKUs to a product record

1. Open the product record. (Main Menu > Inventory > Product List.)
2. On the product record, select the SKU and enter the SKU in that field. 
3. Click Save on the product record to finalize the changes.

Importing SKUs in bulk with a CSV import

You can also add SKUs to your products in bulk by importing a CSV file. See below for details.

Creating a CSV template by exporting from inFlow

If you don’t have a list of your products on a spreadsheet, inFlow can make one for you. The convenient part is that when you use this file to import your SKUs, inFlow will recognize the data, making the importing process even easier. 

1. Go to Main Menu > Export data.
2. Select Product Details from the Data type section. 
3. Click Export to download the CSV file to your computer. 

Blockquote: CSVs exported from inFlow will have more data on the spreadsheet than you need for importing SKUs. You can remove those columns if you prefer or locate the SKU field and add the product SKUs to that column. 

Editing the CSV template

To import SKUs to inFlow, the CSV file only needs two columns: product name and SKU. 

Importing the barcode CSV to inFlow

When the CSV file is complete, you can import it to inFlow to update the product records. 

1. Go to Main Menu > Import data.
2. In the Data type drop-down menu, select Product details. 
3. Below, select the CSV file to upload to inFlow, then click Next.
4. If applicable, select Edit Data Mapping.
5. Match the Product name and SKU fields to the left with the fields in the respective drop-down menus. 
6. Click Import when to continue.
7. You’ll see an Import is in progress message. Click Okay. When the import is complete, you’ll be emailed the results. 

For an overall guide on how to update products with a CSV import, take a look at this guide.

Have inFlow generate SKUs for your products

1. With an admin account, go to inFlow’s Inventory settings (If you’re logged in, go to Main Menu> Options > Inventory.)
2. Select Stock keeping units.
3. Toggle ON Auto-generate SKUs for current and future products.
4. You can set a Prefix, Next number ID#, and Suffix for inFlow to use when generating SKUs. 
5. Click Generate.

SKU vs UPC

You can learn more about SKUs and UPCs from the inFlow Blog.

The post How to create/generate stock keeping units (SKUs) appeared first on inFlow Inventory.

Web

In inFlow, you can attach files to records and orders. For example, you can attach a warranty to an order or certificates and tax breaks to a customer record.

Adding attachments to records/orders

1. Open the record for which you want to add an attachment.
2. Click Attachments in the toolbar.
3. You can drag and drop the file or click to select a file. Repeat this step to add additional attachments.
4. Click Done to close the attachment window.
5. Save the product record when done.

When you copy a product or order, any attachments added to the original record will not be copied to the new record.

How to re-open/manage attachments

1. Navigate to the product, order, or record you wish to address.
2. Click Attachments in the toolbar.
3. Click on the attachment filename to open it in a new tab, or hover over the file and click the download icon. 
4. The attachment will open in a new browser tab where you can print or download the file.
5. Close the new browser tab when done, and click Done on the product record to close the attachments window.

To remove a block, hover over it and select the trash can icon.

User access rights restrictions

The user access rights determine the various access options for attachments. See below for details.

Canceled records only have view-only and download access to attachments. 

You can learn more about inFlow’s Team member access rights from this guide. 

Windows

In inFlow, you can attach files to records and orders. For example, you can attach a warranty to an order or certificates and tax breaks to a customer record.

Adding attachments in a record

1. Open the record you want to add an attachment for.
2. Click Attachment in the top toolbar.
3. Click Add New in the resulting window.
4. Choose the file you want to attach and then click Open.
5. Click Save in the attachment window and again in the top toolbar.

To re-open the attachment

1. Navigate to the order, product, or record that you wish to address.
2. Click Attachment in the top toolbar.
3. Click the name of the file you wish to open.

File type restrictions

Maximum file size

The maximum file size that can be attached to a record is 30 MB for inFlow Inventory for Web and 20 MB for inFlow Inventory for Windows.

Restricted file types

In order to ensure security, inFlow software does not permit the attachment of certain file types. 

.ade, .adp, .apk, .app, .application, .appref-ms, .appx, .appxbundle, .asp, .aspx, .asx, .bas, .bat, .bgi, .cab, .cer, .chm, .cmd, .cnt, .com, .cpl, .crt, .csh, .der, .diagcab, .diagcfg, .diagpack, .dll, .dmg, .ex, .ex_, .exe, .fxp, .gadget, .grp, .hlp, .hpj, .hta, .htc, .img, .inf, .ins, .iso, .isp, .its, .jar, .jnlp, .js, .jse, .ksh, .lib, .lnk, .mad, .maf, .mag, .mam, .maq, .mar, .mas, .mat, .mau, .mav, .maw, .mcf, .mda, .mdb, .mde, .mdt, .mdw, .mdz, .mjs, .msc, .msh, .msh1, .msh1xml, .msh2, .msh2xml, .mshxml, .msi, .msix, .msixbundle, .msp, .mst, .msu, .nsh, .ops, .osd, .pcd, .pif, .pl, .plg, .prf, .prg, .printerexport, .ps1, .ps1xml, .ps2, .ps2xml, .psc1, .psc2, .psd1, .psdm1, .pst, .py, .pyc, .pyo, .pyw, .pyz, .pyzw, .reg, .scf, .scr, .sct, .shb, .shs, .sys, .theme, .tmp, .url, .vb, .vbe, .vbp, .vbs, .vhd, .vhdx, .vsmacros, .vsw, .vxd, .webpnp, .website, .ws, .wsc, .wsf, .wsh, .xbap, .xll, .xnk

The post How to add attachments (products, customers, vendors, orders) appeared first on inFlow Inventory.

Web

Barcodes & SKUs video

Take a look at this video from the Getting Started Guide to learn how to add barcodes to your products.

What are barcodes?

Barcodes are a visual representation of the product/item that is usually made with lines and spaces. 

Barcodes have two elements: the barcode data, which consists of letters and numbers, and the barcode image, which consists of scannable lines and spaces.

A global trade item number (GTIN) is encoded to a barcode in a globally recognized barcode format, such as UPC or EAN. You’ve likely seen GTIN barcode formats on products in retail stores that are 8, 12, 13, or 14 digits long. 

inFlow supports 13-digit barcodes.

Add existing barcodes from your products

If your products have barcodes from your vendor/supplier, you can add them to inFlow in two ways. 

• Manually adding barcodes to a product record.
• Importing barcodes in bulk with a CSV import.

inFlow doesn’t support duplicate barcodes. As a result, each barcode number must be unique.

Manually adding barcodes to a product record

1. Open the product record. (Main Menu > Inventory > Product List.)
2. On the product record, click on Add Barcodes.
3. In the blank field, scan the product barcode. If there is an additional barcode select Add barcode and scan the next barcode to the blank field. 
4. Click Update when done.
5. Click Save on the product record to finalize the changes.

Once a barcode is added to a product, the Add barcodes button changes to Manage barcodes.

Importing barcodes in bulk with a CSV import

You can also add barcodes to your products in bulk by importing a CSV file. See below for details.

Creating a CSV template by exporting from inFlow

If you don’t have a list of your products on a spreadsheet, inFlow can make one for you. The convenient part is that when you use this file to import your barcodes, inFlow will recognize the data, making the importing process even easier. 

1. Go to Main Menu > Export data.
2. Select Product Details from the Data type section. 
3. Click Export to download the CSV file to your computer. 

CSVs exported from inFlow will have more data on the spreadsheet than you need for importing barcodes. You can remove those columns if you prefer or locate the barcode field and add the product barcodes to that column. 

Editing the CSV template

To import barcodes to inFlow, the CSV file only needs two columns: product name and barcode. 

Multiple barcodes on a CSV import file

For products with more than one barcode, use a comma to separate the barcode numbers.

Importing the barcode CSV to inFlow

When the CSV file is complete, you can import it to inFlow to update the product records. 

1. Go to Main Menu > Import data.
2. In the Data type drop-down menu, select Product details. 
3. Below, select the CSV file to upload to inFlow, then click Next.
4. If applicable, select Edit Data Mapping.
5. Match the Product name and Barcode fields to the left with the fields in the respective drop-down menus. 
6. Click Import when to continue.
7. You’ll see an Import is in progress message. Click Okay. When the import is complete, you’ll be emailed the results. 

For an overall guide on how to update products with a CSV import, take a look at this guide.

Have inFlow create free internal barcodes

inFlow can automatically generate barcodes for products without them. New barcodes will not overwrite any existing ones.

1. Go to the Inventory settings in inFlow. 
2. Under Free internal barcodes, select Generate.
3. Toggle ON Automatically generate free internal for products without a barcode. A preview of the barcode will be displayed below. 
4. Click Generate barcodes.

Multiple barcodes on a product

In inFlow, you have the option of having multiple barcodes for a product. See below for steps on how to add additional barcodes and set a default. 

How to add additional barcodes

1. Open a product record (Main Menu> Product list.)
2. Click on Barcode. 
3. Select Add barcode to add a unique barcode to the field. 
4. Click Update, then save the product record. 

On the product record, you’ll see the default barcode and + more, which shows that there are multiple barcodes assigned to the product. 

Setting a default barcode

With multiple barcodes, one of the barcodes needs to be set as the default. This default barcode will be used when connected to ecommerce and accounting integrations and printing labels.

1. Open a product record (Main Menu> Product list.)
2. Click on Barcode. 
3. From the list of barcodes, click on the star icon that should be the default.
4. Click Update, then save the product record. 

Purchase GTIN barcodes

Did you know you can buy barcodes with inFlow? We’ve partnered with GS1 to become an official partner. 

For more details, check out the GS1 Barcode Shop or select Buy barcodes from the Inventory settings in inFlow. 

SKU vs UPC

You can learn more about SKUs and UPCs from the inFlow Blog.

Windows

What are barcodes?

Barcodes are a visual representation of the product/item that is usually made with lines and spaces. 

Barcodes have two elements: the barcode data, which consists of letters and numbers, and the barcode image, which consists of scannable lines and spaces.

A global trade item number (GTIN) is encoded to a barcode in a globally recognized barcode format, such as UPC or EAN. You’ve likely seen GTIN barcode formats on products in retail stores that are 8, 12, 13, or 14 digits long. 

inFlow supports 13-digit barcodes.  

Add existing barcodes from your products

If your products have barcodes from your vendor/supplier, you can add them to inFlow in two ways. 

• Manually adding barcodes to a product record.
• Importing barcodes in bulk with a CSV import.

inFlow doesn’t support duplicate barcodes. As a result, each barcode must be unique.

Manually adding barcodes to a product record

1. Open the product record. (Main Menu > Inventory > Product List > double click on your product).
2. On the main product page, click on the Barcode field.
3. Scan your product.
4. Click Save.

Now that it’s saved, it’s ready to be scanned into a sales order, purchase order, basically anywhere in inFlow where you can select a product!

You can store more than one barcode for the same product by separating the barcodes with commas.

Importing barcodes in bulk with a CSV import

You can also add barcodes to your products in mass by importing with CSVs.

If you already have a list of products in inFlow, follow these steps to update your existing products with barcodes using a CSV import.

Have inFlow create free internal barcodes

To let inFlow automatically create barcode numbers for new products you create:

1. Go to the Main Menu > Options > Settings.
2. Under Barcodes & Stock keeping units (SKUs), click the Generate… button. It will redirect you to inFlow Inventory for Web.
3. Toggle ON Automatically generate free internal for products without a barcode. A preview of the barcode will be displayed below. 
4. Click Generate barcodes.

Mobile

What are barcodes?

Barcodes are a visual representation of the product/item that is usually made with lines and spaces. 

Barcodes have two elements: the barcode data, which consists of letters and numbers, and the barcode image, which consists of scannable lines and spaces.

A global trade item number (GTIN) is encoded to a barcode in a globally recognized barcode format, such as UPC or EAN. You’ve likely seen GTIN barcode formats on products in retail stores that are 8, 12, 13, or 14 digits long. 

inFlow supports 13-digit barcodes. 

At the moment, there isn’t a way to set up automatic barcoding from the mobile app. This will have to be set up on the inFlow Inventory Windows or Web app.

To learn how to manually add barcodes to inFlow Inventory for Mobile app, see below.

Manually adding barcodes to a product record

To add your existing barcode numbers to your products using the inFlow Inventory for Android or iOS app:

1. Open the mobile app and head to the product list.
2. Tap the search icon at the top right to find your product, or select it from the list below.
3. Scroll down to the barcode field and tap the barcode icon.
4. If prompted, allow the app to access your camera.
5. Align the barcode in front of the camera, and inFlow will add it to the barcode field for you.
6. Click Save.

SKU vs UPC

You can learn more about SKUs and UPCs from the inFlow Blog.

The post How to add/generate barcodes in inFlow appeared first on inFlow Inventory.

While the day-to-day use of barcodes in inFlow remains the same, the inFlow team added some improvements for better barcode tracking. Read below to learn more about managing legacy barcodes.

Barcode updates

Multiple barcodes 

One of the main improvements added is that inFlow Inventory for Web and Mobile now supports multiple barcodes per product.

GTIN compatibility 

The other significant change is that inFlow can generate GTIN-compatible barcodes. But don’t worry—this isn’t a forced change. 

Your products’ barcode numbers won’t change. If you’re using inFlow to generate barcodes for new products, you can keep the settings as they are. 

What is GTIN?

A global trade item number (GTIN) is encoded to a barcode in a globally recognized format, such as UPC or EAN. You’ve likely seen GTIN barcode formats on products in retail stores that are 12 or 13-digit long.

Why use/generate GTIN-compatible barcodes?

These changes have been added to lay the groundwork for future scanning features that will be added to inFlow. 

Switch to the new internal barcode generator

Switching your barcode settings will allow you to take advantage of the benefits listed above and any new barcode features that are added to inFlow. 

1. Go to the Inventory settings in inFlow (Main Menu> Options>Inventory.)
2. Under Internal barcodes and SKUs select Generate.
3. Click the Switch button. 

After changing the barcode settings, the free internal generator will create 13-digit industry-standard barcodes. For details on all the barcoding features take a look at this guide to learn more.

Warning: Once you switch to using the new barcode generation, it’s not possible to revert to the legacy barcode settings.

Legacy barcode generation settings

Barcode settings haven’t changed since the update. You can find them in the Inventory settings.

1. Go to the Inventory settings in inFlow (Main Menu> Options>Inventory.)
2. Under Internal barcodes and SKUs select Generate.
3. The window will have instructions for switching to the new barcode settings. To remain with legacy barcoded select, I’m not ready. From here, you can make changes and the Generate button to complete the changes. 

Editing existing legacy/new barcodes on products

1. To edit barcodes, select Manage barcodes. 
2. Make the changes, then click Update.
3. Save the product record when done.

The post Legacy barcode settings appeared first on inFlow Inventory.

DYMO Label Software—which our older integration relied on—is no longer supported by DYMO themselves. So the time has come for us to replace it with a more flexible option.

Can I still use my DYMO printer with inFlow going forward?

Don’t worry, you’ll still be able to use your DYMO printer to print, even after March 26, 2024. 

The only difference is you’ll use our built-in Label Designer and Print Helper to do so. 

Our Label Designer lets you create your own labels with lots of flexibility on sizing and style, and our Print Helper lets you print from virtually any label printer—including DYMO models. 
 

What should I do to prepare for the update on March 26?

Unfortunately there isn’t a way to migrate your existing DYMO labels to inFlow, so there are two things you’ll need to do to prepare:

1. Set up your labels in inFlow Label Designer (~20 minutes for most businesses)
2. Set up inFlow Print Helper on any Mac or PC attached to a label printer.

Are there other advantages to this change?

We think you’ll enjoy using the Label Designer, but switching away from the legacy DYMO integration will also allow you to:

• Print labels over the internet via web, Windows, and mobile
• You’ll be able to use label printers from other brands like Zebra and Brother
   

The post How do I switch from the DYMO integration to inFlow Label Designer? appeared first on inFlow Inventory.

Please note this feature is only available on select plans or add-ons.

Web

Transferring stock from one location to another is easy in inFlow Inventory! See below for full complete guide.

1. Go to Main Menu > +New transfer. 
2. Select the sending location, then click on the destination location for where you’re transferring the products to.

Note: You can click on the +Create new location button if you want to add a new main location to inFlow.

Creating and sending a stock transfer

Now that you’ve created a stock transfer order, you can add the products that need moving.

1. In the center of the page, click the +Add products button to add the products to transfer.
2. When selecting your product, the drop-down menu will stay open. This is so you can select different products from the list to transfer. Click on the same product more than once to increase the quantity you want to transfer.
3. When you’re done selecting the products, click outside the drop-down menu to continue processing the stock transfer. You can edit the quantity and the sublocations from here.
4. When ready, click on the Send transfer button. You’ll notice that the order status is now set to In Transit to the destination location.

Note: the quantities listed in the product picker drop-down menu shows quantities available.

Customizing the stock transfer product list

Sorting products

To apply a filter, click the table headers that match your needs.

Rearranging products

Rearrange the products on the product table by clicking and dragging the grab handles located on the left side of each product.

Viewing product records

If you want to look at a product that is on the product list, hover over it and click the link to open it in a new tab. 

Undoing a sent transfer

If you sent a stock transfer by mistake, you can undo the transfer to restore your product quantities.

1. Open the stock transfer that you’d like to undo.
2. Click on Undo send located next to the Receive transfer button. The stock transfer will be saved, and the transfer status will change back to Open.

Receiving a stock transfer

When the products arrive at the destination location, you can open the stock transfer order and click the Receive transfer button. This completes the transaction.

Undo a received transfer

If you received a stock transfer by mistake, you can undo that action to set the transfer back to the In transit status.

1. Open the stock transfer that you’d like to undo.
2. Click on Undo receive next to the Undo transfer button. The stock transfer will be saved, and the transfer status will change back to In transit.

Undo transfer

If you’d like to undo the whole transfer, you can do that too.

1. Open the transfer you’d like to change. 
2. Click on the Undo transfer button.

From here, your stock transfer will revert to Open status. You can also click the Cancel button at the top right of the screen if you don’t want to complete the transfer anymore.

Creating transfers with serialized products

Creating a stock transfer with serialized products is very similar there’s one extra step. See below for complete steps.

1. Go to Main Menu > Stock transfer list. 
2. Click on the +New transfer button. 
3. On the window that loads, click on the location you want to transfer products from, then click the destination location. 
4. In the center of the page, click the + Add products button, and select the serialized products you need to transfer.
5. Click outside the drop-down menu, and select the serialized product. 
6. Next to the quantity, click on the gray square symbol. This represents the serial numbers you need to select.
7. A list of your serial numbers will load in a drop-down menu below the quantity. Select the serial numbers from the list that you’ll be transferring. The number of serial numbers selected will always equal the quantity of the product on the order (3 products = serial numbers). 
8. Once you’ve picked the serial numbers, the square will turn blue. This means you’ve selected enough serial numbers for the amount of products on the order. You can continue with the transfer.

Stock transfer options

Printing stock transfer documents

1. To print a stock transfer, click the Print button at the top right side of the screen.  
2. A new tab will open where you’ll see a preview of the printout. 
3. Click on the Print button. 
4. Select your printing preferences, then click the Print button. Depending on your browser, you can remove the headers and footers.

Emailing stock transfer documents

1. To email a stock transfer, click the Email button at the top right side of the screen.  
2. A new window will load with your email list in the Reply-to field. Enter the recipient’s email addresses into the fields. 
3. In the Message field, you can add any information you need for the recipients.  
4. Click on Preview document to look at what the printed document will look like. 
5. When done, click the Send button.

Editing stock transfer locations

If you need to change the locations on a stock transfer, you can do that by clicking on the location names. This will pull up a drop-down menu of your inFlow locations that you can select.

There isn’t an option to add a new location from the location drop-down menu. Be sure to add any new main locations to inFlow before making changes to the order.

Assigning team members to stock transfers

If a specific team member will be working on this stock transfer, you can assign them to the order.

How to assign a team member

1. Under the stock transfer number, click on the Assigned to button. 
2. In the pop-up window, select the team member from the list below. 
3. Click Assign when done.

How to remove an assigned team member

1. Select the name of the team member who’s currently assigned to the stock transfer.
2. Click on the x Clear assigned link at the bottom right of the pop-up window.
3. Click Unassign when done.

How to use custom fields on stock transfers

If your team tracks information that inFlow doesn’t have fields for, you can use the custom field to create the tracking that you need. You can name the custom field and type the information in the text field. You can add any information needed.

How to add new custom fields from the stock order screen

If your team has added custom fields to inFlow, you can use those fields on stock transfers too.

1. Click on the +Set custom field button. 
2. If you don’t have any custom fields click on Manage custom fields.
3. Enter a name next to Field 1. If you want this field to show up on printed documents, put a checkmark next to the Print option.
4. Click on Save when done. 
5. To enter data into the newly made custom field, click on + Set custom field once again. 
6. Next to the new custom field, enter the information you want to track next on the order.
7. Click the Save button when done.

How to add existing custom fields

If your team has added custom fields to inFlow, you can use those fields on stock transfers too.

1. Click on the +Set custom fields button. 
2. On the pop-up window, enter information in the related type-in field. 
3. Click the Save button when done.

How to add remarks/notes

If you want to add more information about the stock transfer, you can do this by clicking +Add remarks. These remarks will also show on the stock order email and printed documents.

Note: To remove remarks, select all the information in the field, then press backspace or delete on your keyboard.

How to cancel a Stock transfer

If you need to cancel a stock transfer, you can do that no matter what the transfer status is on the order. This will return all product quantities back to where they were before the transfer.

To do this, click on the Cancel transfer button at the top right of the screen.

How to copy a stock transfer

You can also copy any stock transfer too. To do this, click on the Copy button at the top right of the screen.

Location restricted access

If your team members have location access rights, they can use the stock transfer feature too! The team member needs to be able to have access to the sending location or the destination location.

This means:

• A team member who has access to all locations or a team member with access to only the sending location can start a transfer.
• A team member with access to all locations or a team member with access to only the destination location can complete the transfer.

A team member can have location-based access rights and make transfers within the locations they have access to. All team members will only be able to make transfers within locations they have access to.

Note: At the moment higher tier plans have access to the Restrict access by location add-on. Get in touch with the inFlow team if you have any questions about this feature. 

Reordering and stock transfers

If your team has a central warehouse, you can use that location for reordering. You can set product reorder settings to make a stock transfer from that warehouse when inventory goes below the reorder point.

On the product record, click the Edit reorder settings button to set this up. For full details on this feature, take a look at this guide.

Windows

Transferring stock from one location to another is easy in inFlow Inventory! You can also cancel the transfer later on if you make a mistake.

To transfer stock

1. Go to Main Menu > Inventory > Transfer Stock.
2. Choose the From Location and the To Location for the item you are transferring.
3. Select the items you’d like to transfer or click Add by Location to add all the items at the chosen From Location.
4. Add any remarks you have to the bottom, and when you’re ready, click Send Transfer.
5. When the physical transfer is finished, click Receive Transfer.

Note: If you need to transfer items from different locations you’ll have to create separate transfer sheets for each location. 

To cancel a transfer

1. Go to Main Menu > Inventory > Transfer Stock.
2. Click the Cancel button at the top of the screen.

This will revert the inventory movement (both receiving and sending) and disable further editing.

Mobile

1. From the Homepage, tap on Stock transfers. (You can also tap on Main Menu > Stock transfers). 
2. Tap on the “+” symbol at the top right-hand corner. 
3. The From location is already pre-selected with your personal default location or inFlow default location. Tap on it if you want to choose another From location to transfer your products from. 
4. In the To location section, tap the destination location. 

Note: The mobile app is limited to the locations already added to inFlow. There isn’t an option to add new locations or sublocations from the mobile app.

Adding products and sending a stock transfer

Now that you’ve created a stock transfer, you can add the products that need moving.

1. Tap on Add products or Scan products to add products to the transfer. When scanning, you can scan the same barcode multiple times to increase the quantity. Or you can scan the barcode once, then type in the total quantity of how many you’re transferring. 
2. Tap Done when you’ve selected the desired products.
3. When ready, tap on the Send transfer button. You’ll notice that the order status is now set to In transit.

Additional notes 

• Quantities shown are quantity on hand. Take a look at this article to learn more about the different quantities in inFlow. 
• Avoid transferring products that will create negative inventory. You’ll see a warning on-screen if there’s a product that will go into negative inventory. 
• Sublocations can’t be added to a stock transfer from the mobile app. You can transfer to sublocations that have been created on the inFlow Web and Windows app. if there isn’t a default sublocation set. 

Undoing a sent transfer

If you sent a stock transfer by mistake, you can undo the transfer to restore your product quantities.

1. Open the stock transfer that you’d like to undo.
2. Tap on Actions, located next to the Receive transfer button. 
3. Select Undo send. The stock transfer will be saved, and the transfer status will change back to Open.

Receiving a stock transfer

When the products arrive at the To (destination) location, you can open the stock transfer order and tap the Receive transfer button. This completes the transaction.

Undo a received transfer

If you received a stock transfer by mistake, you can undo that action to set the transfer back to the In transit status.

1. Go to the Stock transfer list. 
2. Tap the Filter button. 
3. Select Completed, then tap Apply.
4. Open the stock transfer that you’d like to undo.
5. Tap the Actions button and select Undo receive. Once done, the stock transfer will be saved, and the transfer status will change back to in transit. 

Undo a stock transfer

If you’d like to undo the whole transfer, you can do that too.

1. Open the transfer you’d like to change. 
2. Tap on the Undo transfer button.
3. You’ll see a warning asking you if you want to reopen the transfer. Tap on Continue. 

From here, your stock transfer will revert to Open status. If you want to cancel the order, tap the Actions button, then select Cancel transfer. 

Creating transfers with serialized products

Creating a stock transfer with serialized products is very similar. There’s one extra step. See below for the complete steps.

1. Create a new stock transfer or open an existing stock transfer. 
2. Add the serialized product(s) to the order by selecting Scan products or Add products.
3. Select the quantity you want to transfer. Then tap Set serials. 
4. Select the serial numbers from the list, or scan them. The number of serial numbers selected must match the quantity of the transferred products.  
5. Tap Done to return to the product selection screen. Then tap Done again. 
6. Once you’ve picked the serial numbers, the square symbol next to the transferred quantity will be grey. This means you’ve selected the correct number of serial numbers. If this symbol is blue, you need to select more serial numbers to match the transferred quantity. 
7. From here, you can tap Send transfer or Action to continue the transfer. 

Stock transfer options

Emailing stock transfer documents

1. To email a stock transfer, tap on the Actions button. 
2. Select Email transfer. 
3. The Reply-to field will load your email address based on your email settings. 
4. Toggle on the Cc & Bcc field if you want to add other email addresses to this email. 
5. In the To field, enter the recipient’s email address. 
6. You can change the subject line by selecting that field. 
7. In the Message field, you can add any information for your recipients. 
8. When done, tap the Send button at the top right-hand corner of the screen.

Sharing stock transfer documents

1. To email a stock transfer, tap on the Actions button. 
2. Select Share transfer. 
3. Select the device contact or app you want to share the stock transfer to. A link will be sent to the recipient for them to open the stock transfer document. 

Changing stock transfer locations

1. Tap on the Details tab. 
2. In the Locations section, tap the locations you want to replace. 
3. Tap the Save button, or return to the Transfer tab to continue. 

Note: There isn’t an option to add a new location from the location drop-down menu. Be sure to add any new main locations to inFlow before making changes.

Assigning team members to stock transfers

If a specific team member will be working on this stock transfer, you can assign them to the order.

How to assign a team member

1. Next to the stock transfer number, tap on the person symbol in the top right-hand corner of the screen. 
2. In the pop-up below, select the team member from the list. The person symbol is replaced with the initials of the team member it’s assigned to.

How to remove an assigned team member

1. Tap on the initial of the team member who’s currently assigned to the stock transfer.
2. Select Clear on the pop-up window. From here, the order will revert to being unassigned. 

How to use custom fields on stock transfers

If your team tracks information that inFlow doesn’t have fields for, you can use the custom field to create the tracking that you need. You can name custom fields, and in the type-in field, you can add any information you’d like.

Note: Custom fields need to be added to inFlow via the Web or Windows app before they can be used on the Mobile app. Take a look at this article to learn how to add custom fields. 

1. Open a stock transfer and tap on the Details tab. 
2. Scroll to the Custom fields section. Any fields that have been added to inFlow will be here. 
3. Edit the desired field, then tap the Save button. 

How to add remarks/notes

If you want to add more information about the stock transfer, you can use the Remarks field. 

1. On the stock transfer, tap on Details. 
2. Scroll to the Remarks section. Enter your information here. 
3. When done, tap Save or tap the Transfer button to return to the order.  

Note: To remove remarks, select all the information in the field, then tap backspace on your device’s keyboard.

How to cancel a Stock transfer

If you need to cancel a stock transfer, you can do that no matter what the transfer status is on the order. This will return all product quantities to where they were before the transfer.

1. To do this, tap on the Actions button. 
2. Select Cancel transfer.

Stock transfer list view

When you go to the Stock transfer list, you’ll only see open and in-transit transfers. This is to show you the orders that need your attention the most. 

If you want to look at completed or canceled orders, you can tap on the Filter button to choose transfers by 

• Status
• Location
• Requested date
• Sent date
• Received date
• Assigned to.

You can also change the order of the listed transfers by tapping the Sort by button. 

Location restricted access

If your team members have location access rights, they can use the stock transfer feature too! The team member needs to be able to have access to the sending location or the destination location.

This means:

• A team member who has access to all locations or a team member with access to only the sending location can start a transfer.
• A team member with access to all locations or a team member with access to only the destination location can complete the transfer.

A team member can have location-based access rights and make transfers within the locations they have access to. All team members will only be able to make transfers within locations they have access to.

Note: At the moment higher tier plans have access to the Restrict access by location add-on. Get in touch with the inFlow team if you have any questions about this feature. 

Reordering and stock transfers

If your team has a central warehouse, you can use that location for reordering. You can set product reorder settings to make a stock transfer from that warehouse when inventory goes below the reorder point.

On the product record, click the Edit reorder settings button to set this up. For full details on this feature, take a look at this guide.

The post How to transfer stock between locations appeared first on inFlow Inventory.

Setup

Please note: Manufacture orders are only available with an inFlow Manufacturing plan.

What are Manufacture orders?

Manufacture orders (MOs) track raw materials/components that are assembled to create a new product. 

There are two elements to manufacture products in inFlow: 

1. Bill of materials 
2. Manufacture orders 

A bill of materials is a list of raw materials and instructions that are used to create a product. You can think of it as a recipe where the ingredients and steps are provided. 

The manufacture order is where you track the tasks to complete manufacture. Such as: 

• Product picking
• Reordering
• manufacturing operations

Before getting started

Before assembling products, there are a few things you’ll need to have in inFlow. 

• Have you added all products to inFlow? For inFlow to complete manufacture, we suggest that all products you’ll be working with are added into inFlow before starting a manufacture order. You can create products manually, or you can import products in bulk. 
• Do your products have costs? Along with adding products to inFlow, having the costs on the product records will help track manufacturing costs accurately.  You can learn more about how inFlow calculates costs from this guide. 
• Have you added a bill of materials (BOM) to all the products you manufacture? As mentioned, a bill of materials lists all raw materials used to build the final product. inFlow manufacture orders can only build products that have a BOM added to them.
  
  You can add a bill of materials to products manually, or you can import the bill of materials in bulk.

Manufacture orders webinar

Check out the webinar below for a detailed guide on inFlow’s manufacturing features.

Create MOs

How to create a Manufacture order

1. From the Homepage, Click on Inventory > New manufacture order. (Or Main Menu> New manufacture order.) 
2. Search or select a product to manufacture, then click Next.
3. Confirm the location where you want to create the manufacture order. Or, select the blue arrow to choose a different location. (The location is set to show your personal default location). 
4. In the quantity column, enter the amount of how many you want to build. Then click Create. 

How to create a blank Manufacture order

1. From the Homepage, Click on Inventory > New manufacture order. (Or Main Menu> New manufacture order.) 
2. Select Start from a blank order. This will open a new manufacture order with the location set to your personal default location. 
3. Select Add finished product to add the product you’ll be building. 

On the MO, the information for the product you’re manufacturing will be in the order header along with the following: 

• Assignee field
• Location (this is where products will be picked & put away unless overridden) 
• Order date
• Other costs
• Due date
• Custom fields (x10)

Note: For best performance, we recommend building one finished product per MO.

Start manufacturing 

In the Overview table, raw materials and subassemblies are organized in a hierarchy to visualize which products need to be assembled first. 

We suggest starting with the lowest level and working your way to the top of the MO. This is because the lowest sub-assembly is likely needed for the higher-level assemblies. 

Click Start to begin manufacturing.

Picking

Pick per assembly

1. On a subassembly line item, click Start to begin manufacture. 

1. On-screen, you’ll see a pick list of the raw materials in the subassembly. 
2. Place a checkmark next to the raw materials you’ve picked. Or select Pick all or Scan to pick. 
3. When picking is complete, click the Assemble button. Take a look at the Operations section of this article to continue processing the MO. 

Full pick list  

If you prefer to pick all raw materials regardless of subassemblies, you can do this from the Overview table.

1. Above the Overview table, select View full pick list.
2. This will give you a list of all raw materials regardless of subassemblies.

3. Put a checkmark next to manually select what you’ve picked. Select Pick all if all of the raw materials have been picked, or Scan to pick to complete picking with a barcode scanner.
4. When picking is complete, save the MO. Click on the back arrow to return to the Overview table. Take a look at the Operations section of this article to continue processing the MO.

Operations

MO operations are a series of tasks that need to be completed to assemble the finished product. Each operation represents a different stage in the manufacturing process. 

We’d encourage you to add operations to the bill of materials before creating an MO to have all the steps ready when it’s time to assemble. Take a look at this guide to learn more about adding operations to the bill of materials, or you can import operations. 

MO operations track the following

• Operation type: A task category 
• Costing: Track per-hour costs with the estimated duration field or enter a flat rate in the Per-unit cost field to track fees from third parties. 
• Instructions: complete each stage of manufacturing the product. 

Note: If you previously used service-type products to track hourly rates/fees, you can use the costing fields in the operations instead. 

1. Once the raw materials are picked, click on Assemble.
2. You’ll see a list of all of the operations for the assembly.

3. After completing each operation, review and update the cost and duration estimates to the actual costs and durations from the assembly if necessary. This will make the product costs more accurate when the manufacture order is complete.
4. Click Mark as done or select Mark all as done. If you need to make changes to a completed operation, click Undo.
5. To go back to the Overview table, click on the back arrow next to the assembly/subassembly name.

Subassemblies

If you pre-build components that are used for another assembly, inFlow will treat those components as raw material (a stocked subassembly). Stocked subassemblies on the MO will have a blue icon on the product image to identify them.

When your subassembly is in stock, the raw materials that are needed to build the subassembly won’t be displayed.

Out-of-stock subassemblies

If your subassembly is out of stock, inFlow can handle this in two ways. 

• Reorder (assemble on a separate MO) 
• Build from components.

Reorder (assemble on a separate MO) 

To create a separate MO for your subassembly:

1. On the Overview table, click on the inventory status (Not enough). 
2. The Reorder setting window will open. You can create the MO from here. If reorder settings haven’t been created, click on the yellow warning at the top of the page to set the product to be reordered by a Manufacture order. 

Click Reorder when done, and you can open the new MO to start assembly.

Build from materials

To keep all assemblies in a single MO: 

1. Hover the subassembly and click on the ellipsis. 
2. Click on Build from components. 
3. Select Use current order.

On the MO, you’ll see the subassemblies and the raw materials needed to build. 

Put away

In the MO header, you can set the Put away location to track the location of the manufactured products. 

1. In the MO header, click on Set put away location.

2. The preselected location will match the location of the MO. You can keep this or select another location from the drop-down menu. You can select more than one location by clicking “+” next to the main location.
   
   If your team uses sublocations, you can select it from the drop-down menu or create a new one by selecting Add put away sublocation.
3. Click on Put away when done.

Note: If a location or sublocation doesn’t exist in inFlow, start typing it in to create a new one.

Undo put away

After setting the put away location on the order, you can change or remove it at any time. 

1. Click on Edit put away location. 
2. To edit the location: select a new location or sublocation, then click the Put away button.
3. Removing the location: Click on Clear put away.

Customizing the MO

We know that not everything goes according to plan. If you need to make changes to the MO while on the go, take a look at the custom customizing manufacture orders guide. 

Completing a MO

When manufacturing is done, click the Complete button.  This changes the MO status from In progress to Completed. 

At this point, inventory levels and costs will be updated with the date the MO was marked complete. 

Order and raw material statuses

Manufacture statuses 

On a manufacture order, there are a few different statuses that you’ll see next to assemblies. Take a look below to learn about the different statues and the bullet points that explain why you’d see these statues on the MO.

Blocked

• This is shown at the top-level subassemblies when there aren’t enough raw materials in stock.

Start

• Subassemblies are ready to build. 
• Prior subassemblies have been made, and they’re ready to be used in the next assembly. 
• Raw materials/components are in stock and ready for picking and assembly.

Continue

• For assemblies in progress. 
• Some of the raw materials have been picked.
• The assembly process has started but hasn’t been marked as done.

Assemble

• Subassemblies will have this status when there aren’t any raw materials left to pick. 
• This stage means you have everything ready to start building.

Done

• When all raw materials have been picked, operations and subassemblies are completed. 

Raw material inventory level status

The overview table shows all raw materials and any subassemblies to build the product.  If you enable the “Show raw materials” toggle, at some point, you’ll come across the following inventory status badges in the Overview tab: 

Not enough

• This status is for raw materials that aren’t in stock. 
• Click on Not enough to reorder stock. 

Low stock

• This is shown for products that are on multiple orders, but there isn’t enough stock to complete/fulfill them all.    
• Click on Low stock to reorder. 

Waiting 

• This status is for products you don’t have in stock but are waiting on an incoming order.
• Products can be reordered from a purchase order, stock transfer, or manufacture order. 

MO options

As with all orders in inFlow, there are order options that can help make your workflow easier. Take a look below for details. 

Viewing product records

If you want to view a product from the Overview table or pick lists, click on the three dots beside the product and select Visit details to open the product in a new tab.

Canceling a Manufacture order

If you need to stop assembly, you can click the Cancel order button at the top right-hand corner of the screen. This will revert the quantities for all components and raw materials on the manufacture order. 

When a MO is canceled, it’s not deleted from inFlow. If you need the MO later, you can find it on the Manufacture order list screen. 

Copy 

To duplicate a MO, click on the Copy button. This will copy all details from the original order, including the location and quantities. 

The status of the new MO will be set to Open, and all products in the Overview table be unpicked.

Emailing & printing/documents

If you need to send a copy of the manufacture order, you can click the Email button at the top right-hand of the order. 

1. The Reply-to field is pre-filled with your email address. 
2. Enter the recipient’s email address in the To field and Cc or Bcc if applicable. 
3. The subject line has the order number by default. You can edit the subject to further customize the email. 
4. If you have any details to add, enter them in the Message field. 
5. To view the document click Preview document. 
6. Click Send when done. 

Assign to

Click on Assigned to button to add a team member to the manufacture order. When orders are assigned, the team member will get an email to let them know. 

Remarks

If you want to leave notes on the MO, you use the Remarks field to enter any information that you need. This field is best notes related to the order as a whole rather than Operation instructions.

Custom fields

If you want to track additional information on the MO, you can use custom fields. There are 10 type-in fields that you can name and track any information you need. 

Team member access rights

MO User access 

Manufacture orders have two team member access rights settings. 

Manufacture order user access: 

• No access
• View only
• Full access 

Manufacture order list prioritization: 

• View Only
• Full access 

Location-restricted access rights

Along with other features, manufacture orders will work for team members with location-restricted access rights. 

This means:

• A team member who has access to all locations can view and access MOs in all locations.
• A team member with restricted location access can only view MOs in the locations they have access to. 

Note: Currently, higher tier plans have access to the Restrict access by location add-on. Contact the inFlow team if you have any questions about this feature.

Manufacture order list 

The Manufacture order list is where you can view all ongoing and completed orders. 

At the top of the screen, you’ll see two pre-made list views, Current and All. 

• Current – all open and in progress MOs. 
• All – MOs that are open, in progress, or completed. Canceled MOs can be found in this view too. 

Below the order view are additional filters you can use to find the MOs you’re looking for. 

1. To change which filters are on the screen, click on All filters.
2. Select or deselect the filters you want. When a new filter is added, it will open for you to use right away. 
3. To reset the filters, click on All filters, then select Reset filters.

The order table has sortable headings. To sort the MOs, you can hover and click on 

• Order number
• Order date
• Due date
• Priority

Manufacture order prioritization

You can click on the star icon to mark MO as a priority.

• Prioritized MOs will show up at the top when viewing Open orders.
• Prioritized MOs will have inventory 
• You can drag and drop prioritized orders to sort them quickly.

If you sort the order list by clicking on a column heading, the priority orders may not stay at the top of the list. However, you can still identify prioritized orders because they’ll have an orange bar next to them.

If you’d like to restore the original sorting with priority at the top, click on the Priority column heading.

Blockquote: Note: You can set team member access rights for Manufacture order prioritization to View only or Full access. Take a look at this guide for how to restrict team member access rights. 

Stock availability & Manufacture order prioritization

While viewing the Open list, you’ll notice there are stock availability statuses on all the orders. These are listed based on how much inventory you have to fulfill the MO. 

inFlow will reserve stock on the prioritized orders first. Within the priority list, inFlow will reserve stock starting at the MO at the top of the priority list to the bottom of the list. 

Rearranging the priority list will cause inFlow to recalculate the stock levels based on where each MO is placed on the list. 

All other orders without a priority will be sorted by the Current list default:

• Due date
• Order date (oldest to newest)

The post How to create and complete manufacture orders (Web) appeared first on inFlow Inventory.

Please note: Bill of materials is only available with an inFlow Manufacturing plan.

Bill of materials

The product record Manufacturing tab is where you can organize raw materials/components for a bill of materials. You can track the following: 

• Components products
• Component product costs
• Operations
• Disassembly 

Using inFlow for Windows? Take a look at this guide.

Creating a bill of materials

1. Open a product, and select the Manufacturing tab. 
2. Click Add a bill of materials. 
3. Select the products from the product list. You can scan or click on the same product multiple times to increase the quantity of the component product. Click outside of the product list to close it. 
4. Click Save when done. 

How can I add a bill of materials for multiple products? 

If you have many products with a bill of materials, you can add them to inFlow in bulk with a CSV import. This article provides a full guide. 

Customizing the bill of materials list

Sorting products

To sort out the products in the table, click on the headers that match the filter you want to apply.

Rearranging products

Rearrange the products on the list by clicking and dragging the grab handles to the left of the product.  

Viewing product records

If you want to look at a product that is on the bill of materials list, hover over it and click the link to open the product record in a new tab.

Removing products from a bill of materials 

1. Hover over the component product in the bill of materials list, and select the X to the right of the product to remove it. 
2. When done, click Save. 

Costs

Cost tracking is vital in keeping your company on budget when it comes to manufacturing. The Manufacturing tab shows the total cost to manufacture for all products in inFlow with a bill of materials. 

The Total cost to manufacture is a calculated estimate of how much one standard unit costs to make. 

This estimate is based on component and operating costs from purchase orders and manufacturing cost fields throughout inFlow. 

Cost formula

Cost to manufacture/unit = materials cost + operations cost

Total cost to manufacture breakdown

When you hover over the Cost to manufacture, you’ll see the Materials cost, Operations cost, and the total cost to manufacture. 

See the chart below for a better understanding of the Materials cost and Operations cost. 

Manufacturing Operations

Operations are where you can track instructions and related costs for each stage of the manufacturing process. 

Operation type

Click on the drop-down menu to select the operation type. 

The default operation type is Assembly. You can type in new operation types in this field, or you can edit/add operation types in the Inventory settings. 

Add cost

This is where you can track the operation cost for this stage of manufacturing and estimate the time it will take. These costs will contribute to the overall manufacturing cost. 

Click on Add cost to enter the Labor cost and Estimated duration or Per-unit cost.

Note: Labor cost, Estimated duration, and Per-unit cost are optional fields. 

Add instructions

This field is where you can add written instructions for how to assemble the components in the bill of materials. 

Instructions can be simple to read text or include URLs to link out to more complex instructions elsewhere. All URLs must start with either http:// or https://.

Manufacturing options

The Manufacturing menu has some helpful tools that can help you stay organized. See below to learn more.

Manufacture settings (Bundles/Kits) 

If your company sells individual products as part of a kit or bundle, you can select Auto-assemble from the Manufacture settings to track bundle products. To learn more, take a look at this guide.

See where this product is used

Select See where this product is used to view which bill of materials a product is a part of. This will show a list of finished products, along with the quantities used. 

Disassembly

To split a finished product back to the original components, select Disassemble from the Manufacturing tab.  

1. Select the quantity you want to disassemble. 
2. Select the location and optional sublocation 
3. Click Disassemble.
4. The window will update to show a new stock adjustment. This will reduce the quantity of the finished product and add quantities based on the bill of materials components. 
5. You can select View next to the order to look at the stock adjustment in a new tab. 
6. When finished, click Done. 

Bundles/Kits 

If your company sells individual products as part of a kit or bundle, you can use the Auto assemble feature for inFlow to track your kits/bundles. To learn more, take a look at this guide.

The post How to create a bill of materials (Web) appeared first on inFlow Inventory.

Please note: Bundle products are only available with an inFlow Manufacturing plan.

What are bundles/kits?

Bundles/kits are individual products you can combine to make a single package. Often, bundles are sold at a discounted price compared to selling the individual products separately. 

Summary of how bundling works in inFlow

Product bundles can be made using inFlow’s manufacturing features. Here’s a summary of how this process works.

1. Create the individual products in inFlow that belong in the bundle.
2. Create a stocked product with the bundle name and a bill of materials with the products in the bundle. 
3. Set the bundle options to automate the creation of the bundle. 
4. When a bundle is picked or placed on a fulfilled sales order, a Manufacture order (MO) is automatically created and completed to deduct the inventory of the individual products and increase the inventory level of the bundle for sale. 

Setting up bundle products

Create product bill of materials 

1. Create the bundle product, and select the Manufacturing tab. 
2. Click Add a bill of materials. 
3. From the product list, select the component products that the bundle contains. You can scan or click on the same product multiple times to increase the component quantities. Click outside of the product list to close it. 

Note: We suggest not setting up reordering for bundles so that the bundles are built only at the time of sale. 

Manufacture settings

1. Continuing in the Manufacturing tab, click on Manufacture settings. 
2. Select Auto-assemble after the sale from the Manufacturing procedure section. 
3. In Buildable and available quantities, select one of the quantity settings. For retailers and companies who use and sell Bundles, we recommend selecting Combine quantities.
4. Click Update   

Take a look at the Manufacture procedures and Buildable and available quantities section to learn more about these settings. 

Manufacture procedure  

Assemble manually 

This setting is for products that are generally pre-built or manufactured to stock. With this setting, your team can only assemble products by manually creating a manufacture order.

Auto-assemble

If this product is sold as a bundle, select this option to have inFlow automate manufacturing/assembly of the contents of the bundle. This is a good option for ecommerce and retail environments. 

Buildable and available quantities

The quantity buildable is the quantity of how many Bundles inFlow can build based on the individual products you have in stock that the bundle contains. 

Example: You have an online store that sells 

• cellphone cases for $10.00 (quantity: 20 in stock)
• cellphone chargers for $7.00 (quantity: 10 in stock)
• Cellphone/Case bundle containing one cellphone case and one charger for a discounted price of $15.00. 

If you have 20 cellphone cases in stock and 10 cellphone charges in stock, the quantity buildable for the Case/charger bundle is 10. 

Combine quantities 

For retailers and companies who sell products individually and in a bundle, we recommend including quantity buildable for your products within the available. This means your customers will see how many Bundles can be sold and how many individual products can be sold at the same time. 

If you want inFlow to include the quantity buildable for a bundle within the quantity available, select Combine quantities from the Manufacture settings on the product record.

Going back to the previous example, with Include quantity buildable active, your store will show 

• Cellphone cases $10.00 – Quantity: 20 
• Cellphone chargers $7.00 – Quantity: 10 
• Case/charger bundle $15.00 – Quantity:10 

Separate quantities 

Separate quantities are best if you prefer to view the quantity available of the product and how much you can build separately. These are products that are pre-built or manufactured to stock.

With this setting, the quantity available won’t show how many products can be built with the quantity available of the individual products that are in the bundle. 

Example: You have an online store that sells 

• Cellphone cases $10.00 – Quantity: 20 
• Cellphone chargers $7.00 – Quantity: 10 
• Case/charger bundle $15.00 – Quantity: 2 

With the Separate quantities setting active in the above example, inFlow won’t look at how many products could be built based on the quantity of the individual products that are in the bundle.

inFlow will only look at how many Case/charger bundles have been previously built and are in stock. In this case, 2 are in stock. 

How will the quantity reserved be affected when selling Bundles? 

When non-bundle products are on open/unfulfilled sales orders, those products are considered quantity reserved. 

When a bundled product is added to a sales order, the reserved quantity works a little differently. These products will reserve the components of the bundle along with the bundle itself. 

Click on the ellipsis (…) next to Reserved to see where your product is reserved. 

Importing manufacture settings 

If you want to set the manufacture settings for multiple products, you can do this with imports. The easiest way to create your import file is to export your existing product details. This feature is only available for products with a bill of materials. Take a look below to learn more. 

Note: Importing manufacture settings is only available on accounts with the Manufacturing add-on. 

Exporting product details 

1. Go to Main Menu>Export. 
2. Select Product details from the Data type section. 
3. Click Export to save the CSV file to your computer. 

Editing the CSV

1. Open the product details CSV. 
2. Scroll to the right to the end of the CSV and look for the CombineQuantityBuildable and AutoManufacture columns. 
3. In CombineQuantityBuildable, enter TRUE if you want the buildable quantity to be included with this product’s available quantity.
   
   Enter FALSE if you don’t want inFlow to include the buildable quantity with this product’s available quantity.
   
4. For the AutoManufacture column, enter TRUE if you want inFlow to build this product with a manufacture order automatically when added to a picked/fulfilled sales order. 
   
   enter FALSE if you don’t want inFlow to build this product with a manufacture order automatically when added to a picked/fulfilled sales order. 
5. Save the file as a CSV to import to inFlow. 

Importing to inFlow 

1. Go to Main Menu > Import data.
2. In the Data type drop-down menu, select Product details. Click Select a file to upload your CSV to inFlow, then click Next.
3. A preview of your product details will appear. If you would like to edit the way the fields are mapped from your spreadsheet, click Edit Data Mapping.
4. Match the inFlow product name field (to the left) to the product name field in the drop-down menu. 
5. Match the inFlow AutoManufacture and CombineQuantityBuildable fields to the matching fields in the drop-down menu. 
6. Click Import. The import will run in the background, and you’ll be emailed the results when done. 

Bundle workflow

In this section, we’ll go over the process of the typical workflow for a bundle product. 

1. Create a sales order with bundle products. 
2. Pick or fulfill the sales order. A pop-up window will open, showing the completed Manufacture order (MO) that was created. The bundle components are deducted from your inventory, and the bundle is added to your inventory for the sales order.
   
   If your team wants access to the bundle’s pick list, click View to open the MO. Then select View full pick list. 
3. Click View to open the MO or Close to continue with the sales order. 
4. Process the payment of the sales order to complete the order. 

Avoiding inventory discrepancies 

The sales order and manufacture order created are not linked. Be sure your team doesn’t mark MOs as Uncomplete for Bundles that have been sold to avoid quantity issues. 

Manufacture orders made by a fulfilled sales order have a note in the remarks mentioning which sales order the MO was created from. 

What happens to the bundle if a customer returns it?

If your bundle product is returned, the bundle will remain as an assembled product. 

You can choose to restock the product as a bundle or disassemble it to remove the bundle and increase the stock of the individual products that make the bundle. 

To learn more about disassembly, take a look at this guide.

The post How to create and use bundle products in inFlow appeared first on inFlow Inventory.

Components & raw materials

Check out the webinar below for a detailed guide on inFlow’s manufacturing features.

Please note: Manufacture orders are only available with an inFlow Manufacturing plan.

Add components 

If your MO requires more components/raw materials than what the bill of materials lists, you can add them to the Overview table. You can add new components to the main assembly or any subassembly on an MO. 

1. Click on the ellipsis next to the subassembly. 
2. Click on Add components. 
3. Select or search for the components and enter the quantity needed. 
4. Click Add. The newly added component(s) will be added to the bottom of the assembly. 

Edit quantities

From the Overview table, you can change the quantities for the finished product, subassemblies, or raw materials. 

To do this: 

1. Hover over a subassembly or raw material, and click on the ellipsis. 
2. Click on Edit quantities. 
3. Enter the new quantity, select how the MO should calculate based on the changes, and then click Set quantity. 

Swap products

If you need to change out a component or raw material for another, you can use the swap option to replace the component you don’t need. 

1. Hover over a product and click on the ellipsis. 
2. Select Swap product.
3. Select a product, then click Swap.

Refresh 

When an open manufacture order differs from the current bill of materials, you can use the refresh button to update the MO. 

The refresh button will show whenever a change is made to the BOM or a change is made to the MO. 

1. On the main assembly, click on the orange refresh icon. 

you can use the refresh button on the is updated while there is an open MO for the product. You can refresh the MO to update the BOM and operations from the product record to your MO. Or, if there were changes to the order, you could click the refresh button to 

Blockquote: Note: If you refresh a product that has subassemblies, the subassemblies will also be refreshed. 

Remove from order

If there’s a subassembly or component product you don’t need on the MO, you can remove it from the Overview table. 

1. Hover the subassembly/component, and click on the ellipsis. 
2. Click on Remove from order. 

Working with serial numbers

Serialized assembled products

To assemble a serialized product. You’ll have to get started with making a new MO. 

1. Create a new MO, select a serialized product, then click Next. 
2. Enter the quantity you’re building. 
3. Next to the quantity, click on the serials symbol and enter the serials. The number of serials entered should match the quantity being built.  
4. When done, click Create. 

Serialized raw materials

When working with serialized raw materials, you can view and select a serial number when picking. 

1. Once the serialized product is picked, a window will open. 
2. Select one of the serial numbers from the list. If you select Pick all, inFlow will select the next available serial number.
3. Select the serial, then click Save.

Picking

Partial pick

If you’re not able to pick all components/raw materials, you can partially pick what you do have and track that in inFlow. 

1. From the Overview table, click on Start on the assembly you’re working on. Alternatively, select View full pick list to see a list of all components/products on the MO. 
2. Scan or check off the raw materials that you’re able to pick. 
3. Click the Save button. 
4. From here, you can click on the back arrow to return to the Overview table.  

Edit picked date or location  

If you need to change the picked date of raw materials or the location from where it was picked, you can do that from the pick list. 

1. Click on the Assembly or select View full pick list.
2. In the Raw materials list, hover over the product you want to make changes to, then click on the ellipsis. 
3. Select Edit locations or Edit pick date.  
4. Edit location: Change the Location and Sublocation drop-down menus to select different locations. Click Save when done. 
5. Edit pick date: Click on the date field and select a new picked date. Click Save when done. 
6. Click Save on the MO to keep the changes.  

Order-level customizations

Subassemblies

If you pre-build components that are used for another assembly, inFlow will treat those components as raw material (a stocked subassembly). Stocked subassemblies on the MO will have a blue icon on the product image to identify them.

When your subassembly is in stock, the raw materials needed to build it will not be displayed. 

If your subassembly is out of stock, inFlow can handle this in two ways. 

• Reorder (assemble on a separate MO) 
• Build from components.

Reorder (assemble on a separate MO) 

To create a separate MO for your subassembly:

1. On the Overview table, click on the inventory status (Not enough). 
2. The Reorder setting window will open. You can create the MO from here. If reorder settings haven’t been created, click on the yellow warning at the top of the page to set the product to be reordered by a Manufacture order. 
3. Click Reorder when done, and you can open the new MO to start assembly. 

Build from materials

To keep all assemblies in a single MO: 

1. Hover the subassembly and click on the ellipsis. 
2. Click on Build from components. 
3. Select Use current order.

On the MO, you’ll see the subassemblies and the raw materials needed to build. 

Split into a new order 

If you want to split up the quantity of the finished products that you’re building on a MO, you can create a new order and set the quantity for that new MO. 

1. Hover over the main assembly and click the ellipsis. 
2. Select Split into new order. 
3. Enter the quantity that you want to add to the new MO, then click on Split into new order.
4. You’ll see a pop-up with the newly created MO number. Click View or click Done. 

Operation Costs

While creating a bill of materials on the product record, the operations costs are estimates that give you an idea of the total cost to manufacture. 

During manufacturing, you can update the Per-hour costs, Estimated duration, and Per-unit cost to reflect the actual time and cost associated with manufacturing to give you an accurate cost of manufacturing. 

1. From the Overview table, click on a main or subassembly. 
2. If needed, pick the raw materials, then click Assemble. (You can also hover your cursor over the right-hand side of the screen and select Go to operations.)
3. Click on the Estimated duration and Operation cost fields to update the manufacturing costs. 
4. Click Save on the order to save the changes. 

Multiple finished products on a MO

If you’d like to manufacture multiple products on one order, click on Add another finished product. This will add the product to the Overview table along with the raw materials and subassemblies. 

You can select the other finished products from the Finished products list and process the MO as normal. 

The post Customizing manufacture orders appeared first on inFlow Inventory.