How do I create a work order directly from the sales order screen?

Please note: we have sunset inFlow On-Premise on July 31, 2024. After sunset we will stop selling or activating new licenses for inFlow On-Premise and stop providing support.

You will only be able to create work order directly if you don’t have enough stock of this item to complete the sale so clients who make their products to order should ensure that they always stock their component items and not their finished product. So if you need to build a work order from the sales order:

  1. Select the finished product as the item to be sold on the order.
  2. Right click the red exclamation mark you’ll see pop up.
  3. Choose Create Work Order from the dropdown.
  4. inFlow will open a new tab with a work order to be completed.
  5. Complete the work order.
  6. Complete your sale.
Yun Ling
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
June 8, 2012