Reports Archives - inFlow Inventory

Stock levels & inventory reports in inFlow

Kerisha Fiorillo — Fri, 30 May 2025 15:06:55 +0000

Staying on top of your stock levels is a key part of staying organized in inFlow! Check out the Stock Levels reports to learn more.

Inventory reports

Report name	Report name
Inventory Summary	Shows the overall total quantities and values of current inventory levels per product by location. The quantity, sales, and cost values in this report are based on the quantity owned.
Inventory by Location	Shows the total amount of each product in a location (adding up over sublocations)
Inventory Details Report	A detailed list of current inventory levels and values, including the quantity per location. The quantity, sales, and cost values in this report are based on the quantity on hand.

Historical inventory reports

Report name	Report name
Historical Inventory Summary	Shows you the Inventory level and cost information as it was on a selected date.
Historical Inventory Details	Shows you the Inventory level and cost information as it was on a selected date by inventory location.

Inventory aging

Report name	Report name
Inventory Aging	A list of your current stock levels, as well as the length of time that the items have been in inventory.

Reporting on current inventory levels in inFlow

You can view your inventory at a glance with the Inventory details report.

Hover over the Reports button, then Stock Levels.
Select Inventory > Details.
Click on Select to open the report.
Click Generate to view your inventory levels.

Which report should I use?

If you’re unsure about which inFlow report to choose, the inFlow Report Comparison tool can help! This tool allows you to select the specific columns you want to include in your report, and it will instantly display a list of relevant reports on the left side of the screen.

Just click on any report title, and you’ll be taken directly to the information you need and get the insights that matter!

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Purchasing reports in inFlow

Kerisha Fiorillo — Fri, 30 May 2025 14:23:05 +0000

Keeping track of your purchase orders and suppliers in inFlow is super important for staying on top of product costs and making sure you never run out of stock.

Check out the reports below to help you manage your purchasing and vendor relationships in inFlow!

Order reports

Report name	Explanation
Purchase Order Summary	Shows a summary of a number of Purchase Orders.
Purchase Order Details	Shows you the items you’ve purchased from vendors.

Vendor reports

Report name	Explanation
Vendor Product List	A list of products with their related info from Vendors.
Vendor List	Shows you your vendors and their information. This report can be organized to select vendors from a certain region or using various other criteria.

Purchase order status reports

Report name	Explanation
Purchase Order Status	Shows the Purchase Orders from vendors for different products.

Purchasing tax

Report name	Explanation
Purchasing Tax Report	Shows the total amount of Sales Tax that you have paid to vendors.

Which report should I use?

Just click on any report title, and you’ll be taken directly to the information you need and get the insights that matter!

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Manufacture order reports

Kerisha Fiorillo — Thu, 17 Apr 2025 14:29:44 +0000

Keep your manufacturing production organized with clear reports that track everything occurring on the floor. Below is a summary of each report.

Manufacturing reports

Report name	Explanation
Manufacture orders materials	This report outlines the raw materials and costs associated with your manufacture orders (MOs).
Manufacture order finished products	Shows the finished products that have come out of your MOs.This report compares the raw materials in your product BOMs with those actually used in MOs.
Materials variance report	This shows the materials used in comparison to their expected quantities over time.
Work in progress cost report	This report shows the work-in-progress costs of the manufacture orders currently in progress.

Work in Progress cost breakdown

The cost listed in this column is calculated by the total of the following:

Other costs field
Cost of picked non-stocked raw materials
Completed operations (quantity x per unit cost) + (per-hour cost x hours of labor)

Estimated material cost breakdown

This is an optional column that is hidden by default in this report. Select the Customize headers button to add this column to the report.

This column is calculated by the cost of stocked raw materials on the MO that have already been picked. This amount is based on the current cost at the time you generated the report.

The estimated material cost shouldn’t be added to the QTY picked column in the Inventory summary report, as those values are already included.

Product costs & quantities

For a detailed look at how product costs are calculated, take a look at this guide.

inFlow provides various quantities displayed in its reports. Look at this article to learn more.

Accessing manufacturing reports

From the Main Menu > hover over the Reports button > Manufacturing.
Select a report from the list.
Select All filters to add searchable fields, and click the Customize headers button to change the headings on the report.
Click Generate to view the report.

Which report should I use?

Just click on any report title, and you’ll be taken directly to the information you need and get the insights that matter!

The post Manufacture order reports appeared first on inFlow Inventory.

What reports are included in inFlow?

inFlow Inventory — Sat, 08 Aug 2020 04:00:00 +0000

Reporting is an important way to view large amounts of information from inFlow. The categories below describe all of the reports available.

Please note: some reports are only available for select plans or add-ons.

Sales

Sales reports

Sales by Product Details
This is a report that breaks down the products and sales orders to show how well a product has been selling.

Sales Order Profit Report
A list of sales orders with the estimated profit for each.

Sales Order Summary
Shows a summary of financial information for a number of sales orders.

Sales Representative Report
It shows you the sales orders that each sales representative was responsible for.

Sales Returns
A report to help track all refunded and discarded products from your sales orders.

Sales Order Operational Report
A list of Sales Orders with their statuses and requested ship dates.

Sales Tax Report
Shows the total amount of Sales Tax that you have collected from customers.

Customer Payment Summary
A list of your customers, along with their overall balance and last order date.

Customer Payments by Order
List of sales orders with payment information.

Customer Payment Details
A breakdown of all customer payments, including refunds.

Customer Order History
The detailed contents of the orders that your customers have made in the past.

Product Customer Report
Shows you all the customers that have ordered a product.

Back Order Report
Shows you the remaining products that you need to ship out to satisfy your customers’ orders.

Sales Representative Report
Shows you the Sales Orders that each sales representative was responsible for.

Customer List
Shows you your customers and their information. This report can be organized to select customers from a certain region or using various other criteria.

Which report should I use?

Just click on any report title, and you’ll be taken directly to the information you need and get the insights that matter!

Purchasing

Purchasing reports

Purchase Order Summary
Shows a summary of a number of Purchase Orders.

Purchase Order Details
Shows you the items you’ve purchased from vendors.

Purchase Order Status
Shows the Purchase Orders from vendors for different products.

Vendor Payment Details
A breakdown of all vendor payments, including refunds.

Purchasing Tax Report
Shows the total amount of Sales Tax that you have paid to vendors.

Vendor Product List
A list of products with their related info from Vendors.

Vendor List
Shows you your vendors and their information. This report can be organized to select vendors from a certain region or using various other criteria.

Which report should I use?

Just click on any report title, and you’ll be taken directly to the information you need and get the insights that matter!

Inventory

Inventory reports

Inventory Summary
Shows the overall total quantities and values of current inventory levels per product by location. The quantity, sales, and cost values in this report are based on the quantity owned.

Inventory Aging
A list of your current stock levels, as well as the length of time that the items have been in inventory.

Product Cost Report
Shows you the costs at which you purchase products and the average cost depending on your costing method.

Inventory by Location
Shows the total amount of each product in a location (adding up over sublocations)

Historical Inventory Summary
Shows you the Inventory level and cost information as it was on a selected date.

Historical Inventory Details
Shows you the Inventory level and cost information as it was on a selected date by inventory location.

Inventory Movement Summary
Shows the amount of stock that has moved in and out of each location over time.

Recommended Reorder Point
The recommended reorder point is based on historical sales/work order usage and estimated safety stock per location.

Estimated Inventory Duration
Estimates how long your current inventory stock will last based on how fast each product has been selling or used in a work order recently.

Stock Reordering Report
This report shows the total quantities of stock available along with reordering information per location. This can also be adjusted to show you only stock that needs to be reordered (low stock).

Recommended Reorder Point
This report will suggest a reorder point based on historical sales/work order usage and estimated safety stock per location.

Product Cost Report
Shows you the costs at which you purchase products and the average cost depending on your costing method.

Product Cost Report
Shows you the costs at which you purchase products and an average cost depending on your costing method.

Inventory Aging
A list of your current stock levels, as well as the length of time that the items have been in inventory.

Stock Transfer Report
Shows the items and the cost values of each stock transfer.

Viewing your inventory levels

You can view your inventory at a glance with the Inventory details report.

Hover over the Reports button, then Stock Levels.
Select Inventory > Details.
Click on Select to open the report.
Click Generate to view your inventory levels.

Which report should I use?

Just click on any report title, and you’ll be taken directly to the information you need and get the insights that matter!

Admin

Admin report

Team Member Tracking Report
It allows you to track changes made by inFlow team members. This article provides more details.

Custom reports (paid)

Are you looking to report on inFlow data but need it tailored to your company? Contact the inFlow team to see if custom reports can help!

Custom reports are an additional paid feature. To learn more, contact the inFlow team.

My Reports

In inFlow Inventory for Windows, you can save reports under My Reports for quick reference without changing the filters /settings each time.

These are user-specific only. Reports saved under My Reports will only be available on the user login that created them.

To add a report to My Reports:

Open up a standard report.
Click the >>More link.
Click the Add to My Reports button.

To view My Reports, click My Reports at the bottom under All Reports. Move the mouse pointer over each report to preview it.

inFlow report – full list

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Reports: frequently asked questions

danielakrapivnik — Wed, 24 Oct 2018 04:00:00 +0000

We’ve put together a list of frequently asked reporting questions that community members have gotten in touch with us about when working with popular reports.

Click a report below to jump to it!

Sales Reports

Sales by Product Summary report
Sales by Product Details report
Sales Order Profit report

Inventory Reports

Inventory Details report
Inventory Summary report
Historical Inventory report
Inventory Movement Summary report
Inventory Movement Details report

Sales reports

Sales by Product Summary report

Does this report include deactivated items?

No – the Sales by Product Summary report doesn’t include deactivated items. This will impact the Cost of Goods Sold calculation in this report since your deactivated products aren’t counted toward it.

Workaround: generate a Sales by Product Details report to include deactivated items.

In the filter fields on the left side of the report, click on the Products field and then “Select products…”
In the Product Selection screen, click into the Show field, select “Show All” and hit Refresh
Move ALL the products in the left panel to the right panel, and hit Select then Generate Report

Sales by Product Details report

What does Sales Cost mean?

Sales Cost is the cost per unit of your product.

How does inFlow generate the data for the Location column?

The location column displays the location that was recorded on the sales order, not necessarily where the product was when it was sold.

Sales Order Profit report

How does inFlow calculate the Cost column?

Cost is the product cost value + non-customer costs on the sales order.

How does inFlow calculate the Cost of Goods Sold column?

Unlike the Cost value, the cost of goods sold does not take into account non-customer costs. Please see here for a breakdown of how inFlow calculates the Cost of Goods Sold (COGS).

If you don’t have any non-customer costs on the sales order, you’ll find that the COGS and Cost values will be the same in the report.

Inventory reports

Inventory Summary report

How does inFlow calculate Total Sales Value?

Total Sales Value is calculated based on your quantity owned, not quantity on hand (like in the Inventory Details report).

Inventory Details Report

What does the Quantity field mean?

In this report, the Quantity field is your quantity on hand.

How does inFlow calculate Total Sales Value?

In this report, the Total Sales Value is calculated based on quantity on hand (this is different from the Inventory Summary report, which calculates this value based on quantity owned).

Historical Inventory report

How does inFlow calculate the Quantity Owned field?

This report calculates your quantity owned at the end of the day of the selected target date. Quantity owned is determined by shipping date if shipping is turned on or invoice date if shipping is turned off.

In other words, the Historical Inventory Summary report records that a product is removed from inventory on the shipped or invoiced date.

Inventory Movement Summary

How does inFlow calculate the Quantity On Hand field?

This report calculates your quantity on hand at the end of the day of the selected target date. Quantity On Hand is determined by the pick date on a sales order.

In other words, the Inventory Movement Summary report records that a product is removed from inventory on the picked date.

Inventory Movement Details

How does inFlow calculate the Quantity field?

This report calculates your quantity on hand, which is determined by the order date.

In other words, the Inventory Movement Details report records that a product is removed from inventory on the order date.

NOTE: This report will not account for inventory that is not in a location (in transit, etc).

The post Reports: frequently asked questions appeared first on inFlow Inventory.

I pulled the Historical Inventory report, and my product quantities have changed!

danielakrapivnik — Wed, 18 Jul 2018 04:00:00 +0000

When you generate a Historical Inventory report, inFlow will determine your product quantities as of your target date. This report relies on the shipped/invoice date on sales orders to mark when an item was removed from inventory.

Causes for quantity changes

If your sales order shipped or invoice date changed since you last pulled the report, your product quantities may be different the next time you generate it.

If the shipped/invoice date on your sales order changes to a date after your specified target date, it’s expected that your product quantity will be higher than a previously generated report. In this scenario, your product moved out of inventory on a later date than the target date in your report, and will still be counted towards inventory.
If the shipped/invoice date on your sales order changes to a date before your specified target date, it’s expected that your product quantity will be lower than a previously generated report. In this case, your product moved out of inventory before the target date in your report and will no longer be counted as part of the inventory.

With this in mind, you can check and compare the shipped or invoice date of a sales order to its previous versions.

How to check the invoice date or shipped date on a sales order

If you have shipping turned off

You can toggle between Order Date and Invoice Date on a sales order by clicking the small black arrow next to the field drop-down:

If you have shipping turned on

If shipping is turned on, the Historical Inventory report will go by the product’s shipped date. You can check when a product was shipped by clicking into the Ship tab and selecting Shipping Details:

If you have any questions, don’t hesitate to reach out to the inFlow team.

The post I pulled the Historical Inventory report, and my product quantities have changed! appeared first on inFlow Inventory.

Why doesn’t the information on my dashboard match my reports?

Yun Ling — Thu, 30 Jul 2015 04:00:00 +0000

Don’t panic! inFlow Inventory’s reports allow you to change settings like specific customers/products, date ranges, and inventory + payment statuses.

The Dashboard allows you to change the date range, but the parameters are always set. With this in mind, sometimes you’ll run into different numbers. This doesn’t mean your inventory/information is incorrect, as you should be able to generate reports using the dashboard parameters that will show you the information used to come to those totals.

The Dashboard’s parameters and the report you can generate are listed below.

Note:

Your time ranges should always match; for example, if you’re showing information for “Last Month” in the dashboard, you should always use the same “Last Month” setting on your reports.
The dashboard grouped by “Months” or “Weeks” will only show an average across the time range. You might want to switch to group by “Days” and it will match up with your reports.

Dashboard + Reports to run	Notes
SALES / PURCHASE ORDER FIGURES
Dashboard shows: Purchase Orders Run: Purchase Order Details report PO Date: match Dashboard setting Payment Status: All Inventory Status: All Matching result is in the Subtotal column.	This information is taken from all Purchase Orders (except Cancelled orders), for any inventory and payment status.
Dashboard shows: Sales Orders Run: Sales Order Summary report Order Date: match Dashboard setting Payment Status: All Inventory Status: All Matching result is in the Subtotal column.	This information is taken from all Sales Orders (except Cancelled) for any inventory and payment status. Make sure the setting is Order Date and not Invoiced Date.
Dashboard shows: Sales Completed Run: Sales Order Profit report Invoiced Date: match Dashboard setting Inventory Status: Started, Fulfilled Payment Status: Uninvoiced, Invoiced, Paid, Partial, Owing Matching result is in the Sales Amount column.	inFlow counts a sale as “completed” if all the items on the order have left your inventory (Fulfilled status). It will go by the Order Date if the order has not been invoiced, or by Invoice Date if the order has been invoiced. If this isn’t what you’d like to see (for example if you only want to see all fulfilled and paid orders) then please run the sales report with the statuses you want and ignore the dashboard figure.
Dashboard shows: Sales Profit Run: Sales Order Profit Report Invoiced Date: match Dashboard setting Inventory Status: Fulfilled Payment Status: All Matching result is in the Gross Profit column. Result also calculated using Sales Completed minus Cost of Goods Sold.	inFlow calculates your profit at the time of the sale. When you click the Fulfill button in inFlow, it looks at the cost info in the product record to calculate your profit (sales – cost). It’s important to make sure your items have cost in them before starting any sales orders, so if you’re seeing hundred percent profit where it shouldn’t be, please see this article for troubleshooting.
INVENTORY FIGURES
Dashboard shows: Cost of Goods Sold Run: Sales Order Profit Report Invoiced Date: match Dashboard setting Inventory status: Fulfilled Click the More button beside Generate Report, then click on the display columns to show the Cost of Goods Sold column. Matching result is in the Cost of Goods Sold column. – or – Run: Sales by Product Summary report Invoiced Date: match Dashboard setting Inventory status: Fulfilled Matching result is in the Cost of Goods Sold column.	If you’re not seeing any cost of goods sold at all on your sales, please see here for how to correct this. Cost of Goods Sold on the dashboard does not include non-customer costs that are on a sales order.
Dashboard shows: Cost Value of Inventory, Ending Set Dashboard to group by days. For current inventory, run Inventory Summary or Inventory Details report. Matching result is in the Total Cost Value column. For historical inventory, run Historical Inventory Report.	This shows you the cost value of your inventory. Please note: the dashboard includes deactivated items that are still in stock, whereas the report will not include any deactivated items.
PAYMENT FIGURES
Dashboard shows: Vendor Payments Due There is no report for this currently. The closest report you can try is a Purchase Order Summary report, Payment status set to “Unpaid, Partial, and Owing”, however the report will include payments that aren’t due yet.	This information is taken directly from any unpaid, partial, or owing purchase orders that are at or over the due date. This is how much you still need to pay your vendors. There currently isn’t a report you can pull for this number, as the vendor payment report only shows payments already made.
Dashboard shows: Customer Payments Due There is no report for this currently. In the Sales Order List, change one of the search filters to show “Due Date”. Set the Due Date to match your Dashboard setting. Set the Payment Status to “Invoiced” and “Partial”. The total balance should add up to the dashboard’s numbers.	This shows you a total of all payments still needed to be paid by your customers within the time range matching your dashboard (for example, if you set it to “Last Month”, it’ll show you all payments that were due last month and still not paid currently).
CASHFLOW FIGURES
Dashboard shows: Cash In Run: Customer Payment Details Payment Type: Payment and Batch Payment Payment Date: match Dashboard setting + Run: Vendor Payment Details Payment Type: Refund Payment Date: match Dashboard setting The two figures total-ed together should equal the figure shown on the dashboard for “Cash In”.	Cash In can come from two places: customer payments and vendor refunds. Therefore you’ll need to run the two reports together.
Dashboard shows: Cash Out Run: Customer Payment Details Payment Type: Refund to Customer Payment Date: match Dashboard setting + Run: Vendor Payment Details Payment Type: Payment and Batch Payment Payment Date: match Dashboard setting + Run: Sales Order Profit Report Invoiced Date: match Dashboard setting Click the “More” button to show the display column for “Non-Customer Costs”. In total, all three figures should give you the Cash Out number.	Similar to Cash In, this number can be obtained by adding together multiple reports. Cash Out covers: vendor payments, customer refunds, and any non-customer costs (these are costs you pay on behalf of your customer, for example shipping costs from providing ‘free shipping’)
Dashboard shows: Net Cashflow No reports to run.	There isn’t a report for this, it’s just Cash In minus Cash Out.

Dashboard + Reports to run

Notes

SALES / PURCHASE ORDER FIGURES

Dashboard shows: Purchase Orders

Run: Purchase Order Details report

PO Date: match Dashboard setting
Payment Status: All
Inventory Status: All

Matching result is in the Subtotal column.

This information is taken from all Purchase Orders (except Cancelled orders), for any inventory and payment status.

Dashboard shows: Sales Orders

Run: Sales Order Summary report

Order Date: match Dashboard setting
Payment Status: All
Inventory Status: All

Matching result is in the Subtotal column.

This information is taken from all Sales Orders (except Cancelled) for any inventory and payment status.

Make sure the setting is Order Date and not Invoiced Date.

Dashboard shows: Sales Completed

Run: Sales Order Profit report

Invoiced Date: match Dashboard setting
Inventory Status: Started, Fulfilled
Payment Status: Uninvoiced, Invoiced, Paid, Partial, Owing

Matching result is in the Sales Amount column.

inFlow counts a sale as “completed” if all the items on the order have left your inventory (Fulfilled status). It will go by the Order Date if the order has not been invoiced, or by Invoice Date if the order has been invoiced.

If this isn’t what you’d like to see (for example if you only want to see all fulfilled and paid orders) then please run the sales report with the statuses you want and ignore the dashboard figure.

Dashboard shows: Sales Profit

Run: Sales Order Profit Report

Invoiced Date: match Dashboard setting
Inventory Status: Fulfilled
Payment Status: All

Matching result is in the Gross Profit column.

Result also calculated using Sales Completed minus Cost of Goods Sold.

inFlow calculates your profit at the time of the sale. When you click the Fulfill button in inFlow, it looks at the cost info in the product record to calculate your profit (sales – cost).

It’s important to make sure your items have cost in them before starting any sales orders, so if you’re seeing hundred percent profit where it shouldn’t be, please see this article for troubleshooting.

INVENTORY FIGURES

Dashboard shows: Cost of Goods Sold

Run: Sales Order Profit Report

Invoiced Date: match Dashboard setting
Inventory status: Fulfilled
Click the More button beside Generate Report, then click on the display columns to show the Cost of Goods Sold column.

Matching result is in the Cost of Goods Sold column.

– or –

Run: Sales by Product Summary report

Invoiced Date: match Dashboard setting
Inventory status: Fulfilled

Matching result is in the Cost of Goods Sold column.

If you’re not seeing any cost of goods sold at all on your sales, please see here for how to correct this.

Cost of Goods Sold on the dashboard does not include non-customer costs that are on a sales order.

Dashboard shows: Cost Value of Inventory, Ending

Set Dashboard to group by days.

For current inventory, run Inventory Summary or Inventory Details report.

Matching result is in the Total Cost Value column.

For historical inventory, run Historical Inventory Report.

This shows you the cost value of your inventory. Please note: the dashboard includes deactivated items that are still in stock, whereas the report will not include any deactivated items.

PAYMENT FIGURES

Dashboard shows: Vendor Payments Due

There is no report for this currently.

The closest report you can try is a Purchase Order Summary report, Payment status set to “Unpaid, Partial, and Owing”, however the report will include payments that aren’t due yet.

This information is taken directly from any unpaid, partial, or owing purchase orders that are at or over the due date. This is how much you still need to pay your vendors. There currently isn’t a report you can pull for this number, as the vendor payment report only shows payments already made.

Dashboard shows: Customer Payments Due

There is no report for this currently.

In the Sales Order List, change one of the search filters to show “Due Date”. Set the Due Date to match your Dashboard setting.

Set the Payment Status to “Invoiced” and “Partial”.

The total balance should add up to the dashboard’s numbers.

This shows you a total of all payments still needed to be paid by your customers within the time range matching your dashboard (for example, if you set it to “Last Month”, it’ll show you all payments that were due last month and still not paid currently).

CASHFLOW FIGURES

Dashboard shows: Cash In

Run: Customer Payment Details

Payment Type: Payment and Batch Payment
Payment Date: match Dashboard setting

Run: Vendor Payment Details

Payment Type: Refund
Payment Date: match Dashboard setting

The two figures total-ed together should equal the figure shown on the dashboard for “Cash In”.

Cash In can come from two places: customer payments and vendor refunds. Therefore you’ll need to run the two reports together.

Dashboard shows: Cash Out

Run: Customer Payment Details
Payment Type: Refund to Customer
Payment Date: match Dashboard setting

Run: Vendor Payment Details
Payment Type: Payment and Batch Payment
Payment Date: match Dashboard setting

Run: Sales Order Profit Report
Invoiced Date: match Dashboard setting

Click the “More” button to show the display column for “Non-Customer Costs”.

In total, all three figures should give you the Cash Out number.

Similar to Cash In, this number can be obtained by adding together multiple reports. Cash Out covers: vendor payments, customer refunds, and any non-customer costs (these are costs you pay on behalf of your customer, for example shipping costs from providing ‘free shipping’)

Dashboard shows: Net Cashflow

No reports to run.

There isn’t a report for this, it’s just Cash In minus Cash Out.

The post Why doesn’t the information on my dashboard match my reports? appeared first on inFlow Inventory.

How to view customers’ payment history

Yun Ling — Fri, 17 Apr 2015 04:00:00 +0000

The Customer Payment Details report (and Vendor Payment Details report) can show you a list of payments grouped by payment method. This report will easily give you a breakdown of how much you’ve received in payments on a particular day, for example.

To access this report, go to the Main Menu > Reports > All Reports. For customers, look under the Sales Reports section, and for vendors, it’s under Purchasing Reports.

The post How to view customers’ payment history appeared first on inFlow Inventory.

How to find information to file tax returns

Yun Ling — Thu, 05 Jun 2014 04:00:00 +0000

As a small business, your time is at a premium so the last thing you need is to scramble around at tax time trying to find the numbers you need to file your returns! If you’re using inFlow Inventory to track your sales and purchases, it’s easy to get a good portion of your business numbers for that return*

Total Sales & Taxes Charged for your filing year can be pulled via the Sales Tax report. Simply change the Order Date filter to “Last Year” and write down the total Sales Amount (as noted on the last line of the last page of your report). inFlow can also break these amounts down by state by state if necessary.

Opening & Closing Value of Inventory that was in stock on a certain date can be pulled using the Historical Inventory Report. You will have to pull this report twice: once by setting the Target Date for the first of the year (Jan 1) and once by setting it for the last day of the year (Dec 31).

Please note: orders that are partially completed will not be counted as moved so if you had a partially completed purchase order, that stock will not be counted towards your current inventory on the target date. The same is true of partially completed sales orders as that stock will not be considered to have been shipped out if it’s partially shipped as of the target date.

Purchases during the year (not expenses) should be the total paid for goods you’ve re-distributed or used to manufacture something you distributed. The Purchase Order Summary Report should provide the necessary information if you change the PO Date to filter for Last Year.

———————————————————————————————————————-

*These instructions are based on documented requirements of the Canadian Revenue Agency and the Internal Revenue Service

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How to save report settings in inFlow (Windows)

Yun Ling — Thu, 05 Jun 2014 04:00:00 +0000

So you’ve set up a report just the way you like it, and you don’t want to have to re-do it again each time you generate it? No problem! Simply click the More button beside Generate Report, then click Add to My Reports.

Please note: This feature is only available in inFlow Inventory for Windows.

To use this report next time, you can find it under the My Reports section instead of the default reports list.

The post How to save report settings in inFlow (Windows) appeared first on inFlow Inventory.