Flow
Use Flow to track stock, places, buying, and shipping.
Beta: Flow is still being improved. Some parts may change.
Check your stock
Stock is the amount of a product you have.
- Open Flow.
- Open Inventory.
- Search for the product.
- Open the stock record.
- Check how much is on hand, held for orders, or ready to use.
Use the stock status to find items that may need more stock.
See stock by location
A location is a place where you keep stock, such as a warehouse.
- Open the stock record.
- Find Locations.
- Check the amount at each place.
- Update the amount or place if your access lets you.
- Save your changes.
Add a location
- Open Warehouses.
- Choose New warehouse.
- Add a name and address.
- Add the details your team needs.
- Save the location.
Create a purchase order
A purchase order is a request to buy products from a supplier.
- Open Procurement.
- Choose New purchase order.
- Choose the supplier and the place that will get the order.
- Add each product, amount, and cost.
- Check the order details.
- Save the order.
Update the order as your team sends, approves, and gets it.
Track a shipment
A shipment is a group of items sent to a customer.
- Open Fulfilment.
- Search for the order or customer.
- Open the shipment.
- Check where it ships from and where it will go.
- Add a tracking number when you have one.
- Update the shipping step as the order moves.
- Save your changes.
Find work that needs care
The Flow home page can help you see low stock, open purchase orders, and active shipments.
- Open Flow.
- Check the items that need care.
- Open an item to see its details.
- Make the needed update.
Use shared records
Flow and Momentum can use the same company, contact, and product records. A change to a shared record can be seen in both apps.
Use shared records to keep sales and shipping work tied to the same customer and product.
Learn more in Momentum CRM.
Get access help
If you cannot open Flow, ask your workspace admin to check your access.