Frequently Asked Questions

When a service job is closed, what report can we run to ensure that an invoice has actually been raised for the service job?

1. Go to Reports and search for 'Service & Invoicing' Report

How I raise a commercial invoice on Flowlens?

1. Commercial invoices are created from the actions menu on a sales order. Go to Sales > Sales Orders > Select the sales order you would like to generate the invoice from > Select Actions (top right) > Generate Commercial Invoice.

A customer has received part of an order and has decided to cancel the pending line items. The sales order is showing partially dispatched - how do I close it?

1. From the actions menu of the sales order you can perform a "clear down". This will effectively close the SO by marking it as fully dispatched when a customer no longer requires an item(s).

How do I close/cancel a raised PO when order is cancelled?

1. A PO where no goods have been received can be deleted from the system by creating a revision, saving the revision & then deleting from the PO actions menu.

Is there a report that shows the suppliers against the parts?

1. From the stock menu choose 'Suppliers'. In the actions column select view to see the parts list for each supplier.

How do I set up a new location for parts?

1. From the Stock menu choose 'part locations' > + New Part Locations. You can also edit existing locations from this view.

I am not receiving emails notifying me when tasks are overdue?

1. This is a feature you will have to enable for each user. Go to the Settings button (top right) > select 'Edit My Profile' > set 'Receive Daily Task Digest Email' to yes.

I am not receiving emails from customers or suppliers via the email I have linked in Flowlens?

1. These could be hitting your junk folder. If so, please move to inbox and mark the Flowlens email as safe. If they have not been received at all, please ask your email department to whitelist emails from '@yourcompany.flowlens.email'.