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Data
This information will help you with data such as adding/importing products, accounts, orders, etc.
Imports
8 ArticlesAll of our imports work in much the same way. CSV files will be uploaded.
Exports
5 ArticlesOur grids have an export button that downloads as a CSV.
How do I set minimum and maximum quantities?
Min/Max settings refer to the amount of a product that you keep at your location. You choose a quantity range...
Import Error Troubleshooting
Importing data into Flowtrac is easy; just drag and drop your CSV of data. Whether you’re importing large quantities of...
How do I export Notes?
Notes can be exported. Notes refers to any PDFs, images, signatures, special instructions, warnings, or typed notes. Notes are used...
How do I attach notes?
You can add notes to product and orders such as PDFs, images, signatures, warnings, special instructions, or free text. You...
Where can I find audit history?
All audits can be viewed at MENU->AUDITS->ORDERS. Then you can filter columns according to what audits you want to see....
Knowledge Base Categories
- Users and Roles
- Users
- Step 6 – Going Live
- Step 5 – Initial Quantities
- Step 4 – The Accounts
- Step 3 – Create Products
- Step 2 – Physical Locations
- Step 1 – Company Details
- Roles
- Reports and Analysis
- Orders
- Mobile App
- Imports
- Getting Started
- General System
- Exports
- Data
- Customization
- Company Settings
- Barcodes