Frequently Asked
Questions

Cash Flow Inventory is purpose-built for businesses that need a single, unified platform — not a patchwork of disconnected tools. Key differentiators include:

• One-click purchase ordering — auto-calculates demand for both sales and production so you never over-order or run out
• Integrated cash flow tracking — monitor supplier payments and customer dues against payment terms in real time
• AI-powered forecasting with manual override to adapt to changing market trends
• Up to 30% profitability improvement — proven by users through waste reduction, cost optimization, and faster order cycles
• No separate accounting software needed — financial reporting, payroll, and tax calculations are all built in
• Vertically aligned SaaS — not a generic tool; purpose-built for retail, wholesale, manufacturing, and e-commerce

Everything is auto-calculated, visible on your dashboard, and just one click to confirm — giving you speed without sacrificing accuracy.

Effective inventory management ensures the right amount of stock is in the right location at the right time — at the lowest possible cost. Cash Flow Inventory makes this effortless. Key advantages include:

Yes. Cash Flow Inventory has full barcode and QR code support built in, including:

• Scan-to-update inventory using any standard USB or Bluetooth barcode scanner
• Generate and print custom barcode and QR code labels for products
• Label printing works with any web-page-compatible label printer
• Dramatically reduces manual entry errors and speeds up warehouse operations

Yes. Cash Flow Inventory includes a fully integrated POS module that lets you:

• Process retail sales directly from the platform
• Print receipts on standard POS thermal printers with web-page print support
• Automatically sync sales with inventory levels in real time
• Apply discounts, manage returns, and track customer transactions

The POS module is accessible from any device — desktop, tablet, or smartphone — making it ideal for retail counters, pop-up shops, and multi-location stores.

Yes — production and manufacturing management is a core feature of Cash Flow Inventory. It supports:

• Bill of Materials (BOM) — define components for each finished product
• Manufacturing orders — plan and execute production runs efficiently
• Work-in-progress (WIP) tracking — monitor production status at every stage
• Production cost analysis — track labor and material costs per production run
• Batch and lot tracking — ideal for food, pharma, and regulated manufacturers

Yes. You can upgrade or downgrade your subscription at any time directly from your account settings. Changes take effect immediately on upgrade and at the end of the current billing period on downgrade.

There are no long-term contracts or lock-in periods — you have full flexibility to choose the plan that matches your current business needs.

No. Cash Flow Inventory has no hidden fees, no setup charges, and no per-transaction fees. What you see on the pricing page is exactly what you pay.

All features listed in your chosen plan are included. There are no surprise charges for additional users within your plan limits, no onboarding fees, and no charges for standard customer support.

Yes — annual billing plans are available at a discounted rate compared to month-to-month subscriptions, giving you up to 2 months free. Visit the pricing page for current offers and to compare billing options.

The main preparation required before going live involves gathering your existing business data. Here's what to prepare:

• A list of all suppliers and customers with their current closing balances
• A list of all items or products with current stock quantities

You can migrate your data via:

• CSV import — export from your existing system and import in one step
• One-click integrations — import directly from QuickBooks, Shopify, eBay, or Etsy
• Manual entry — for businesses without digital records; typically takes 1–3 days depending on business size

Our onboarding team and support resources are available to help you through every step of the process.

Getting started typically takes:

• Under 5 minutes for account setup and initial configuration
• A few hours to 1 day for CSV or integration-based data import
• 1–3 days for manual data entry in larger businesses

There's no installation, no server configuration, and no lengthy setup process. Once your data is in, you're live and operational immediately.

Yes — Cash Flow Inventory supports multiple data migration methods to make switching as smooth as possible:

• CSV/Excel import — export your current data and import products, customers, suppliers, and stock with ease
• QuickBooks integration — seamlessly migrate your accounting and inventory data
• Shopify, eBay, and Etsy sync — import your product catalog and order history in one click
• Manual entry — supported for businesses switching from paper-based records

Yes — Cash Flow Inventory provides API access for enterprise and developer users, enabling custom integrations with your existing tech stack, ERP systems, e-commerce platforms, or internal tools. Please contact our support team for API documentation and access credentials.

Yes. Cash Flow Inventory supports multi-channel inventory synchronization, meaning you can manage stock across Shopify, eBay, Etsy, your physical store, and other channels — all from a single dashboard.

When a sale occurs on any channel, inventory levels are automatically updated across all connected platforms in real time, eliminating the risk of overselling.

Yes — Cash Flow Inventory has a granular role-based permission system that allows you to define exactly what each team member can see and do:

• Create custom roles (e.g., Warehouse Staff, Sales Manager, Accountant)
• Restrict access to specific modules (e.g., hide financial reports from warehouse staff)
• Set read-only or read-write permissions per feature
• Prevent unauthorized discounts, deletions, or price overrides

Yes. Cash Flow Inventory provides comprehensive onboarding resources to help your team get productive quickly:

• Guided in-app setup wizard for first-time configuration
• A full library of video tutorials covering every feature
• Written documentation and step-by-step guides
• Live onboarding sessions available on request for Pro/Enterprise users

The platform interface is primarily in English. For non-English users, basic English reading ability is recommended to navigate the platform and access tutorial content. If you have specific language requirements, please contact our support team to discuss available options.