FLOW Manual · Roadmap v2.66 Open FLOW
Where FLOW is heading

The road ahead for FLOW

Everything in flight and under consideration, ordered by how close it is to your hands — each item tagged with the part of FLOW it belongs to. A living view; it moves as work ships and priorities settle.

At a glance

In progress17being built or in testing now

Scheduled refresh of inbound & projected stock

Keeps stock figures current even when no single event triggers a recount.

Stock Visibility · E05#477
In progress

Cost-validation warns instead of blocking

A correction so the purchase-cost check on quotes and orders enforces correctly rather than only warning.

Product Cost · E03#503
In progress

ALC data integrity & validation

The rules that keep landed-cost values trustworthy on quotes and orders.

Product Cost · E03#454
In progress

Average Landed Cost (ALC) · foundation

A fuller cost figure that adds inbound freight and handling on top of purchase price, becoming the basis for profit calculation. Unlocks a chain of related cost work.

Product Cost · E03#354
In progress

Direct purchase-to-sale cost attribution

When a sale is met by a specific purchase order, carry that exact cost through to the sale.

Product Cost · E03#394
In progress

Initial cost for products with no purchase history

A sensible starting cost for brand-new products before any purchase has been recorded.

Product Cost · E03#438
In progress

Cost-change audit log

A record of how a product's cost figures have moved over time.

Product Cost · E03#439
In progress

Vendor-note display fix

Showing the purchase-price note correctly in the vendor dropdown.

Vendor & Price · E04#459
In progress

Purchase-price expiry

Expiring a product's purchase price after a set validity so stale costs are flagged.

Vendor & Price · E04#234
In progress

EUR conversion of product sales price

Converting the product's sales price to EUR consistently.

Vendor & Price · E04#483
In progress

Landed cost for kit & bundle products

So consolidated items cost correctly from their components, on the same landed-cost basis.

Consolidated Products · E07#372
In progress

Bulk-shipment stability

Hardening the handling of large consolidated bookings.

Shipments · E08#446
In progress

Protect shipments from consignee overwrite

Stops a consignee change from overwriting shipments that are already in a protected status.

Shipments · E08#511
In progress

Consistent "Main Shipment" naming

Aligning the parent-shipment display name across the system.

Shipments · E08#443
In progress

Responsible contact on order-confirmation emails

Copies the relevant person in when an order confirmation is sent.

Documents · E12#482
In progress

Additives document update

Refreshing the additive-order document merge.

Documents · E12#447
In progress

Require a customer number before order creation

Prevents orders being raised for customers who aren't yet fully set up.

Sales Pipeline · E01#315
In progress
Planned7committed, scheduled next

Cost handling for cross-location transfers

Correct cost treatment when stock moves between locations on a cross (X) shipment.

Product Cost · E03#409
Planned

Production-cost basis for built items

Use actual production cost as the cost basis for unique/produced items at delivery.

Product Cost · E03#393
Planned

Product-level gross profit

Gross profit on the product record, based on landed cost.

Product Cost · E03#484
Planned

Stock Available · foundation

A new "uncommitted stock" figure — on hand minus what's already promised to orders, including kit demand. The foundation for automatic order readiness.

Stock Visibility · E05#469
Planned

Automatic kit-cost refresh

Updates a kit's cost automatically when a component's price changes.

Consolidated Products · E07#300
Planned

Production concept

The make-to-stock production model and its cost basis. A future pillar — nothing live yet.

Production · E10#208
Planned

Open an order straight from sales history

Jump from the product sales & quote history report to the underlying order or quote.

Reporting · E13#476
Planned
Considering43being scoped, estimated, or awaiting a build decision
Product Cost · E03

Profit basis for non-stock products

Resolving how margin is calculated where there's no stock cost basis.

Product Cost · E03#485
Considering
Stock Visibility · E05

Automatic "ready to pack"

Moves an order to ready-to-pack once enough uncommitted stock is available. Builds on Stock Available.

Stock Visibility · E05#470
Considering

Guard against shipping below zero

A stop that prevents shipping more than is physically in stock.

Stock Visibility · E05#468
Considering

Recalculate buildable-kit stock on recipe change

Refreshing the buildable figure when a kit's composition changes.

Stock Visibility · E05#475
Considering

Per-line expected ship date

An expected ship date on each order line, derived from stock and supplier lead time.

Stock Visibility · E05#505
Considering

Order/quote expected-shipping roll-up

Aggregating the line-level expected-ship values to a single header date.

Stock Visibility · E05#506
Considering

How kit demand is forecast on orders

An architectural review of how bundle demand explodes onto orders for forecasting.

Stock Visibility · E05#472
Considering

Sales-buffer refinement

Reviewing the flat delivery buffer against real transport-mode and destination variance.

Stock Visibility · E05#508
Considering

Lead-time change after order placement

Deciding how a committed expected-ship date behaves when supplier lead time changes later.

Stock Visibility · E05#509
Considering
Vendor & Purchase Price · E04

Supplier lead time on price history

Capturing each vendor's lead time on the purchase-price record, for expected-ship-date use.

Vendor & Price · E04#504
Considering

Discount detail in purchase-price history

Surfacing the discount column in the price-history view.

Vendor & Price · E04#456
Considering

Richer purchase-price notes

Adding quantity and discount context to the price-history note.

Vendor & Price · E04#458
Considering

Vendor-side approved-product view

See which products a given vendor is approved to supply, from the vendor's side.

Vendor & Price · E04#460
Considering

Retrospective recalculation on price change

Updating historical statistics when a purchase price is corrected.

Vendor & Price · E04#269
Considering
Sales Pipeline · E01

Payment terms on quotes and orders

Capture agreed payment terms directly on the quote and order.

Sales Pipeline · E01#169
Considering

Split a sales order into a second order

Move whole lines onto a new order that shares the customer PO, so one order can be split in two.

Sales Pipeline · E01#510
Considering

Categorise sales orders & quotes

Adding a category to sales orders and quotes.

Sales Pipeline · E01#258
Considering

Disable manual invoice-number entry

Locking the invoice-number field from manual editing.

Sales Pipeline · E01#140
Considering
Procurement · E02

Convert a sales order into purchase orders

Generate the purchase orders needed to fulfil a sale, grouped by vendor, directly from the order.

Procurement · E02#473
Considering

Purchase-order cancellation handling

Clearer behaviour when a purchase order is cancelled.

Procurement · E02#449
Considering
Shipments · E08

Cross-trade movement logging

Recording cross (X) shipment stock movements in the material-movement log.

Shipments · E08#405
Considering

Packing materials on shipments

Capturing packing materials used, per shipment.

Shipments · E08#444
Considering

Shipping-address consolidation

Retiring duplicate shipping-address fields and records.

Shipments · E08#463
Considering
Stock Movement & Line-Item Lifecycle · E06 / E09

Create a sales order from a stock pick

Raise an order directly from a warehouse pick.

Stock Movement · E06#350
Considering

Line-item lifecycle foundation · foundation

Making each order line's status derive reliably from the order and its shipments — the groundwork for line-level tracking and stock checks.

Line-Item Lifecycle · E09#467
Considering

Enforce whole-line quantities

Keeping each order line all-or-nothing, never partially fulfilled at line level.

Line-Item Lifecycle · E09#398
Considering

Line-item "Packed" status & clean-up

A Packed status on lines and orders, with picklist clean-up.

Line-Item Lifecycle · E09#401
Considering
Master Data & Identity · E14

A standard user role

A role with appropriate, limited permissions for everyday users — the start of role-based access in FLOW.

Master Data · E14#33
Considering

Admin can delete products

Allowing an administrator to remove product records.

Master Data · E14#481
Considering

Related products on the product view

Linking related products in the detailed product view.

Master Data · E14#219
Considering

Consignee & notify-party filtering

Tighter filtering of consignee and notify-party selection on orders and documents.

Master Data · E14#462
Considering

Notify-party contact filtering

Narrowing notify-party contacts so they don't pull from too many organisations.

Master Data · E14#364
Considering
New domains · Production E10 · Additives E11 · Integrations E15

Serial-number category for non-production items

A product category for serialised items that aren't produced in-house.

Production · E10#395
Considering

Additives compliance data

Safety-data and transport information on additive products.

Additives · E11#326
Considering

Forecasting clean-up for kits

Refining how consolidated products appear in forecasting.

Consolidated Products · E07#195
Considering

Kit stock mirrors buildable figure

For consolidated products, show stock on hand as the calculated buildable figure and suppress inbound/projected.

Consolidated Products · E07#515
Considering

e-conomic finance integration

Connecting FLOW to e-conomic — draft invoices and syncing suppliers and customers.

Integrations · E15#141
Considering

e-conomic — post products

Posting products to e-conomic.

Integrations · E15#162
Considering

e-conomic — get customers

Pulling customers from e-conomic.

Integrations · E15#165
Considering

e-conomic — get suppliers

Pulling suppliers from e-conomic.

Integrations · E15#164
Considering

e-conomic — draft invoice generation

Generating draft invoices in e-conomic.

Integrations · E15#163
Considering
Documents · E12

Category 9000 document adjustments

Document tweaks for the category 9000 range.

Documents · E12#137
Considering

Per-line expected-ship column on documents

A per-line expected-ship column on the sales quote and order confirmation.

Documents · E12#507
Considering
Not planned8on hold for now

Auto-complete shipment on stock pick

Closing a shipment automatically on check-in/out.

Stock Movement · E06#347
Not planned

Automated shipping-charge calculation

Calculating shipping charges automatically.

Shipments · E08#191
Not planned

Shipping restrictions

Rules restricting shipments by destination or content.

Shipments · E08#373
Not planned

Line-item status from shipment (legacy fix)

Superseded by the line-item lifecycle foundation work.

Line-Item Lifecycle · E09#291
Not planned

Statistics on line items

Line-item-level statistics, parked pending the lifecycle foundation.

Line-Item Lifecycle · E09#200
Not planned

Serial-number tracking

Serial numbers for built items.

Production · E10#174
Not planned

Vessel-data integration

Pulling vessel position and particulars from external data sources.

Integrations · E15#274
Not planned

Vessel current-position data

Current-position data for vessels from an external source.

Integrations · E15#232
Not planned

Already delivered

14 areas live
The bulk of FLOW is already live. Below is what has shipped, by area. Build numbers are shown where recorded; the live system and release notes are the full record.
E01Sales Pipeline (Quote → Order)~48 released

The full quote-to-order lifecycle: quotes, orders, line items with discounts and free text, quote expiry, conversion to order, copy functions, and status progression through to invoiced.

builds n/a
E02Procurement (RFQ → Purchase Order)~9 released

The purchase-order form with line items, discounts and incoterms, and the request-for-quote to purchase-order conversion with full field transfer.

builds n/a
E03Product Cost Architecture8 released

Weighted-average cost on quotes and orders for job costing, manual purchase pricing, inbound shipping-cost consolidation, and the company cost settings.

builds 167–170
E04Vendor & Purchase Price Governance~16 released

Purchase-price history as a standalone record with EUR conversion, the approved-vendor relationship, vendor-filtered product selection, and price-expiry reminders.

builds n/a
E05Stock Visibility & Calculations~9 released

Stock on hand, inbound and projected figures on the product record, including kit-demand cascade, with the scheduled refresh backstop.

builds ≤171.1
E06Stock Movement & Picking~8 released

The material-movement log, stock-pick registration (check-in / check-out / transfer), and cross-location dual movement.

builds 130–167.1
E07Consolidated Products (Kits / BOM)7 released

The kit recipe and stock-deduction model, net-weight roll-up, consolidated price history, and buildable-stock calculation.

builds 125–172
E08Shipments~67 released

Shipment creation from orders, the three shipment types, handling units, carriers and tracking, notifications, shipping cost, and the parent/child consolidated-booking model.

builds n/a
E09Product Line Item Lifecycle3 released

Line-item content: free text, inherited product notes, and a consolidated-product filter fix. (The deeper status-lifecycle work is still ahead.)

builds 138–162
E11Additives6 released

The dedicated additives order type, its order report with outbound shipments and duplication, document generation, and the Kanban-based status model.

builds n/a
E12Documents & Templates~40 released

Every generated PDF: commercial invoice, delivery note, order confirmation, pick list, sales quote, product sheet, labels, and the purchase-order document.

builds n/a
E13Reporting & Insights~16 released

Sales-order economics, product-category statistics, sales & quote history, the Kanban view, and the project-cost and closed-purchase-order reports.

builds n/a
E14Master Data & Identity~26 released

The contact list and organisation model, unified ID numbering, customer / vessel / project relations, and concurrency-safe record numbering.

builds n/a
E15External Integrations2 released

The currency / rate-of-exchange API and daily rate infrastructure that normalises all values to EUR.

builds 140–143
E10Production & Serial Numbers0 released

A future pillar — concept stage only, nothing live yet.