About this guide

This guide is for the administrator who sets up a Flow product for their company. It covers what every Flow product has in common:

• getting your account and registering your company,
• signing in and managing passwords,
• the standard Setup area, and
• a first-run checklist for each product.

Day-to-day use of each product is covered in its own User Guide.

Every Flow product connects to SAP Business One through the SAP Service Layer and shares the same Setup layout. Once you have set up one Flow product, the others will feel familiar.

1. Before you start

Have the following ready:

1. Your welcome details from CSC-WORK. These are an Install ID, an API key and a registration link. CSC-WORK sends them when your subscription is created.
2. SAP Business One Service Layer access:
   • the Service Layer URL, for example https://sap.yourcompany.com:50000/b1s/v1,
   • the company database name, for example SBODEMOUS,
   • an SAP user and password that the Flow product will use.
   Use a dedicated SAP user (for example FLOW_SVC) so that postings are easy to trace in SAP.
3. Network access. The Flow product must be able to reach the Service Layer over HTTPS. If SAP is behind your firewall, ask CSC-WORK about the secure connection options.
4. An email account for outgoing mail (optional, but recommended). This needs an SMTP host, port, username and password, so that customer emails go out under your own address.
5. Your company logo. PNG, JPEG, GIF, WebP or SVG, up to 512 KB.

Tip: You can do every step in this guide before connecting SAP. Until a company is connected, each product shows demo data (clearly labelled) so you can try it safely.

2. Registering your company

CSC-WORK creates your subscription in its Command Center. You then receive a registration link that looks like this:

https://<product>.csc-work.com/register?install_id=<your install id>

To register:

1. Open the registration link. The Install ID is filled in for you.
2. Paste the API key from your welcome details.
3. Enter your Company name. It becomes your company’s web address (for example Acme Supply → acme-supply).
4. Enter the Admin full name and Admin email of the first administrator. That is normally you. StockFlow also asks for an Admin username, because handheld users sign in with a username.
5. Click Create my company.
6. The Registered page shows your admin email and a temporary password. It is shown once only, so copy it now.
7. Click Sign in to your company.

A new company starts on a demo licence. You can explore and configure everything; live posting to SAP is switched off until your paid plan is active. See Billing.

3. Signing in

• Go to your company’s address and enter your Email and Password. StockFlow handhelds use a Username instead.
• The first time you sign in with a temporary password, you are asked to Set your password. Enter the temporary password, then a new password of at least 8 characters, twice.
• Single sign-on. CollectFlow and InboxFlow can sign you in with Microsoft Entra, Google or Keycloak if your company has asked for it. If only one sign-in provider is set up, you go straight to it. Add ?local to the sign-in address to use a password instead.
• Sessions last up to 8 hours. Each signed-in person uses one seat. Seats count people signed in at the same time, not named users.
• Forgotten password?
  • An administrator can issue a new temporary password in Setup → Users.
  • If the administrator is locked out, open a ticket at support.csc-work.com. CSC-WORK can send a reset email.
• Support access. If CSC-WORK support signs in on your behalf to help you, a banner at the top of every page says so.

4. The Setup area

Click Setup in the top bar. Setup is a row of tabs. Each tab shows a one-line description, and you only see the tabs your role is allowed to use. The tabs below are the same in every Flow product. Product-specific tabs are listed in section 5.

Connections

SAP B1 Service Layer wiring. Administrators only.

Click Add connection and fill in:

Click Save connection, then click Test. The test signs in to the Service Layer and reports success or the exact SAP error.

• Number of companies. How many SAP companies you can connect depends on the B1 companies count on your plan. The bar at the top shows “N / M slots used”. To add more, go to Billing.
• CollectFlow only: set Keep history from to choose how far back invoices are pulled (default: the last 24 months). When you reactivate a connection that still has data, you are asked whether to Append to that history or Start fresh.
• RouteFlow only: set the GL expense account and GL accrual account used for mileage journal entries.
• FieldFlow only: after Test, click Verify UDFs. This checks that the user-defined field U_FF_JobRef exists. FieldFlow will not post until it does, because the field is what stops duplicate postings.

Sync

Bringing master data in from SAP. Administrators only.

What is synchronised depends on the product:

Users

Who can sign in. Administrators only (supervisors too in StockFlow).

1. Click Add user (called Create user in some products).
2. Enter Full name, Email and Role.
3. Leave Password blank to have a temporary password generated. It is shown once, so copy it and give it to the person. They must change it the first time they sign in.
4. To stop someone signing in, untick Active or click Deactivate. Their history is kept.

Some products have extra fields:

Branding

Your logo and company name on emails and documents. Administrators only.

Click Upload logo (PNG, JPEG, GIF, WebP or SVG, maximum 512 KB). Use Replace logo or Remove to change it later.

In CollectFlow, InboxFlow and RouteFlow you can set a name and logo per SAP company. RouteFlow also sets the sender name, sender address and reply-to address per company. Customers then see the right company on every letter.

Email SMTP

The mail server your emails go through. Administrators only.

Click Save, then use Send test email to send yourself a test message. If you leave SMTP empty, mail goes out through CSC-WORK’s default server.

• RouteFlow only: a Demo mode switch sends all customer emails to a list of test recipients instead of to real customers. Use it while you are testing.
• CollectFlow only: each SAP company can have its own SMTP (Set up company SMTP).

Email templates

The wording of every email. Administrators, plus managers, dispatchers, supervisors or reviewers depending on the product.

Each email type has a built-in Default wording that you can change:

1. Click a template to open it.
2. Edit the Subject and the Body (HTML). Click a token (for example {customer_name} or {invoice_number}) to insert it.
3. Click Preview with sample data to see the result, or Send test to email it to yourself.
4. Click Save. Revert to default restores the built-in wording.

Billing

Licence, plan, seats and payment. Administrators only.

• Licence panel: shows your plan (tier), seats, SAP companies and expiry date. Use Refresh to fetch the latest licence, or Renew now.
• Billing profile: legal name, billing email, address and tax ID. These appear on your invoices.
• Subscribe: choose a Service level (Starter / Mid-Market / Enterprise), the number of Seats and B1 companies, monthly or yearly billing, and enter a card.
• Change service level or add seats at any time. Changes are prorated.
• Offline licence: if your server cannot reach the internet, paste the licence file CSC-WORK sends you and click Verify & apply (StockFlow: Install licence).

FieldFlow shows the licence read-only; seats and renewals are arranged through Support. InboxFlow subscriptions are arranged through Support while per-flow pricing is introduced.

Support

Tickets, replies and video calls with CSC-WORK. Every role.

1. Click New ticket (or fill in Open a support ticket).
2. Describe what happened, choose a Priority (Low, Medium, High or Urgent) and attach screenshots if you have them.
3. Click File ticket.
4. Replies appear in the ticket thread. Reply there, or click Join call for a video call with screen sharing.
5. Close ticket when the problem is solved. Replying to a closed ticket reopens it.

Administrators see every ticket for the company; other users see their own. You can also reach support at support.csc-work.com.

5. Product-specific Setup tabs

Each product adds a few tabs of its own next to the standard ones.

Each product’s User Guide explains these tabs.

6. First-run checklists

Work through the list for your product, from top to bottom.

CollectFlow

1. Connections → add, Test.
2. Sync → turn on auto-sync, choose the aging basis.
3. Users → add managers and collectors; set up sales-rep access.
4. Assign → give every customer a collector.
5. Branding, Email SMTP, Email templates.
6. Billing → subscribe.

RouteFlow

1. Connections → add, Test, set the GL accounts.
2. Sync → import depots, drivers and trucks.
3. SAP Setup → posting policy, cash rules, loading flow, hazmat.
4. Users → dispatchers, loaders (PIN or badge); register the dock handhelds.
5. Fleet → pair each driver’s phone.
6. Branding, Email SMTP (start in demo mode), Email templates.
7. Billing.

StockFlow

1. Connections → add, Test.
2. Site → per warehouse, how work arrives and when scans post.
3. Users → operators (username, zones, badge) and supervisors.
4. On each handheld: sign in once, then My setup.
5. Branding, Email SMTP, Email templates.
6. Billing → register the install and subscribe.

FieldFlow

1. Connections → add, Test, Verify UDFs.
2. Sync → Refresh from B1.
3. Vans → add vans and minimum stock.
4. Technicians → add technicians, then Who drives what.
5. Job templates, Invoicing.
6. Users, Branding, Email SMTP, Email templates, Integrations (payments).

RentalFlow

1. Billing → choose a plan.
2. Connections → add, Test.
3. Sync → import warehouses as locations.
4. Users, Branding, Email SMTP, Email templates.

InboxFlow

1. Connections → add, Test.
2. Sync → schedule the business-partner sync.
3. Mailboxes → add the mailbox to read.
4. Users → reviewers and viewers.
5. Branding, Email SMTP, Email templates.

7. Troubleshooting