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Connecting to Flourish with an LLM using our MCP Server
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Getting Started
Login, Modules Overview, and Access
Contact Flourish Support: Help Center, Email & Phone
Manage Billing, Payments & Invoices in Flourish
Resetting Your Password in Flourish
Submit a New Idea to Flourish Software
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Configuration & Setup
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Cultivation

Flourish Analytics
A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Get Started with Flourish Analytics
Set Up Flourish Analytics User Access and Permissions
Flourish Analytics Workbooks, Pages, and Elements
Flourish Analytics - Set a Workbook as Favorite
Flourish Analytics - Customize and Bookmark the Data
Export Analytics Data in Flourish
Flourish Analytics – Green Check Integration and Verified Reports
Trace a Lot for a Recall (Lot Recall and Trace Report)
How to Know When to Restock Your Inventory
NewYork Microbusiness Tax Filing SOP
Access Flourish Cannabis Data via Snowflake Marketplace
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Android Mobile App
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eCommerce
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Inbound
A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Receive Inventory via Purchase Orders and METRC Transfers
Create and Manage Inbound Purchase Orders
Tutorial: Create Purchase Order
Receive Inbound Transfers and Purchase Orders (No Compliance System)
Inbound - Receive The Whole Purchase Order In One Click
Inbound - Display Additional fields next to item names on purchase order lines
Moisture Tracking
Import a Purchase Order from a CSV file
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Inventory
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Manufacturing
Manufacturing Machine & Run Configuration
Start a New Manufacturing Run
Manufacturing Waste Log
Creating a Bill of Materials - BOM
Creating Bill of Materials for Handling Case Quantities
Creating Inventory using Bill of Materials
Manufacturing Work Orders with BOMs
Track Manufacturing Runs, Yield & Environmental Data
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Outbound
Outbound Module Navigation: Orders, Shipments & Transfers
Filter and View Outbound Orders by Status
Outbound Order Status Fields
Import Outbound Orders with a Spreadsheet
Create Outbound Sales Orders in Flourish
Creating New Outbound Orders
Allocate Packages to Outbound Order
Split Packages During Order Allocation
Split and Allocate Packages to an Outbound Order
Scan Packages to add Order Lines and Allocate Packages to Outbound Orders
Set Invoice Date on Outbound Orders
Display Unit Cost and Total Cost when allocating packages to an outbound order.
Display Payment Status on Outbound Orders
Outbound Order Discounts and Charges
Outbound Order Notes
Add, Edit and Delete Order Notes
Generate & Configure Packing Lists
Generate and Export Outbound Invoices as PDF
Creating New Outbound Shipments (Non-METRC)
Outbound - Return Rejected Items to Inventory
Change Facility - Move an Outbound Order between Flourish Facilities.
Printing Options on a Sales Order
California Excise Tax Rates
How to update financial info on shipped orders and unship shipments
Mark Sales orders as fully paid
Sales Order Payments
B2B Payments and Accounts Receivable in Flourish
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Retail / POS
Flourish Retail: POS and Web Platform Functions
Retail Return Reason Codes
Track Dispensary Sales with Till Report
Seed Technology Integration
How Retail Returns Sync to METRC
Set Default Printers in POS
Retail Pre-Orders, Backorders, and Replacement Orders
Adding Payment Terminals & Assigning to a Till
Retail - Customer State ID, Medical ID data and expiration
Retail - Mark a Completed Purchase as Cancelled
Point of Sale Cash Drawer Configuration
Retail - Show Tax Breakdown by Type on Retail Sales Receipt
METRC - My Retail Order is Out Of Sync
Configure Retail POS Settings and Toggles
Credit Card Manual payments for Retail Point of Sale
Retail Metrc Sync Error "Package Cannot Be Sold Because it Doesn't Exist in The Current Facility"
Retail - Void a Transaction
Retail - Export the Customer Purchase History
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External API
Connecting to Flourish with an LLM using our MCP Server
Flourish Webhooks
Securing your webhooks
Flourish Software External API Key Management
Generate or Reset External API key
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Integrations
METRC vs. Non-METRC Installation Differences
View and Manage Notifications in Flourish
Flourish Software HubSpot App and Integration Guide

BioTrack
How Flourish Areas Sync to BioTrack Rooms

METRC
Sync Manufacturing Runs to METRC Processing Jobs
METRC Inbound Process

Accounting
Managing Chart of Accounts View - QuickBooks Online
Export Data From Flourish To QuickBooks Desktop
Apply unapplied cash to customer orders
Generate a customer accounts receivable statement
Record and apply a customer payment (B2B Outbound Orders)
Create and apply a customer credit memo
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Release Notes
2026.07 Release Notes
2026.06 Release Notes
2026.05 Release Notes
2026.04 Release Notes
2026.03 Release Notes
2026.02 Release Notes
2026.01 Release Notes

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