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Connecting to Flourish with an LLM Using Our MCP Server

2026.09 Release Notes
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Getting Started
Login, Modules Overview, and Access
Contact Flourish Support: Help Center, Email & Phone
Managing User Profiles
Manage Billing, Payments & Invoices in Flourish
Resetting Your Password in Flourish
Submit a New Idea to Flourish Software
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Configuration & Setup
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. ​ Configuration & Setup Overview
Inventory: Configuring Bulk Actions
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Cultivation
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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
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. ​ Flourish Android Mobile App Overview
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eCommerce
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. ​ Flourish eCommerce Overview
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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
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. ​ Flourish Inventory Overview
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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
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. ​ Flourish Outbound Overview
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
Outbound Order Fulfillment: Allocate and Split Packages
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
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
Choose an Outbound Order Allocation Method
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Retail / POS
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. ​ Flourish Retail & POS Overview
Flourish Retail: POS and Web Platform Functions
Retail Return Reason Codes
Track Dispensary Sales with Till Report
Seed Technology Integration
Complete a Retail Delivery Order
Handle an Undeliverable Retail Order
Retail POS: Cancel, Void, or Return a Sale
How Retail Returns Sync to METRC
Set Default Printers in POS
Troubleshooting Retail Discounts
Retail Pre-Orders, Backorders, and Replacement Orders
Retail Till and Cash Overview
Adding Payment Terminals & Assigning to a Till
Pack a Retail Order in Flourish Web App
Retail - Customer State ID, Medical ID data and expiration
Retail - Mark a Completed Purchase as Cancelled
Point of Sale Cash Drawer Configuration
Correct a Customer Record
Retail - Show Tax Breakdown by Type on Retail Sales Receipt
METRC - My Retail Order is Out Of Sync
Configure Retail POS Settings and Toggles
Route Cannot Go Out for Delivery
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 Correction Actions Unavailable
Create a Retail Delivery Order
Till and Cash Permissions
Retail Order Not In Queue
Cannot Complete a Retail Purchase
Retail - Void a Transaction
Retail - Export the Customer Purchase History
Retail POS: Allocate Packages to an Order
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External API
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. ​ Flourish External API Overview
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
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How Flourish Areas Sync to BioTrack Rooms

Metrc
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. ​ Flourish Metrc Overview
Sync Manufacturing Runs to METRC Processing Jobs
Assign Item Brands for Metrc Compliance (New York & Michigan)
METRC Inbound Process

New Mexico
New Mexico NMS2S Training Video Directory
New Mexico NMS2S Category Transition
New Mexico NMS2S Retail Intake
New Mexico NMS2S Non-Retail Receiving
New Mexico NMS2S Lot and Batch Numbering
New Mexico NMS2S Testing, COAs, and Label QR Codes
New Mexico NMS2S Outbound Invoicing, Shipping, and Wholesale Guide
New Mexico NMS2S Plant Creation
New Mexico NMS2S: Assign State Plant IDs in Flourish
New Mexico NMS2S Harvest Dual Entry
New Mexico NMS2S Retail Error Messages and Troubleshooting

Accounting
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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
2026.09 Release Notes
2026.08 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

AI & MCP
Connecting to Flourish with an LLM Using Our MCP Server
Daily Ops Digest and Scheduled Reports with an LLM
Wholesale Orders: Draft and Edit Outbound Orders with an LLM
Items & Catalog: Update Items in Bulk with an LLM
Using Flourish with Gmail, Outlook, Slack, Calendar, QuickBooks and HubSpot
Inbound Transfers: Receive Shipments with an LLM
Manufacturing: Build BOMs and Work Orders with an LLM
Choosing a Model and Writing Good Prompts
AI Security & Admin Checklist

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