2024.01.23 Software Release 4.100.0

Updated by NIr Malchy

Version 4.100.0

Summary

  1. Inventory
    Record test results by uploading a COA PDF.
  2. Printing
    Added "Top Terpenes" and "Top Cannabinoids" to the label maker and CYBRA MarkMagic®.
  3. Manufacturing
    Start a manufacturing run and save a run in progress without selecting an input package.
  4. Reporting
    1. New Reports
    2. Updates for Existing Reports

Details

Inventory

You don't need to type in live test results manually! Save time and avoid entry errors by uploading a PDF to the test results record! Learn more here.

Printing

Helping AZ, CT, NV, and RI to stay in compliance, we added "Top Terpenes" and "Top Cannabinoids" to the label maker and CYBRA MarkMagic®. Learn more about the package attributes "Top Terpenes" and "Top Cannabinoids," and more about CYBRA MarkMagic®.

Manufacturing

Start a manufacturing run and save a run in progress without selecting an input package.

This feature provides more flexibility in preparing your manufacturing runs and is a step towards the goal of scheduling manufacturing runs and uploading BOMs to manufacturing runs. Learn more about Manufacturing Runs.

Reporting

Following your feedback and our roadmap, we made updates and created new reports for you to provide more business intelligence.

Find all the reports below in Analytics > Reports.

New Reports

New Purchasing Reports are available when you visit Analytics > Reports > Purchasing.

Use these two new reports to visualize how much an item was actually purchased for on your Purchase Orders versus how much the item's standard cost is as defined in the Item Master.

  • Purchasing - Purchasing Variance Report
    • This report shows the standard cost versus the actual purchased cost for items inbounded on Purchase Orders.
      New report called "Purchasing - Purchasing Variance Report"
  • Purchasing - Purchasing Variance Detail Report
    • This report shows the standard cost versus the actual purchased cost for the items inbounded on Purchase Orders, while separating items for each Purchase Order by the received lot.
      the new "Purchasing - Purchasing Variance Detail Report" and showing its filters and columns.
Standard Cost is the item's cost that is defined on the item's settings in the Item Master. Learn more about cost in Flourish here.

A new Sales Report is available when you go to Analytics > Reports > Sales:

  • Sales - Accounts Receivable Report (Payment Details)
    • Use this report to help you visualize the payment details for your outbound invoices. Amongst other uses, this can be used to see which invoices have open balances and how many more days are left before the due date.
      New sales report titled "Sales - Accounts Receivable Report (Payment Details)" used to see which accounts still have payments due.

A new Retail Report is available when you go to Analytics > Reports > Retail:

  • Retail - Item Sales by Price
    • This new report will provide insights into the velocity of your retail item sales, highlighting which items sell the most. By default, this report shows the highest sold item quantity so that the fastest-moving items will always be at the top.
      New report titled "Retail - Item Sales by Price" which shows the highest velocity items being sold in Retail.
Updates for Existing Reports

We changed the names and the order of the columns for a variety of the purchasing reports:

  • "Daily Purchasing Report" is now titled the "Purchase Order Details Report."
  • "Purchasing Report (Purchase Orders)" is now titled the "Vendor Item-Level Purchase Summary Report."
  • "Purchasing Report (Transfers)" is now titled the "Vendor Item Level Inbound Transfer Report."

“Accounting - Inventory Adjustments” report:

  • We have made improvements to the report so the Unit Cost column first populates the Actual Unit Cost of the item, if available; otherwise, we populate the item's Standard Cost as defined in the Item Master. The column is left null/blank if neither cost value is available.

“Sales - Item Sales by Vendor” report:

  • We have added a filter for "Invoiced or Created Date" and another filter for "Order Status."
  • This report tracks how much of each SKU is sold to your Vendors.
Leave the "Vendor" filter to "is not null" to view only your vendor sales on this report. Changing the filter to "is any value" will show sales for ALL of your customers (i.e. including all destinations that are both vendors and non-vendors).
Item Sales by Vendor report

“Cultivation - Plant Detail Report.”

  • We included a plant status filter for "Active" versus "Inactive."
    new filter for active versus inactive plants for the Plant Details Report

“Sales - Sales Order Details" report:

  • We have reorganized the columns for better readability and added descriptions to explain how "Totals" are calculated, as seen at the bottom of the report.
    Here is how we calculate the totals on that report:
    • Cannabis Total + Non-cannabis Total = Subtotal
    • Subtotal - Total Discounts + Taxes + Charges = Order Total
    • Order Total - Total Dollars Returned = Order Total After Returns
The "Sales Order Details" report has had its columns reorganized and description for the total calculations has been added.

How did we do?