Item Creation & Management

Create and Manage Inventory Items

Purpose

Flourish is your source of truth for all cannabis, hemp, and non-cannabis items. Create items in your Item Master to receive inventory, create manufacturing runs, harvest packages in cultivation, and support accurate cost tracking and reporting.

Naming Restrictions

Item names and other user-defined fields can only include letters, numbers, and these special characters: $ - _ . + ! * ' ( ) ,

Do not use / # & in any item field.

Create a New Item

1. Click the gear icon (Settings).
2. Select Inventory.
3. Select Items.
4. Click Create New Item.
5. Enter the item Name. Follow the Dropdown menu options.
6. Select the Type.
7. Select the Class.
8. Select the Category.
9. Toggle Strain Required on if a strain applies to this item, then select the Strain.
10. Select the UOM.
11. Select the Measurement Type (Volume or Weight), if applicable.
12. Enter the Unit Weight if the UOM is Each.
13. Enter data in other optional fields such as: Unit Weight Display, Serving Size in Grams, Number of Servings per Unit or Item Reference Fields 1-5. These fields tie back to labeling and any other additional information for the item.
14. Enter the Price.
15. Enter THC/CBD Dominant and Ratio information, if applicable.
16. Select the Source Type: Flower, Fresh Frozen, Mixed, Popcorn, Trim, Whole Plant, or Fan Leaf.
17. Select the Brand, if applicable.
18. Enter the SKU. If you do not enter a SKU, Flourish will generate one.
19. Enter the Retail Display Name. If you do not enter a Retail Display Name, Flourish will copy the item name.
20. Enter the Part Number (optional).
21. Enter a Description (optional).
22. Add an Image. Required in some states, optional in most.
23. Enter in any additional info into the optional fields as needed. Some states and certain categories of items may require Item Ingredients and Allergens to be defined.
24. 

Set Item Rules

Scroll down to toggle on any rules that apply to this item:

• Sellable — the item can be added to an outbound or retail order. *This is automatic when an inventory Type of Cannabis is selected from the dropdown menu.
• Purchasable — the item is purchasable and used for Quickbooks Online Integration.
• Tax-Exempt — the item is exempt from tax tracking.
• Use By Date Required — a use-by date is required on package creation.
• Sell By Date Required — a sell by date is required on package creation.
• Expiry Date Required — an expiration date is required on package creation of that item.
• Lot Tracked — a lot number is required each time a package is created.
• Serial # Tracking — package eaches are tracked by serial number. *This is only used in the state of TX.
• E-Commerce Active — Used for online menus such as WooCommerce, Leaflink and other 3rd party integrations.
• Needs Fulfillment — the item requires fulfillment before it ships. IMPORTANT: (cannabis items should always have this on; non-cannabis items should always have this off).
• Is Medical — Toggle ON if the item is Medical only.
• Shelf Days — a shelf life value is required on package creation of the item.
• Plant Additive — Toggle this ON if the item is a plant additive.

Additional Item Attributes

Configure these as needed after creating the item:

• UPC — A UPC is the barcode number originally assigned to an item. This dialog lets you enter that UPC for reference during ordering and inventory management — just type in the number.
• Tags — used to include or exclude the item for specific facilities. See Item Tagging Functionality.
• Price — A standard selling price for the item. The price can be changed when you are creating outbound Sales Orders. For Wholesale and Retail Pricing, please use Extended Item Pricing.
• Cost — The standard cost for an item you are purchasing. This can be changed when you receive an inbound Purchase Order. See Unit Cost Inheritance and Calculation for more details.
• E-commerce — This contains multiple attributes for an e-commerce store, menu board or other customer facing application.
• Compliance — A configuration of attributes related to state compliance requirements for purchasing or limits of cannabis-based items. These attributes are often also used in e-commerce integrations.
• Bill of Materials (BOM) — the cannabis and non-cannabis components used to produce the item. See this guide about how to Create a Bill of Materials.

Special Cases: METRC OH, NJ, and MA

1. Create the item in METRC.
2. Wait for the prefix to be added to the item name.
3. Sync the item from METRC.
4. Edit your Flourish item attributes to suit your needs before creating any packages. If you use custom categories, set the custom category to one mapped to the same METRC compliance category.

Photos (Missouri)

Missouri requires the following photos before an item syncs to METRC:

• Product Photo
• Label Photo

Item Case Configurations

Please see this guide on Item Case Configuration for more information.

Update Vendor Info and Vendor UOM

Update the Vendor Info for an item to include this data when you print package labels for it or for when you create Purchase Orders. See Item Vendor UOM Conversion.

1. Click Settings.
2. Click Inventory.
3. Locate the item you want to edit.
4. Click the item name.
5. Scroll to the bottom of the Product Info screen.
6. Select a vendor from the Vendor dropdown.
7. Select the Relationship from the dropdown.
8. Click Save.

Reference Tables

Item Product Info

Field	Description
Active	(REQUIRED + Toggle On/Off)
Class	(REQUIRED) An item's class broadly indicates the type of item it is. For a cannabis item, the class might be Infused Edible, Buds, Shake/Trim, Plant, etc.
Category	(REQUIRED) Category is a subset of an item's class that more specifically defines what the item is. For a cannabis item of class Infused Non-Edible, for instance, its category might be Topical, Transdermal Patch, etc.
Strain Required	(Toggle On/Off) Toggle this on if every instance of this item in your inventory that must have a strain associated with it.
Strain	Do not select a strain if you would like to reuse this item for different strains, or if the item does not have a strain associated with it.
UOM	(REQUIRED) Unit of Measure(i.e. - ounces, each, gram, kilogram, gallon, ton, etc.)  If you select each, then the product will be sold as eaches. You are required to then put in the actual weight of the item using the appropriate Unit of Measure
Measurement Type	This will either be selected as volume or weight.
Unit Weight	(REQUIRED) If Each is selected, then you must put in the actual weight of the Item
Unit Weight Display	Display how product measurements appear on labels. This gives you more flexibility and ensures your packaging communicates clearly to customers and regulators.

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