Ordo Flourish Integration Overview

Updated by NIr Malchy

What is Ordo?

Ordo is a cannabis-specific CRM for your sales team. 

This integration provides:

  • Live Inventory: View sellable on-hand inventory from Flourish directly inside Ordo.
  • Convert Opportunities: Sales orders from Ordo flow into Flourish for fulfillment and shipping. Eliminate duplicate data entry. 
  • Stay in Sync: Flourish keeps the product catalog and orders in sync with Ordo. Clean and consistent data enables rich reporting. 

Integration details

Data points

  • Items.
    • The item's Brand in Flourish Software must match the Brand name in Ordo.
    • The item's SKU in Flourish Software must match the Item's SKU in Ordo.
  • Sellable quantity from Flourish to Ordo.
  • Payment Status from Flourish to Ordo.
  • Orders from Ordo to Flourish. Updates from Flourish to Ordo.
Flourish Software only syncs items with Brands that match the ones in Ordo.

Working with both platforms

To start working with both platforms, follow the steps below:

  1. Setup the integration.
  2. Sync the inventory.
  3. Follow the Workflow.

Workflow

Create the orders in Ordo and fulfill them in Flourish Software.

Learn more about the Workflow.

Important to Know

  • The Invoice Date does not sync from Flourish to Ordo.
  • Flourish Software users cannot change the order Payment Term. Such change will not sync to Ordo.

Payment Terms Sync

Ordo has two payment terms:

  • Cash on Delivery
  • Net Terms
Cash on Delivery

When the Flourish Software orders are 'Shipped' the status in Ordo is set to 'Paid' 

Net Terms
  • Net terms are synced between Flourish and Ordo
  • In Ordo, when the payment term to order is "Net Terms," it is not marked as 'Paid' when the order is transitioned to 'Shipped' in Flourish.
  • When the order is 'Paid' in Flourish, the status in Ordo is updated to 'Paid'.

How did we do?