Bulk Actions - Add Packages to an Order

Add Packages to an Outbound Order Using Bulk Actions

Purpose

Use Inventory > All Packages when you already know which full packages you want to fulfill an order with. The bulk action creates a new outbound order from those packages, or adds and allocates them to an existing order, without opening the order screen first.

Prerequisites

1. The packages must be available in Inventory > All Packages.
2. Bulk package actions must be enabled for the facility. To check or enable it:
   1. Go to Settings > Configuration.
   2. Select the facility.
   3. Locate Inventory.
   4. Confirm Disable Bulk package actions is OFF. Toggle it on only if you want to turn the feature off.
   5. Changes are Auto-Saved
3. Applies to: Flourish web app. Packages can also be scanned to create or add to an order from the Flourish mobile app — see Mobile App: Build Orders by Scanning and Allocating Packages.

Use full packages whose quantities you intend to allocate as-is. If you need to create smaller child packages first, use a split-and-allocate workflow instead.

Select the Packages

1. Open Inventory > All Packages.
2. Click Bulk Actions.
3. Select Add to Outbound Order.
4. Check the packages you want to allocate. Selected packages appear in the side panel.

Create a New Order From the Packages

1. In the side panel, select New Order.
2. Select the Destination. Select the Sales Rep is Sales Rep is required on Outbound orders.
3. Review the selected package list.
4. Click Create New Order.
5. Confirm the action.
6. Open the resulting order in Outbound and review its order lines and allocations.

Add the Packages to an Existing Order

1. In the side panel, select Existing Order.
2. Select the Destination and the applicable order.
3. Review the selected package list.
4. Click Add to Existing Order.
5. Confirm the action.
6. Open the order in Outbound and review its order lines and allocations.

Expected Result

For a new order, Flourish creates order lines from the selected packages and allocates the packages. For an existing order, Flourish adds or updates the applicable order lines and allocates the selected packages.

Review item, strain, lot number, ordered quantity, and allocated quantity before continuing. Adding the order to a shipment is a separate workflow.

Common Issues

1. The intended order isn't available: Confirm you selected the correct destination and that the order is eligible for updates.
2. Packages create separate order lines: Compare their item, strain, and lot number values against the existing order lines.
3. A package can't be selected: Check its status, available quantity, and whether it's already allocated.
4. A selected package is larger than needed: Use a split-and-allocate workflow instead — see Split and Allocate Packages to an Outbound Order.

Using the Flourish mobile app, packages can be scanned to create a new order or add to an existing order: