Mobile App - Point of Sale on an Android Tablet or TC22

Full Retail point of sale capabilities on the Flourish mobile app. Use a Samsung Galaxy Tab A11+ on a stand as a small counter station, or a Zebra TC22 as a handheld for floor sales, deliveries, and back-of-house work.

Supported Devices and Peripherals

Prerequisites

• The Flourish mobile app is installed on the device from the Google Play Store.
• Each cashier has a PIN. See Generate a New PIN.
• Your facility's retail settings are configured, including payment methods and fulfillment options. See Configure Retail POS Settings and Toggles.
• At least one till exists and is open. You cannot take a payment without selecting a till. Open a till within the browser.
• Users have the Retail permissions for the tasks they perform, set on the Mobile Application tab of their role. See Permissions That Affect Mobile POS.
• The Epson receipt printer is on the network, the Zebra label printer is paired or on the network, and a payment terminal is paired to the till for card payments.

What You Can Do in Mobile POS

Sign In and Open a Cart

1. Open the Flourish mobile app and sign in with your PIN.
2. Open the Retail module. The Queue tab opens first.
3. Open the customer's cart:
   • On the Queue, tap Start Sale on a Checked In customer's card, or View Cart / Checkout to reopen a cart in progress.
   • On the Check-In tab, tap Start Sale on the customer's row, or tap Add to Queue for a new arrival, which starts the sale right away.

Start Sale is dimmed until the customer is verified or is a medical patient. If the customer already has an open order, that order opens instead of a new one.

Build a Cart

1. In the product panel, scan a product or type in Scan Or Search Products. Scanning and typing use the same search, so you do not need to switch modes. To scan with the device camera, tap Scan With Camera.
2. Select the correct item to add one unit to the cart. Switch between Available Only and All to include products that are out of stock.
3. Change the quantity with + and −, or remove a line with Remove Item from the line's menu.
4. Review the order summary with the customer.

Every change saves to the order as you go. While a change is saving, the total reads Updating Price…. Totals are always calculated by Flourish, so they match the web POS.

Deli-style items, which are sold by weight, show a Tiered chip and a Deli · $/g price. Their quantity does not step up and down; set the weight on the line's package instead. See Allocate Packages in the Cart.

If your store packs orders at the counter, scanning a package's barcode adds the product and allocates that package in one step.

For scanner identifier rules, see POS Item Scanning Rules.

Apply Discounts

1. Select the discount tag on a line to discount that line, or select Manage in the order summary to discount the whole order.
2. Choose how to apply the discount:
   • Configured discount: turn on a discount from the list. Each shows whether it stacks with other discounts. Turning on one that does not stack turns off the others.
   • Promo code: enter the code in Enter Code and select Apply. Codes are converted to uppercase. If a code fails, the message tells you why: the code does not exist, it has expired or is not active yet, or it does not apply to this order.
   • Custom discount: pick a preset (5%, 10%, 15%, 20%, $5 Off, $10 Off) or enter an amount and choose percent or dollars. Custom discounts always need approval from a user with the Authorize discount with PIN permission. One custom discount is allowed per line and one per order.
3. If approval is required, the manager enters a reason and their 6-digit PIN. Flourish records the approver and the reason.

Line discounts appear as tags on the line. Order discounts appear in their own band above the totals.

Loyalty rewards: in the order discount sheet, select Redeem on a reward under Redeem Loyalty Points (on a tablet, the Loyalty tab opens this section). The points come off when the sale completes. For a customer who is not a member, select Join Loyalty to open their profile and enroll them.

For more on discounts, see Applying a Retail Discount.

Send to Fulfillment or Allocate at the Counter

The main cart button shows Send To Fulfillment while any line still needs packages, and Pay once every line is fully allocated.

Allocate Packages in the Cart

1. Find the line in the cart. Allocated packages are listed under each line with the package ID and lot number.
2. Select Add Package and choose the package. To split a line across packages, select Add Another Package.
3. To change how much comes from a package, or to set the weight of a deli-style item, tap the package's quantity and select Set Quantity.
4. Repeat for every line. The summary reads how many units are allocated out of the total, for example, "3 Of 5 Allocated".
5. When all lines are fully allocated, the main button changes to Pay.

Keep these in mind:

• Medical-only packages on a recreational order appear with Medical only — not for an adult-use order and cannot be selected.
• A certificate of analysis (COA) opens with one tap when one is attached to the package.
• Users without the Manually allocate inventory permission can see allocations but cannot change them.

For the full allocation rules, see Allocate Cannabis Packages to Retail Orders (POS or Web).

Check Purchase Limits

When your facility enforces purchase limits, select Check Limits in the cart to see every category with its limit, prior purchases, and what is in the cart, each in its own unit of measure (Limit · Prior · Cart). Limits are also checked automatically when you select Pay or Complete Purchase.

The customer panel also shows how much the customer can still buy on this order, for example Eligible This Order · 12,000 mg THC Left.

• Within limits: you see "Purchase validated" and the sale continues.
• Over a limit: the limits sheet opens and the main button changes to Review Limits. Fix the order by reducing quantities or removing the line that caused the block, or have a user with the Override purchase limit validation to complete purchase permission select Override · Manager PIN and enter their PIN. The override is recorded. Any change to the cart afterward means the limits are checked again.
• If limit enforcement is turned off for the facility, no limit screens appear.

In Georgia, limits are measured in milligrams of THC for each order. A product unit over the per-unit THC limit is flagged in red on its line and cannot be sold without a manager override. A product with no THC content on file cannot be dispensed until a COA is attached or its THC mg per unit is set.

Take Payment

1. Select Pay in the cart after every line is allocated.
2. Check the till chip in the top bar. If no till is selected, the chip reads No Till in red, and the main button reads Choose A Till To Take Payment. Select the chip and choose a till. The device remembers it for this facility.
3. Select a payment type. Your facility's configured payment types appear here. Account Credit appears first, and only when the customer has a balance.
4. Enter the amount, or select Exact to fill in the amount owed.
5. Select Take. The button shows the amount, for example Take $42.00.
6. To split the payment, enter less than the remaining balance and repeat steps 3 to 5 until the balance is zero. Each payment is listed with its method, reference, time, user, amount, and fee.

The paid screen shows the change due in large type, the amount received, the receipt total, and any loyalty points redeemed. Select Complete Purchase · Back To Queue to finish, or Back To Cart to review the order.

Payment Types

• Cash: quick keys (+ $1, + $5, + $20, and so on) add to the amount tendered, and Change Due shows when the customer pays more than is owed.
• Account Credit: draws down the customer's account credit, up to the amount shown.
• Point of Banking: charged on the payment terminal paired to the till. See Card Terminal Payments.
• Aeropay: enter or confirm the customer's email and phone, then select Send … Link. The customer pays from their bank using the link, and the screen shows Waiting For The Customer until they do. If an earlier link is still unpaid, check it before sending another so the customer is not charged twice.
• Manual Payment: records a payment taken outside Flourish, such as a check, gift card, or standalone card machine. Choose the Payment Method, enter the Transaction ID, and select Record.

Card Terminal Payments

The terminal chip shows whether the till's terminal is Online, Offline, or No Terminal Paired. Select the chip to check again.

1. Choose Point of Banking, enter the amount, and select Take.
2. The screen shows Waiting For The Terminal with a timer while the customer pays on the terminal. Do not start another charge; the screen is locked until the terminal answers.
3. When the terminal approves the payment, it is added to the order automatically.

If the card is declined, you see Payment Declined with the reason. A declined payment takes no money, so select Try Again or Choose Another Type.

If the terminal stops answering, the screen reads No Answer From The Terminal. Select Check Again to look for the result. If the terminal shows the payment did not go through, select Stop Waiting, then It Did Not Go Through to release it.

When a Payment Can't Be Confirmed

Mobile POS protects customers from being charged twice. If a payment's result is uncertain, for example the connection dropped or a terminal payment is still in progress, the main button changes so that it only checks the payment and never charges:

• Check Terminal Payment: a terminal payment on this order has not finished. Select it to check the result.
• Check Payments Again: the last payment may have gone through. Select it to re-check the order's payments.

Only take payment again when the button reads Take and the earlier attempt is not listed under Payments Taken. If in doubt, check the terminal itself and the payments list first.

Cash Payments

• The cash drawer opens through the receipt printer whenever cash changes hands: a cash payment, cash back, or a cash refund. To open it any other time, select the drawer icon on the payment screen or Open Drawer in the cart menu. This needs a PIN from a user with the Authorize open cash drawer with PIN permission.
• Cash rounding is supported. If it is enabled for your facility, the rounding adjustment is added when you choose cash. It is removed when you switch to another payment method or return to the cart.

For payment method setup, see Manage Facility Payment Methods. For the web version of this flow, see Retail POS Complete a Purchase.

Print Receipts and Labels

Set Up the Receipt Printer

1. In a cart, open the menu (More Actions) and select Receipt Printer…, or tap the receipt line on the paid screen.
2. In Select Receipt Printer, choose your printer. The list shows your facility's network printers set up as receipt printers.
3. If the printer is not listed, select Enter IP Address and enter the printer's network address.

The device remembers this printer until you change it.

Print a Receipt

1. Complete the payment. The receipt prints automatically to the receipt printer set up on the device. Receipts also print automatically after a return and when a delivery is completed.
2. To print again, select Reprint Receipt on the paid screen, or open the sale (see Find a Past Sale) and select Reprint Receipt in the cart menu.

If the printer is offline or unreachable, Mobile POS says so. It does not fail silently. Tap Receipt Not Printed · Tap To Retry to retry or change printers.

Print Patient Labels

1. Select Print Patient Labels in the cart.
2. If your facility requires a fulfilling pharmacist, choose the pharmacist first.
3. Check the lines to label. Items sold by the each print one label per unit. If dosage entry is enabled, enter the dosage per line.
4. Select the print button, which shows how many labels will print, for example Print 3 Labels. Labels print to your Zebra label printer.

Label printing does not block payment. You can print labels before, during, or after the sale, and reprint them with Reprint Labels on the paid screen. A label printer that is down will not stop you from completing the sale.

The pharmacist row appears only when your facility requires a fulfilling pharmacist. The pharmacist is saved on the order. The app remembers the last pharmacist chosen on the device and applies it to each order you open, so on a shared tablet, check who is set before you print. To add a pharmacist who is not listed, select Add As New Pharmacist. Printing is blocked if a pharmacist is required and none is set.

Complete a Delivery

Drivers can complete a delivery in the Flourish mobile app on a TC22 or a tablet.

1. On the Queue, open the Delivery board and find the order in the Out For Delivery lane. (Confirm Deliveries on the Retail Ops tab opens this board.)
2. Select Delivered.
3. Confirm Received By. It is filled in with the customer's name; change it if someone else accepted the order.
4. Have the recipient sign: select Tap To Capture Signature, sign, and select Confirm. A signature is required.
5. Add a Driver Note if you need one, then select Mark Delivered.
6. If the order is already paid, it completes and the receipt prints. If payment is still due, the cart opens; select Pay to take payment and complete the order.

If the order could not be delivered, select Undeliverable instead, enter the reason, and select Mark Undeliverable. The order leaves the delivery board and keeps its lines and payments.

Payment on a delivery follows the same rules as Take Payment. You select a till, choose a payment type, and can split the payment. Voids and returns work the same way as for any other sale.

Find a Past Sale

1. On the Retail Ops tab, select Find Order.
2. Search by customer name, patient ID, or order number. Filter with All Sales, In-Store, Pickups, or Deliveries.
3. Select the order to open its cart. From there you can reprint the receipt, void a payment, or process a return.

Return a Completed Sale

Returns need the Refund purchase permission.

1. Find the sale (see Find a Past Sale) and select Return in its cart.
2. Check the Till chip: select it to choose the till the money comes out of.
3. For each line, set the quantity to return with + and −. The maximum is what was purchased, less anything already returned. The line shows its package, lot, price paid, and purchase date.
4. For each line, choose Take Back To Inventory or Refund Only. Refund Only is the default. If your facility does not allow cannabis back into inventory, cannabis lines are refund only.
5. Select Next · How The Money Goes Out.
6. Choose a Reason. Some reasons also require a comment.
7. Split the refund across payment methods. Select Fill Remaining to put the rest of the refund on a method. Enter a transaction ID for every method except cash and account credit.
8. Watch the refund tracker. It shows how much is left to allocate, and reads Balanced · ready to complete when the refunds add up exactly to the returned total.
9. Select Complete Return. For a cash refund, a manager enters their PIN. A return receipt prints, and for cash refunds the drawer opens.

How refund limits work:

• A method is available only if it was used on the original purchase or is always allowed (cash, account credit, and credit issued).
• Cash is capped at the order total minus anything originally paid with account credit.
• Other methods are capped at what was originally charged to them.
• A method past its day limit is disabled, and the message gives the limit, the days elapsed, and the purchase date.
• Account credit is not available on quick sales.
• A cash refund needs a PIN from a user with the Authorize cash return with PIN permission.

Void a Payment

A void reverses one payment. A return reverses a sale. Only a return moves product back to inventory.

1. Open the completed or in-progress cart and go to Payments Taken.
2. Find the payment. Each row shows the transaction ID, method, reference, time, user, amount, and any fee or tip.
3. Select Void.
4. Retype the transaction ID shown on screen. The void button stays disabled until it matches.
5. Select Void Payment · Manager PIN and enter a PIN from a user with the Void payment transaction with PIN permission.

Voiding a payment after the till session it was taken in has closed needs a second permission, Void payment after original till session closed. That reaches into a reconciled drawer, so give it only to the roles that need it.

After a void, the cart's payment status, remaining balance, and available actions are updated. For example, you can take payment again, or Cancel Sale can appear again.

Each payment row shows its state: a Void action, Voided, Cash Back, or Return. When a payment cannot be voided, the row says why:

• No Void · Terminal: Point of Banking payments. Refund them with a return.
• No Void · Processor: integrated card and processor payments, such as Aeropay. Refund them with a return.
• No Void: the order already has a return on it. Correct it with another return.

Cash, account credit, and manual payments can be voided. There are no partial voids: to correct a wrong amount, void the payment and charge again, or process a return.

Permissions That Affect Mobile POS

The Mobile Point of Sale is part of the Flourish mobile app, so it uses the permissions on the Mobile Application tab of a role. Edit the role, expand Retail, and check the permissions under Customers and Purchases. The Point of Sale tab controls the browser-based POS, not Mobile POS.

What Is Not in the Beta

• Adult-use mode is not yet available in Mobile POS.
• Quick sales cannot be started in Mobile POS.
• Online orders with a payment on hold are captured or voided in the web POS.
• Receipt printing is network only, by IP address. USB and Bluetooth receipt printers are not supported.
• The beta does not include screens for syncing sales to a state traceability system. Georgia does not require one. These screens will be added as Mobile POS rolls out to states that do.

Troubleshooting