Wholesale Orders: Draft and Edit Outbound Orders with an LLM

Use Flourish's MCP server to create and manage wholesale (B2B) outbound orders from your AI assistant. The most common use: forward or paste a customer's order, and let the assistant match the customer and items, check stock, and build the draft for you. For connection steps and general troubleshooting, see Connecting to Flourish with an LLM Using Our MCP Server.

Core things it can do

1. Turn an order into a draft

Give the assistant the order: an email, a pasted message, a PDF purchase order, or a photo of a handwritten list. It will:

1. Match the buyer to a destination.

2. Match each line to a Flourish item.

3. Check what's available at your origin facility.

4. Show you a table to approve.

5. Create the draft order.

If a buyer or item can't be matched with confidence, it asks instead of guessing.

2. Avoid duplicate orders

When the order has a PO number or other reference, the assistant saves it on the order. If you (or it) run the same request again, Flourish updates the existing draft instead of creating a second order.

3. Add, change, or replace lines on a draft

You can add lines, change quantities or prices, or replace the whole set of lines on a draft order.

4. Edit order headers and notes

On up to 10 orders at once, it can update header fields and add, edit, or remove notes. Header fields include the requested delivery date, payment terms, invoice date, sales rep, external order ID and reference fields. Removing a note, or editing a note that comes from the destination, needs an extra confirmation.

5. Check inventory and sync readiness

For any order, it can show per-line availability (on hand, locked, allocated and available to sell) and whether the allocated packages are in sync with your compliance system before shipping.

6. Find and review orders

Search outbound orders by facility, order ID, customer, sales rep, order status and payment status, and open the full detail of any order.

Things to know

• Prices: if the customer's order states prices, the assistant can use them. Otherwise check line pricing on the draft in Flourish.

• Shipped orders: their lines can no longer change. Header fields and notes can still be edited, except on BioTrack V1 manifested orders, which reject header edits.

• Changing the origin facility is refused once an order is allocated, shipped or manifested.

• New customers: if the buyer isn't set up as a destination yet, the assistant will tell you. Adding a destination is a separate step.

Recommended Tool Permissions

Example Prompts

• "Here's an order from Green Leaf. Set it up as a draft from our Denver facility and show me what you matched first." (write — asks first)

• "Enter the PO in my last email from Aurora Dispensary." (needs a mail connector; write — asks first)

• "Same as Green Leaf's last order, but 10% more of everything." (write — asks first)

• "What's scheduled to go out tomorrow, and am I short on anything?"

• "Set the requested delivery date on orders 1041 and 1042 to Friday." (write — asks first)

• "Show me shipped orders that are still Awaiting Payment."

Troubleshooting

I ended up with two orders.

Include the PO or reference number each time, so the assistant updates the existing draft instead of creating a new one.

It asked me to confirm something before saving.

Flourish sometimes returns a question instead of saving, for example if the draft already has different lines. That's expected. Answer it, and the assistant resends with your confirmation.

The order is a draft. How do I ship it?

Open the order in Flourish to allocate, submit and fulfil it as usual.