Allocate Packages to Outbound Order
Allocate Packages from within an outbound order
- Open Flourish Software and navigate to Outbound from the left side menu.
- Find the Order ID of the Sales Order you wish to allocate items to
- Click Edit Order
- Click Allocate inventory to this line
- Click to select the packages to allocate. Hold CTRL +Click to select multiple packages
If there is not an available package to allocate to the order, then you may click the 'green plus sign' to quickly create a new package to add to the outbound order. Click here to see all the steps.
- Click Update Allocation
- Click Save Item
- Click Done Editing
- Three PDFs are automatically generated. Print out the Packing List PDF to keep with the physical shipment and email the Invoice PDF to your contact at the destination. You can also print your COAs here
- Congratulations! You have successfully allocated inventory items to an Outbound Sales Order
Allocate shipped packages to an outbound order
If an order was created in Flourish but then shipped out using METRC, you will still need to allocate shipped packages to your outbound order and ship it using Flourish to keep reporting up to date. Here are the steps to allocate shipped packages to an outbound order
Use the Outbound>Transfers screen to view which packages were shipped per outbound order/shipment.
- Open Flourish Software and navigate to Outbound from the left side menu
- Find the Order ID of the Sales Order you wish to allocate items to
- Click Edit Order
- Click Allocate inventory to this line
- Click Include Shipped
- Click to select the packages to allocate
- Click Update Allocation
- Click Save Item
- Click Done Editing
- Three PDFs are automatically generated. Print out the Packing List PDF to keep with the physical shipment and email the Invoice PDF to your contact at the destination. You can also print the COAs by clicking Export PDF and then selecting the desired format (i.e. a "Zip" file or a "Single PDF")
- Congratulations! You have successfully allocated shipped inventory items to an Outbound Sales Order and this order can now be shipped using Flourish
Bulk Actions - Allocate packages from the Inventory module
You can also allocate multiple packages to an outbound order at the same time via the Inventory>All Packages grid. Here's how!
- Navigate to your Inventory module and click Bulk Actions>Add to outbound order
- Select packages you would like to add to an outbound order
- Select New Order, the destination, and click Create New Order OR select Existing Order, the destination, and click Add to Existing Order
- Confirm
- Navigate to the Outbound module and find the order to print and PDF'S
