Outbound Overview


Outbound

Create sales orders and shipments from Flourish's Outbound module. Flourish can accommodate many different sales order workflows depending on your business and Flourish configuration. Sales orders can originate from the Flourish Web App, Flourish Mobile App, or external marketplace integration.

start iorad content - don't remove it

Tutorial: Create an Outbound Sales Order

https://www.iorad.com/player/1581056/Creating-Outbound-Sales-Orders

1 The first step is to open Flourish Software Cultivation and navigate to Outbound using the left side menu. 

Step 1 image

2 Click Create new order

Step 2 image

3 Select the appropriate parameters from the drop-down menu. Customer PO numbers are unique to your facility. 

Step 3 image

4 Select your Sales Rep and your Distributor if necessary. 

Step 4 image

5 Select your destination from the drop-down menu. For this demonstration, we are creating a Sales Order for GreenCross-San Diego. 

Step 5 image

6 Select your payment terms. 

Step 6 image

7 Click Start Order

Step 7 image

8 To add items to this order, click Add New Detail

Step 8 image

9 Select the item you would like to add to this sales order from the drop-down menu. For this demonstration, we are selecting Blue Dream 1 Vape Pens - 1 Gram

Step 9 image

10 Update your QTY Ordered and the Unit Price.

Step 10 image

11 Click the two green arrow icon to Allocate to Order Detail

Step 11 image

12 Click to select the packages you would like to allocate. For this demonstration, we are using all available packages of Blue Dream 1 Vape Pens - 1 Gram

Step 12 image

13 Click Save

Step 13 image

14 Click View PDFs

Step 14 image

15 Click Package List PDF to view your packing slip. If you have offsite Sales Reps completing this process, it is often helpful to email the Packing Slip to your warehouse or inventory manager. 

Step 15 image

16 Click Invoice PDF to view your invoice. It is often helpful to email the Invoice PDF to your contact at the destination. For this demonstration, we would email the Invoice PDF to our contact Larry Micks from GreenCross - San Diego. 

Step 16 image

17 Congratulations! You have successfully created a Sales Order and generated a Packing Slip PDF and Invoice PDF. Navigate to the Outbound screen to view all Sales Orders. 

Step 17 image
start iorad content - don't remove it





How did we do?