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.
Tutorial: Create an Outbound Sales Order
1 The first step is to open Flourish Software Cultivation and navigate to Outbound using the left side menu.
2 Click Create new order
3 Select the appropriate parameters from the drop-down menu. Customer PO numbers are unique to your facility.
4 Select your Sales Rep and your Distributor if necessary.
5 Select your destination from the drop-down menu. For this demonstration, we are creating a Sales Order for GreenCross-San Diego.
6 Select your payment terms.
7 Click Start Order
8 To add items to this order, click Add New Detail
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
10 Update your QTY Ordered and the Unit Price.
11 Click the two green arrow icon to Allocate to Order Detail
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
13 Click Save
14 Click View PDFs
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.
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.
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.