Creating a Retail Delivery Route

Updated 2 months ago by Ariana Hanshaw

If you’re delivering a retail order to a customer, you’ll need to create a Retail Delivery Route to process the sale in Flourish. After you’ve created your customer’s delivery order, you’ll need to add it to a delivery route, then use the POS to process the payment for the sale.

A Retail Delivery Route is also called a Sales Delivery in METRC.

Overview

  1. Create your delivery order.
  2. Create the delivery route.
  3. Add the order to the delivery route.
  4. Mark the route as Out for Delivery.
    1. Mark the order as Undeliverable if you're unable to complete the delivery or need to make changes.
  5. Process payment for the delivery order.

Creating the Delivery Route

After you've created your retail delivery order, you need to add it to a Retail Delivery Route to ship the order out.

Before you begin, make sure your order has the correct delivery date and is in a Packed status.
  1. In Flourish, navigate to Retail > Deliveries.
  2. Click the Create New Route button.
  3. Use the date picker to select your delivery date.
The selected delivery date restricts the orders that you can add to the route. If you select a delivery date for today, your will only be able to add orders whose delivery dates are also today.
  1. Select your departure time, vehicle, and driver.
  2. When you’re ready, click the Create button.

You've created a delivery route, and now you can add orders to the route.

Adding an Order to a Route

  1. In Flourish, navigate to Retail > Deliveries.
  2. Locate your delivery route, then click Action > View Delivery.
  3. Click the Add Purchase button.
  4. Check the checkbox next to the orders you want to add to the delivery.
Only orders in a Packed status, with a delivery date that matches the delivery route's date, and are not already on a delivery route will appear in this list. If you don't see the order you're looking for, check to make sure your orders match these criteria.
  1. Click the Save button to add those orders to the delivery route.
    1. Optional: Select the Est. Arrival Time for each order.
  2. Enter your route in the Planned Route textbox.
  3. When you've added all of your orders, click the Save button.

After you've assigned orders to a delivery route, the status will change from Created to Orders Assigned.

Marking as Out for Delivery

When you’ve finished adding your orders to your route, mark it as Out for Delivery. This updates the status of the orders in Flourish and updates the status of the delivery to Shipped.

  1. In Flourish, navigate to Retail > Deliveries.
  2. Locate your delivery, then click Action > Edit Delivery.
  3. Click the Out for Delivery button.
  4. Select the till that will receive the payment when the delivery has been completed, then click the Select It button.

Your delivery orders are now in an Out for Delivery status.

Marking as Undeliverable

If you're unable to complete a stop on your delivery route, you can mark the order as Undeliverable. This updates the order's status in Flourish and removes it from the Delivery queue in the POS.

You can also mark an order as Undeliverable if you need to make changes to it after it's been marked as Out for Delivery.

  1. In Flourish, navigate to Retail > Purchases > Purchases by Store.
  2. Locate your delivery order and click on the Purchase ID to open it.
  3. Click the Mark as Undeliverable button, then click the OK button to proceed.
The order has been removed from your delivery. If you need to edit your order, follow these steps and remember to add it to a new delivery when your edits are complete.

After you've marked your order as Undeliverable, you can edit the order and assign it to a new delivery.

Processing Payment for a Delivery

You may not be able to process payment while you're on the road completing deliveries, but Flourish allows you to record payments even after the deliveries have been made.

  1. In Flourish POS, navigate to Queue > Deliveries.
  2. Use the search bar to locate your order.
  3. Click the View Cart button, then click Pay.
  4. Select the name of the till from the dropdown.
  5. Enter the customer's payment type and amount.
  6. When you're done, click the Submit Payment button.

Your delivery orders are in a status of Completed and Paid!

Inventory is subtracted in Flourish when a delivery order is marked as Completed.

FAQs

What happens if I process payment before marking a delivery as Out for Delivery?

Flourish will allow you to process payment for orders that are not in an Out for Delivery status. If you mark a delivery route Out for Delivery after an order has been Completed and Paid, Flourish will update the order to an Out for Delivery and Paid status.

You can manually complete the order in the POS.

  1. In Flourish POS, navigate to the Intake queue.
  2. User the search bars to search for your customer.
  3. Locate your customer, then click on their name to open their profile.
  4. Click the Purchases button.
  5. Locate your purchase, then click the order ID to open it.
  6. Click the Complete Purchase button.

How do I edit an order that's out for delivery?

You'll need to mark your order as Undeliverable, transition it to Packed, then transition it to a Created status. When your order has reached a Created status, you can edit it and add it to a new retail delivery route.

Not sure how to do that? No worries! We've broken down the process in our article here.

What are the differences between METRC and non-METRC retail deliveries?

The workflow for both in Flourish is the same, but the order's status in Flourish will influence the sales delivery in METRC.

  • When you mark an order as Out for Delivery in Flourish, Flourish creates the sales delivery in METRC.
  • When Flourish creates the sales delivery in METRC, METRC subtracts the inventory from the packages.
Flourish does not subtract inventory quantities until the order is Completed and Paid. This means that after a delivery order is marked as Out for Delivery and before the order is Completed in Flourish, there will be a discrepancy in package quantities between METRC and Flourish.
  • Flourish completes the sales delivery in METRC when the order is Paid and Completed in Flourish.

Still need help?

Reach out to our support team — we're always happy to help!


How did we do?