Getting Started
Login, Modules Overview, and Access
Analytics Overview
Support Options
Billing Module
Flourish Supported Hardware, Networking, and Vendors
Edit Your Flourish Software User Profile
Configuration & Setup
Company Settings
Editing Your Company Profile
Automatically Lock Packages Based on Test Result Status
Upload Your Company Logo
Facility Settings
Creating Locations and Areas
Facility Tag Settings
Manage Facility Payment Methods
Facility Compliance Screen
Configure and Manage a Reverse Sync User
Configurations per Facility
Labels & Printing
Flourish Label Maker - Configure Labels
Understanding Label Configuration Settings
Flourish Label Selection & Capabilities
How to Add a Reference Field to a Label
QZ Tray Certificate renewal
Flourish COA Portal QR Code - Arizona Requirements
Distribution
Distribution Setup
Managing Destinations
Create and Update Destinations In Bulk
Managing Sales Reps
Assign Sales Reps to a Destination
Add/Create Vendors
Create And Update Vendors In Bulk
How to Tag Drivers
Create and Manage Vehicles
Create And Manage Drivers
Users & Permissions
User Roles and Facility Permissions
Creating and Managing Users
Setting Up Users for Mobile Access
How to enable "Update financial info for shipped orders"
Enable Add a New Physician to User Roles
Retail POS - Allow to Allocate Inventory to a Purchase Order Manually
Prevent Users from Exporting All Grid Data
Manufacturing Machine & Run Configuration
Bulk Item Price Updates - Item Pricing
Create and Update Strains in Bulk
Enable the creation of new items from the Inventory Screens
Update Items in bulk
Flourish Analytics
Flourish Analytics - Getting Started
Flourish Analytics - Set User Access and Access Level
Flourish Analytics - Browse Content
Flourish Analytics - Set a Workbook as Favorite
Flourish Analytics - Customize and Bookmark the Data
Flourish Analytics - Export Data
Flourish Software messages and notifications
Cultivation
Grow / Cultivation Overview
Entering in Dry Weights
Overview: Plant Groups and Plant Batches
Change Strain on a Plant
How to split a group
Changing the UOM of a Harvest's Wet Weight
Creating "Fresh Frozen" packages - all you need to know
How to Bulk Destroy Plant IDs
Adjust Expected Harvest Date
Entering in Wet Weights by Individual Plant
Splitting Immature Plant Groups
Non-METRC Creating a Package of Clones
Manicure Harvest
How to create strains
How to Move Plants
How to Create Clones From a Mother Group
Entering in Wet Weights by Group (non-METRC)
METRC Harvest: Record Wet Weight with Scale and Scanner
Cultivation Area Attributes
How to Manicure a Harvest
Creating New Strains
Entering in Dry Weights and Creating Packages from Harvest
How to Apply Additives to Plants
How to Kill plants
Recording Waste for Harvests (METRC)
Destroying Plants: Logging Waste / Notes
Cultivation - How to Revive Plants (No Tracking System)
Creating Plants Overview
Move harvested strains back to the Flowering phase
Record METRC Harvest with Total Wet Weight
Reprint Plant Tags
Making "Fresh Frozen" products from a Harvest in the "Processing" stage.
Non-METRC - Move a harvest back from 'Processing' to the 'Harvest' phase
How to Kill Individual Plant IDs
How to Make a Mother Group
Kill Individual Plant IDs from Plant Groups
NON-METRC - How to Make a Clone
Harvest packages and Configuration
Making "Fresh Frozen" products from wet weights.
Canada - Destroy plants
METRC Harvesting - wet and dry weights, waste, harvest packages and completion.
Complete and Uncomplete a Harvest
Creating a Package from Harvest
eCommerce
Inbound
Inbound Module Overview
Inbound Purchase Orders
Inbound - Display Additional fields next to item names on purchase order lines
Tutorial: Create Purchase Order
Receive Inbound Transfers and Purchase Orders (No Compliance System)
Inbound - Receive The Whole Purchase Order In One Click
Quick Receive Non-Cannabis Inventory
Moisture Tracking
METRC Inbound Process
Inventory
Bulk Actions
Bulk Actions - Add Packages to an Order
Bulk Actions - Combine Packages
Bulk Actions - Locate Packages
Bulk Actions - Lock and Unlock Packages
Bulk Actions - Add to a Manufacturing Run
Bulk Actions - Print Package Labels
Bulk actions - Update Unit weight
Create Items in Bulk
Inventory Counts
Inventory Settings
Item Creation & Management
Creating a Custom Category
Add Ingredients to Items and print in outbound PDF
Rename Areas
Inventory Management Principles
Classes & Categories
Disabling Areas
Clone an Existing Item or BOM
Lock Codes, Adjustment Codes, & Return Reasons
External and Internal Items
Item Tagging Functionality
Clone an Item to Create A New Item
Chart of Account Mapping
Inventory Management
Custom Grid Column Ordering
Brand Management
Web Inventory Counts: Enter the Number of Packages per Item
Print Labels For Non-Cannabis Items
Tutorial: Creating an Item
Create Package from Package
Inventory Adjustments
Create And Manage Custom Views
Managing Inventory Lock Codes
Managing Chart of Accounts View - QuickBooks Online
Package History
Create Lab Samples when a Lab Test Batch "Required Testing" (LTB Option) is required.
Create multiple packages with different quantities in one session.
Update The Unit Weight for a single package
Create or edit a Brand for an Item.
Reprint Package Label
Automatically calculate the "Use By Date" for new packages.
Inventory: Recording a lab result and uploading COAs
Non-Inventory Items
METRC - Creating Trade Sample Packages and Trade Sample Adjustments
Inventory: Package Reference Fields
Flourish Costing
Inventory Audits
METRC - Retag Packages - Change the item of a package.
Flourish Inventory
Editing Items after Creating Packages
METRC - Discontinue package in METRC and Re-sync to Flourish
Set The Unit Weight for Packages of Items with UOM of 'Each'
Refreshing Inventory Count Details
Outbound - Return Rejected Items to Inventory
MMJ Used Package Attribute
Manage Packages waste
Managing Non-Cannabis Inventory
Creating Packages and Auto-Prompting Label Printing
Inherit Package Attributes
Inventory: Upload PDF To Record Lab Test Results
Refresh Inventory of Non-Cannabis Items
Inventory: Package Attributes
Manufacturing
Manufacturing Module Overview
Manufacturing Work Orders with BOMs
Creating Bill of Materials for Handling Case Quantities
Manufacturing Waste Log
Creating a Bill of Materials - BOM
Start a New Manufacturing Run
Creating Inventory using Bill of Materials
Outbound
Outbound Overview
Outbound Invoice
Outbound orders Payment Status
Outbound Order Discounts and Charges
Creating New Outbound Shipments (Non-METRC)
Add, Edit and Delete Order Notes
Scan Packages to add Order Lines and Allocate Packages to Outbound Orders
Allocate Packages to Outbound Order
Sales Order Approval
Outbound Order Notes
Outbound Module Operational Overview
Invoice Date
Split Packages During Order Allocation
Display Unit Cost and Total Cost when allocating packages to an outbound order.
Creating New Outbound Orders
Configuration: Only Show Items with Available Quantity
Find Orders
Create Outbound METRC Transfers
Set a Default Distributor for your Outbound orders
Un-Ship a Shipment
Change Facility - Move an Outbound Order between Flourish Facilities.
New York - Outbound - Manage Adult-Use Cannabis Products Tax
Printing Options on a Sales Order
Selling Cannabis Inventory by Lot
California Excise Tax Rate 2023 Update
How to update financial info for shipped orders
Packing List
Outbound Order Status Fields
Mark Sales orders as fully paid
Sales Order Payments
Retail / POS
AeroPay
POSaBIT
Customer Management
Adding a Physician
Creating a Customer Profile
Merging Customer Profiles
Customer Preferred Name
Edit the credit available to customers
In-Store, Delivery, and Pickup Orders
Retail POS Printing and Reprinting Receipts
Retail Purchase Limit Enforcement
Creating a Retail Delivery Route
Retail POS Printing Customer Labels
Customer Deliveries (Non-METRC)
Checking In a Customer
METRC Retail Delivery: Edit order after marking “Out For Delivery”
Create Retail Pick Up and Delivery Orders
Retail Order Statuses
Retail POS Refund a Purchase
Fulfilling a Retail Order
Retail POS Complete a Purchase
Retail POS Create an In-Store Purchase
Retail - POS - Split an order line into multiple lines of the same item.
Removing an Order from the POS
Retail POS - Refund a Manual Card Transaction
Retail POS - Refund a POSaBIT - Manual Transaction
Retail POS Quick Sale
Retail - Med and Rec purchases
Retail POS - Refund an AeroPay Transaction
Replace Customer - Change the Customer on a Retail Purchase
Retail - Cancel a Completed Purchase
Till and Vault Management
Creating a Retail Transfer
Creating a Sub-Vault
Performing Pay Ins and Pay Outs
Closing a Till
Counting a Vault
Opening a Till
Reconciling E-Payments
Creating Retail Reasons
Creating a Till
Integrations
MMUR
MMUR CureAPI v4 (Florida Only)
MMUR Caregiver Selection
Florida Retail - Automatic Dispensation to MMUR on Delivery Orders
MMUR / CureAPI v4 Medical Cannabis Aggregate Limit
Alpine IQ Integration
Discounts
Retail Discounts Overview
Creating a Retail Discount
Retail — Standard and Advanced Discounts
Retail Discounts — Customer Attributes
Retail Discounts — Order Attributes
Applying a Retail Discount
Common Retail Discounts
Vector Payments
Retail
Till Report
Recording a POSaBIT transaction
Retail - POS - Set default printers and print
Retail Pre-Orders, Backorders, and Replacement Orders
Adding Payment Terminals & Assigning to a Till
Retail Purchase limits
Retail - Customer State ID, Medical ID data and expiration
Retail - Mark a Completed Purchase as Cancelled
Point of Sale Cash Drawer Configuration
Retail - Show Tax Breakdown by Type on Retail Sales Receipt
Retail Facility Configuration
Credit Card Manual payments for Retail Point of Sale
Retail Metrc Sync Error "Package Cannot Be Sold Because it Doesn't Exist in The Current Facility"
Retail - Void a Transaction
Retail - Export the Customer Purchase History
Integrations
BioTrack
BioTrack (Connecticut)
Connecticut BioTrack Inbound
Connecticut BioTrack Cultivation Guide
Connecticut BioTrack Manifest Requirements
Connecticut Manifesting in Flourish for BioTrack Clients
Connecticut BioTrack Inventory
Connecticut BioTrack Category Conversions
BioTrack (Florida, New York)
Florida BioTrack Integration Overview
Florida BioTrack Limitations
Florida BioTrack User Management
Florida BioTrack Drivers and Vehicles
Florida BioTrack Inventory Categories and Mapping
Florida BioTrack Item MMUR Configuration
Florida BioTrack Propagation
Florida BioTrack Cultivation Management
Florida BioTrack Harvesting
Florida BioTrack Inventory Creation
Florida BioTrack Inventory Destruction
Florida BioTrack Inventory Adjustments
Florida BioTrack Initial Inventory During 90 Day Conversion Window
Florida BioTrack Delivery Devices
Florida BioTrack Facility Areas Creation
Florida BioTrack Lab Samples and COA Management
Florida BioTrack Manufacturing
Florida BioTrack: Report Ingredients During Manufacturing
Florida BioTrack Inbound Receiving and Transfers
Florida BioTrack Order Fulfillment and Shipping
Florida Biotrack Retail Returns, Restocks, and Voids
Florida BioTrack: Plant Additives
Florida BioTrack: Kief SOP
Florida BioTrack: Retail POS User Guide
Flordia BioTrack: Retail Fulfillment User Guide
Florida BioTrack: Retail Delivery User Guide
Google Workspace
Ordo
Zapier
LeafLink
LeafLink Integration Overview
LeafLink Integration Setup
Flourish LeafLink Integration Setup DIY - Start here!
Before Setting Up LeafLink Integration
LeafLink Integration Setup and Activation
After Setting Up and Activating the LeafLink Integration
Set a default Sales Representative for a customer in Leaflink
Leaflink Category Mapping with Custom Categories
Sync Flourish to multiple Leaflink Companies and Brands
LeafLink - Sell by Batch
LeafLink Integration - Exclude facilities from inventory quantity sync
Set The Status of Leaflink Orders to Sync To Flourish Software.
Leaflink Brands and Product Lines
LeafLink Troubleshooting
QuickBooks Online
What Version of QuickBooks Online is Supported?
Integration: QuickBooks Online
QuickBooks Online Sync Settings
Enable Shipping Charges in QuickBooks Online
Disconnect (Un-map) Items, Destinations and Vendors
Setting Inventory Start Date
Switch your QuickBooks Online Account to work with Categories
Enable Syncing of Outbound Orders to Quickbooks
Transition an Item from "Inventory" to "Non-Inventory" types in Flourish and QBO.
Quickbooks Online: Syncing Order Discounts
Send Flourish Data To QBO Sales Order Custom Fields
POSaBIT POS
METRC
METRC CA Microbusinesses Location Functionality.
Step 1 - preparing for METRC CA Location Functionality for Microbusinesses.
Step 2 - preparing for METRC CA Location Functionality for Microbusinesses.
My Package is out of sync - Location Invalid
Step 3 - Locate your packages - METRC CA Location Functionality for Microbusinesses
Location Functionality for California Microbusinesses
METRC Integration Overview
How to find or generate your METRC API key
Sync cultivation Data from METRC
METRC -Handle Out Of Sync Package, Item, Plant, Harvest or Strain.
My item is out of sync - How to get it back in sync with METRC
METRC - Delete Package Tags
METRC - Assigning Tags to Plants & Packages
Metrc API Bulletin 089
METRC - Killing mature plants - additional details
METRC - Creating clones overview
California METRC cultivators - How to create clones from immature plants batches.
METRC - Handling rejected outbound packages
Managing Your Compliance System Credentials Flourish
METRC CA Outbound Cultivation tax flexibility
2. Differences in METRC and non-METRC installations of Flourish Software
METRC Tags: Upload, Delete and Manage Tags
METRC MO, OH and MA - include or exclude the prefix in names of items synced from METRC.
METRC - Inbound a package and use it to create clones
Manage METRC Tags
Creating Outbound Shipments and METRC Transfers
METRC Item Brands
METRC - Undo Package - Remove a created package that is out of sync
METRC CA - Edit cultivation tax on Inbound Orders
METRC - Create a Transfer Template
How to Resync a package
Sync an Item from METRC
Retry sync - a case of invalid tag
Troubleshooting Chrome Extension for METRC Transfers
METRC "External Transfer" - bring cannabis items into the METRC ecosystem.
Flourish Manufacturing Run Sync As METRC Processing Job
METRC - Get my plants back in sync
Import METRC Categories
Un-map Out of Sync Items
Missouri 2023 Categories Transition - Next Steps
Retry Sync after the issue was resolved
Auto-assign tags to items created by METRC reverse sync
METRC Issues response and instructions - December 2023
METRC - My Retail Order is Out Of Sync
METRC CA - Reducing Immature Plant Batches - additional details
METRC Harvest - Retry Harvest Sync
METRC - Out of Sync Strain
METRC API Bulletin 123 - All Programs: Accepted Characters
Retry Sync - Case of "User not Authorized"
Un-sync An Item From a METRC Facility - Delete a Mapping Record
METRC Colorado "Use By Date" Requirement Change - 1/1/2024
Missouri 2023 Categories Transition - Map Categories and Update Items
My package is out of sync
METRC - Get my clone batch back in sync
Outfield
Seed Technology Integration
Export Data From Flourish To QuickBooks Desktop
CYBRA MarkMagic® Integration Setup
Lendica Integration
Apex Trading Integration
Release Notes
Previous Release Notes
2020.02.23 - Software Release 4.6.0
2020.03.23 - Software Release 4.8.0
2020.04.06 - Software Release 4.9.0
2020.04.20 Software Release 4.10.0
2020.04.13 - Software Release 4.9.2
2020.05.04 Software Release 4.11
2020.05.18 Software Release 4.12.0
2020.06.01 Software Release 4.13.0
2020.06.15 Software Release 4.14.0
2020.06.22 Software Release 4.14.1
2020.06.29 Software Release 4.15.0
2020.07.13 Software Release 4.16.0
2020.07.27 Software Release 4.17.0
2020.08.10 Software Release 4.18.0
2020.09.02 Software Release 4.19.0
2020.09.14 Software Release 4.20.0
2020.09.28 Software Release 4.21.0
2020.10.12 Software Release 4.22.0
2020.10.26 Software Release 4.23.0
2020.11.09 Software Release 4.24.0
2020.11.30 Software Release 4.25.0
2020.12.14 Software Release 4.26.0
2020.12.29 Software Release 4.26.1
2021.01.11 Software Release 4.28.0
2021.01.25 Software Release 4.29.0
2021.02.09 Software Release 4.30.0
2021.02.25 Software Release 4.31.0
2021.03.09 Software Release 4.32.0
2021.03.23 Software Release 4.33.0
2021.04.09 Software Release 4.34.0
2021.04.21 Software Release 4.35.0
2021.05.03 Software Release 4.36.0
2021.05.18 Software Release 4.37.0
2021.06.08 Software Release 4.38.0
2021.06.29 Software Release 4.39.0
2021.07.20 Software Release 4.40.0
2021.08.03 Software Release 4.41.0
2021.08.17 Software Release 4.42.0
2021.08.31 Software Release 4.43.0
2021.10.05 Software Release 4.45.0
2021.10.19 Software Release 4.46.0
2021.11.02 Software Release 4.47.0
2021.11.16 Software Release 4.48.0
2021.11.30 Software Release 4.49.0
2021.12.14 Software Release 4.50.0
2021.12.28 Software Release 4.51.0
2022.01.11 Software Release 4.52.0
2022.01.25 Software Release 4.53.0
2022.02.08 Software Release 4.54.0
2022.02.22 Software Release 4.55.0
2022.03.08 Software Release 4.56.0
2022.03.22 Software Release 4.57.0
2022.04.05 Software Release 4.58.0
2022.04.19 Software Release 4.59.0
2022.05.03 Software Release 4.60.0
2022.05.17 Software Release 4.61.0
2022.06.01 Software Release 4.62.0
2022.06.14 Software Release 4.63.0
2022.06.28 Software Release 4.64.0
2022.07.12 Software Release 4.65.0
2022.07.26 Software Release 4.66.0
2022.10.18 Software Release 4.72.0
2022.12.13 Software Release 4.76.0
2022.11.15 Software Release 4.74.0
2022.12.28 Software Release 4.77.0
2022.08.23 Software Release 4.68.0
2022.10.04 Software Release 4.71.0
2022.08.09 Software Release 4.67.0
2022.11.1 Software Release 4.73.0
2022.09.07 Software Release 4.69.0
2022.11.29 Software Release 4.75.0
2022.09.20 Software Release 4.70.0
2024.05.30 Software Release 4.106.0
2024.01.23 Software Release 4.100.0
2024.03.26 Software Release 4.103.0
2023.10.17 Software Release 4.96.0
2023.09.06 Software Release 4.94.0
2023.08.08 Software Release 4.92.0
2024.02.13 Software Release 4.101.0
2023.05.02 Software Release 4.85.0
2023.01.24 Software Release 4.79.0
2023.05.16 Software Release 4.86.0
2023.11.28 Software Release 4.98.0
2023.06.13 Software Release 4.88.0
2023.03.21 Software Release 4.83.0
2023.07.25 Software Release 4.91.0
2023.04.04 Software Release 4.84.0
2023.06.27 Software Release 4.89.0
2023.11.06 Software Release 4.97.0
2024.06.26 Software Release 4.107.0
2024.08.20 Software Release 4.109.2
2023.02.21 Software Release 4.81.0
2023.06.01 Software Release 4.87.0
2024.09.10 Software Release 4.111.0
2023.07.11 Software Release 4.90.0
2024.03.05 Software Release 4.102.0
2023.01.10 Software Release 4.78.0
2023.12.17 Software Release 4.99.0
2023.03.07 Software Release 4.82.0
2024.05.07 Software Release 4.105.0
2023.09.26 Software Release 4.95.0
2023.08.22 Software Release 4.93.0
2023.02.07 Software Release 4.80.0
2024.04.16 Software Release 4.104.0
2024.11.20 Software Release 4.112.0
Android Mobile App
Mobile App: Cultivation
Mobile App - Using a scanner for Cultivation Actions
Mobile App - Harvest - Scan and Record Weights for Plants
Mobile App: General
Mobile User Roles
Mobile App Login
Mobile Scanning Devices
Mobile Zebra Scanners - connect to Flourish Software app - DataWedge App Setup
Mobile App: Inventory
Mobile App Inventory: Assign a Package to an Order
Mobile App Inventory: Update Lot Number for Non-Cannabis Inventory
Mobile App Inventory: Locate Non-Cannabis
Mobile App Inventory: Take Lab Sample
Mobile App Inventory: Create a New Package
Mobile App Inventory: Lock Package
Mobile App Inventory: Adjust Package
Mobile App Inventory: Adjust Non-Cannabis Inventory
Mobile App Inventory: Locate Package
Mobile App: Inventory Counts
Mobile Inventory Counts Overview
Mobile Inventory Count - Enter the Number of Packages per Item
Mobile Inventory Counts: Scan Packages per Item
Mobile App: Outbound
External API
- All Categories
- Retail / POS
- Retail
Retail
Flourish Retail is composed of two platforms that work together to help streamline your high-volume dispensary. Platforms Functions From Flourish POS, you can perform the following functions: Custome…
Flourish Retail is composed of two platforms that work together to help streamline your high-volume dispensary.
Platforms | Functions |
From Flourish POS, you can perform the following functions:
| |
Flourish Web allows you to perform the following functions:
|
Retail / POS Logins, Passwords, & PINs
Flourish Web and POS applications each require you to login. To login to Flourish Web, you’ll need your email and password. To login to Flourish POS, initial POS login requires your email and password. Once entered, your 6-digit PIN is required. Passwords and PINS can be changed as needed.
Login to Flourish Web
To load the Flourish Web, enter this in a Chrome browser window:
It is best to only have one active browser window or tab opened to a Flourish page at a time. It is also recommended to only keep open the most pertinent applications you need. When several instances of your browser are open, problems may occur.
Flourish recommends clearing your browser cache by pressing <CTRL+SHIFT+R> keys to refresh the application your mouse or keyboard is currently active in.
When you are not using Flourish Web, log out. Click your name in the upper right corner in Flourish Web, then click Sign Out. Then, use the X in the upper right corner to close Flourish Web.
IMPORTANT: It is important for all users to LOG OUT of Flourish Web when they have completed a task.
Resetting Your Password
You can reset your password from the Flourish Web login screen. If one of your employees has forgotten or needs to change their password, they can change it from the Login screen.
NOTE: This is the only way to reset your password. Your old password is not saved.
From a Chrome browser:
- Enter app.flourishsoftware.com.
- The Welcome back! Login screen appears.
- Enter your email address.
- Click Forgot your password?
- Enter your email when the Forgot your password? screen appears.
- Click Reset password.
- Flourish sends an email with a Key.
- Open your email for the key. You can copy and paste the key from the email to this screen. OR, you can click the link in the email.
NOTE: The Key is available to reset your password for 15 minutes. If you do not use it, Flourish DOES NOT change your password. You can use Forgot password anytime to reset your password.
- Enter the Key and click Authorize Password Reset.
- Enter your New Password. Enter it in the Confirm New Password field.
- Click Reset Password. Your password has been changed. You can log in to Flourish Web and POS with this new password.
Login to Flourish POS
Navigate to pos.flourishsoftware.com.
A Manager must login using their email and password to initially load the POS at each terminal. Once the POS is loaded, Retail Staff only need their 6-digit PIN to login. After 5 minutes of inactivity, Flourish automatically logs the current user out of the POS. This is normal. The user simply enters their PIN to log back in.
At the end of each day, you must completely log out of the POS on all devices. If a user is currently logged into the POS, click Logout in the upper right corner of the screen.
Completing Inventory Counts
Flourish allows Retail Staff to create a Blind Inventory count for review by their Manager. Once the Blind Count is started, it has a status of In Progress. The count remains in the In Progress state until completed. When the Blind Count is completed, the status must be changed to Submit for review. This lets the Manager know a count is ready for final review and approval. Once the Manager approves the count, the status must be changed to Complete. When a count has the status of Completed, Flourish Web and POS are updated with the approved inventory values. Locked, Unlocked, and Assigned (packed) inventory is included in the count. Locked items are indicated with the lock icon. Inventory Counts can be exported to PDF when they are in the following status: In Review, Completed, and Canceled.
Terms to Know
Inventory Count module uses the following terms:
Terms | Definition |
Assigned | Items that are Assigned or packed in bags for Pickup or Delivery orders. In Flourish, these items are also Unlocked. |
Available | Items that are available for sale. In Flourish they are referred to as Unlocked. The physical boxes have been opened and items are available for sale. Flourish updates the Inventory module with the Available value when the count is Completed. |
Not Available | Items that are Not Available for sale. In Flourish they are referred to as Locked. The physical boxes remain closed until items are ready for sale. |
Inventory Count Process
- Physical Count (In Progress Count) – A Retail Staff completes a physical count of all inventory: Available (Unlocked), Not Available (Locked), and Assigned (Packed). An inventory count template can be printed from Flourish to use for this physical count. Once the physical count is completed, the Retail Staff enters the values from the template into Flourish. Once entered in Flourish, the count status must be changed to In Review, indicating it is ready for a Manager review.
- Completed Count – A Manager reviews the count (that has a status of In Review). Once the Manager verifies the totals, and explains discrepancies as needed, the count status is changed to Complete. The Inventory Count is final, and Flourish updates the Inventory module.
NOTE: Once an Inventory Count is Completed, Flourish updates your Inventory with the values entered as Actual. These values are used throughout Flourish for Customer orders, reporting, Global Inventory, etc.
Understanding When Flourish Updates Inventory
Flourish tracks and automatically updates your facility’s inventory throughout the day as you perform specific functions. Specific functions Flourish uses to update your inventory are listed in the table below.
Application | Module | Function Selected | Description |
Web | Inventory/Inventory Counts | Completed | When an Inventory Count is set to Completed, Flourish updates your facility’s inventory with the numbers in the Actual fields for Available, Non-Available and Assigned. |
Web | Retail/Purchases/ Fulfillment by store | Complete Packing | When Customer Orders are set to the Status Packed, Flourish updates those Cannabis items in your inventory with the Status of Packed when the Complete Packing button is selected in Flourish Web. Flourish updates the total quantity of packed items as Assigned. |
POS | Checkout | Submit Payment | When payment is processed, Flourish updates those Cannabis items by subtracting the amount of the item paid for when Submit Payment is selected. |
Web
POS | Retail/Purchases/ Fulfillment by store Cancel order Cancel Sale (from POS) | Cancel
Cancel | When Cancel is selected from the Customer’s order, the Customer order is removed.
When Cancel is selected from the Customer’s cart or by selecting the X on the Customer’s order listed in Queue, the order is removed. |
Till Management
Terms to Know
Terms related to Till management you should know are:
Term | Definition |
Close | Function in Flourish Web that makes a Till unavailable for use. Closed Tills cannot be joined by a device. Flourish automatically updates the Vault when Tills are Closed with the Final Pay Out amount. This is the Cash Sales minus the Float. |
Expected Cash | Total cash in the drawer (including Float). |
Float | The amount in the drawer to start the day, as well as the amount in the drawer after Pay Out. |
Join | Assigning a Till to a device (workstation, tablet, etc.). Tills are “joined” by devices when the Manager logs into the POS at the device using their email and password. After login, Flourish POS requires you to select a Till. This joins the Till and device. |
Open | Function in Flourish Web that makes a Till available for use. Tills must be Open to be used. |
Pay In | Function in Flourish Web that records cash transfers (drops) into a Till. |
Pay Out | Function in Flourish Web that records cash transfers out of a Till. Pay Outs typically occur from check out Tills and the Vault. |
Vault | Virtual representation of your Safe. A Vault is a Till; however, the Vault remains Open at all times. Armor Car cash pickups are Pay Outs of the Vault. Pay Outs of a Till using the Close function are automatically paid into the Vault. |
Before You Begin
Recommended processes for Opening Tills include the following:
- Manager opens all Tills in Flourish Web on back-of-house workstation or device.
- Manager enters Beginning Float of a company-determined amount at Tills where check out and payment is processed.
- Manager leaves Intake Tills open, Beginning Float is not needed.
- Manager leaves the Vault open; the Vault is NEVER closed.
- Manager logs into the POS at each device and joins all checkout Tills to devices.
- Manager inserts the physical drawers into devices.
Opening Tills
Step by Step Instructions:
- Open Flourish Software and navigate to Retail from the left side menu
- Click Tills
- Click Manage tills
- Select the till you wish to open. Click the drop-down action menu by Closed.
- Click Open Till
- Type in your Beginning Float and click Open Till
- Congratulations! You have successfully Opened a Till. Click Dismiss to close this window.
See this video walkthrough for detailed steps.
Close Tills
Tills are managed in Flourish Web. Managers close Tills and pay into the Vault during closing procedures. All Check Out Tills should be closed at the end of the day. The Vault is the only Till that is never closed. Intake Tills may also remain open if Check Out is not performed on them.
Terms to Know
Terms related to closing Tills you should know are:
Term | Definition |
Close | Function in Flourish that makes a Till unavailable for use and automatically updates Vault once Ending Cash information is entered. |
Ending Cash | Total amount of cash in a Till drawer. This is ALL the cash in the drawer. |
Ending Float | Same amount as the Beginning Float. Typically this is $200.00 for check out Tills. |
Before You Begin
Recommended processes to close tills include:
- Manager closes Tills, one by one, in Flourish Web on back-of-house workstation or device, verifying the name on the Till matches the name in Flourish.
- Manager enters the Ending Cash (total amount in the drawer) and the Ending Float.
- Manager keeps the End of Day receipt for each Till.
Closing Tills
From a check out Till device
- PIN into Flourish POS.
- Click Shop. Click Open Drawer.
- Remove the drawer and make note of the device name. Bring the drawer to the back-of-house area.
- Count all cash in the drawer.
- Login to Flourish Web from a back-of-house workstation or device.
- Click the Retail module. Click the Tills submodule, then click Manage tills.
- Verify the name on the Till matches the name in Flourish. Click next to Opened. Click Close Till.
- Enter the amount counted in Ending Cash. If there are discrepancies, add a comment in the Note box.
- Enter the Ending Float amount. This should be the same as the Beginning Float (typically $200.00 for check out Tills).
- IMPORTANT: If there is a difference between the Ending Cash and Expected Cash that you cannot resolve, enter a note to explain the discrepancies.
- Click Close Till. Final Payout is automatic. An End of Day receipt prints automatically. Flourish automatically completes a Pay In to the Vault with Ending Cash minus the Float.
End of Day Till Report
The Till Report is a useful report for troubleshooting discrepancies and determining total sales for each Till. From the report screen, you can click on a Till to see specific sales for the Till as well as the user who completed the transaction. The report can be exported to MS Excel for use with compliance reports as needed.
From Flourish Web:
- Click the Reports module. The Inventory Reports opens by default.
- Click Point of Sale Submodule. The POS reports are listed.
- On Till Report, click View Report.
- Use Calendar icons to set a Beginning and Ending date for the report or choose your own date range.
- The Today, Past 7 Days, Past 30 Days buttons can be used to filter the report.
- The Export to Excel button can be used to download a .CSV file.
Pay Out of Vault
When cash for deposit is ready, it must be recorded in the Vault. A Pay Out of the Vault is required specifying the total amount of cash being picked up. This is done from Flourish Web on a back-of-house workstation or device.
From Flourish Web:
- Click the Retail module. Click the Tills Submodule, then click Manage tills.
- Locate the Vault.
- Click Add Pay Out as shown above.
- In Amount of Cash, enter the amount of the pay out (i.e. - picked up by an armored car service).
- Use Notes to store comments regarding the Pay Out as needed.
NOTE: When entering Notes use initial of first name with last name and a brief description. Select the printer for the receipt. - Click Add Pay-Out.
Pay Out of a Till
When a check out Till has accumulated excess cash, a Pay Out of the Till is used to record the amount of cash being removed from the Till (Cash Out) and placed in the Vault. Flourish automatically updates the Vault with the Pay In amount.
To pay out of a Till:
- Go to the Till device. PIN into the POS.
- Click Shop. Click Open Drawer. Remove excess cash and bring to the back-of-house workstation or device. Count it.
- Go to the back-of-house workstation or device and log into Flourish Web.
- Click the Retail module. Click the Tills submodule. Click Manage tills.
- Locate the Till from which the cash was removed.
- Click Add Pay Out.
- In Amount of Cash enter the amount of cash you removed from the Till.
- Use Notes to store comments regarding the Pay Out as needed.
NOTE: Your Vault is selected by default and cannot be changed. - Select the printer to print a receipt for the Pay Out.
- Click Add Pay-Out.
Discounts v1
Discounts have been set up in Flourish to be automatically applied or to be manually applied to an item or an order. Line Item and Order discounts appear in the Customer’s cart in Flourish POS. There are two discounts engines in Flourish.
Discounts
- Be enabled or disabled.
- Have a start and end date (effective during a specific time frame).
- Be applied to a specific item.
- Be applied to specific locations.
- Can be a dollar or percentage.
Types of Discounts
There are several types of discounts available in Flourish. All discounts have been set up to either automatically appear in the Customer’s cart, or can manually be applied to the Customer’s cart at Checkout. Discounts can be applied as:
- Line Item – Discount that is applied to a specific item in the Customer’s cart. When a Line Item discount is applied, Flourish deducts the amount from that specific item.
- Order – Discount that is applied to the whole cart. When an Order discount is applied, Flourish deducts an amount from each item in the cart to get the total “order” discount. A Discount can be applied as a Percentage or a Dollar amount.
Automatic Discounts
Automatic discounts are Discounts that Flourish automatically applies when the Customer or item the Customer is purchasing meets an eligible Discount requirement. These are:
- Customer Group Discount – This Discount is set up in Flourish and is applied when a Customer Group is selected on the Customer’s profile. Sample groups might be Employee, First Responder, Provider, Student, or Veteran. When a Customer belongs to one of these groups, Flourish automatically applies the Discount.
- Promo Code – This Discount is set up in Flourish and can be used a single time or multiple times.
- SKU (Item) Discount – This Discount is set up in Flourish and is applied to a specific item (SKU).
- Patient Attribute – This Discount is based on a specific Customer attribute, such as birthday or birthday month.
Manually Applied Discounts
Manually applied discounts are Discounts which require the Retail Staff to enable them during Checkout. These Discounts can:
- Be a dollar or percentage.
- Be applied to a specific Line Item or the entire Customer order.
- Require a Manager PIN for approval.
- Be applied to specific item or facility.
- Require a minimum purchase amount.
- Be enabled or disabled from Flourish POS during Check Out.
Discounts v2
The new, more robust discount engine is out. Learn more here.
Call Center Module
The Call Center module allows you to initiate pick-up and home delivery orders. For busy dispensary operations, a dedicated call center module allows your back-of-the-house team members to create, allocate, and schedule orders placed over the phone - freeing up your busy front-of-house team.
# | Description |
1 | Submodules |
2 | Search By Customer |
3 | Action Items
|
Point of Sale Reports
There are three places to run retail reports.
- Reports > Point of Sale
Name of Report | Description |
Till Report | Summary of transactions for all tills Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
Summary of Sales | Summary of completed sales by item across a date range Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
Purchase by Item | Summary of purchases by item across a date range Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
Purchase by Facility | Summary of purchases by facility across a date range Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
Transaction by Facility | Summary of transactions by facility across a date range Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
Discount Summary | Summary of discounts applied to sales over a date range Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
Returns Summary | Summary of returns applied to sales over a date range Users can select their date range and have the following pre-selected options for viewing Inventory Changes:
Users can also filter by events such as:
|
- Analytics > Retail (both dashboards and reports)
- Company wide reports in Settings > Analytics
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Till Report