2020.08.10 Software Release 4.18.0

Updated 1 year ago by Kyle Cemate

VERSION

4.18.0

SUMMARY OF RELEASED ITEMS

  1. Ability to have multiple LeafLink licenses send to one Flourish instance
  2. Ability to configure the UOM conversion from LeafLink to Flourish
  3. Ability for order discounts and charges to be updated from LeafLink to Flourish
  4. Moved Lab Tests from being stored at the Facility level to the Company level
  5. Ability to only show items with greater than zero inventory when building a retail purchase
  6. Ability to add a new Destination from an Outbound Order
  7. Updated adding a new Payment Term in an Outbound Order
  8. Added Order Origin as a column on the Outbound Order grid
  9. Added Date and an Open Note for destroying immature batches for METRC Massachusetts cultivation facilities
  10. Added buttons to filter Inventory Counts by Locked or Unlocked packages
  11. Added Source Package as a column to the All Packages Grid
  12. Added a notification to Outbound Orders when there is over allocation

DETAILS

  1. For the first time in the history of the universe you can route orders from multiple LeafLink licenses to a single Flourish instance. If you remember a few weeks ago, we released the ability to associate a facility to a sales rep. If your LeafLink integration is configured to Match on Sales Rep (see below), LeafLink orders will be routed to Flourish facilities based on the associated sales rep.
    In order to unlock this majestic feature you need to change the default facility within the LeafLink Integration card to Match on Sales Rep. Manage Settings > Integrations > LeafLink > Default Facility.
    Make sure the order in LeafLink has a Sales Rep assigned!
  2. Sometimes the the item you have in LeafLink is set up with a different UOM than the mapped item in Flourish. To make these conversions smooth we have added the ability for you to not only set the conversion factor (pounds to grams, for instance), but also the decimal place precision. We are allowing you to set your own conversion. We know that a pound when converted to grams is not a round number. Some of you round up or down based on preference.
    The conversion feature is also found within the LeafLink Integration card. Manage Settings > Integrations > LeafLink > UOM Conversion.

  1. Based on your feedback we have added the ability for order discounts and charges from LeafLink to be updated when an order is in the status of Allocated (Flourish)/Fulfilled (LeafLink).
Only discounts/charges can be edited. Order line or quantity changes from LeafLink will be ignored if the status is Allocated/Fulfilled.

  1. Moved Lab Tests from being stored at the Facility level to the Company level

    To better accommodate intra-company transfer of packages we have moved lab results from being stored at the facility level to the company level. This will allow the lab result attached to a package to be transferred with the package to the next facility. No longer will you have to reattach the lab test at every facility the package is sent to. This means a package can go from a cultivation facility, to a distribution facility, to a retail facility and the lab result will stay attached to the package!
Single facility users will not their workflow interrupted.
  1. Ability to only show items with greater than zero inventory when building a retail purchase

    We heard you on this one! When building a retail purchase from the web the number of items that appear in the item drop down can get overwhelming. To help reduce the size of the item list you have to scroll through we added a facility configuration to hide items with zero inventory at the facility you are building the order for.
When this is toggled on the item drop down will only show items with inventory greater than zero.

  1. Ability to add a new Destination from an Outbound Order

    Making typical workflows more efficient is an important initiative for us. To speed up the time it takes to add a new destination we have added a + Add New to the Destination drop down in an outbound order. This will pop open a modal to enter the information for the new destination.
Users with Update permissions for the Admin Distribution module will be able to add a new destination from an order by default. For all other users, there is a new action permission to Manage Destinations in Outbound Orders that will need to be turned on.
  1. Updated adding a new Payment Term in an Outbound Order

    In alignment with the above feature, we have enhanced the workflow to create a new Payment Term on an outbound order. We have added the same + Add New to the Payment Terms drop down. Selecting + Add New opens the Payment Term configuration modal.

  1. Added Order Origin as a column on the Outbound Order grid

    Sometimes it is hard to remember where an order came from. To help you out, we have added a column to the Outbound Order grid that will display Order Origin.
Make sure to toggle on this new column!
  1. Added Date Selector and an Open Note Field for destroying immature plant batches for METRC cultivation facilities

    To better help our METRC cultivators stay compliant when updating plant batch counts, we changed the reason field from a dropdown to an open text field and added a date selector for the adjustment date!
These fields will be sent to METRC.

  1. Added buttons to filter Inventory Counts by Locked or Unlocked packages

    To help you complete inventory counts faster we have added buttons to sort the list by Locked or Unlocked packages.
These filters will be applied to the Print Template.

  1. Added Source Package as a column to the All Packages Grid

    We understand that being able to quickly tell that the source package of a package is a valuable time saver. We have added Source Package as an optional column to the All Packages Grid. This column shows all the source packages for the package.
Make sure to toggle on the column!

  1. Added warnings to Outbound Orders when a line is over allocated

    It is rare that you will want to send a customer more than they purchased. To alert you when an order line is over allocated we have added visual warning indicators in two places. First, in the allocation modal we will display a red Over Allocated warning next to the qty allocated. Then in the order grid on the order line itself, the quantity allocated will be highlighted in red.


How did we do?