Flourish Wholesale Portal User Guide for Buyers

If you're reading this you're either a Flourish client looking for a starting point to provide a guide to your buyers or your using a store deployed by a Flourish client. This guide is a template and will walk you through key things to need to know to successfully navigate and place orders through our online wholesale platform.

Getting Started

Account Registration and Access

Most customers launch the wholesale portal as invite-only. Email your rep and provide your license number, shipping address, billing address, and email. Generally you'll need a copy of your license and to discuss payment terms.

1. The seller will add you to the wholesale portal and assign you to the designated license(s) to purchase for
2. Once registered, you'll receive a welcome email with login instructions
3. Age verification and a password are generally required to access the site

Logging In

1. Visit the portal's login page
2. Enter your username/email and password
3. Complete any required age verification steps
4. You'll be directed to the main shopping interface

Shopping Experience

Browsing Products

1. Products are organized into categories for easy navigation
2. Use the main menu to browse different product categories
3. Each product displays:
   • Product name and description
   • Current inventory levels
   • Pricing information
   • Available case sizes
   • Product images and details

Using the Shopping Cart

Important: The site may have a configuration to automatically expire your cart after a designated time. Complete your purchase within this window to secure your order.

1. Select products and quantities
2. For products with case sizes:
   • Choose your preferred case size
   • Enter the number of cases needed
3. Pay attention to:
   • Minimum order quantities
   • Maximum order quantities
   • Current inventory levels
4. Save your cart and come back to it if desired. The site allows you to build multiple carts at a time. Give the cart the location name to easily know which cart is for which license that you're buying for.

Placing Orders

1. Review your cart contents
2. Proceed to checkout
3. Verify and reach out to the seller if any details need an update:
   • Shipping information
   • License information
   • Payment method
4. Submit order for processing. Some clients have a review step before submitting the order for fulfillment.

Order Management

Order Status Tracking

Your orders will progress through several statuses:

• Draft: Order is being reviewed
• Processing: Order has been submitted to our system
• Allocated: Products have been reserved
• Shipped: Order is on its way
• Completed: Order has been shipped
• Cancelled: Order has been cancelled

Payment Terms

Available payment terms may include the following. Please coordinate with the seller on this topic.

• Cash on Delivery
• Net terms (3, 7, 10, 14, 15, 20, 30, 60, 90 days)
• Pre-Payment
• Consignment

Tips for Efficient Ordering

• Keep your license information up to date
• Check inventory levels before placing large orders
• Complete checkout within the cart timeout period
• Review minimum and maximum order quantities
• Save frequently ordered items for quick reordering
• Monitor your order status through your account dashboard

Support and Assistance

If you need help while using the portal:

1. Check your welcome email for support contact information
2. Look for FAQ links in the portal navigation
3. Contact your account representative
4. Review business hours for support availability

Best Practices

1. Regular ordering:
   • Monitor your inventory needs
   • Place orders during business hours for fastest processing
   • Consider lead times for delivery
2. Account management:
   • Keep your account information current
   • Maintain accurate license information
   • Review payment terms regularly
3. Efficient shopping:
   • Use category navigation for faster browsing
   • Check product availability before building large orders
   • Complete checkout promptly to secure inventory

Remember that inventory levels are updated in real-time, and products in other carts may be set to only temporarily reserve inventory. For the best shopping experience, complete your checkout process promptly once you've added items to your cart.