Organize Inventory with Classes & Categories

What Are Classes & Categories

In Flourish, Classes and Categories are hierarchical labels that help you organize, track, and (when needed) map your inventory items — both cannabis and non‑cannabis — in a structured way.

• A Class is the higher‑level grouping (think of it as a broad classification).
• A Category is a more granular label within a Class. You assign each inventory item a specific Category (and so also implicitly a Class). The category is state compliance-driven. You can alias a state compliance category with a custom name.

Why They Matter / Use Cases

• Organization & clarity: Quickly understand the type of item (e.g., “Concentrate” vs “Edible” vs “Non‑Cannabis Supply”).
• Compliance mapping: If integrated with METRC, BioTrack, or another system, Categories must be mapped to the correct state category to ensure proper sync.
• Flexibility and customization: Create custom Categories and map them to your state system as needed.
• E‑commerce & menu display: Classes and Categories determine how items appear in menus or online listings. We encourage you to adopt the E-Commerce category and subcategory for better reporting and to list inventory on the Flourish buyer's portal.

🔗 Create a Custom Category

🔗 E-commerce Categories & Subcategories

Examples

Here are some real examples of Classes & Categories:

How to Use / Configure in Flourish

1. Go to Settings → Inventory → Classes & Categories
   • View, manage, or create Categories and assign them to Classes.
   • If needed, map to compliance categories.
   🔗 Create a Custom Category
2. On item creation and editing
   • Assign Class and Category to each inventory item.
   • That determines reporting behavior and compliance mapping.
   🔗 Creating Items
3. Mapping to compliance systems (like Metrc or BioTrack)
   • Ensure each custom Category maps to a state‑required compliance category.
   • Pre-loaded categories are defined by the state system.
   • You can override mappings at the item level.
   🔗 Custom Category Mapping

Set a Minimum Customer Age on an Item Class

You can set a minimum customer age on any item class, cannabis or not. When the customer on a retail order is younger than the class's minimum age, Flourish will block items of that class from the sale. Use it when a product form is restricted by age, for example, inhalable products for medical patients under 21.

1. Open the item class list. Settings > Inventory > Classes & Categories.
2. Edit the class.
3. In Min Age, select None, 18+, 21+, or Custom.
4. For Custom, enter a whole number from 1 to 99.
5. Save. The class list shows the age as 18+, 21+, and so on. None leaves the class unrestricted.

The setting applies to every facility in your company and takes effect on the next order validation. It doesn't change completed orders.

Age restriction at the point of sale

• The customer's age is their date of birth on file, checked against today's date in the facility's time zone. A customer whose birthday is today meets the age.
• A customer with no date of birth on file is treated as under age. Add the date of birth to continue.
• For a caregiver purchase, the patient's age decides.
• A Quick Sale with no customer isn't checked.
• The POS refuses the item when it's added to the cart (search, scan, or recommended items) and again at Check Out, Pay, and Complete. This catches items already in the cart when an underage customer is attached.
• The cart's customer panel shows the customer's age next to their date of birth.
• Online orders for an underage customer can't include restricted items or be completed with them.
• There's no manager override. The message reads: Customers under 21 can't purchase Flower items. (with your class's age and name).
• Refunds, Send to Fulfillment, and wholesale or outbound orders aren't affected.

Metrc and BioTrack

Flourish Classes & Categories Map to Metrc

🔗 Mapping Classes & Categories to Metrc

Flourish offers full integration with Metrc to manage inventory, packaging, transfers, and compliance events.

📄 METRC Integration Overview

Configure METRC Mapping

1. Import Metrc Categories
   Go to Settings → Inventory → Classes & Categories, then import the latest list of Metrc-defined categories.
   📄 Create a Custom Category
2. Create & Map Categories
   • Define your internal categories and assign each to a class
   • Click Add System and select the correct Metrc category to map
     📄 Create a Custom Category
3. Use Mapped Categories in Operations
   • Mapped categories drive how items are harvested, packaged, and reported to Metrc
     📄 Harvesting in METRC
4. Generate Transfers with Correct Mappings
   • Outbound shipments created in Flourish are synced to Metrc as transfer templates
     📄 Create METRC Transfers

Flourish Classes & Categories Map to BioTrack

Flourish integrates with Florida’s required BioTrack STS system to ensure compliance for cultivation, manufacturing, and retail.

📄 BioTrack Florida Integration Overview

How to Configure BioTrack Mapping

1. Set Up Classes & Categories
   Create logical classes such as “Cultivation” or “End Products,” then assign categories under each.
2. Map Categories to BioTrack Inventory Types
   Use the Add System function to map each category to one of BioTrack’s required inventory types:
   • Cultivation Inventory
   • Lot Products
   • Intermediate Products
   • End Products
     📄 Map Categories to BioTrack
3. System Sync Behavior
   When a product is packaged or moved, Flourish syncs the mapped category, strain, quantity, and location to BioTrack.

Need Help?

If you need assistance setting up classes, categories, or compliance mappings, reach out to us.