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).

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 sync properly.
• Flexibility / 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.

🔗 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 / editing
   • Assign Class and Category to each inventory item.
   • That determines reporting behavior and compliance mapping.
   🔗 Creating Inventory Items (WMSight wiki)
3. Mapping to compliance systems (like METRC or BioTrack)
   • Ensure each custom Category maps to a state‑required compliance category.
   • Pre-loaded categories may be available by state.
   • You can override mappings at the item level.
   🔗 Custom Category Mapping

Let me know if you'd like a version tailored to your operation, compliance needs, or state system!

METRC and BioTrack (Florida)

🌿 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 — our team is here to help.