2020.07.27 Software Release 4.17.0

Updated 8 months ago by Kyle Cemate

VERSION

4.17.0

SUMMARY OF RELEASED ITEMS

  1. Added Outbound Order Returns to the UI
  2. Added Page Numbers to Invoice PDF
  3. Added 'Received By" to the PO Grid and PO Header
  4. Added Ability to Designate a Package as a 'Trade Sample' for METRC Oregon
  5. Added Option to Print a New Package Label after Adjusting a Package and Completing a Manufacturing Run
  6. Changed the Hamburger Menu to Action Dropdown
  7. Added the Ability to Upload Company Logo for PDFs
  8. Added a Toggle to Mark a Facility as Hemp/Remove 'Cannabis' from Hemp Invoices

DETAILS

  1. Added Outbound Order Returns to the UI

When a customer has to return a product that has already been shipped, you need a way to have that reflected in Flourish and on the order invoice. Previously Flourish allowed you to return a package into inventory, but the details of the return were not reflected in the order details or its financials. Now when a product is returned, it is shown as a separate line in the order UI, we display a Returned total in the order financial summary section, and the total value of all returns are deducted from the total of the order. The invoice has also been updated to reflect the returned product.

You do not need to anything different from the current return workflow.

  1. Added Page Numbers to Invoice PDF

Large order invoices can have several pages. What happens if you trip when carrying a few pages for one invoice? You have to pick them and hope to arrange them in the correct order. Now, with page numbers, you no longer have to guess what order the invoice pages should be in!

  1. Added 'Received By" to the Inbound PO Grid and PO Header

Sometimes there is just not enough time to click into the PO audit log to see who received in a certain PO. To help you we added a Received By and Receipt Timestamp to the PO grid. In addition, we added these same fields to the PO header in a PO.

Make sure to toggle on the columns in the grid!

  1. Added Ability to Designate a Package as a 'Trade Sample' for METRC facilities in Oregon

Trade samples are a great way to promote new products. Fortunately, METRC now allows Flourish to mark a package as a Trade Sample via their API! If you are in Oregon and you have a METRC license, we now allow you to mark packages as Trade Samples when you create them. Flourish flags this package as a Trade Sample when we send the package information to METRC.

If you want to mark a package as a Trade Sample make sure to check the Trade Sample box on the package confirmation screen.
Trade Sample packages are denoted by the handshake icon shown beneath their package ID in the Inventory > All Packages grid.

  1. Added Option to Print a New Package Label after Adjusting a Package and Completing a Manufacturing Run

After adjusting a package's qty up or down in Flourish to reflect the IRL package quantity, the existing label may no longer be accurate. To help you stay compliant we have added the option to be prompted to print a new package label when this happens. We also added this same feature when completing a manufacturing run. Now you will be prompted to print a new package label when the run is completed!

To turn the Package Adjustment option on you will need to toggle on the Prompt to print package label on package adjustment toggle in Manage Settings > Configuration on the Inventory card.
To turn the prompt after completing a Manufacturing Run on make sure the Auto-prompt on create packages is toggled on

  1. Changed the Hamburger Menu to Action dropdown

We changed the hamburger menu in the Grow module to a button that says Actions. This previously was a hamburger or pancake menu, depending on preference. We wanted to be very clear on what this button is for. Clicking the Actions button drops down the same menu as before.

  1. Added the Ability to Upload Company Logo for PDFs

Having control over the logo that appears on your invoice is a common ask. With this release, you will be able to upload your company's logo! Users with a role that includes Admin > Company update permissions can go to Manage Settings > Company, click Edit, and upload your PNG logo. The logo will appear on all outbound order Invoice and inbound PO PDFs.

Only PNG files smaller than 4 MB are currently supported.
  1. Added a Toggle to Mark a Facility as Hemp/Remove 'Cannabis' from Hemp Invoices

We added a toggle on the facility configuration screen to mark the facility as Hemp. Doing so will remove the word 'Cannabis' from Invoices for that facility. This will help with confusion from your customers when they receive the invoice. Moving forward the Hemp toggle will be used for other Hemp specific features and functionality!

Manage Settings>Facilities>Configure>Hemp Facility Toggle


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