Flourish Outbound Overview
Use Outbound to manage orders and inventory movement out of facilities. Follow the workflow: create sales orders, allocate inventory, split packages, create shipments, and generate invoices. Review details before shipping.
Use Outbound to manage orders and the movement of inventory out of a facility. Outbound documentation covers sales orders, order lines, package allocation, shipments, transfers, invoices, destinations, and delivery resources.
Begin with Outbound Module Navigation: Orders, Shipments, and Transfers to understand the main screens and records.
Follow the outbound workflow
Stage | Start here |
Create the sales order and add items | |
Allocate inventory to order lines | |
Split packages while allocating | |
Create a shipment | |
Generate an invoice | |
Allocate and manage orders on Android |
Before shipping
Review the customer or destination, order quantities, allocated packages, shipment details, and required facility records. Confirm that the order and packages are in the expected status before completing the shipment.
For compliance transfers, use the instructions for your facility's state track-and-trace system. Transfer requirements and available actions can differ by system and jurisdiction.
Related setup
How did we do?
Outbound Module Navigation: Orders, Shipments & Transfers