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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

Create Outbound Sales Orders in Flourish

Allocate inventory to order lines

Allocate Inventory Items to Outbound Orders

Split packages while allocating

Split and Allocate Packages to an Outbound Order

Create a shipment

Creating New Outbound Shipments

Generate an invoice

Generate and Export Outbound Invoices as PDF

Allocate and manage orders on Android

Mobile App: Outbound

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.

How did we do?

Outbound Module Navigation: Orders, Shipments & Transfers

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