Tutorial: Create an Outbound Sales Order

start iorad content - don't remove it

Here's an interactive tutorial for the visual learners



1 The first step is to open Flourish and click Outbound from the left side menu.

Step 1 image

2 Click Create new order

Step 2 image

3 Select your Sales Rep. Note: Sales Reps must be set up ahead of time in Manage Settings > Distribution > Sales Reps. Click Sheldon Lavine 

Step 3 image

4 Select the Destination for the order. For this demonstration, we are creating a purchase order of Bulk Flower to be delivered to GreenCross - San Diego. Click GreenCross - San Diego.

Step 4 image

5 Adjust the Requested Delivery Date/Time

Step 5 image

6 Click Start Order

Step 6 image

7 Click Add New Detail

Step 7 image

8 Select an item to add to the purchase order. Click Bulk Flower 

Step 8 image

9 Select a strain. Click Blue Dream

Step 9 image

10 Adjust the QTY Ordered of the item

Step 10 image

11 To Allocate Packages to this order, click the two green arrows.

Step 11 image

12 If necessary, shift + click multiple lines. The QTY Allocated will change dynamically to reflect the amount that has been allocated. 

Step 12 image

13 Click Update Allocation

Step 13 image

14 If your Qty Allocated is different than your original QTY Ordered, you can modify the values here. 

Step 14 image

15 Adjust Unit Price if necessary. If everything looks good, click Save Item

Step 15 image

16 Click Save

Step 16 image

17 Congratulations! You have successfully created an outbound purchase order and allocated available inventory. To see all of your created purchase orders, click Outbound

Step 17 image

18 That's it. You're done.

Step 18 image

start iorad content - don't remove it

How did we do?