Tutorial: Create an Outbound Sales Order


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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1594132/Create-Outbound-Purchase-Order

18 STEPS

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

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2 Click Create new order

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

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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.

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5 Adjust the Requested Delivery Date/Time

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6 Click Start Order

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7 Click Add New Detail

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

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9 Select a strain. Click Blue Dream

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10 Adjust the QTY Ordered of the item

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

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

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13 Click Update Allocation

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

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

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16 Click Save

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

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18 That's it. You're done.

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How did we do?