Tutorial: Create an Outbound Sales Order
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.
2 Click Create new order
3 Select your Sales Rep. Note: Sales Reps must be set up ahead of time in Manage Settings > Distribution > Sales Reps. Click Sheldon Lavine
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.
5 Adjust the Requested Delivery Date/Time
6 Click Start Order
7 Click Add New Detail
8 Select an item to add to the purchase order. Click Bulk Flower
9 Select a strain. Click Blue Dream
10 Adjust the QTY Ordered of the item
11 To Allocate Packages to this order, click the two green arrows.
12 If necessary, shift + click multiple lines. The QTY Allocated will change dynamically to reflect the amount that has been allocated.
13 Click Update Allocation
If your Qty Allocated is different than your original QTY Ordered, you can modify the values here.
15 Adjust Unit Price if necessary. If everything looks good, click Save Item
16 Click Save
17 Congratulations! You have successfully created an outbound purchase order and allocated available inventory. To see all of your created purchase orders, click Outbound
18 That's it. You're done.