Flourish Retail & POS Overview

Purpose

Flourish retail operations run across two connected surfaces:

• Flourish Web handles configuration, customer and order management, fulfillment, delivery routes, tills, reporting, and other back-office work.
• Flourish Retail POS handles customer check-in, cart building, package allocation when enabled, checkout, receipts, and other counter workflows.

The steps your team follows depend on the order type and your facility configuration. Use the workflows below to find the right article for your task. For a detailed module overview, see Flourish Retail: POS and Web Platform Functions.

Serve an In-Store Customer

1. Create a customer profile if the customer does not already exist.
2. Check in the customer to add them to the in-store queue.
3. Build the customer's cart.
4. Allocate cannabis packages to the order in POS or Flourish Web.
5. Apply eligible discounts.
6. Complete the purchase.
7. Print or reprint the receipt.

For an eligible transaction that does not need a customer profile, see Retail POS Quick Sale. Review its limitations before using Quick Sale.

Prepare a Pickup Order

1. Create the customer's pickup order.
2. Allocate packages and complete packing.
3. Open the order from Queue > Pickups in Retail POS.
4. Complete the purchase.

Run a Retail Delivery

1. Create the customer's delivery order.
2. Allocate packages and complete packing.
3. Create a delivery route and add the packed order.
4. Mark the route Out for Delivery.
5. Open the order from Queue > Deliveries in Retail POS and record payment.
6. Complete the order.

If a delivery cannot be completed, use the undeliverable workflow in Create a Retail Delivery Route in Flourish. METRC facilities should review METRC Retail Delivery: Edit Order After Marking "Out For Delivery" before changing an in-transit order.

For a full list of retail order articles, see In-Store, Delivery, and Pickup Orders.

Manage Tills and Cash

• Create a till
• Open a till and enter the beginning float
• Perform pay-ins and pay-outs
• Close a till
• Review the Till Report

For vaults, sub-vaults, and cash counts, see Till and Vault Management.

Correct or Reverse a Sale

The right action depends on three things: whether the order is still open, whether payment is recorded, and whether inventory should return to stock. These actions are not interchangeable. Before you proceed, confirm the order status, payment status, till session, inventory effect, and compliance-system effect.

• Remove an open order from POS
• Cancel a completed purchase
• Void a payment transaction
• Return items and refund a purchase

To compare these options, see Retail POS: Cancel, Void, or Return a Sale.

Configure the Retail Workflow

Retail managers and administrators use these articles to prepare the POS environment:

• Configure Retail POS settings and toggles
• Manage facility payment methods
• Set default printers in POS
• Configure a point-of-sale cash drawer
• Create retail return reason codes
• Display available inventory with In Store Menu

Payment integrations and compliance systems can add their own setup and workflow requirements. Follow the article for your payment provider or jurisdiction as well as the core workflow.

Mobile Retail Work

For customer check-in, fulfillment, and delivery work on Android devices, see Mobile App: Retail.