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Facility Area and Location Management

Areas and Locations. Each Flourish facility must have at least one area designated for the storage or management of inventory and plants. Areas represent high-level spaces within your facility, such…

NIr Malchy
Updated by NIr Malchy

Areas and Locations

Each Flourish facility must have at least one area designated for the storage or management of inventory and plants. Areas represent high-level spaces within your facility, such as rooms or operational zones.

You can create locations under each area to track inventory with greater precision. Locations allow you to organize products and plants within a specific room or space for more accurate internal tracking.

Flourish submits the Area to the state system (BioTrack or METRC) to support compliance reporting and regulatory tracking.

The Area Type defines how the area functions for state reporting. For cultivation, the Area Type identifies the plant stage, such as propagation, vegetative, or flowering.

You can use the same area name across different Area Types. For example, you can name an area Room 1 under the Vegetative Area Type and also create Room 1 under the Flowering Area Type. However, you must create a separate area record for each Area Type used in your operations. Each Area Type requires its own distinct area entry, even if the name is the same.

Required Area Types

Area Type

Description

Inventory

Every facility needs at least one inventory area. This is the place where your general inventory is located. This includes all your packaged and non-cannabis inventory located in the "Inventory" module.

Examples: Warehouse, Freezer, Secure Vault

Cloning

This area type is used within the Cultivation module to track plants in the clone or propagation stage. If you are using Flourish's Cultivation module, you must set up at least one vegetative area. This area type is not used by BioTrack users once the BioTrack integration is turned on.

Example: Clone Room

Vegetative

This area type is used within the cultivation module to track plants in the vegetative stage. If you are using Flourish's cultivation module, you must set up at least one vegetative area.

Example: Veg Room

Mother

This area type is used within the cultivation module to track mother plants. If you are using Flourish's cultivation module, we recommend creating at least one mother area.

Example: Mother Room

Flowering

This area type is used within the cultivation module to track plants in the flowering stage. If you are using Flourish's cultivation module, you must set up at least one flowering area.

Example: Flower Room 1, Flower Room 2

Harvest

This area type is used within the cultivation module to track harvested plants. If you are using Flourish's Cultivation module, you must set up at least one harvest area.

Example: Dry Room

Processing

This area type is used within the cultivation module to track the dry weights collected during harvest. If you are using Flourish's Cultivation module, you must set up at least one processing area.

Examples: Dry Room, Trim Room

Optional Area Types

These can be used for reporting, but they all function the same as inventory.

Area Type

Description

General

This area type is not typically used. It functions the same as inventory.

Quarantine

This area type functions the same as inventory.

Unspecified

This area type functions the same as inventory.

Waste

This area type functions the same as inventory.

Access Area and Location Management

  1. Go to Settings by clicking the gearbox icon in the top-right corner of the screen.
  2. Click Facilities.
  3. Select a facility from the Facilities List.
  4. Select the Areas tab from the side Menu.
    Select the Areas tab from the side Menu.

Areas Screen

Use the Areas screen to create, manage, enable, and disable facility locations such as rooms, storage spaces, and operational zones.

Quick Actions and Navigation

Add New Button

Click Add New to create a new area. This opens the area creation form, where you define the Area Type, Name, and other required settings.

Search Box

Use the search field to quickly find an area by name or type. Type directly into the search bar to filter the list in real time.

View of Enabled Areas

Click Enabled to display only active areas. Use this view to manage areas currently available for operational use.

View of Disabled Areas

Click Disabled to display inactive areas. Use this view to review or re-enable previously disabled areas.

Bulk Disable Action

Click Bulk Disable to disable multiple areas at once. Select the areas you want to disable, then confirm the action. Use this feature when restructuring areas.

Areas List with Quick Actions and Expand View

Review all areas in the main list. Each row displays:

  • Area Type
  • Name
  • Created At

Use the quick actions on the right side of each row to:

  • Click Edit to update the area.
  • Click Disable to deactivate the area.
  • Click the expand arrow on the left side of a row to view additional details for that area. Use the collapse arrow to collapse the view.
    Click the expand arrow on the left side of a row to view additional details for that area

Add a New Area

  1. Click the Add New Button
  2. Type the Area attributes:
    1. Area Type *
    2. Name *.
    3. Number of Lights.
    4. Area UOM.
    5. Area in UOM.
    6. Click Save.

METRC-integrated facilities must select the "METRC Location Type" in certain states.

The Metrc location type should correspond to the Flourish Area Type.

Number of Lights , Area UOM, and Area in UOM are optional attributes used for reporting in Flourish Analytics.

Edit an Area

  1. Click the Edit button. This action expands and displays the Are attributes.
  2. Edit the Area attributes:
    1. Name.
    2. Number of Lights.
    3. Area UOM.
    4. Area in UOM.
    5. Click Save.

Disabling Areas

Flourish will not let you disable an Area that has packages, batches, or plants in it. Use Bulk Actions: Locate Packages to clear the Inventory Areas you want to disable. Move Groups and plants out of the Cultivation Areas you want to disable

Disable a Single Area

Click the Disable button

Click The DIsable button

Bulk Disable Areas
  1. Click Bulk Disable.
  2. Check the boxes next to the Areas to disable.
  3. Click Disable Areas.
    Disable Areas

Enable an Area
  1. Select the Disabled view
  2. Click Enable next to the Area
    Enable

Location Management

Purpose

Use Location Management to organize physical areas within your facility, control which Locations are active, and maintain accurate inventory tracking across all designated spaces.

Access Location Management

  1. Click the expand arrow on the left side to expand the Are you want to manage location.
  2. Check the box next to "Include disabled locations" to display the disabled location. Uncheck to display only the enabled Locations.
    Access Location Management

Actions On Locations

Add a new Location
  1. Enter the Location name in the Name field.
  2. Click Add.
Edit a Location name
  1. Click Edit next to the Location.
  2. Edit the name.
  3. Click Save.
Disable a Location
  1. Locate the Location in the list.
  2. Click Disable.
View disabled Locations
  1. Check the box next to Include disabled locations to display disabled Locations.
  2. Uncheck the box to display only enabled Locations.
Enable a Location
  1. Check the box next to Include disabled locations.
  2. Locate the Location in the list.
  3. Click Enable.

How did we do?

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