2021.07.20 Software Release 4.40.0

VERSION

4.40.0

SUMMARY OF RELEASED ITEMS

Major Update: Lab Results

  1. Lab Results overhaul: The much-awaited lab results page is now out!

Outbound

  1. Order Screen Update: Swap position of Payment Terms and Requested Delivery Date

Inventory

  1. Inventory Counts - Add Filter to Lot Number Column
  2. Bill of Materials: Package ID Selector is wider for full visibility

Admin

  1. Added 'Brand' and 'Price' fields to Label Maker

Retail POS

  1. Split Order Lines for more granular discount management
  2. Add the 'Check Amount Paid' field in Retail Orders
  3. Reports: Unused Payment Types are now hidden
  4. CanPay Integration: Include Till information when syncing payments to CanPay

Analytics

  1. Sales - Returned Packages
  2. Sales - Added Returned Quantity and Dollars to a few sales reports
  3. Purchasing - Export PO to CSV

Integrations

  1. Quickbooks Online - Updated sync to account for returns
  2. Quickbooks Online - Sync Payments from Flourish to QBO

External API

  1. External API: Add 'is sample' to GetInventory
  2. External API: Increase Record Limit for Get Items from 50 to 200

Details

Lab Results Update

  1. The new lab results page contains a brand new layout and the ability to enter more info while uploading COA's. For METRC users, we are now able to reverse sync your tests from METRC directly. View Instructions here on how to upload and Manage Lab Test Results using the new screen.

Outbound

  1. Order Screen Update: Swap position of Payment Terms and Requested Delivery Date

All 3 dates are now positioned together for a better user flow.

  • Order Date: Auto-Generated when the user creates the Order
  • Invoice Date: User Selected for when the customer needs to be invoiced. The Invoice Date is used for all Sales Reporting
  • Requested Delivery Date: User Selected for when the order is scheduled to leave the facility.

Inventory

  1. Inventory Counts - Add Filter to Lot Number Column

Lot numbers can now be filtered when doing inventory counts. Click on the filter icon next to Lot Number, enter or find the lot number(s), and click Filter to filter results for that lot.

  1. Bill of Materials: Package column is extended

The Package Selector and Column are now extended so you can see the full package ID and Lot number when selecting packages for BOM's.

Not using Bill of Materials to track production and assemblies yet? See Instructions here on how to get started on using BOM's.

Admin/Labels

  1. Added 'Brand' and 'Price' fields to Label Maker

Brand and Price are now added to labels. To configure a label, go to Settings > Facilties > Configure > Labels. You can add edit any package or product labels and use the fields above on them. More on Label Configuration here

Retail POS

  1. Split Order Lines for more granular discount management

You are able to split order lines on the retail POS, if the order line has Quantity > 1. This can be used to apply pricing and discounts to each line separately. View Instructions on how to Split Order Lines here.

  1. Add the 'Check Amount Paid' field in Retail Order

You can now see the Check Amount paid against each order separately.

  1. Reports: Unused Payment Types are now hidden

Reports under Retail section will now exclude Unused Payment Types

  • Purchases by Facility
  • Completed Purchases by Facility
  • Transactions by Facility
  • Till Summary
  • Till Detail
To edit/update payment types, refer to the Help Doc Here

Analytics

  1. Sales - Returned Packages

Go to Reports > Sales > Returned Packages. This report will show you information on any packages that were returned, what their dollar value is, and what order they belong to. To view instructions on how to return a package, click here

  1. Sales - Added Returned Quantity and Dollars to a few sales reports

Go to Reports > Sales. Now all sales reports containing item information will show you the returned quantiites and dollar value associated with them. Some reports that show this info: Sales by Item, Item Sales by Customer, Item Profitability.

  1. Purchasing - Export PO to CSV

Go to Reports > Purchasing > Purchase Order Export. This report gives you a summary of all PO's for a given date range.

How did we do?