Fulfilling an Order

Updated 6 months ago by Ariana Hanshaw

After you've built your customer's cart, you will need to associate cannabis packages with their order lines. This can be done in the POS or in the web application based on your workflow preferences and your state's requirements.

Fulfilling in the POS

If you're able to keep your product at the front of the house, you may want to fulfill your orders from the point of sale application. This allows you to add packages to your retail orders without leaving the POS, providing you with a seamless fulfillment process.

Prerequisites

You will need to enable the Admin > Configuration > Retail > Enable fulfillment at point of sale configuration before you can fulfill orders at the POS.

Now, you are ready to get to work!

  1. In the POS app, open your customer's order.
  2. Under the first order line, click the Add Package button.
  3. Click into the dropdown and select the correct package ID.
  4. Enter the number of allocated units in the field next to the package ID.
  1. Repeat steps 2 - 4 until all order lines are completely allocated.
  2. When you're done, click the Check Out button to complete the sale.

Fulfilling in the Web

If your state doesn't allow you to keep your product on the floor or if your workflow requires you to fulfill orders in the back of house, you can use the web application to fulfill your orders. You can allocate packages to orders either manually, or by scanning the barcode on the package label with a hand scanner

Pickup and delivery orders will need to be fulfilled in the web application before they will be available to check out in the POS.

  1. Send your order to fulfillment.
  2. In Flourish, navigate to Retail > Purchases > Fulfillment by Store.
  3. Locate the order you need to fulfill, then click the Purchase ID.

Allocating Packages Manually

If you don't have a hand scanner, allocating your packages manually is a simple alternative.

  1. With your order open, click on Assign Inventory Manually.
  2. Click the Add Package button underneath the item's name.
  3. Enter the quantity that you would like to allocate to that order line.
  4. Repeat steps 2 - 3 until all of your order lines are fulfilled.
  5. When you're done, click Save & Exit to save your allocated packages.
  6. Click the Send to Checkout button to send your order back to the POS.
If you're fulfilling a Pickup order, click the Complete Packing button.

Scanning Packages to Allocate

If you have a handheld scanner, you can scan the package IDs of the packages you'd like to allocate to fulfill your order.

  1. With your order open, begin scanning the package ID for your first order line.
Each time you scan a package, a quantity of one is allocated to your order line from the package you scanned. If there are two units that need to be allocated from that package, scan the package ID twice.
  1. Continue scanning your packages until all of your order lines are fulfilled.
  2. When you're done, click the Send to Checkout button.
If you're fulfilling a Pickup order, click the Complete Packing button.


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