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Duplicate an Item to Create A New Item

Creating a new item in Flourish’s Item Master is simple. You can either build a new item from scratch or duplicate an existing one.

NIr Malchy
Updated by NIr Malchy

Creating a new item in Flourish’s Item Master is simple. You can either build a new item from scratch or duplicate an existing one.

For METRC OH and MA users (click to expand):
Creating and Cloning new items is currently unavailable from Flourish due to limitations on your state's API. Please follow these steps when looking to create any new items:
1. Create the item in METRC.
2. Wait for the state's approval M# prefix to be added to the name of the item.
3. Sync the Item from METRC in Flourish's Item Master

Duplicating an Item

  1. Go to Manage Settings.
  2. Select Inventory.
  3. Locate the item you want to duplicate.
  4. Click Duplicate – Flourish Software opens a new item creation screen and copies the item data fields (see the tip below).
    Click Duplicate
  5. Review and edit the required data fields marked with “Item name already exists.”
    1. Name – You must rename the item.
    2. SKU – Leave this field empty; Flourish generates a new SKU when you save.
    3. Retail Display Name – You can leave this field empty; Flourish generates a new SKU when you save.
      item name already exists
  6. Adjust any other data fields as needed for the new item.
  7. Click Save.
  8. Note the success message.
    Success
    These fields are cloned from the original item: Type, Class, Category, UOM, Measurement Type (if “UOM” is “Each”), Unit Weight (if “UOM” is “Each”), Serving Size in Grams, Ref Fields 1, 2, and 3, Cost, Price, Reorder Point, Unit CBD/THC Percent, CBD per Unit, THC per Unit, Source Type, Brand, Product Line, Description, Product Image, and all defined item “Rules.”

Clone The Source Item BOM

If the source item had a Bill of Materials (BOM), clone it:

  1. Select Bill of Materials.
  2. Choose Clone an existing
    Choose Clone an existing
  3. Select the item to clone from
  4. Enter the Bill of Materials information
  5. Click Clone BOM
    clone BOM
  6. Edit the components:
    1. Click Edit
    2. Add or remove components as needed
    3. Click the √ mark to save the component line
    4. To replace a component, click the pencil icon on the component line.

      Replacing components

      Before

      After

  7. Click Save

METRC users

After you click Save, select the METRC facilities you want to sync the new item. Flourish displays the "Choose Facilities for Item Sync" screen. This screen displays the facilities that are associated with your METRC API key.

  1. Keep the toggle ON if you want to create the new item for the facility. Toggle OFF if you wish not to create the item in the facility.
  2. Click .
  3. View the success message .


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