Bulk Item Create Instructions

Bulk Item Create

Purpose

This article explains how to use the Bulk Item Create screen in Flourish to add multiple new items to your item master at once using a CSV file. Use it as a reference when preparing your spreadsheet so you know:

Which columns are required vs. optional before uploading
What each field does and how it affects item behavior in Flourish
How to fill in each column correctly — including accepted values, pairing rules (e.g., fields that must be used together), and fields that can never be changed after creation
What to do if validation errors appear after uploading your CSV

This article covers item creation only. If you need to update fields on items that already exist in your item master, use the Bulk Item Update screen instead — the column structure is the same, but the workflow and rules differ.

Use the Bulk Item Create screen to add multiple new items to your company's item master at once by uploading a formatted CSV file.

This screen is for creating new items only. To update existing items, use the Bulk Item Update screen instead.

Before You Begin

Download the CSV template from the Bulk Item Create screen before filling in any data. This ensures your column headers match exactly what Flourish expects.
Need examples? Export rows from the Bulk Item Update screen and copy/repurpose rows that match the item types you need to create.
Do not remove or rename any columns in the CSV — even columns you don't plan to use. Leave unused columns blank.
Leave the ID column blank. Flourish will assign IDs automatically on creation.
Verify that any Classes, Categories, Brands, and Strains you reference in the CSV already exist in your Flourish item master before uploading.
If you are a BioTrack-integrated facility, ensure the BioTrack Category column is filled in for all cannabis items.

How to Use Bulk Item Create

Navigate to Items → Bulk Item Create in Flourish.
Click Download an example CSV template to get the latest template with all current columns.
Fill in your item data. See the Column Reference below for descriptions, requirements, and examples for every field.
Save your file as a .csv and upload it on the Bulk Item Create screen.
Flourish will run a validation check automatically after upload.
Review any errors listed on the right side of the screen. Errors must be resolved before the import can proceed.
If errors are found, open the CSV you uploaded, fix the reported issues, and re-upload.
Once all validations pass, you will see a confirmation screen. Confirm to perform the bulk create.
After completion, navigate to All Items to confirm the new items appear correctly in your item master.

Important Rules

UOM = Each rules: Only set UnitWeight/WeightUOM or UnitVolume/VolumeUOM on Each items — never both at the same time.

ClassCategory pairing: The Category you enter must exist within the InventoryType and Class you specify. Mismatches will cause validation errors.

RetailDisplayName: If left blank, Flourish will automatically set RetailDisplayName to match the item's Name.

ProductSourceType: Required for all Cannabis items. Once set, it cannot be removed — only changed.

InventoryType cannot be changed after an item is created.

METRC sync: Flourish supports creating items and syncing them to METRC during bulk create (where applicable).

SellByLot: When enabled, the item must be sold by a specific lot/batch. Use this for items that require lot-level traceability at the point of sale.

Column Reference

Columns are organized into logical groups below. Required columns must be filled in for every row. All other columns are optional unless noted.

Required Fields

These columns must be present and populated for every item row.

Column Name	Description	Example
`ID`	Flourish's internal item ID. Leave blank for item creation — Flourish assigns this automatically.	(leave blank)
`Name`	The item name. Must be unique — no other item can share this Name or RetailDisplayName.	`Bulk Flower - Hawaiian Sativa`
`InventoryType`	The inventory type. Closely tied to Class. Cannot be changed after creation.	`Cannabis`, `Raw Materials`, `Supplies`
`Class`	The class of the item. Must be used together with `Category`.	`Buds`, `Concentrate`, `Concentrate (each)`
`Category`	The category of the item. Must exist within the specified Class. Must be used together with `Class`.	`Buds (by strain)`, `Tinctures`
`UOM`	The top-level unit of measure for the item.	`Each`, `Grams`, `Pounds`, `Milliliters`, `Liters`

Basic Item Information

Column Name	Description	Required?	Example
`RetailDisplayName`	Display name shown to customers at retail. Defaults to `Name` if left blank.	No	`Bulk Flower - Hawaiian Sativa - Grade A`
`SKU`	Unique, human-readable item identifier. Critical for integrations (QBO, LeafLink, etc.).	No	`HAWAIIAN-ABC-123`
`PartNumber`	Unique part number for the item.	No	`987456321`
`NDC Number`	NDC number for the item.	No	`0777-3105-02`
`Brand`	Brand under which the item falls.	No	`Willie's Reserve`
`ProductLine`	Product line under which the item falls.	No	`Calm`
`Description`	Long-form description of the item.	No	`Our Hawaiian Sativa is grown to perfection...`
`StandardDailyUseDescription`	Suggested daily usage description.	No	`Use it when you need it!`
`Strain`	Strain name. Setting this makes the item `StrainRequired = true` by default.	No	`Hawaiian Sativa`, `Hawaiian Sativa x Sweet Tooth #3`
`ProductSourceType`	Required for Cannabis items. Used during harvesting. Cannot be removed once set — only changed.	Required for Cannabis	`Flower`, `Mixed`
`ReorderPoint`	Quantity threshold that triggers a reorder alert.	No	`10`, `30`

State Traceability

Column Name	Description	Required?	Example
`BioTrack Category`	🆕 New. BioTrack category for cannabis items. Must be a valid BioTrack category for your state. Only applicable to cannabis items in BioTrack-integrated facilities.	Required for Cannabis items in BioTrack facilities	`Flower`, `Concentrate`

Weight, Volume & Dimensions

Only set weight or volume on Each items — not both.

Column Name	Description	Required?	Example
`WeightUOM`	Weight unit of measure. Only set if `UOM = Each` and item is weight-based. Use with `UnitWeight`.	No	`Grams`, `Pounds`
`UnitWeight`	Unit weight value. Only set if `UOM = Each` and item is weight-based. Use with `WeightUOM`.	No	`3.5`, `7`
`UnitWeightDisplay`	🆕 New. Custom display text for unit weight on labels. Overrides the default numeric value + UOM display. Use when you want a human-readable label format instead of the raw number.	No	`1.25 g`, `1 gram (0.035 oz)`, `1 cookie (10mg THC)`
`VolumeUOM`	Volume unit of measure. Only set if `UOM = Each` and item is volume-based. Use with `UnitVolume`.	No	`Milliliters`, `Liters`
`UnitVolume`	Unit volume value. Only set if `UOM = Each` and item is volume-based. Use with `VolumeUOM`.	No	`500`, `1000`
`UnitVolumeDisplay`	🆕 New. Custom display text for unit volume on labels. Overrides the default numeric value + UOM display. Use when you want a human-readable label format instead of the raw number.	No	`1 mg`, `5 mg per Dropper`, `1 can (12 Oz)`
`SyncEachByWeightOrVolumeUom`	Can only be set during item creation. Use judiciously — consult your Implementation Engineer if unsure.	No	`true`, `false`, `1`, `0`
`UnitLength`	Unit length. Use with `DimensionUOM`.	No	`10`
`UnitWidth`	Unit width. Use with `DimensionUOM`.	No	`10`
`UnitHeight`	Unit height. Use with `DimensionUOM`.	No	`10`
`DimensionUOM`	Unit of measure for physical dimensions. Must be length-based. Use with `UnitLength`, `UnitWidth`, `UnitHeight`.	No	`Inches`, `in`, `Centimeters`, `cm`

Flags & Settings

These are boolean fields. Accepted values: 1, 0, true, false, TRUE, FALSE. Leave blank to use the system default.

Column Name	Description	Example
`Sellable`	Marks the item as sellable.	`true`
`SellByLot`	🆕 New. When enabled, this item must be sold by a specific lot or batch. Use for items requiring lot-level traceability at point of sale.	`true`, `false`
`is_medical`	Marks the item as a medical item.	`true`
`NeedsFulfillment`	Marks the item as requiring fulfillment.	`true`
`eCommerceActive`	Marks the item as active on your e-commerce menu.	`true`
`LotTracked`	Marks the item as lot-tracked.	`true`
`IsTaxExempt`	Marks the item as tax-exempt (e.g., gift cards).	`false`
`UseByDateReq`	Requires a Use By Date when creating packages of this item. Empty values are treated as `false`.	`true`
`ShelfDays`	When `UseByDateReq = true`, this number of days is added to today's date to auto-calculate the Use By Date. Use with `UseByDateReq`.	`7`, `30`, `365`

E-Commerce

These fields control how the item appears in your connected e-commerce platform (e.g., Jane, AlpineIQ).

Column Name	Description	Required?	Example
`eCommerceItemName`	🆕 New. The item name as it appears in your e-commerce storefront. Useful when your internal item name differs from your customer-facing name.	No	`Flower - Hawaiian Sativa`
`ItemStrainType`	🆕 New. The strain type displayed on your e-commerce menu.	No	`Hybrid`, `Indica`, `Sativa`, `CBD`, `THC`
`eCommerceCategoryName`	🆕 New. The category name as it appears in your e-commerce platform.	No	`Flower`
`eCommerceSubCategoryName`	🆕 New. The subcategory name as it appears in your e-commerce platform.	No	`Cannabis Flower`

Cannabinoid & Potency

Column Name	Description	Required?	Example
`UnitCBDContentUOM`	Unit of measure for CBD content (weight-based). Use with `UnitCBDContent`.	No	`Milligrams`, `mg`
`UnitCBDContent`	CBD content per unit (numeric value). Use with `UnitCBDContentUOM`.	No	`100`, `500`
`UnitCBDPercent`	🆕 New. CBD percentage per unit.	No	`0.5`, `10`, `25.5`
`UnitTHCContentUOM`	Unit of measure for THC content (weight-based). Use with `UnitTHCContent`.	No	`Milligrams`, `mg`
`UnitTHCContent`	THC content per unit (numeric value). Use with `UnitTHCContentUOM`.	No	`100`, `500`
`UnitTHCPercent`	🆕 New. THC percentage per unit.	No	`0.5`, `10`, `25.5`
`CBDPerDoseUOM`	Unit of measure for CBD per dose. Use with `CBDPerDose`.	No	`Milligrams`, `mg`
`CBDPerDose`	CBD per dose (numeric value). Use with `CBDPerDoseUOM`.	No	`100`, `500`
`THCPerDoseUOM`	Unit of measure for THC per dose. Use with `THCPerDose`.	No	`Milligrams`, `mg`
`THCPerDose`	THC per dose (numeric value). Use with `THCPerDoseUOM`.	No	`100`, `500`
`Number of Servings`	Number of servings per unit of the item.	No	`1`, `3.5`, `12`
`NumDosesPerUnit`	Number of doses per unit of the item.	No	`10`, `25`
`ServingSize`	Serving size description. Maps to `ServingSize` in METRC.	No	`0.5 gram`, `1/2 tablespoon`, `1 brownie`
`ServingSizeInGrams`	Serving size in grams (numeric).	No	`0.100`, `3.5`
`DaysOfSupply`	Maps to `SupplyDurationDays` in METRC. Also a Flourish property.	No	`0`, `1`, `7`, `30`
`UsableCannabisPerUnitUOM`	Unit of measure for usable cannabis per unit. Use with `UsableCannabisPerUnit`.	No	`Gram`, `g`, `Pound`, `lb`, `Milligram`, `mg`, `Milliliter`, `mL`
`UsableCannabisPerUnit`	Usable cannabis per unit (numeric). Maps to MMJ Used Qty in some states. Use with `UsableCannabisPerUnitUOM`.	No	`3.5`, `14`

METRC-Specific Fields

These fields map directly to METRC and are not used for any other Flourish purpose unless noted.

Column Name	Description	Required?	Example
`MetrcAdministrationMethod`	Maps to `AdministrationMethod` in METRC only.	No	`Light it up!`
`MetrcItemIngredients`	Maps to `Ingredients` or `PublicIngredients` in METRC only.	No	`THC, CBD, Love, Sunshine, Water!`
`ItemIngredients`	Maps to Product, Package, and Harvest Package labels only.	No	`THC, CBD, Love, Sunshine, Water!`
`Allergens`	Maps to item allergens in METRC. Can also be added to Product, Package, and Harvest Package labels.	No	`None`, `Tree Nuts`, `Soy`, `Latex`

Pricing

Tip: Use Price for a single standard price. Use RetailPrice, WholesalePrice, and their discount counterparts when you need differentiated pricing tiers (Extended Item Pricing).

Column Name	Description	Required?	Example
`Cost`	Standard cost per unit.	No	`1.25`, `15`
`Price`	Default selling price per unit.	No	`2.50`, `25`
`RetailPrice`	🆕 New. Retail price per unit.	No	`2.50`, `25`
`RetailDiscountPrice`	🆕 New. Retail discount price per unit.	No	`2.25`, `22.50`
`WholesalePrice`	🆕 New. Wholesale price per unit.	No	`2.00`, `20`
`WholesaleDiscountPrice`	🆕 New. Wholesale discount price per unit.	No	`1.75`, `17.50`

Reference Fields

Five free-text reference fields for internal use. These can be used for any custom data your organization tracks at the item level.

Column Name	Description	Example
`RefField1`	Reference Field 1.	`Sample`, `Test Item`
`RefField2`	Reference Field 2.	`Sample`, `Test Item`
`RefField3`	Reference Field 3.	`Sample`, `Test Item`
`RefField4`	Reference Field 4.	`Sample`, `Test Item`
`RefField5`	Reference Field 5.	`Sample`, `Test Item`

QuickBooks & Accounting

Note: Do not edit QBO Item Type if your QuickBooks integration is disabled.

Column Name	Description	Required?	Example
`Expense Account`	Cost of Goods Sold account name for the item.	No	`CostOfGoodsSold`
`Revenue Account`	Revenue account name for the item.	No	`Revenue`
`Asset Account`	Asset account name for the item.	No	`Assets`
`QBO Item Type`	QuickBooks item type. Do not edit if QBO integration is disabled.	No	`Inventory`

System Fields

These columns are managed by Flourish and should not be edited.

Column Name	Description	Notes
`Enabled`	All new items are created as Active (Enabled) by default.	Read-only — do not edit.
`External`	Ignored during bulk create. All items created via this screen are always created as internal items.	Read-only — do not edit.

Troubleshooting Validation Errors

After uploading your CSV, any errors will appear on the right side of the Bulk Item Create screen.

Common causes of validation errors:

Category not found in InventoryType/Class — Verify the Category exists under the specified Class and InventoryType combination in your Flourish settings.
Duplicate Name or RetailDisplayName — Each item must have a unique Name and RetailDisplayName. Check your item master for conflicts.
UnitWeight and UnitVolume both set — Only one can be populated per item. Clear the field that doesn't apply.
Missing ProductSourceType for Cannabis items — Required for all items with InventoryType = Cannabis.
BioTrack Category missing or invalid — For BioTrack-integrated facilities, BioTrack Category must be a valid value for your state. Leave blank for non-cannabis items.
Invalid boolean value — Flag columns (Sellable, LotTracked, etc.) only accept: 1, 0, true, false, TRUE, FALSE.

Fix all errors in the CSV, save, and re-upload. Repeat until no errors remain, then confirm the bulk create.

If you have issues, please reach out to support@flourishsoftware.com.