Managing Destinations

Destinations are companies where users can create orders and shipments to move products. Some examples of destinations are dispensaries, your other facilities, distributors, and perhaps even patients…

Destinations are companies where users can create orders and shipments to move products.

Some examples of destinations are dispensaries, your other facilities, distributors, and perhaps even patients or customers, depending on your license type and state regulations.
Create And Update Destinations In Bulk

Most fields in this screen are standard demographic fields, but many are pretty specific to Flourish. Below is a chart of these particular fields. From top-down, left to right, row by row.

Field

Notes

State License # and State License Expiration

These are printed on shipping documents, such as the packing list and invoice PDF files associated with the order.

Flourish Facility ID

This field is created and managed by Flourish. It is a unique identifier within your instance.

Local License

Some local cities or counties provide a local license to operate.

Destination Name

This name will also appear on packing lists and invoices as the "Destination" and "Ship To" locations.

Destination Type

Destination Type defines where you can ship certain products within sales orders.

Excise Tax for this Destination

The "Excise Tax for this Destination" is grayed out, setting this value at 'None.' Learn more abnout California Excise Tax Rate 2023 Update.

Sales Rep

Sales Reps are associated with specific destinations in drop-down lists within orders. You can add multiple Sales Reps here. They will appear on order creation screens in Alphabetical order by the first name.

Payment Terms

Default the destination's payment terms to auto-populate on the outbound order

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Other optional fields include Destination Notes which can appear on the sales order Invoice, Destination Points of Contact, default payment terms, etc.

Managing Destinations

  1. Open Flourish Software and click the gearbox icon to navigate to Manage Settings.

  1. Click Distribution

  1. This is the list of your Destinations.

Tip: Use the filters to search Destinations by Name, DBA or License #, click the filter icon next to the title in the header

  1. Click on the Name to Edit a Destination.

  1. Click Add New to add a new Destination.

  1. Enter in the Destination Name, the Destination Type and State as well as additional info.

  1. Click Save Destination

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How did we do?

Distribution Setup

Create and Update Destinations In Bulk

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