Flourish - Outfield Integration Overview

Updated by NIr Malchy

About Outfield

Outfield is a field sales and CRM tool that boosts sales team productivity by optimizing route planning, managing customer interactions, and providing real-time analytics. Its geolocation features improve territory management, while its communication tools enhance team collaboration. Outfield, designed for businesses with outside sales representatives, increases efficiency and drives growth through streamlined operations and insightful data analysis.

Want to know more about Outfiled? Click Here to reach out out to us!

Flourish Integration

The Basics

You can quickly fulfill Outfield Deals with Orders using the Flourish outbound module, keep inventory levels in sync, and more.

With the Outfield integration, you get:

  1. Real-time visibility to inventory.
  2. Enter data once.
  3. Make the sales process simple, efficient, and straightforward.

Flourish Software is the source of truth for items and inventory data. Flourish Outbound accepts orders from the Outfield and fulfills them while providing visibility to order allocation and shipment to the sales team.

Outfield syncs data to and from Flourish Software every ten minutes. If you made an update on either platform, it will sync within ten minutes or less, depending on when you made it at the ten-minute interval.

Flexibility

The integration offers customizable sync options, adapting to your workflow without imposing constraints on your sales process.

The structure of separate integration processes gives you maximum control over the integration and customization.

Match your workflow

Match your deal pipeline in Outfield to work with the outbound flow of Flourish. You may have steps on your deal pipeline before creating a sales order and/or after shipping the order in Flourish Software. You can designate what stage on your deal pipeline triggers the creation of an outbound order in Flourish.

If the names of the deal pipeline match the names of the outbound order status in Flourish Software, when the order status changes in Flourish, it will update the deal stages in Outfield. If the names do not match, you can map the Flourish Software order status to the Outfield deal pipeline.

Supporting multiple Flourish facilities

Use different Outfield Teams to integrate with separate Flourish facilities. Each team's inventory levels will be according to those in the corresponding Flourish facility.

Data Points

As a part of the Outfield implementation process, you export the data from Flourish and import it into Outfield. Learn more here: Export & Import Flourish Data to Outfield.

Destinations

Destinations in Flourish Software are Places in Outfield.

Destination in Flourish

Place in Outfield

Destinations Data

Actions

  • Destination Name
  • Shipping Address
  • Company Phone Number
  • Company Email
  • Website

For any other data field, you want to sync from Flourish to Outfield - make the "Default Field" in Outfield with the same name in Flourish ("State License #", for example).

  • Creating a Destination in Flourish creates a Place in the Outfield app and Vice Versa.  
  • Updating a Destination in Flourish updates the synced Place in the Outfield app and Vice Versa.  
  • Deactivating a Destination in Flourish Does not delete the Place in the Outfield app and Vice Versa.  

Items

  • Item Categories in Flourish Software are Products in the Outfield app. You can also set your Products in the Outfield as the Brands or other data fields in Flourish Software.
  • Items in Flourish Software are Product Variations in the Outfield app.

    Item in Flourish (Category is 'Flower')

    Product Variation in Outfield

    (Product is 'Flower')

Items Data

Actions

  • Name
  • SKU
  • Price
  • Cost
  • Description
  • Case size ("Ref 1" field in Flourish Software)

For any other data field you want to sync from Flourish to Outfield - make the "Default Field" in Outfield with the same name in Flourish ("Brand", for example).

  • Creating an Item in Flourish creates a Product Variation in Outfield under the Product named after the Item Category in Flourish.
  • Updating an Item in Flourish updates the synced Product Variation in Outfield under the Product named after the Item Category in Flourish.
  • Deactivating an Item in Flourish updates the synced Product Variation in Outfield under the Product named after the Item Category in Flourish.
  • Reactivating Updating an Item in Flourish updates the synced Product Variation in Outfield under the Product named after the Item Category in Flourish.

Inventory Levels

Flourish is the source of truth for inventory levels.

Flourish Software AVAILABLE Quantity maps to Outfield QTY ON HAND.

Outfield automatically sets the QTY AVAILABLE by subtracting the QTY RESERVED from QTY ON HAND. This process is internal to Outfield.

The initial inventory levels per item are set when you Export and import Flourish Data to the Outfield. From that point, changes in the inventory levels in Flourish Software trigger an update for the inventory levels in Outfield.

Flourish Software Inventory Levels

Outfield Inventory Levels

Orders

Creating a Deal with an Order in Outfield creates an Outbound Order in Flourish when the Deal in Outfield reaches the desired pipeline stage.

Creating an Outbound Order in Flourish creates a Deal with an Order in Outfield in the desired pipeline stage.

Flourish Software Order Status

Outfield Deal Pipeline

Orders data
  • Place in Outfield - Destination in Flourish
  • Order lines
  • Order lines discounts
  • Order Discounts
  • Order Date
  • Lead Team Member In Outfield - Sales Rep In Flourish

Fulfillment progress

When the name of the Order Status in Flourish matches the Pipeline Deal Stage on Outfield, Flourish Software changes in the Order Status syncs to the corresponding Pipeline Deal Stage in Outfield.

Order Updates Rules

Updates can happen on either platform and sync. Once the allocation process starts, updates must happen in Flourish. (Deal Stages and order lines).

Sales Reps

The Outfield Lead Team Member who created the Order is synced to Flourish Software as a Sales Rep for the Order. The email of the Sales Rep in Flourish must match the email of the Lead Team Member in Outfield.

Outfield will create a new Sales Rep in Flourish Software if the emails do not match.

Flourish Software Sales Rep 

Outfield Lead Team Member

Customizations

Data Fileds

For Destinations and Items;

For any other data field, you want to sync from Flourish to Outfield - make the "Default Field" in Outfield with the same name in Flourish ("State License #", for example).

Deal Pipeline

Map your deal pipeline stages to Flourish Software outbound orders fulfillment steps.

Brands

Set specific Flourish Item Brands you want Outfield to sync from Flourish.

E-Commerce Active

Use the "E-Commerce Active" flag to set items you want Outfield to sync from Flourish.

Case Size

If you want to sell by the case, use the Flourish Item Master “Ref 1” field to set the Cart Size (Use Bulk Update Items to update existing Items). The outfield app will default to 1 if the “Ref 1” field is empty in Flourish.

For example, if you create an order in Outfield for 2 cases of a product with Case Size 16, it syncs to Flourish as 32 Eaches. 

Partial Case Size

Outfield supports partial cases in orders. 

  • For example, if you create an order in Outfield for 2 cases of a product with Case Size 16, it syncs to Flourish as 32 Eaches. 
  • If you edit the order in Flourish and change it to 24 Eaches, Outfield will update to show 1.5 cases on the order.

Destination Import

Set specific "Destination Type" to import to Outfield.

Quantity On Hand

  1. Flourish Software AVAILABLE Quantity maps to Outfield QTY ON HAND.
  2. In Flourish Software, a user can create an outbound order for items that don't have available QTY. (Setting / Configuration / Outbound ).

If a user creates an order in Flourish Software with items with no Available Quantity, the order can sync to Outfield. The permission to allow negative quantities in Outfield is currently user-based, so you can set the Outfield Automation User's permissions to allow negative amounts if a Flourish admin wants to let it go negative. 

Flourish Integration Screen In Outfield

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