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Apex Trading Integration

Apex Trading : Apex Trading cannabis software has been built and designed from the ground up to streamline and optimize the wholesale purchasing and selling processes within the cannabis industry. Ap…

Apex Trading: Apex Trading cannabis software has been built and designed from the ground up to streamline and optimize the wholesale purchasing and selling processes within the cannabis industry. Apex Trading delivers both private storefronts and an open marketplace for licensed cannabis businesses to connect and conduct transactions efficiently. Features include: CRM, Email Marketing, Workflows & Task Management, Reporting, and much more. Wholesale Cannabis Simplified.

The Apex Trading & Flourish integration brings together two leading cannabis technology platforms. Through an API connection, wholesale brands can sync and automate inventory and orders, saving hours per week while benefiting from the expansive feature set each provides to run streamlined wholesale operations.

This document explains how to integrate Apex Trading with Flourish.

Overview Video: https://www.youtube.com/watch?v=U8miDT8EkCU

Integration Overview

Review the Apex Trading Academy Article and video on the Flourish x Apex Trading Integration for the most up-to-date information. Note: This will require Apex Trading login.

The Apex Trading: Flourish Implementation Guide outlines the full step-by-set setup from setting up Flourish, connecting Flourish to Apex Trading, connecting inventory, and rules related to the integration.

API Key: To connect Flourish to Apex trading, you will need a Flourish API Key for the integration. Please follow our guide to Generate or Reset External API key to create that. Best practice is to use a "service account" for the integration key, which involves creating a user such as this:

  • First Name: Apex Integration
  • Last Name: Service Account
  • Email: apex@companydomain.com

Both Apex Trading and Flourish are committed to providing an excellent experience. If you have any issues with both setup or ongoing support, please contact: support@apextrading.com.

Step 1: Set Up in Flourish

Before connecting to Apex Trading:

  • Rooms: Ensure you have a dedicated room in Flourish for wholesale packages. Move all wholesale inventory into this room.
  • Products: Match products between Flourish and Apex by using the same SKU for each.
  • API Key: In Flourish, go to Settings > User > View User > External API Keys to create a new key. Copy this key for use in Apex Trading. You will need the username and password.

Step 2: Connect Flourish to Apex Trading

  1. Use your generated Flourish API key information
  2. In Apex Trading, go to Company > Integrations > Flourish.
  3. Click on your facility name, paste in the API key, and click Update.
  4. Select the room you want Apex to pull inventory from.

Step 3: Map Products by SKU

  1. In Apex, go to Inventory > Edit Product.
  2. Input the Flourish Product SKU in the designated field. The SKU must match exactly to what’s in Flourish.
  3. Save the changes.

Step 4: Sync Inventory and Batches

  • Once SKUs are linked, Apex will automatically create batches based on Flourish packages.
  • Potency, production dates, terpenes, and cannabinoids sync automatically.
  • Flourish packages sync to Apex every 4 hours.
  • To manually sync, revisit the Integrations section and click Sync Inventory on your facility name.

Step 5: Sync Buyer Records

  • Buyer location records auto-match between systems when the license and address align.
  • To change associations, click the arrow icon in My Buyers in Apex.
  • In Flourish, go to Integrations > Apex > Buyer tab to view or modify linked buyers.

Step 6: Sync Orders to Flourish

  1. Once an Apex order is finalized (not in draft or pending edits), go to Order > Details and click Sync to Flourish.
  2. This creates a Sales Order in Flourish and deducts inventory accordingly.
  3. Proceed with manifest creation inside Flourish.

Do not sync orders to Flourish until final. Changes made in Flourish do not sync back to Apex, but changes made in Apex can be resynced.

Inventory Sync Rules & Best Practices

  • Apex deducts inventory as orders are placed.
  • Flourish only deducts inventory when a manifest is created.
  • After a Flourish batch is pulled into Apex, it will not resync. Adjustments in Flourish must be manually reflected in Apex.
  • If you split packages in Metrc or Flourish, avoid placing them in the same room unless they should sync with Apex.
  • Inventory mapping supports:
    • Units (e.g., edibles, prepacks)
    • Grams
    • Pounds in Apex and Grams in Flourish (conversion)

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