Outbound

28 articles

Outbound Invoice

Outbound Invoice Overview. Flourish generates invoice for Sales Orders that can be exported as a PDF. If integrated with an external accounting system (like QuickBooks Online), the invoice is synced…

Updated 2 years ago by John Shea

Outbound orders Payment Status

You can see the Payment Status or your outbound orders and use the filter to display the ones you want to view. The Payment Status displays on the Order details screen: You can also view the Payment…

Updated 1 year ago by NIr Malchy

Outbound Order Discounts and Charges

Flourish allows you to apply pre-tax or post-tax discounts or post-tax charges (such as shipping) on Outbound > Sales Orders. You can choose to have discounts be calculated pre- or post-tax (by using…

Updated 2 years ago by NIr Malchy

Creating New Outbound Shipments (Non-METRC)

Follow these steps to initiate shipments of inventory leaving your facility: Click Outbound from the left side navigation. Click Shipment from the top ribbon. Click Create A Shipment from the drop-do…

Updated 1 year ago by NIr Malchy

Add, Edit and Delete Order Notes

Create, edit, and delete outbound order notes within Flourish

Updated 7 months ago by NIr Malchy

Scan Packages to add Order Lines and Allocate Packages to Outbound Orders

We always strive to improve the efficiency of getting orders out of the door. With a barcode scanner tethered to your computer via USB you can simply scan packages to add order lines and allocate. To…

Updated 3 years ago by Admin CG

Sales Order Approval

While Flourish will always reflect total, sellable, available, allocated, and non-available live inventory, some businesses may require an approval layer before an order can be allocated. This is a F…

Updated 2 years ago by John Shea

Outbound Order Notes

Outbound Order Notes. Outbound Sales Orders have a notes field which can be flagged as internal-only or external notes (to appear on the client invoice). For internal transfers, order notes now carry…

Updated 2 years ago by John Shea

Outbound Module Operational Overview

The Outbound module helps your business organize its wholesale orders, bundles shipments, and tracks sales overall. Outbound Module Navigation. # Description 1 Submodules 2 Quick Search 3 Filter view…

Updated 3 years ago by Pete

Invoice Date

Invoice Date. A flourish sales order tracks an Order Date which is defaulted as the time when an order is created, but also has an Invoice Date that can be pre- or post-dated to reflect when the cust…

Updated 3 years ago by John Shea

Split Packages During Order Allocation

Allocate and Split Packages. Flourish is able to create packages from packages during the allocation/fulfillment process of the order itself to match the required quantity. Scenario: Sales Rep 2 uses…

Updated 3 years ago by John Shea

Display Unit Cost and Total Cost when allocating packages to an outbound order.

If you want the UNIT COST and TOTAL COST columns displayed when you allocate packages to an outbound order, you only need to set it once. Here is how you do it: Go to Outbound.. Locate an order and c…

Updated 1 year ago by NIr Malchy

Creating New Outbound Orders

New outbound orders can be used to record movement of wholesale inventory out of a facility to another location. These orders may be referred to as a Sales Order, Distribution Order, Transfer Order,…

Updated 3 years ago by Admin CG

Configuration: Only Show Items with Available Quantity

Only Show Items with Available Quantity. When creating a sales order in Outbound, Flourish has a configuration that allows you to limit the items menu to only show items with available inventory. Thi…

Updated 3 years ago by John Shea

Allocate Packages

Allocate Packages to an Order. There are two general flows when creating an Outbound Sales Order, dependent upon your organization's flow: Create and allocate packages to an order at the same time. C…

Updated 2 years ago by John Shea

Find Orders

Find an Order. In Flourish, the default view of your orders screen in Outbound will be filtered to view only Created, Allocated, or Partially allocated orders to reduce clutter. Easily view all order…

Updated 3 years ago by John Shea

Create Outbound METRC Transfers

Outbound shipments are used to record movement of wholesale inventory out of a facility to another destination. These orders may be referred to as a Sales Order, Distribution Order, Transfer Order, e…

Updated 3 years ago by John Shea

Destroying Plants: Logging Waste / Notes

Destroying Plants: Logging Waste and Notes. Some customers require users to log details when destroying plants during cultivation. In addition, METRC or other compliance bodies may require the detail…

Updated 2 years ago by John Shea

Set a Default Distributor for your Outbound orders

If you primarily use the same distributor, you can Flourish to select this distributor by default when you create an outbound order. You can always set a different distributor on the outbound order.…

Updated 1 year ago by NIr Malchy

Change Facility - Move an Outbound Order between Flourish Facilities.

You can move an outbound order from one Flourish facility to another and keep the same Order ID. Learn more about how the LeafLink Default Facility configuration affects moving orders. Prerequisites.…

Updated 3 months ago by NIr Malchy

Printing Options on a Sales Order

Print COAs, Packing List, and Package Labels on a Sales Order. There are numerous locations from which you can print COAs, packing lists, and package labels for relevant packages. In Outbound, print…

Updated 2 years ago by John Shea

Selling Cannabis Inventory by Lot

Selling Cannabis Inventory by Lot. When cannabis is harvested, when production batches are created, or when an amount of product is made that is not sold under the same label it will be assigned a lo…

Updated 2 years ago by Kelly

California Excise Tax Rate 2023 Update

On January 1, 2023, the responsibility for collecting and paying the cannabis excise tax to the California Department of Tax and Fee Administration (CDTFA) shifts from distributors to cannabis retail…

Updated 4 months ago by NIr Malchy

How to update financial info for shipped orders

You might need to update your prices, discounts, and fees on orders that have been shipped already. To do that, first set the User Role to enable the " Update financial info for shipped orders". Lear…

Updated 2 years ago by NIr Malchy

Packing List

Flourish has the ability to print a list for you based off of what inventory was allocated to an order. This list can be used to gather the required packages to fulfill an order, and also added insid…

Updated 2 years ago by Kelly

Outbound Order Status Fields

Status description for Orders found in the Outbound Module. For Customer Purchases see here. Fulfillment Statuses: Non-Retail Orders. Status Description Notes Created Initial status of a newly create…

Updated 3 years ago by Admin CG

Mark Sales orders as fully paid

Quickly set the order's payment status to 'Paid' by marking it as "Fully paid". Go to Outbound.. On the All Orders screen, locate your order. Click Action > Mark as fully paid.. This action creates a…

Updated 1 year ago by NIr Malchy

Sales Order Payments

Sales Order Payments. Flourish enables you to enter payments against orders to track accounts receivable by invoice. First, the types of payments that can be collected are set up in Manage Settings >…

Updated 2 years ago by John Shea