Outbound

30 articles

Outbound Overview

Outbound. Create sales orders and shipments from Flourish's Outbound module. Flourish can accommodate many different sales order workflows depending on your business and Flourish configuration. Sales…

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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…

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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 by NIr Malchy

Outbound Order Discounts and Charges

Learn more about Creating New Outbound Orders. In Flourish Software, you can apply discounts to your outbound orders in two levels: Order Line Discount - a discount set for an order line. Order Disco…

Updated 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 by NIr Malchy

Add, Edit and Delete Order Notes

Create, edit, and delete outbound order notes within Flourish

Updated 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 the door. With a barcode scanner tethered to your computer via USB, you can scan packages to add order lines and allocate them. Prereq…

Updated by Admin CG

Allocate Packages to Outbound Order

Open Flourish Software and navigate to Outbound from the left side men u.. Find the Order ID of the Sales Order you wish to allocate items to. Click Edit Order. Click Allocate inventory to this line.…

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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…

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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…

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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…

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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…

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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…

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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 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 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…

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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…

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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…

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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 by NIr Malchy

Un-Ship a Shipment

Flourish supports "Un-shipping" an outbound shipment in order to correct a mistake on the manifest.

Updated by Admin CG

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 by NIr Malchy

New York - Outbound - Manage Adult-Use Cannabis Products Tax

Tax Calculation Change. NY Potency Tax for adult-use cannabis products tax update Effective June 1, 2024. Effective for sales on and after June 1, 2024, the total THC-based (potency) tax rates on adu…

Updated 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…

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Selling Cannabis Inventory by Lot

General. When cannabis is harvested, production batches are created, or an amount of product is made that is not sold under the same label, it is assigned a lot number. This lot number is used to ass…

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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 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 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…

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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 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 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 >…

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