Distribution

10 articles

Distribution Setup

These settings are used for inbound and outbound modules and define origin and endpoints for your product movement.. Drivers. Drivers are used on the outbound manifest. Each Driver must be listed her…

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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…

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Create and Update Destinations In Bulk

Efficiently manage your destinations by updating multiple at once with "Bulk Update Destinations." Save time by creating new destinations or updating existing ones with ease using a spreadsheet. Ensure the Bulk import/update Destinations action is enabled and follow our step-by-step guide.

Updated by NIr Malchy

Managing Sales Reps

Sales Reps are an optionally used attribute on a sales order to track sales. They can default to a Destination or unassociated with specific destinations.

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Assign Sales Reps to a Destination

When you assign Sales Reps for a destination, you will only see these reps as available selections for outbound orders to that destination. You can assign or remove sales reps from a destination at any time. You don't have to assign Sales Reps for a destination. Leaving the Sales Reps area in the Destination Details page empty populates all your Sales Reps when you create an outbound order for your destination.

Updated by NIr Malchy

Add/Create Vendors

Flourish Vendors are the sources/distributors from whom you receive inventory (cannabis or non-cannabis). For METRC customers, vendors will match those vendors in your METRC setup for license-to-lice…

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Create And Update Vendors In Bulk

You can Add/Create a single Vendor. Use "Bulk Update Vendors" to update existing Vendors or create new ones. Prerequisite. Your User Role must have the " Bulk import/update vendors " " toggled 'On.'…

Updated by NIr Malchy

How to Tag Drivers

Tagging Drivers is used for multi-facility companies for managing which drivers are available to select when creating New Shipments. For more information on Tags and how they are used, please see our…

Updated by NIr Malchy

Create and Manage Vehicles

How to Create and Manage your Vehicles in Flourish Software to assign to your outbound shipments.

Updated by Dylan Mattos

Create And Manage Drivers

Ensuring that shipments have drivers attached is crucial for maintaining compliance with state regulators. This document will provide a clear explanation of the process for creating and managing drivers, as well as the selection of which driver corresponds to each dispatched facility.

Updated by Dylan Mattos