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…

Updated 2 months ago by Pete

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…

Updated 2 months ago by Jay Kasbohm

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 2 months ago 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. Sales Reps are company-wide. 12 STEPS 1. The…

Updated 2 months ago by Jay Kasbohm

Adding Default Sales Reps to a Destination

Learn how to easily add default sales reps to your destination and streamline your outbound orders. Watch our video or read our step-by-step guide to set sales reps in two ways. Remove sales reps just as easily. Optimize your sales process today with Flourish Software.

Updated 2 months ago 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…

Updated 2 months ago

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 2 months ago by NIr Malchy

Managing Laboratories

Easily manage the labs you use for testing in Flourish and keep track of lab results and COAs. Learn how to create, edit, and disable labs with our step-by-step tutorial. Access Manage Settings from the gearbox icon in Flourish, select Distribution, then click on Labs. Start managing your laboratories more effectively today.

Updated 2 months ago by Jay Kasbohm

How to Tag a vehicle

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

Updated 2 months ago 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 2 months ago by NIr Malchy