Ordo Flourish Integration Overview
What is Ordo? Ordo is a cannabis-specific CRM to help the sales team.
Getting Started
Login, Modules Overview, and Access
Inbound Module Overview
Grow / Cultivation Overview
Inventory Management
Manufacturing Module Overview
Outbound Overview
Analytics Overview
Retail
Support Options
Dashboards
Configuration & Setup
1a. Editing Your Company Profile
Configure Labels
User Roles and Facility Permissions
Creating and Managing Users
Setting Up Users for Mobile Access
Creating Locations and Areas
Distribution Setup
Managing Destinations
Adding Default Sales Reps to a Destination
4c. Add/Create Vendors
Managing Sales Reps
4e. Managing Laboratories
5. Manufacturing Machine & Run Configuration
Facility Tag Settings
Flourish Label Selection & Capabilities
Custom Grid Column Ordering
Facility Payment Methods
How to Tag a vehicle
How to Tag Drivers
QZ Tray Certificate renewal
How to Add a Reference Field to a Label
Understanding Label Configuration Settings
Billing Module
Facility Compliance Screen
User Profiles
How to enable "Update financial info for shipped orders"
Bulk Item Price Updates - Item Pricing
Printer and hardware options and setup
Create and update strains in bulk
Enable the creation of new items from the Inventory Screens
Update Items in bulk
Set Default Area upon receiving
Set the Default harvest weight Unit of Measure
Analytics & Reporting
Analytics: How-To Guide
Analytics: Reports
Flourish Software messages and notifications
Analytics - Cultivation - Open Harvests report
Inventory Planning Dashboards
Analytics: Dashboard Overview
Analytics - Download the results to excel
Cultivation
Entering in Dry Weights
Overview: Plant Groups and Plant Batches
How to split a group
Changing the UOM of a Harvest's Wet Weight
Creating "Fresh Frozen" packages - all you need to know
How to Bulk Destroy Plant IDs
Adjust Expected Harvest Date
Entering in Wet Weights by Individual Plant
Splitting Immature Plant Groups
Non-METRC Creating a Package of Clones
Creating a Fresh Frozen Package
Manicured Harvest
How to create strains
How to Move Plants
How to Create Clones From a Mother Group
Entering in Wet Weights by Group (non-METRC)
METRC Harvest: Record Wet Weight with Scale and Scanner
Cultivation Area Attributes
How to Manicure a Harvest
Creating Strains
Entering in Dry Weights and Creating Packages from Harvest
How to Apply Additives to Plants
How to Kill plants
Recording Waste for Harvests (METRC)
Cultivation - How to Revive Plants (Non-METRC)
Creating Plants Overview
Reprint Plant Tags
Making "Fresh Frozen" products from dry weights.
Non-METRC - Move a harvest back from 'Processing' to the 'Harvest' phase
How to Kill Individual Plant IDs
How to Make a Mother Group
Kill Individual Plant IDs from Plant Groups
NON-METRC - How to Make a Clone
Harvest packages and Configuration
Making "Fresh Frozen" products from wet weights.
Canada - Destroy plants
METRC Harvesting - wet and dry weights, waste, harvest packages and completion.
Complete and Uncomplete a Harvest
Creating a Package from Harvest
Inbound
Inbound Purchase Orders
Tutorial: Create Purchase Order
Quick Receive Non-Cannabis Inventory
Moisture Tracking
Inbound Transfers (METRC)
Inventory
Bulk Actions
Bulk Actions - Add Packages to an Order
Bulk Actions - Combine Packages
Bulk Actions - Locate Packages
Bulk Actions - Lock and Unlock Packages
Bulk Actions - Add to a Manufacturing Run
Bulk Actions - Print Package Labels
Inventory Settings
Item Creation & Management
Creating a Custom Category
Add Ingredients to Items and print in outbound PDF
Rename Areas
1. Inventory Management Principles
Classes & Categories
Disabling Areas
Create A New Item by Cloning a Previously Made Item
Lock, Adjustment, & Reason Codes
External and Internal Items
Item Tagging Functionality
Tutorial: Clone an Item to Create A New Item
Inventory count
Tutorial: Creating an Item
Create Package from Package
Inventory Adjustments
Managing Inventory Lock Codes
Package History
Create Lab Samples when a Lab Test Batch "Required Testing" (LTB Option) is required.
Create multiple packages with different quantities in one session.
Create or edit a Brand for an Item.
Reprint Package Label
Automatically calculate the "Use By Date" for new packages.
Inventory: Recording a lab result and uploading COA's
Inventory: Package Reference Fields
Flourish Costing
Inventory Audits
METRC - Convert Packages - Change the item of a package.
Flourish Inventory
Editing Items after Creating Packages
METRC - Discontinue package in METRC and Re-sync to Flourish
NON-METRC - Return Rejected Items to Inventory
MMJ Used Package Attribute
Manage Packages waste
Managing Non-Cannabis Inventory
Creating Packages and Auto-Prompting Label Printing
Inherit Package Attributes
Manufacturing
Creating a Bill of Materials
Start a New Manufacturing Run
Creating Inventory using Bill of Materials
Outbound
Outbound Invoice
Outbound orders Payment Status
Outbound Order Discounts and Charges
Creating New Outbound Shipments (Non-METRC)
Scan Packages to add Order Lines and Allocate Packages to Outbound Orders
Sales Order Approval
California Excise Taxes
Outbound Order Notes
Outbound Module Operational Overview
Invoice Date
Split Packages During Order Allocation
Display Unit Cost and Total Cost when allocating packages to an outbound order.
Creating New Outbound Orders
Configuration: Only Show Items with Available Quantity
Allocate Packages
Find Orders
Create Outbound METRC Transfers
Destroying Plants: Logging Waste / Notes
Set a Default Distributor for your Outbound orders
Printing Options on a Sales Order
Selling Cannabis Inventory by Lot
How to update financial info for shipped orders
Packing List
Outbound Order Status Fields
Mark Sales orders as fully paid
Sales Order Payments
Retail / POS
AeroPay
Hypur Debit
Customer Management
Adding a Physician
Creating a Customer Profile
Merging Customer Profiles
Customer Preferred Name
Edit the credit available to customers
In-Store, Delivery, and Pickup Orders
Retail POS Printing and Reprinting Receipts
Retail Purchase Limit Enforcement
Creating a Retail Delivery Route
Retail POS Printing Customer Labels
Customer Deliveries (Non-METRC)
METRC Retail Delivery: Edit order after marking “Out For Delivery”
Create Retail Pick Up and Delivery Orders
Retail Order Statuses
Retail POS Refund a Purchase
Fulfilling an Order
Retail POS Complete a Purchase
Retail POS Create an In-Store Purchase
POS - Split an order line into multiple lines of the same item.
Removing an Order from the POS
Retail POS - Refund a Manual Card Transaction
Retail POS - Refund a Hypur Debit - Manual Transaction
Retail POS - Refund an AeroPay Transaction
Till and Vault Management
Creating a Retail Transfer
Creating a Sub-Vault
Performing Pay Ins and Pay Outs
Closing a Till
Counting a Vault
Opening a Till
Reconciling E-Payments
Creating Retail Reasons
Creating a Till
Integrations
Discounts
Retail Discounts — Customer Attributes
Common Retail Discounts
Applying a Retail Discount
Retail Discounts — Order Attributes
Retail — Standard and Advanced Discounts
Retail Discounts Overview
Creating a Retail Discount
Tagging Retail Drivers/Vehicles
Retail - POS - Set default printers and print
Rhode Island Retail
Credit Card Manual payments for Retail Point of Sale
Integrations
Jane technologies
Ordo
Zapier
LeafLink
LeafLink Integration Overview
LeafLink Integration Setup
Flourish LeafLink Integration Setup DIY - Start here!
Before Setting Up LeafLink Integration
LeafLink Integration Setup and Activation
After Setting Up and Activating the LeafLink Integration
Sync Flourish to multiple Leaflink Companies and Brands
LeafLink Integration - Exclude facilities from inventory quantity sync
Leaflink Brands and Product Lines
LeafLink Troubleshooting
LeafLink Troubleshooting 101
My LeafLink Order Won’t Sync with Flourish
My Item Won't Sync with LeafLink
My Item Synced to LeafLink Incorrectly
My LeafLink and Flourish Inventory Levels Don’t Match
Leaflink Error Logs - Find Leaflink Integrations Errors
Leaflink Category Mapping with Custom Categories
QuickBooks Online
What Version of QuickBooks Online is Supported?
Integration: QuickBooks Online
Automatic sync to QBO and excluding facilities from Sync
Enable Shipping Charges in QuickBooks Online
Disconnect (Un-map) Items, Destinations and Vendors
METRC
METRC CA Microbusinesses Location Functionality.
Step 1 - preparing for METRC CA Location Functionality for Microbusinesses.
Step 2 - preparing for METRC CA Location Functionality for Microbusinesses.
My Package is out of sync - Location Invalid
Step 3 - Locate your packages - METRC CA Location Functionality for Microbusinesses
Location Functionality for California Microbusinesses
METRC Integration Overview
How to find or generate your METRC API key
Sync my cultivation from METRC
METRC - How to handle out of sync package, item, or strain.
My item is out of sync - How to get it back in sync with METRC
METRC - Delete Package Tags
METRC - Assigning Tags to Plants & Packages
Metrc API Bulletin 089
METRC - Killing mature plants - additional details
METRC - Creating clones overview
California METRC cultivators - How to create clones from immature plants batches.
METRC - Handling rejected outbound packages
Updating Your METRC API Key in Flourish
METR CA Outbound Cultivation tax flexibility
2. Differences in METRC and non-METRC installations of Flourish Software
METRC Tags: Upload, Delete and Manage Tags
METRC OH and MA - include or exclude the prefix in names of items synced from METRC.
METRC - Inbound a package and use it to create clones
Manage METRC Tags
Creating Outbound Shipments and METRC Transfers
METRC OH - Item Brand Management
METRC - Undo Package - Remove a created package that is out of sync
METRC CA - Edit cultivation tax on Inbound Orders
METRC - Create a Transfer Template
Sync an Item from METRC
Troubleshooting Chrome Extension for METRC Transfers
METRC "External Transfer" - bring cannabis items into the METRC ecosystem.
METRC - Get my plants back in sync
Auto-assign tags to items created by METRC reverse sync
METRC - Move harvested strains back to the Flowering phase
METRC Harvest - retry harvest sync
METRC - Get my clone batch back in sync
Chrome Extension for METRC Transfers
Lendica Integration
Troubleshooting
How to Resync a package
Retry sync - a case of invalid tag
Retry Sync after the issue was resolved
Cannot access my Analytics module
My Strain is out of sync
Retry Sync - Case of "User not Authorized"
My package is out of sync
Release Notes
Previous Release Notes
2020.02.23 - Software Release 4.6.0
2020.03.23 - Software Release 4.8.0
2020.04.06 - Software Release 4.9.0
2020.04.20 Software Release 4.10.0
2020.04.13 - Software Release 4.9.2
2020.05.04 Software Release 4.11
2020.05.18 Software Release 4.12.0
2020.06.01 Software Release 4.13.0
2020.06.15 Software Release 4.14.0
2020.06.22 Software Release 4.14.1
2020.06.29 Software Release 4.15.0
2020.07.13 Software Release 4.16.0
2020.07.27 Software Release 4.17.0
2020.08.10 Software Release 4.18.0
2020.09.02 Software Release 4.19.0
2020.09.14 Software Release 4.20.0
2020.09.28 Software Release 4.21.0
2020.10.12 Software Release 4.22.0
2020.10.26 Software Release 4.23.0
2020.11.09 Software Release 4.24.0
2020.11.30 Software Release 4.25.0
2020.12.14 Software Release 4.26.0
2020.12.29 Software Release 4.26.1
2021.01.11 Software Release 4.28.0
2021.01.25 Software Release 4.29.0
2021.02.09 Software Release 4.30.0
2021.02.25 Software Release 4.31.0
2021.03.09 Software Release 4.32.0
2021.03.23 Software Release 4.33.0
2021.04.09 Software Release 4.34.0
2021.04.21 Software Release 4.35.0
2021.05.03 Software Release 4.36.0
2021.05.18 Software Release 4.37.0
2021.06.08 Software Release 4.38.0
2021.06.29 Software Release 4.39.0
2021.07.20 Software Release 4.40.0
2021.08.03 Software Release 4.41.0
2021.08.17 Software Release 4.42.0
2021.08.31 Software Release 4.43.0
2021.10.05 Software Release 4.45.0
2021.10.19 Software Release 4.46.0
2021.11.02 Software Release 4.47.0
2021.11.16 Software Release 4.48.0
2021.11.30 Software Release 4.49.0
2021.12.14 Software Release 4.50.0
2021.12.28 Software Release 4.51.0
2022.01.11 Software Release 4.52.0
2022.01.25 Software Release 4.53.0
2022.02.08 Software Release 4.54.0
2022.02.22 Software Release 4.55.0
2022.03.08 Software Release 4.56.0
2022.03.22 Software Release 4.57.0
2022.04.05 Software Release 4.58.0
2022.04.19 Software Release 4.59.0
2022.05.03 Software Release 4.60.0
2022.05.17 Software Release 4.61.0
2022.06.01 Software Release 4.62.0
2022.06.14 Software Release 4.63.0
2022.06.28 Software Release 4.64.0
2022.07.12 Software Release 4.65.0
2022.07.26 Software Release 4.66.0
2022.08.23 Software Release 4.68.0
2022.08.09 Software Release 4.67.0
2022.09.07 Software Release 4.69.0
2022.09.20 Software Release 4.70.0
Android Mobile App
Mobile App: General
Mobile User Roles
Mobile App Login
Mobile Scanning Devices
Mobile Zebra Scanners - connect to Flourish Software app - DataWedge App Setup
Mobile App: Inventory
Mobile App Inventory: Assign a Package to an Order
Mobile App Inventory: Update Lot Number for Non-Cannabis Inventory
Mobile App Inventory: Locate Non-Cannabis
Mobile App Inventory: Take Lab Sample
Mobile App Inventory: Create a New Package
Mobile App Inventory: Lock Package
Mobile App Inventory: Adjust Package
Mobile App Inventory: Adjust Non-Cannabis Inventory
Mobile App Inventory: Locate Package
Mobile App: Inventory Counts
Mobile Inventory Counts Overview
Mobile Inventory Counts: Enter the Number of Packages per Item
Mobile Inventory Count - Enter the Number of Packages per Item
Mobile Inventory Counts: Scan Packages per Item
Mobile App: Outbound
Mobile App: Cultivation
Mobile App - Using a scanner for Cultivation Actions
Mobile App - Harvest - Scan and Record Weights for Plants
External API