Getting Started
Flourish Overview
Manufacturing Module Overview
1. Login, Modules Overview, and Access
2. Analytics
3. Inventory Management
4. Inbound
5: Outbound
6. Grow / Cultivation
7. Manufacturing
8. Dashboards
9. Retail
Support Options
Configuration & Setup
1a. Editing Your Company Profile
1b. Facility Settings
1d. Configure Labels
2. Distribution Setup
2a. User Roles and Facility Permissions
2b. Creating and Managing Users
2c. Setting Up Users for Mobile Access
3. Configuration Settings
4b. Managing Destinations
4c. Add/Create Vendors
4d. Creating Sales Reps
4e. Managing Laboratories
5. Manufacturing Machine & Run Configuration
Billing Module
Custom Grid Column Ordering
Facility Compliance Screen
Facility Payment Methods
Facility Tag Settings
Flourish Label Selection & Capabilities
How to Add a Reference Field to a Label
How to Tag Drivers
How to Tag a vehicle
How to enable "Update financial info for shipped orders"
Inventory: Bulk Actions
Understanding Label Configuration Settings
User Profiles
Analytics & Reporting
Analytics: How-To Guide
Analytics: Reports
Dashboard Overview
Cultivation
Adjust Expected Harvest Date
Complete Harvest Action in Cultivation
Creating "Fresh Frozen" packages - all you need to know
Creating Plants Overview
Creating Strains
Creating a Fresh Frozen Package
Creating a Package from Harvest
Cultivation - How to Revive Plants (Non-METRC)
Cultivation Area Attributes
Entering in Dry Weights
Entering in Dry Weights and Creating Packages from Harvest
Entering in Wet Weights by Group (non-METRC)
Entering in Wet Weights by Individual Plant
How to Apply Additives to Plants
How to Bulk Destroy Plant IDs
How to Create Clones From a Mother Group
How to Kill Individual Plant IDs
How to Kill plants
How to Make a Mother Group
How to Manicure a Harvest
How to Move Plants
How to create strains
How to split a group
Kill Individual Plant IDs from Plant Groups
METRC Harvesting - wet and dry weights, waste, harvest packages and completion.
Making "Fresh Frozen" products from dry weights.
Making "Fresh Frozen" products from wet weights.
Manicured Harvest
NON-METRC - How to Make a Clone
NON-METRC - Return Rejected Items to Inventory
Non-METRC Creating a Package of Clones
Overview: Plant Groups and Plant Batches
Record Waste for Harvest (METRC)
Reprint Plant Tags
Splitting Immature Plant Groups
Inbound
Inbound Module Overview
Inbound Purchase Orders
Inbound Transfers (METRC)
Moisture Tracking
Tutorial: Create Purchase Order
Inventory
Inventory Settings
1. Inventory Management Principles
Classes & Categories
Create A New Item by Cloning a Previously Made Item
External and Internal Items
Item Creation & Management
Item Tagging Functionality
Lock, Adjustment, & Reason Codes
Tutorial: Clone an Item to Create A New Item
Bulk Actions - Combine Packages
Bulk Actions: Locate Packages
Bulk Actions: Print Package Labels
Creating Inventory from BOM
Creating Packages and Auto-Prompting Label Printing
Editing Items after Creating Packages
Flourish Inventory
How to Convert Packages or Change Category
Inventory Adjustments
Inventory Audits
Inventory Counts
Inventory: Package Reference Fields
Locate Packages and Move Packages
METRC - Discontinue package in METRC and Re-sync to Flourish
Move Inventory From One Location to Another
Record Lab Results
Reprint Package Label
Tutorial on Creating a Lab Sample
Tutorial: Attaching Test Results to Production Batches
Tutorial: Creating an Item
View Status of Lab Results
Manufacturing
Bulk Actions - Start a Manufacturing Run
Consume Distillate to Make Vape Cartridges
Creating a Bill of Materials
How to Use Bill of Materials to Make Edibles
Modify Quantity of Package Consumed in Manufacturing Process
Receive Biomass Into Inventory
Tutorial: Extraction for Bulk Flower
Outbound
Allocate Packages
Bulk Actions - Add Packages to an Order
California Excise Taxes
Configuration: Only Show Items with Available Quantity
Create Outbound METRC Transfers
Creating New Outbound Orders
Creating New Outbound Shipments
Destroying Plants: Logging Waste / Notes
Find Orders
How to update financial info for shipped orders
Invoice Date
Outbound Invoice
Outbound Module Operational Overview
Outbound Order Discounts and Charges
Outbound Order Notes
Outbound Order Status Fields
Packing List
Printing Options on a Sales Order
Sales Order Approval
Sales Order Payments
Scan Packages to add Order Lines and Allocate Packages to Outbound Orders
Selling Cannabis Inventory by Lot
Split Packages During Order Allocation
Tutorial: Allocate Package to Outbound Order
Tutorial: Create a Shipment and Print the Manifest
Tutorial: Create an Outbound Sales Order
Retail / POS
Adding a Physician
Creating a Customer Profile
Customer Deliveries (Non-METRC)
Customer Pick Up and Delivery Orders
Customer Preferred Name
Customer Purchase Status Fields
METRC Retail Delivery: Edit order after marking “Out For Delivery”
Merging Customer Profiles
Opening a Till
POS - Split an order line into multiple lines of the same item.
Retail Purchase Limit Enforcement
Tagging Retail Drivers/Vehicles
Integrations
LeafLink
1. LeafLink Integration Overview
LeafLink Troubleshooting 101
My Item Synced to LeafLink Incorrectly
My Item Won't Sync with LeafLink
My LeafLink Order Won’t Sync with Flourish
My LeafLink and Flourish Inventory Levels Don’t Match
QuickBooks Online
Enable Shipping Charges in QuickBooks Online
Integration: QuickBooks Online
What Version of QuickBooks Online is Supported?
METRC
1. METRC Integration Overview
2. Differences in METRC and non-METRC installations of Flourish Software
3. How to find or generate your METRC API key
California METRC cultivators - How to create clones from immature plants batches.
Cultivation Incremental Reverse Sync from METRC
METRC - Handling rejected outbound packages
METRC - Assigning Tags to Plants & Packages
METRC - Create a Transfer Template
METRC - Creating clones overview
METRC - Delete Package Tags
METRC - How to handle out of sync package, item, or strain.
METRC - Inbound a package and use it to create clones
METRC - Killing mature plants - additional details
METRC - Undo Package - Remove a created package that is out of sync
METRC - Upload Plant Tags
Manage METRC Tags
Metrc API Bulletin 089
My item is out of sync - How to get it back in sync with METRC
Chrome Extension for METRC Transfers
Troubleshooting
Cannot access my Analytics module
How to Resync a package
My Strain is out of sync
My package is out of sync
Retry Sync - Case of "User not Authorized"
Retry Sync after the issue was resolved
Retry sync - a case of invalid tag
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
2020.04.13 - Software Release 4.9.2
2020.04.20 Software Release 4.10.0
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
Android Mobile App
Mobile App: Inventory
Mobile App Inventory: Adjust Non-Cannabis Inventory
Mobile App Inventory: Adjust Package
Mobile App Inventory: Assign a Package to an Order
Mobile App Inventory: Create a New Package
Mobile App Inventory: Locate Non-Cannabis
Mobile App Inventory: Locate Package
Mobile App Inventory: Lock Package
Mobile App Inventory: Take Lab Sample
Mobile App Inventory: Update Lot Number for Non-Cannabis Inventory
Mobile App: General
Mobile App Login
Mobile Scanning Devices
Mobile User Roles
Mobile Zebra Scanners - DataWedge App Setup
Mobile App: Outbound
Mobile App: Build Orders by Scanning and Allocating Packages
Mobile App: Shipments
Mobile Order Line Screen
Mobile App: Inventory Counts
Mobile Inventory Counts Overview
Mobile Inventory Counts: Enter the Number of Packages per Item
Mobile Inventory Counts: Scan Packages per Item
External API
Generate or Reset External API key
Integrating to Flourish via Zapier
Securing your webhooks
All Categories > Release Notes > Previous Release Notes
35 articles
RELEASE DATE. February 23, 2020 VERSION. 4.6.0 SUMMARY OF RELEASED ITEMS. Cultivation Module: . Implemented pagination for splitting groups by plant. Add ability to enter/edit non-cannabis lot costs.…
Updated 1 month ago by Pete
RELEASE DATE. March 23, 2020 VERSION. 4.8.0 SUMMARY OF RELEASED ITEMS. Quickbooks Disable Integration Button. POS Scanning. External Item indicator. Metrc Package Retry from Outbound Order. Arizona S…
Updated 1 year ago by Pete
RELEASE DATE. April 06, 2020 VERSION. 4.9.0 SUMMARY OF RELEASED ITEMS. METRC Retail Deliveries. Internal/External Order notes. DETAILS. METRC Deliveries. We added the ability for retail delivery rout…
Updated 1 year ago by Kyle Cemate
RELEASE DATE. April 13, 2020 VERSION. 4.9.2 SUMMARY OF RELEASED ITEMS. Item Available Quantities. Tagging Drivers/Vehicles. DETAILS. Item Available Quantities. We added additional Item Quantities to…
RELEASE DATE. April 20, 2020 VERSION. 4.10.0 SUMMARY OF RELEASED ITEMS. Bulk Package Actions. DETAILS. Bulk Package Actions. We added the ability for users to select multiple packages from the All Pa…
Updated 1 year ago by NIr Malchy
RELEASE DATE. May 04, 2020 VERSION. 4.11.0 SUMMARY OF RELEASED ITEMS. Bulk Package Actions - Add to New/Existing Order. Bulk Package Actions - Print Package Labels. Scan Packages to add Order Lines a…
RELEASE DATE. May 18, 2020 VERSION. 4.12.0 SUMMARY OF RELEASED ITEMS. Bulk Package Actions - Lock/Unlock Inventory. Bulk Package Actions - Add to Existing Manufacturing Run. LeafLink Category Mapping…
VERSION. 4.13.0 SUMMARY OF RELEASED ITEMS. Added Lot Number to Packages in the Packing List PDF. Updated the fields that can be edited on the Item Master. Inbound - Scanning to Receive Packages for N…
VERSION. 4.14.0 SUMMARY OF RELEASED ITEMS. Leaflink Item Sync Status. Ability to Sync Sales Reps to Quickbooks Online. Ability to add Moisture Content to Packages when Receiving. Added a Re-Order Poi…
VERSION. 4.14.1 SUMMARY OF RELEASED ITEMS. Order Discounts and Charges. Multiple Contacts Per Destination. DETAILS. Order Discounts and Charges. Learn more here: Outbound Order Discounts and Charges…
VERSION. 4.15.0 SUMMARY OF RELEASED ITEMS. METRC Retail Purchase Retry. BOM Update. Auto-Print Package Labels Upon Receipt. Payment Terms for Destinations. Manufacturing UI Update. Context Field Sear…
VERSION. 4.16.0 SUMMARY OF RELEASED ITEMS. Ability to Edit Financials After an Order has Shipped. Apply Additives to Plants in Grow. Added a Field for Email and Facility Selection for Sales Reps. Add…
VERSION. 4.17.0 SUMMARY OF RELEASED ITEMS. Added Outbound Order Returns to the UI. Added Page Numbers to Invoice PDF. Added 'Received By" to the PO Grid and PO Header. Added Ability to Designate a Pa…
Updated 11 months ago by Kyle Cemate
VERSION. 4.18.0 SUMMARY OF RELEASED ITEMS. Ability to have multiple LeafLink licenses send to one Flourish instance. Ability to configure the UOM conversion from LeafLink to Flourish. Ability for ord…
Updated 10 months ago by Kyle Cemate
VERSION. 4.19.0 SUMMARY OF RELEASED ITEMS. Added the ability to Log Payments to an Outbound Order. Added the ability to configure Idle Timeout times. Added a field for Planned Route to a Shipment. Up…
VERSION. 4.20.0 SUMMARY OF RELEASED ITEMS. Added Brand and Description as columns in the All Packages grid. Changed 'Shipping' to 'Charges' on Orders and Invoices. Added Charge name/s to Invoices. Ad…
VERSION. 4.21.0 SUMMARY OF RELEASED ITEMS. Outbound. Added Outbound Orders to the External API. Added the ability to mark a Destination Notes as Internal or External for Outbound Orders. Updated the…
Updated 9 months ago by Kyle Cemate
VERSION. 4.22.0 SUMMARY OF RELEASED ITEMS. Grow. Enhancements to splitting plant batches. METRC California only - Package immature plants in Veg and Mother stages. Added the ability for clients that…
VERSION. 4.23.0 SUMMARY OF RELEASED ITEMS. Grow. Enhanced the Plant ID search while Splitting Groups. Added the ability to Split Groups directly into Vegetation for METRC Cultivators. UI. Added the o…
Updated 8 months ago by Kyle Cemate
VERSION. 4.24.0 SUMMARY OF RELEASED ITEMS. External API. Added Posting Lab Results. Added Posting Retail Orders. Added Posting Retail Payments. Inventory. Added a Editable Use By Column to the All Pa…
VERSION. 4.25.0 SUMMARY OF RELEASED ITEMS. Outbound. Updated the Packing List PDF. Added the Ability for California Distribution users to Edit the Excise Tax after the Order has Shipped. Retail/POS.…
Updated 7 months ago by Kyle Cemate
VERSION. 4.26.0 SUMMARY OF RELEASED ITEMS. General. New Login and Landing Page. New Side Navigation. Grow. METRC Plant Batch Updates. All Plants Updates. Harvest CSV Upload Performance Enhancement. I…
VERSION. 4.26.1 SUMMARY OF RELEASED ITEMS. Integrations. Ability to have Multiple Leaflink Accounts Sync to one Flourish Account. Retail/POS. Ability to Change the Customer on a Retail Purchase. Inve…
Updated 6 months ago by Kyle Cemate
VERSION. 4.28.0 SUMMARY OF RELEASED ITEMS. Outbound. Added the Destinations Primary Contact to the Invoice PDF. Admin. Added a filter for Tags to the Item Master Grid. Added Attributes to Areas. Inve…
VERSION. 4.29.0 SUMMARY OF RELEASED ITEMS. Inventory. Ability to Re-sync a Specific METRC Package. Added TAC as a Column on the Lab Results Grid. Outbound. Added Transfer Templates to METRC Outbound…
Updated 5 months ago by Kyle Cemate
VERSION. 4.29.0 SUMMARY OF RELEASED ITEMS. Inventory. Updated the All Packages Grid to Prevent Reloading and Losing Scroll Position. Due to the limited functionality of the METRC MI API with respect…
Updated 4 months ago by Kyle Cemate
VERSION. 4.31.0 SUMMARY OF RELEASED ITEMS. Inventory. Description Column to the Quantities Based Inventory Count Grid. Filter the Area/Location Column on Inventory Counts. Toggle Columns On/Off for I…
VERSION. 4.32.0 SUMMARY OF RELEASED ITEMS. Cultivation. Added a UOM Selector When Harvesting Plants. Retail/POS. Order Cancellation Reasons. CanPay API v2 Pharmacist Selector. Admin. External API GET…
Updated 3 months ago by Kyle Cemate
VERSION. 4.33.0 SUMMARY OF RELEASED ITEMS. Manufacturing. Costs for Input Packages and Non-cannabis items. Inbound. Ref Field 1 added to Receiving Modal. Retail/POS. Pharmacist Selector for Custom La…
VERSION. 4.34.0 SUMMARY OF RELEASED ITEMS. Cultivation. Plant Plants from Packages (non-METRC). Retail/POS. Configuration to Remove Account Credit as a Return Option. Configurable User Timeout. Check…
Updated 2 months ago by Kyle Cemate
VERSION. 4.35.0 SUMMARY OF RELEASED ITEMS. Cultivation. Added Origin Groups when editing the Number of Clones. Inventory. Removed Source Type Validation on Package Creation. Manufacturing. Added MMJ…
VERSION. 4.36.0 SUMMARY OF RELEASED ITEMS. Retail/POS. Purchase Limits for Nevada. Outbound. Added Ref Field 3 to Orders. Added Customer PO # to Invoices. Sellable Inventory by Lot. Inventory. Disabl…
Updated 1 month ago by Kyle Cemate
VERSION. 4.37.0 SUMMARY OF RELEASED ITEMS. Outbound. Extended the Item Selector on Orders. Unit Price and Total are now Click Out of the Field to Save. Auto-fill Required Quantity when Splitting a Pa…
VERSION. 4.38.0 SUMMARY OF RELEASED ITEMS. Outbound. Wire as a Payment Method. Column for Balance Due. Inbound. Allow Expected Date to be in the Future. Inventory. Number of Packages Inventory Count…
VERSION. 4.39.0 SUMMARY OF RELEASED ITEMS. Outbound. Shipment Manifest Updates. Inventory. Ability to Filter the Grid Multiple Times and Select All. Updated Inventory Count PDF to Include Items Added…
Updated 1 week ago by Kyle Cemate
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