In-Store, Delivery, and Pickup Orders

22 articles

Retail POS Printing and Reprinting Receipts

When you've completed a sale , your customer will need a receipt for their purchase. A sales receipt will be printed automatically when you complete a sale. Reprint a receipt by following these instr…

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Retail Purchase Limit Enforcement

Retail Purchase Limit Enforcement. Prerequisites. Facility Configuration In order to be able to enforce purchase limits for your retail orders, the facility configuration to Enforce purchase limits u…

Updated by Bennett

Creating a Retail Delivery Route

If you’re delivering a retail order to a customer, you’ll need to create a Retail Delivery Route to process the sale in Flourish.

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Retail POS Printing Customer Labels

Print customized labels for your customer's products. Often this is a regulatory requirement.

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Customer Deliveries (Non-METRC)

Use the Retail Deliveries module to create delivery routes for customer orders. These instructions are for customers who are not integrated with METRC. Click Retail from the left-side navigation. Cli…

Updated by Admin CG

Checking In a Customer

Check In Process. If you've created your customer's profiles and they're ready to make a purchase, you'll need to check them in first. This process is called Intake or Check-in , and it adds the cust…

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METRC Retail Delivery: Edit order after marking “Out For Delivery”

This workflow is for clients using Flourish Retail Dellivery and METRC. Follow these steps for when an order needs to be edited after being marked "Out for Delivery." Find the order from the Purchase…

Updated by Admin CG

Create Retail Pick Up and Delivery Orders

Create customer call-ahead Store pick-up or customer Delivery orders in the Call Center module or Retail module.. Create and edit Store pick-up orders in the POS app.. Follow these steps to create a…

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Retail Order Statuses

Your retail order will enter several different statuses to let you know where in the process that order is. You can use these statuses to filter orders from the Retail > Purchases by Store, Fulfillment by Store, and All Purchases submodules.

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Retail POS Refund a Purchase

Refund a customer purchase in the Retail POS

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Fulfilling a Retail Order

Options to fulfill a retail order. Scan or manually allocate at POS or send to fulfillment to pack in the web app (back of house). Manually allocate or use a scanner to complete packing.

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Retail POS Complete a Purchase

After you've created your order and then fulfilled it, you're ready to check out your customer. Complete the purchase by following these steps.

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Retail POS Create an In-Store Purchase

After you've checked in a customer, it's time to build their cart. Create an in store purchase by following these steps.

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Retail - POS - Split an order line into multiple lines of the same item.

Why split an order line? Having multiple lines for the same items gives you the flexibility to discount precisely how you want! To learn how to split, please see the steps and watch the videos below…

Updated by NIr Malchy

Removing an Order from the POS

If a customer does not show up to pay for their order, you’ll want to remove the order from the queue. In-Store, Pickup, and Delivery orders can all be removed from the POS or canceled and removed fr…

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Retail POS - Refund a Manual Card Transaction

Refund or partially refund a customer Manual Card purchase in the Retail Point of Sale by following these steps.

Updated by NIr Malchy

Retail POS - Refund a POSaBIT - Manual Transaction

Refund or partially refund a customer Hypur Debit - Manual purchase in the Retail Point of Sale by following these steps.

Updated by NIr Malchy

Retail POS Quick Sale

Flourish offers the ability to create and complete a "quick sale" in the retail point of sale application , bypassing the customer profile creation process and customer queue for a retail transaction…

Updated by Bennett

Retail - Med and Rec purchases

Jurisdiction. The instructions and processes below apply for: A state that allows recreational retail. A facility that is not designated as a Medical facility. Med and Rec purchases. You can start a…

Updated by NIr Malchy

Retail POS - Refund an AeroPay Transaction

Refund or partially refund a customer AeroPay - Manual purchase in the Retail Point of Sale by following these steps.

Updated by NIr Malchy

Replace Customer - Change the Customer on a Retail Purchase

Some customers may forget they have an account, create a new one with a different phone number or email, and submit a purchase. You can change the customer on a retail order to resolve this situation…

Updated by NIr Malchy

Retail - Cancel a Completed Purchase

Sometimes, you might need to cancel a retail purchase after it is completed. Here is what you need to know: Marking a completed retail purchase as Cancelled does the following: Changes the purchase s…

Updated by NIr Malchy