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
Flourish Supported Hardware, Networking, and Vendors
Configuration & Setup
Labels & Printing
Configure Labels
Understanding Label Configuration Settings
Flourish Label Selection & Capabilities
How to Add a Reference Field to a Label
Printer and hardware options and setup
QZ Tray Certificate renewal
Users & Permissions
User Roles and Facility Permissions
Creating and Managing Users
Setting Up Users for Mobile Access
Distribution
Distribution Setup
Managing Destinations
Create and Update Destinations In Bulk
Managing Sales Reps
Assign Sales Reps to a Destination
Add/Create Vendors
Create And Update Vendors In Bulk
Managing Laboratories
How to Tag Drivers
Create and Manage Vehicles
Create And Manage Drivers
Editing Your Company Profile
Creating Locations and Areas
Manufacturing Machine & Run Configuration
Facility Tag Settings
Custom Grid Column Ordering
Manage Facility Payment Methods
Billing Module
Facility Compliance Screen
User Profiles
How to enable "Update financial info for shipped orders"
Bulk Item Price Updates - Item Pricing
Enable Add a New Physician to User Roles
Upload Your Company Logo
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
Configure and Manage a Reverse Sync User
Prevent Users from Exporting All Grid Data
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 - Export and Download the results to excel
Accounting Analytics
Till Report
Analytics - METRC Out Of Sync Reports
Cannot access my Analytics module
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
Manicure 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 New 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)
Destroying Plants: Logging Waste / Notes
Cultivation - How to Revive Plants (Non-METRC)
Creating Plants Overview
Move harvested strains back to the Flowering phase
Record METRC Harvest with Total Wet Weight
Reprint Plant Tags
Making "Fresh Frozen" products from a Harvest in the "Processing" stage.
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
Inbound - Display Additional fields next to item names on purchase order lines
Tutorial: Create Purchase Order
Receive Inbound Transfers and Purchase Orders (No Compliance System)
Inbound - Receive The Whole Purchase Order In One Click
Quick Receive Non-Cannabis Inventory
Moisture Tracking
Inbound Transfers (METRC)
METRC Inbound Process
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
Create Items in Bulk
Bulk actions - Update Unit weight
Inventory Counts
Inventory counts
Inventory Settings
Item Creation & Management
Creating a Custom Category
Add Ingredients to Items and print in outbound PDF
Rename Areas
Inventory Management Principles
Classes & Categories
Disabling Areas
Clone an Existing Item or BOM
Lock Codes, Adjustment Codes, & Return Reasons
External and Internal Items
Item Tagging Functionality
Clone an Item to Create A New Item
Chart of Account Mapping
Brand Management
Web Inventory Counts: Enter the Number of Packages per Item
Print Labels For Non-Cannabis Items
Tutorial: Creating an Item
Create Package from Package
Inventory Adjustments
Create And Manage Custom Views
Managing Inventory Lock Codes
Managing Chart of Accounts View - QuickBooks Online
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.
Update The Unit Weight for a single package
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 COAs
Non-Inventory Items
Locking of Packages when saving a Failed Lab Test Result
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
Set The Unit Weight for Packages of Items with UOM of 'Each'
Refreshing Inventory Count Details
Outbound - 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
Manufacturing Waste Log
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)
Add, Edit and Delete Order Notes
Scan Packages to add Order Lines and Allocate Packages to Outbound Orders
Allocate Packages to Outbound Order
Sales Order Approval
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
Find Orders
Create Outbound METRC Transfers
Set a Default Distributor for your Outbound orders
Change Facility - Move an Outbound Order between Flourish Facilities.
Printing Options on a Sales Order
Selling Cannabis Inventory by Lot
California Excise Tax Rate 2023 Update
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
Aeropay Manual for Retail Point of Sale
POSaBIT
POSaBIT Payment Method & Configurations
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)
Checking In a Customer
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
Retail - 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 POSaBIT - Manual Transaction
Retail POS Quick Sale
Retail - Med and Rec purchases
Retail POS - Refund an AeroPay Transaction
Replace Customer - Change the Customer on a Retail Purchase
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
Alpine IQ Integration
Flourish - Alpine IQ Integration Overview
Alpine IQ: Integration Setup
Alpine IQ: Creating & Mapping Discounts
Alpine IQ: Flourish Profiles, Alpine IQ Signup & Redemptions
MMUR CureAPI v4 (Florida Only)
MMUR Caregiver Selection
Florida Retail - Automatic Dispensation to MMUR on Delivery Orders
MMUR / CureAPI v4 Medical Cannabis Aggregate Limit
Discounts
Retail Discounts Overview
Creating a Retail Discount
Retail — Standard and Advanced Discounts
Retail Discounts — Customer Attributes
Retail Discounts — Order Attributes
Applying a Retail Discount
Common Retail Discounts
Recording a POSaBIT transaction
Retail - POS - Set default printers and print
Adding Payment Terminals & Assigning to a Till
Retail Purchase limits
Retail - Customer State ID, Medical ID data and expiration
Retail - Mark a Completed Purchase as Cancelled
Point of Sale Cash Drawer Configuration
Retail - Show Tax Breakdown by Type on Retail Sales Receipt
Retail Facility Configuration
Credit Card Manual payments for Retail Point of Sale
Retail Metrc Sync Error "Package Cannot Be Sold Because it Doesn't Exist in The Current Facility"
Retail - Void a Transaction
Retail - Export the Customer Purchase History
Google Workspace
Export Data to Google Workspace
Jane Technologies
Jane Technologies (💛Jane) Integration
WooCommerce
Flourish WooCommerce Plugin
Flourish Woocommerce Integration Setup DIY - Start here!
Before Setting Up WooCommerce Integration
WooCommerce Integration - Setup and Activation
Ordo
Ordo Flourish Integration Overview
Ordo Flourish Setup And Workflow
Zapier
Integrating to Flourish via Zapier
Creating a Zap
Flourish Zapier Triggers and Actions
LeafLink
LeafLink Integration Overview
Flourish - 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
Set The Status of Leaflink Orders to Sync To Flourish Software.
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
Set a default Sales Representative for a customer in Leaflink
Leaflink Category Mapping with Custom Categories
BioTrack
BioTrack Inbound
BioTrack Cultivation Guide
BioTrack Manifest Requirements
QuickBooks Online
What Version of QuickBooks Online is Supported?
Integration: QuickBooks Online
QuickBooks Online Sync Settings
Enable Shipping Charges in QuickBooks Online
Disconnect (Un-map) Items, Destinations and Vendors
Setting Inventory Start Date
Switch your QuickBooks Online Account to work with Categories
Enable Syncing of Outbound Orders to Quickbooks
Transition an Item from "Inventory" to "Non-Inventory" types in Flourish and QBO.
Quickbooks Online: Syncing Order Discounts
Send Flourish Data To QBO Sales Order Custom Fields
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 cultivation Data from METRC
METRC -Handle out of sync package, item, plant 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
Managing Your Compliance System Credentials Flourish
METRC CA Outbound Cultivation tax flexibility
2. Differences in METRC and non-METRC installations of Flourish Software
METRC Tags: Upload, Delete and Manage Tags
METRC MO, 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 Item Brands
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
How to Resync a package
Sync an Item from METRC
Retry sync - a case of invalid tag
Troubleshooting Chrome Extension for METRC Transfers
METRC "External Transfer" - bring cannabis items into the METRC ecosystem.
METRC - Get my plants back in sync
Import METRC Categories
Un-map Out of Sync Items
Missouri 2023 Categories Transition - Next Steps
Retry Sync after the issue was resolved
Auto-assign tags to items created by METRC reverse sync
METRC Issues response and instructions - December 2023
METRC CA - Reducing Immature Plant Batches - additional details
METRC Harvest - retry harvest sync
METRC - Out of Sync Strain
Retry Sync - Case of "User not Authorized"
Un-sync An Item From a METRC Facility - Delete a Mapping Record
Missouri 2023 Categories Transition - Map Categories and Update Items
My package is out of sync
METRC - Get my clone batch back in sync
Seed Technology Integration
Export Data From Flourish To QuickBooks Desktop
Chrome Extension for METRC Transfers
CYBRA MarkMagic® Integration Setup
Lendica Integration
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
2022.10.18 Software Release 4.72.0
2022.12.13 Software Release 4.76.0
2022.11.15 Software Release 4.74.0
2022.12.28 Software Release 4.77.0
2022.08.23 Software Release 4.68.0
2022.10.04 Software Release 4.71.0
2022.08.09 Software Release 4.67.0
2022.11.1 Software Release 4.73.0
2022.09.07 Software Release 4.69.0
2022.11.29 Software Release 4.75.0
2022.09.20 Software Release 4.70.0
2023.10.17 Software Release 4.96.0
2023.09.06 Software Release 4.94.0
2023.08.08 Software Release 4.92.0
2023.05.02 Software Release 4.85.0
2023.01.24 Software Release 4.79.0
2023.05.16 Software Release 4.86.0
2023.06.13 Software Release 4.88.0
2023.03.21 Software Release 4.83.0
2023.07.25 Software Release 4.91.0
2023.04.04 Software Release 4.84.0
2023.06.27 Software Release 4.89.0
2023.11.06 Software Release 4.97.0
2023.02.21 Software Release 4.81.0
2023.06.01 Software Release 4.87.0
2023.07.11 Software Release 4.90.0
2023.01.10 Software Release 4.78.0
2023.03.07 Software Release 4.82.0
2023.09.26 Software Release 4.95.0
2023.08.22 Software Release 4.93.0
2023.02.07 Software Release 4.80.0
2023.11.28 Software Release 4.98.0
Android Mobile App
Mobile App: Cultivation
Mobile App - Using a scanner for Cultivation Actions
Mobile App - Harvest - Scan and Record Weights for Plants
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 Count - Enter the Number of Packages per Item
Mobile Inventory Counts: Scan Packages per Item
Mobile App: Outbound
Mobile App: Shipments
Android mobile - Allocate non-cannabis inventory
Mobile Order Line Screen
Mobile App: Build Orders by Scanning and Allocating Packages
External API
Flourish Webhooks
Securing your webhooks
Generate or Reset External API key
All Categories > Configuration & Setup
40 articles
Manage labels and printing for Flourish Software
6 articles by 2 authors
Managing users, roles, and permissions for Flourish Software
3 articles by 2 authors
Manage Vendors, Destinations, Labs, Sales Reps, Drivers, and Vehicles for Flourish Software
11 articles by 4 authors
To locate your company profile, you must first go to the "Manage Settings" by clicking the Geat Icon, or dropdown option on the Flourish home screen, under "Hi, %Username%!" By default, company infor…
Updated 4 months ago by Brooke Matis
Areas and Locations are managed by each Flourish Facility. The Area Type is used to distinguish functionality such as a plant's stage in cultivation. Here's how to set up new Areas and even more gran…
Updated 1 month ago by Jay Kasbohm
To turn on Manufacturing Module, see Manufacturing Module Overview. Select Manage Settings. Select the Manufacturing Tab.. Click Machines under the Manufacturing Submodule, or simply click New Machin…
Updated 1 year ago by Pete
Use tags to control item visibility and retail discounts. Tag this facility. The topmost section is where you will apply tags directly to the facility. For instance, you might want to tag a facility…
Updated 7 months ago by Admin CG
How to customize grids within the application by enabling and reordering columns. Instructions. Step by Step guide: Select Inventory submodule. Click the icon on the All Packages Grid. The All Packag…
Updated 3 years ago by Pete
Manage the payment methods for your retail facility. Toggle on or off to enable and update the related reports. Access Payment Methods Management. Go to Settings > All Facilities > Facility Settings…
Updated 3 weeks ago by Admin CG
Flourish now has a Billing Module to easily manage your Flourish Billing! Overview. Log in to Flourish Software at app.flourishsoftware.com , click the arrow by your name in the top right corner, and…
Updated 2 years ago by Kelly
This screen shows API keys for state track and trace integration configured for the facility. Contact Flourish support to update this information. Compliance System: System integrated, for example ME…
Updated 2 years ago by Admin CG
User Profiles. Manage your user profile, display name, default facility, and default homepage without affecting other users' profiles. Navigate to your name in the upper right, choose profile, and sa…
Updated 2 years ago by John Shea
The first step is to open Flourish and click the gearbox in the top right corner. Click User Roles. Select the facility for the role you want to edit. Click on the green Pencil icon next to the user…
Updated 2 years ago by NIr Malchy
Sometimes you need to update the pricing of all items or items sharing a similar SKU, Part Number, or Item Name. While you can do this one by one, you can also edit and update multiple item prices in…
Summary. The ability for a user to add new physicians can now be configured for specific user roles. This allows Flourish admins to manage which users can add new physicians to the system. Steps. Nav…
Updated 9 months ago by Jay Kasbohm
Upload your Company Logo to display on your Inbound and Outbound PDF invoices. 8 STEPS 1. The first step is to open Flourish. 2. Click Settings. 3. Click Edit 4. Click SELECT FILES 5. Select the Comp…
Updated 1 year ago by NIr Malchy
Use "Bulk update strains" to update existing strains and create new ones. Continue reading and check out the video below to learn how to update and create new strains in bulk. Prerequisite. Your User…
Usually, users create new items from the Settings/Inventory part of the application. However, some workflows in Flourish include the option to create new items via the Inventory screens. To do that,…
Use "Bulk Update Items" to update existing Items. Prerequisite. Your User Role must have the " Bulk update items (update company item master)". " toggled 'On.' To do that: Click Settings.. Select Use…
Updated 1 month ago by NIr Malchy
Setting a default Area upon receiving ensures that Flourish automatically locates your inventory when you receive it. Upon receiving, you can always locate your items to a different area, but if you…
You can set the Default harvest wet weight UOM by following the steps below. This setting affects new harvests and does change any of the UOM of the existing harvests. You cannot change the UOM of th…
Designate a reverse sync user in Flourish for daily alignment with state track and trace software. This guide explains setup and management.
Updated 1 month ago by Dylan Mattos
General. Per client feedback, the ability for a user to export all data from any Flourish table such as the All Packages , All Orders , All Purchase Orders etc. can now be managed as a User Role perm…
Updated 6 months ago by Jay Kasbohm
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