Configuration & Setup

40 articles

Editing Your Company Profile

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…

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Creating Locations and Areas

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…

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Manufacturing Machine & Run Configuration

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…

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Facility Tag Settings

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 by Admin CG

Custom Grid Column Ordering

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…

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Manage Facility Payment Methods

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 by Admin CG

Billing Module

Manage your Flourish subscription, payment method on file, invoices, and billing details within Flourish's billing module.

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Facility Compliance Screen

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 by Admin CG

User Profiles

User Profiles. Manage your user profile, display name, default facility, and default homepage without affecting other users' profiles. Click on your name in the upper right corner of any page in Flou…

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How to enable "Update financial info for shipped orders"

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 by NIr Malchy

Bulk Item Price Updates - Item Pricing

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…

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Enable Add a New Physician to User Roles

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…

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Upload Your Company Logo

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 by NIr Malchy

Create and Update Strains in Bulk

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…

Updated by NIr Malchy

Enable the creation of new items from the Inventory Screens

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,…

Updated by NIr Malchy

Update Items in bulk

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 by NIr Malchy

Set Default Area upon receiving

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…

Updated by NIr Malchy

Set the Default harvest weight Unit of Measure

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…

Updated by NIr Malchy

Configure and Manage a Reverse Sync User

Designate a reverse sync user in Flourish for daily alignment with state track and trace software. This guide explains setup and management.

Updated by Dylan Mattos

Prevent Users from Exporting All Grid Data

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…

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