Configuration & Setup

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

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

User Roles and Facility Permissions

Setting Up Users for Mobile Access

Distribution Setup

Managing Destinations

Create and Update Destinations In Bulk

Managing Sales Reps

Adding Default Sales Reps to a Destination

Add/Create Vendors

Create And Update Vendors In Bulk

Managing Laboratories

How to Tag a vehicle

How to Tag Drivers

Editing Your Company Profile

Creating Locations and Areas

Manufacturing Machine & Run Configuration

Facility Tag Settings

Custom Grid Column Ordering

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

Brand Management

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

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

Cannot access my Analytics module

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)

Cultivation - How to Revive Plants (Non-METRC)

Creating Plants Overview

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 Purchase Orders

Inbound - Display Additional fields next to item names on purchase order lines

Tutorial: Create Purchase Order

Quick Receive Non-Cannabis Inventory

Moisture Tracking

Inbound Transfers (METRC)

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

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

Create A New Item by Cloning a Previously Made Item

Lock, Adjustment, & Reason Codes

External and Internal Items

Item Tagging Functionality

Clone an Item to Create A New Item

Inventory count

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

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 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

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 Waste Log

Creating a Bill of Materials

Start a New Manufacturing Run

Creating Inventory using Bill of Materials

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

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

Allocate Packages

Find Orders

Create Outbound METRC Transfers

Destroying Plants: Logging Waste / Notes

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

Aeropay Manual for Retail Point of Sale

Setup Hypur Debit Manual for Retail Point of Sale

Charge a debit card with Hypur Debit - Manual

Adding a Physician

Creating a Customer Profile

Merging Customer Profiles

Customer Preferred Name

Edit the credit available to customers

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 Hypur Debit - 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

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

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

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

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

Jane Technologies (💛Jane) Integration

Ordo Flourish Integration Overview

Ordo Flourish Setup And Workflow

Integrating to Flourish via Zapier

Creating a Zap

Flourish Zapier Triggers and Actions

Flourish - LeafLink Integration Overview

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 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

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

Switch your QuickBooks Online Account to work with Categories

Enable Syncing of Outbound Orders to Quickbooks

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 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

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

Un-map Out of Sync Items

Retry Sync after the issue was resolved

Auto-assign tags to items created by METRC reverse sync

METRC - Move harvested strains back to the Flowering phase

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"

My package is out of sync

METRC - Get my clone batch back in sync

Export Data From Flourish To QuickBooks Desktop

Chrome Extension for METRC Transfers

Lendica Integration

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

2023.05.02 Software Release 4.85.0

2023.01.24 Software Release 4.79.0

2023.05.16 Software Release 4.86.0

2023.03.21 Software Release 4.83.0

2023.04.04 Software Release 4.84.0

2023.02.21 Software Release 4.81.0

2023.01.10 Software Release 4.78.0

2023.03.07 Software Release 4.82.0

2023.02.07 Software Release 4.80.0

2023.06.01 Software Release 4.87.0

Mobile App - Using a scanner for Cultivation Actions

Mobile App - Harvest - Scan and Record Weights for Plants

Mobile User Roles

Mobile App Login

Mobile Scanning Devices

Mobile Zebra Scanners - connect to Flourish Software app - DataWedge App Setup

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 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: Shipments

Android mobile - Allocate non-cannabis inventory

Mobile Order Line Screen

Mobile App: Build Orders by Scanning and Allocating Packages

Flourish Webhooks

Securing your webhooks

Generate or Reset External API key

All Categories > Configuration & Setup

37 articles

Labels & Printing

Manage labels and printing for Flourish Software

6 articles by 2 authors

Users & Permissions

Managing users, roles, and permissions for Flourish Software

2 articles by 1 author

Distribution

Manage Vendors, Destinations, Labs, Sales Reps, Drivers, and Vehicles for Flourish Software

10 articles by 3 authors

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…

Updated 6 months ago by Pete

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…

Updated 2 years ago by Jay Kasbohm

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…

Updated 6 months ago by Pete

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 1 month ago 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…

Updated 3 years ago by Pete

Facility Payment Methods

Retail customers can enable various payment methods using this screen. Toggle on or off to enable for the facility. This also updates related reports. Edit payment methods. Go to Settings > All Facil…

Updated 10 months ago by Admin CG

Billing Module

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 1 year ago by Kelly

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 2 years ago by Admin CG

User Profiles

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

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 2 years ago 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…

Updated 1 year ago by John Shea

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…

Updated 3 months ago by Jay Kasbohm

Brand Management

You can create or edit a Brand for a single item. However, you can create, reactive and edit brands from the Brand management screen. Access Brand Management. Access the Brand Management screen: Clic…

Updated 1 month ago by NIr Malchy

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 6 months ago 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 7 months ago 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 1 year ago 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 1 year ago 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 1 year ago 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 1 year ago by NIr Malchy