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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

Configuration & Setup

1a. Editing Your Company Profile

Configure Labels

User Roles and Facility Permissions

Creating and Managing Users

Setting Up Users for Mobile Access

Creating Locations and Areas

Distribution Setup

Managing Destinations

Adding Default Sales Reps to a Destination

4c. Add/Create Vendors

Managing Sales Reps

4e. Managing Laboratories

5. Manufacturing Machine & Run Configuration

Facility Tag Settings

Flourish Label Selection & Capabilities

Custom Grid Column Ordering

Facility Payment Methods

How to Tag a vehicle

How to Tag Drivers

QZ Tray Certificate renewal

How to Add a Reference Field to a Label

Understanding Label Configuration Settings

Billing Module

Facility Compliance Screen

User Profiles

How to enable "Update financial info for shipped orders"

Bulk Item Price Updates - Item Pricing

Printer and hardware options and setup

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 & Reporting

Analytics - Cultivation - Open Harvests report

Analytics: How-To Guide

Analytics: Reports

Analytics: Dashboard Overview

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

Creating a Fresh Frozen Package

Manicured 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 Strains

Entering in Dry Weights and Creating Packages from Harvest

How to Apply Additives to Plants

How to Kill plants

Record Waste for Harvest (METRC)

Cultivation - How to Revive Plants (Non-METRC)

Creating Plants Overview

Reprint Plant Tags

Making "Fresh Frozen" products from dry weights.

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

Tutorial: Create Purchase Order

Quick Receive Non-Cannabis Inventory

Moisture Tracking

Inbound Transfers (METRC)

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

Inventory Settings

Item Creation & Management

Creating a Custom Category

Add Ingredients to Items and print in outbound PDF

Rename Areas

1. 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

Tutorial: Clone an Item to Create A New Item

Creating Inventory from BOM

Inventory count

Tutorial: Creating an Item

Create Package from Package

Inventory Adjustments

Managing Inventory Lock Codes

Package History

Create Lab Samples when a Lab Test Batch "Required Testing" (LTB Option) is required.

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 COA's

Inventory: Package Reference Fields

Flourish Costing

Inventory Audits

How to Convert Packages or Change Category

Flourish Inventory

Editing Items after Creating Packages

METRC - Discontinue package in METRC and Re-sync to Flourish

NON-METRC - 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

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)

Scan Packages to add Order Lines and Allocate Packages to Outbound Orders

Sales Order Approval

California Excise Taxes

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

Printing Options on a Sales Order

Selling Cannabis Inventory by Lot

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

Hypur Debit

Setup Hypur Debit Manual for Retail Point of Sale

Charge a debit card with Hypur Debit - Manual

Customer Management

Adding a Physician

Creating a Customer Profile

Merging Customer Profiles

Customer Preferred Name

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)

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

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

Removing an Order from the POS

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

Discounts

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

Integrations

Zapier

Integrating to Flourish via Zapier

Creating a Zap

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

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

Leaflink Category Mapping with Custom Categories

QuickBooks Online

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

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 my cultivation from METRC

METRC - How to handle out of sync package, item, 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

Updating Your METRC API Key in Flourish

METR 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

Sync an Item from METRC

Auto-assign tags to items created by METRC reverse sync

Chrome Extension for METRC Transfers

Lendica Integration

Troubleshooting

How to Resync a package

Retry sync - a case of invalid tag

Retry Sync after the issue was resolved

Cannot access my Analytics module

My Strain is out of sync

Retry Sync - Case of "User not Authorized"

My package is out of sync

Release Notes

Previous Release Notes

2021.12.14 Software Release 4.50.0

2020.04.13 - Software Release 4.9.2

2022.01.11 Software Release 4.52.0

2022.02.22 Software Release 4.55.0

2021.05.18 Software Release 4.37.0

2022.05.03 Software Release 4.60.0

2021.10.05 Software Release 4.45.0

2020.04.20 Software Release 4.10.0

2021.12.28 Software Release 4.51.0

2020.06.15 Software Release 4.14.0

2020.05.04 Software Release 4.11

2021.02.25 Software Release 4.31.0

2022.05.17 Software Release 4.61.0

2022.01.25 Software Release 4.53.0

2021.06.08 Software Release 4.38.0

2021.01.11 Software Release 4.28.0

2020.12.29 Software Release 4.26.1

2020.08.10 Software Release 4.18.0

2021.03.09 Software Release 4.32.0

2022.03.22 Software Release 4.57.0

2021.02.09 Software Release 4.30.0

2020.06.01 Software Release 4.13.0

2021.11.16 Software Release 4.48.0

2020.06.29 Software Release 4.15.0

2021.03.23 Software Release 4.33.0

2020.07.27 Software Release 4.17.0

2022.06.01 Software Release 4.62.0

2022.06.14 Software Release 4.63.0

2022.04.19 Software Release 4.59.0

2022.04.05 Software Release 4.58.0

2021.01.25 Software Release 4.29.0

2020.06.22 Software Release 4.14.1

2020.09.14 Software Release 4.20.0

2020.11.30 Software Release 4.25.0

2020.12.14 Software Release 4.26.0

2020.04.06 - Software Release 4.9.0

2020.10.26 Software Release 4.23.0

2020.09.02 Software Release 4.19.0

2020.03.23 - Software Release 4.8.0

2020.07.13 Software Release 4.16.0

2021.07.20 Software Release 4.40.0

2021.08.31 Software Release 4.43.0

2021.08.17 Software Release 4.42.0

2020.10.12 Software Release 4.22.0

2021.11.02 Software Release 4.47.0

2021.10.19 Software Release 4.46.0

2020.09.28 Software Release 4.21.0

2021.08.03 Software Release 4.41.0

2021.04.21 Software Release 4.35.0

2020.05.18 Software Release 4.12.0

2020.02.23 - Software Release 4.6.0

2021.06.29 Software Release 4.39.0

2021.05.03 Software Release 4.36.0

2020.11.09 Software Release 4.24.0

2022.02.08 Software Release 4.54.0

2022.03.08 Software Release 4.56.0

2021.04.09 Software Release 4.34.0

2021.11.30 Software Release 4.49.0

2022.06.28 Software Release 4.64.0

Android Mobile App

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 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: Outbound

Mobile App: Shipments

Android mobile - Allocate non-cannabis inventory

Mobile Order Line Screen

Mobile App: Build Orders by Scanning and Allocating Packages

Mobile App: Cultivation

Mobile App - Using a scanner for Cultivation Actions

Mobile App - Harvest - Scan and Record Weights for Plants

External API

Flourish Webhooks

Securing your webhooks

Generate or Reset External API key

All Categories ​>​ ​Analytics & Reporting

Analytics & Reporting

4 articles

​Analytics: Dashboard Overview

Dashboards are a collection of reports and insights built to better help you run operations. The dashboards available to view for your instance are determined by your facility type. Enable or disable…

Updated 11 months ago by Admin CG

Analytics - Cultivation - Open Harvests report

Use this report to display harvests that are not completed and see what you did not package yet. The report. Follow the step below to view this report: In Your Cultivation facility, go to Analytics..…

Updated 3 months ago by NIr Malchy

Analytics: How-To Guide

Analytics: How-To Guide. Flourish Analytics empowers you to dig deep into your business through both visualization Dashboards and Standard Reports, all available from your main Flourish left menu und…

Updated 5 months ago by John Shea

Analytics: Reports

Analytics: Reports. Flourish Analytics provides dashboards and reports to analyze your business and operations. Find a report you're looking for through Flourish's ever-growing list of reports below.…

Updated 8 months ago by John Shea

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