Getting Started
1. Login, Modules Overview, and Access
2. Inbound Module Overview
3. Grow / Cultivation Overview
4. Inventory Management
5. Manufacturing Module Overview
6. Outbound Overview
7. Analytics Overview
8. Retail
9. Support Options
Dashboards
Configuration & Setup
1a. Editing Your Company Profile
1d. Configure Labels
2. Distribution Setup
2a. User Roles and Facility Permissions
2b. Creating and Managing Users
2c. Setting Up Users for Mobile Access
4b. Managing Destinations
4c. Add/Create Vendors
4d. Creating Sales Reps
4e. Managing Laboratories
5. Manufacturing Machine & Run Configuration
Billing Module
Creating Locations and Areas
Custom Grid Column Ordering
Facility Compliance Screen
Facility Payment Methods
Facility Tag Settings
Flourish Label Selection & Capabilities
How to Add a Reference Field to a Label
How to Tag Drivers
How to Tag a vehicle
How to enable "Update financial info for shipped orders"
Understanding Label Configuration Settings
User Profiles
Analytics & Reporting
Analytics: Dashboard Overview
Analytics: How-To Guide
Analytics: Reports
Cultivation
Adjust Expected Harvest Date
Complete Harvest Action in Cultivation
Creating "Fresh Frozen" packages - all you need to know
Creating Plants Overview
Creating Strains
Creating a Fresh Frozen Package
Creating a Package from Harvest
Cultivation - How to Revive Plants (Non-METRC)
Cultivation Area Attributes
Entering in Dry Weights
Entering in Dry Weights and Creating Packages from Harvest
Entering in Wet Weights by Group (non-METRC)
Entering in Wet Weights by Individual Plant
How to Apply Additives to Plants
How to Bulk Destroy Plant IDs
How to Create Clones From a Mother Group
How to Kill Individual Plant IDs
How to Kill plants
How to Make a Mother Group
How to Manicure a Harvest
How to Move Plants
How to create strains
How to split a group
Kill Individual Plant IDs from Plant Groups
METRC Harvesting - wet and dry weights, waste, harvest packages and completion.
Making "Fresh Frozen" products from dry weights.
Making "Fresh Frozen" products from wet weights.
Manicured Harvest
NON-METRC - How to Make a Clone
NON-METRC - Return Rejected Items to Inventory
Non-METRC Creating a Package of Clones
Overview: Plant Groups and Plant Batches
Record Waste for Harvest (METRC)
Reprint Plant Tags
Splitting Immature Plant Groups
Inbound
Inbound Purchase Orders
Inbound Transfers (METRC)
Moisture Tracking
Tutorial: Create Purchase Order
Inventory
Inventory Settings
1. Inventory Management Principles
Classes & Categories
Create A New Item by Cloning a Previously Made Item
Creating a Custom Category
External and Internal Items
Item Creation & Management
Item Tagging Functionality
Lock, Adjustment, & Reason Codes
Tutorial: Clone an Item to Create A New Item
Bulk Actions - Lock and Unlock Packages
Bulk Actions: Print Package Labels
Create Package from Package
Create or edit a Brand for an Item.
Creating Inventory from BOM
Creating Packages and Auto-Prompting Label Printing
Editing Items after Creating Packages
Flourish Costing
Flourish Inventory
How to Convert Packages or Change Category
Inventory Adjustments
Inventory Audits
Inventory Counts
Inventory: Package Reference Fields
Inventory: Recording a lab result and uploading COA's
METRC - Discontinue package in METRC and Re-sync to Flourish
Managing Non-Cannabis Inventory
Package History
Reprint Package Label
Tutorial: Creating an Item
Manufacturing
Creating Inventory using Bill of Materials
Creating a Bill of Materials
Start A New Manufacturing Run
Outbound
Allocate Packages
Bulk Actions - Add Packages to an Order
California Excise Taxes
Configuration: Only Show Items with Available Quantity
Create Outbound METRC Transfers
Creating New Outbound Orders
Creating New Outbound Shipments
Destroying Plants: Logging Waste / Notes
Find Orders
How to update financial info for shipped orders
Invoice Date
Outbound Invoice
Outbound Module Operational Overview
Outbound Order Discounts and Charges
Outbound Order Notes
Outbound Order Status Fields
Packing List
Printing Options on a Sales Order
Sales Order Approval
Sales Order Payments
Scan Packages to add Order Lines and Allocate Packages to Outbound Orders
Selling Cannabis Inventory by Lot
Split Packages During Order Allocation
Tutorial: Create a Shipment and Print the Manifest
Retail / POS
Customer Management
Adding a Physician
Creating a Customer Profile
Customer Preferred Name
Merging Customer Profiles
In-Store, Delivery, and Pickup Orders
Customer Deliveries (Non-METRC)
Customer Pick Up and Delivery Orders
Customer Purchase Status Fields
Fulfilling an Order
METRC Retail Delivery: Edit order after marking “Out For Delivery”
POS - Split an order line into multiple lines of the same item.
Retail Purchase Limit Enforcement
Till and Vault Management
Closing a Till
Counting a Vault
Creating Retail Reasons
Creating a Retail Transfer
Creating a Sub-Vault
Creating a Till
Opening a Till
Performing Pay Ins and Pay Outs
Reconciling E-Payments
Discounts
Applying a Retail Discount
Common Retail Discounts
Creating a Retail Discount
Retail Discounts Overview
Retail Discounts — Customer Attributes
Retail Discounts — Order Attributes
Retail — Standard and Advanced Discounts
Tagging Retail Drivers/Vehicles
Integrations
LeafLink
1. LeafLink Integration Overview
LeafLink Troubleshooting 101
My Item Synced to LeafLink Incorrectly
My Item Won't Sync with LeafLink
My LeafLink Order Won’t Sync with Flourish
My LeafLink and Flourish Inventory Levels Don’t Match
QuickBooks Online
Disconnect (Un-map) Items, Destinations and Vendors
Enable Shipping Charges in QuickBooks Online
Integration: QuickBooks Online
What Version of QuickBooks Online is Supported?
METRC
1. METRC Integration Overview
2. Differences in METRC and non-METRC installations of Flourish Software
3. How to find or generate your METRC API key
California METRC cultivators - How to create clones from immature plants batches.
METRC - Handling rejected outbound packages
METRC - Assigning Tags to Plants & Packages
METRC - Create a Transfer Template
METRC - Creating clones overview
METRC - Delete Package Tags
METRC - How to handle out of sync package, item, or strain.
METRC - Inbound a package and use it to create clones
METRC - Killing mature plants - additional details
METRC - Undo Package - Remove a created package that is out of sync
METRC - Upload, delete and manage
METRC OH - Item Brand Management
Manage METRC Tags
Metrc API Bulletin 089
My item is out of sync - How to get it back in sync with METRC
Sync my cultivation from METRC
Updating Your METRC API Key in Flourish
Chrome Extension for METRC Transfers
Troubleshooting
Cannot access my Analytics module
How to Resync a package
My Strain is out of sync
My package is out of sync
Retry Sync - Case of "User not Authorized"
Retry Sync after the issue was resolved
Retry sync - a case of invalid tag
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
2020.04.13 - Software Release 4.9.2
2020.04.20 Software Release 4.10.0
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
Android Mobile App
Mobile App: Inventory
Mobile App Inventory: Adjust Non-Cannabis Inventory
Mobile App Inventory: Adjust Package
Mobile App Inventory: Assign a Package to an Order
Mobile App Inventory: Create a New Package
Mobile App Inventory: Locate Non-Cannabis
Mobile App Inventory: Locate Package
Mobile App Inventory: Lock Package
Mobile App Inventory: Take Lab Sample
Mobile App Inventory: Update Lot Number for Non-Cannabis Inventory
Mobile App: General
Mobile App Login
Mobile Scanning Devices
Mobile User Roles
Mobile Zebra Scanners - DataWedge App Setup
Mobile App: Outbound
Mobile App: Build Orders by Scanning and Allocating Packages
Mobile App: Shipments
Mobile Order Line Screen
Mobile App: Inventory Counts
Mobile Inventory Counts Overview
Mobile Inventory Counts: Enter the Number of Packages per Item
Mobile Inventory Counts: Scan Packages per Item
External API
Flourish Webhooks
Generate or Reset External API key
Integrating to Flourish via Zapier
Securing your webhooks
All Categories > Getting Started
10 articles
Inbound Module Overview. Before any item can be apart of your inventory it must be received into your system. The Chain of Custody (COC) with all items both cannabis and non-cannabis starts with the…
Updated 3 months ago by Admin CG
Cultivation (Grow) Process Summary. The Grow module is used for managing the entire cultivation process. In Grow we track plants from propagation (Clone, Seed, or Tissue Culture) through harvesting a…
Updated 3 months ago by Pete
Analytics. Analytics (powered by Looker) gives you robust visibility and reporting throughout. Through these standard delivered reports, you can find powerful reporting tools around compliance, inven…
What is Flourish? Flourish is a supply chain management and "seed to sale" tracking software platform. The application manages inventory and synchronizes required data to state tracking systems in re…
The Inventory Module allows you to organize all Cannabis and Non-Cannabis inventory, run inventory counts and audit logs, & lock and unlock specific items. METRC sync available. Inventory Module Navi…
The Manufacturing module tracks the data associated with any manufacturing process, enabling visibility into machine function, throughput, and yield, environmental factors, use of non-cannabis consum…
Updated 3 months ago by Carly Westfall
Outbound. Create sales orders and shipments from Flourish's Outbound module. Flourish can accommodate many different sales order workflows depending on your business and Flourish configuration. Sales…
Updated 3 months ago
Flourish Retail is composed of two platforms that work together to help streamline your high-volume dispensary. Platforms Functions From Flourish POS, you can perform the following functions: Custome…
We're here to assist! We write and structure our documentation using best practices, but sometimes, written documentation isn't enough, and we get it!... Getting in touch with Flourish Software Suppo…
Dashboard. The Dashboard is used for creating reports that need special permissions or might involve custom reports that are not part of standard Analytics reporting. It can be customized with widget…
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