Getting Started
1. Login, Modules Overview, and Access
2. Analytics
3. Inventory Management
4. Inbound
5: Outbound
6. Grow / Cultivation
7. Manufacturing
8. Dashboards
9. Retail
Support Options
Configuration & Setup
1a. Editing Your Company Profile
1b. Facility Settings
1c. Creating Locations and Areas
1d. Configure Labels
2. Distribution Setup
2a. User Roles and Facility Permissions
2b. Creating and Managing Users
2c. Create Mobile Application Users
3. Configuration Settings
4b. Managing Destinations
4c. Add/Create Vendors
4d. Creating Sales Reps
5. Manufacturing Machine & Run Configuration
Billing Module
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"
Inventory: Bulk Actions
Understanding Label Configuration Settings
Analytics & Reporting
Analytics: How-To Guide
Dashboard Overview
Cultivation
Adjust Expected Harvest Date
Complete Harvest Action in Cultivation
Create New Plants
Creating Plants Overview
Creating Strains
Creating a Fresh Frozen Package
Creating a Package from Harvest
Creating a Package of Clones
Entering in Dry Weights
Entering in Dry Weights and Creating Packages from Harvest
Entering in Wet Weights
How do I make "Fresh Frozen" products?
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
Kill Individual Plant IDs from Plant Groups
Manicured Harvest
NON-METRC - How to Make a Clone
NON-METRC - Return Rejected Items to Inventory
Record Waste for Harvest (METRC)
Recording Waste
Reprint Plant Tags
Splitting Immature Plant Groups
Inbound
Inbound Module Overview
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
External and Internal Items
Item Creation & Management
Item Tagging Functionality
Lock, Adjustment, & Reason Codes
Strains
Tutorial: Clone an Item to Create A New Item
Bulk Actions - Combine Packages
Bulk Actions: Locate Packages
Bulk Actions: Print Package Labels
Creating Inventory from BOM
Creating Packages and Auto-Prompting Label Printing
Flourish Inventory
How to Convert Packages or Change Category
How to do Inventory Counts/Inventory Reconciliation
Locate Packages and Move Packages
Move Inventory From One Location to Another
Record Lab Results
Reprint Package Label
Tutorial on Creating a Lab Sample
Tutorial: Adjust Quantity of Packages
Tutorial: Attaching Test Results to Production Batches
Tutorial: Creating an Item
View Status of Lab Results
Manufacturing
Bulk Actions - Start a Manufacturing Run
Consume Distillate to Make Vape Cartridges
Creating a Bill of Materials
How to Record Extraction Runs
How to Use Bill of Materials to Make Edibles
Manufacturing Module - Overview
Modify Quantity of Package Consumed in Manufacturing Process
Receive Biomass Into Inventory
Record Output From Extraction Runs
Tutorial: Extraction for Bulk Flower
Outbound
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: Allocate Package to Outbound Order
Tutorial: Create a Shipment and Print the Manifest
Tutorial: Create an Outbound Sales Order
Retail / POS
Customer Deliveries (Non-METRC)
Customer Pick Up and Delivery Orders
Customer Preferred Name
Customer Purchase Status Fields
METRC Retail Delivery Workflow
METRC Retail Delivery: Edit order after marking “Out For Delivery”
Tagging Retail Drivers/Vehicles
Integrations
LeafLink
1. LeafLink Integration Overview
Flourish LeafLink Integration
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 - Delete Package Tags
METRC - Killing mature plants - additional details
METRC - Upload Plant Tags
Manage METRC Tags
Chrome Extension for METRC Transfers
Troubleshooting
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
Android Mobile App
Mobile App Outbound
Mobile App Outbound: Add Orders to Shipment
Mobile App Outbound: Allocate/Deallocate Packages to an existing Order
Mobile App Outbound: Build Orders by Scanning and Allocate Packages
Mobile App Outbound: Create/Edit a Shipment
Mobile App Outbound: Create/Edit an Order
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 Inventory Counts
Inventory Counts Type 2: Scan Packages per Item
Inventory Counts Type 3: Enter the Number of Packages per Item
Mobile App Login
Zebra Scanners - DataWedge App Setup
External API
Generate or Reset External API key
Integrating to Flourish via Zapier
All Categories > Getting Started
10 articles
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…
Updated 8 months ago by Pete
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…
Flourish tracks data associated with extraction processes allowing visibility into machine function, efficiency (inputs vs. outputs), environmental factors, consumable use, and more. In general, inpu…
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…
Inbound. Inbound is where you'll create purchase orders for receiving inventory into the system. Flourish inventory tracks both cannabis/hemp and non-cannabis/hemp goods. Users assign costs, lot numb…
Updated 8 months ago
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…
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…
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…
Updated 3 days ago by Pete
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…
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