Inventory Settings

13 articles

Item Creation & Management

Flourish should be your source of truth for all cannabis/hemp and non-cannabis items; this is optimal for reporting and cost tracking as well as pushing one source of true inventory items and levels…

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Creating a Custom Category

By default, Flourish uses a list of simple item categories. If you want your categories to be more descriptive, or if you want to integrate seamlessly with LeafLink , you can create and assign your o…

Updated by NIr Malchy

Add Ingredients to Items and print in outbound PDF

Some states require Ingredients to show on outbound invoices for compliance. You create, set, and sort the display of the Ingredients for your items. Please follow the instructions ( you are welcome…

Updated by NIr Malchy

Rename Areas

To rename an Area : Go to Settings by clicking the gearbox icon in the top-right corner of the screen. Click Facilities.. Under Areas , click the eye icon next to the facility name to view the Areas.…

Updated by NIr Malchy

Inventory Management Principles

The Inventory setting screens are crucial operational elements. Here you will find the item master, strain master, and import data loaders. Items are the either cannabis or non-cannabis products that…

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Classes & Categories

Below is a list of our defined categories and classes for cannabis and non-cannabis items. These are defined at a state level. Cannabis/Non-Cannabis Class Category Non-Cannabis Supplies General Non-C…

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Disabling Areas

Sometimes you will need to disable Areas when you have no use for them. You can disable one or multiple Areas. Flourish will not let you disable an Area that has packages, batches, or plants in it. U…

Updated by NIr Malchy

Clone an Existing Item or BOM

Use this FAQ when you need to clone a pre-existing item or Bill of Material. To learn more about Create a new Item or a Bill Of Materials , click on the links. Here's an interactive tutorial for the…

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Lock Codes, Adjustment Codes, & Return Reasons

Inventory Lock Codes, Inventory Adjustment Codes, Inventory Return Reasons, and Order Cancelled Reasons are all set through Manage Settings >Inventory>Items drop-down menu. Inventory Lock Codes. The…

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External and Internal Items

The Flourish Item Master is a list of all items within Flourish across your company instance. Items are typically created within Flourish, but sometimes items will come in through an integration. For…

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Item Tagging Functionality

Tagging is a concept we use in Flourish to allow our users to customize certain features of the application very easily. Currently the tagging functionality in Flourish primarily applies to your item…

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Clone an Item to Create A New Item

1 Open Flourish Software and navigate to settings. 2 Click Inventory 3 To create a new item by cloning a similar item, start typing the item name in the inventory searchbox. 4 Find the item you wish…

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Chart of Account Mapping

Mapping your accounts is a crucial step when integrating with QuickBooks Online. Map items to your financial general ledger's chart of accounts using the Edit Item screen or Bulk Update Item feature.…

Updated by Admin CG