Inventory

61 articles

Inventory Management

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…

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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…

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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 by NIr Malchy

Web Inventory Counts: Enter the Number of Packages per Item

Learn more about our 3 inventory count types using the Flourish mobile app > Count type 3: Enter the Number of Packages per Item In this workflow: This is a quick way to do a hand count to see if the…

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Print Labels For Non-Cannabis Items

You can now print product labels for non-cannabis items from the Inventory/All Inventory Table! Print Product Labels for Non-Cannabis items from All Inventory Table. Click Inventory from the right si…

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Tutorial: Creating an Item

You must create items in your Item Master to receive inventory, create manufacturing runs, or harvest packages in cultivation. Flourish will create an auto-generated SKU for each item. As needed, you…

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Create Package from Package

Create Package from a Package. Create a package (or multiple) from another source package (or packages) directly from the Inventory Grid. This is commonly used when you need to split a package or eve…

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Inventory Adjustments

To edit a package quantity to the correct size or, for instance, to waste out some of a product, you can make an Inventory Adjustment. There are two types of inventory adjustments: cannabis/hemp (pac…

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Create And Manage Custom Views

Create and manage custom views in the All Packages table to help you quickly access your inventory data.

Updated by NIr Malchy

Managing Inventory Lock Codes

The ability to "lock" inventory is essential for helping enforce internal and regulatory controls and processes. When you Lock a package, you specify a Lock Code that helps with the following: Lock C…

Updated by NIr Malchy

Managing Chart of Accounts View - QuickBooks Online

This is how to manage which accounts display in the dropdown when mapping items to QuickBooks Online.

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Package History

Package History. Trace the lineage of a package back to its original source, or start with a package and see what was created or split off from it. View this lineage by: Navigating to Inventory and c…

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

When taking a lab sample In a state where Metrc requires an LTB option (MI, MA), you will be required to specify what type of Lab Sample you are taking. You will be unable to create a lab sample in F…

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Create multiple packages with different quantities in one session.

You can create multiple packages with different quantities in one session. When you create the packages: Click the sign to add another line, where you can specify the " Number of packages" and the "…

Updated by NIr Malchy

Update The Unit Weight for a single package

You can set the Unit Weight for the package only for UOM 'Each' items. Whenever you create a package with an 'Each' UOM, the Unit Weight defaults to the Unit Weight of the Item. You can set the Unit…

Updated by NIr Malchy

Create or edit a Brand for an Item.

Brands are beneficial when selling a reporting on items. Manage all your brands in one place. Learn more here on Brand Management. Watch this quick video to learn how to create or edit a Brand for an…

Updated by NIr Malchy

Reprint Package Label

If needed, you can reprint package labels from the main Inventory grid. Tutorial: Printing package labels. https://www.iorad.com/player/1600973/Reprint-Package-Label. 1 Open Flourish Software and nav…

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Automatically calculate the "Use By Date" for new packages.

The Use by date is one package attribute you can set to inherit from the source packages. You can also set Flourish to auto-calculate the Use by date by configuring the Item in the Item master. Confi…

Updated by NIr Malchy

Inventory: Recording a lab result and uploading COAs

Flourish allows you to sync lab results from Metrc, create lab samples, and record lab test results against your inventory as well as upload the Certificate of Analysis (COA).

Updated by Jason Narney

Non-Inventory Items

Creating and using Non-Inventory items such as labor, charges, and consumables that aren't tracked within inventory. Create non-inventory classes and categories as well. Use non-inventory items in BOMs and Manufacturing runs.

Updated by NIr Malchy

METRC - Creating Trade Sample Packages and Trade Sample Adjustments

Creating Trade Sample Packages and Trade Sample Adjustments in METRC States

Updated by NIr Malchy

Inventory: Package Reference Fields

Package Reference Fields. Flourish allows you to utilize free form fields to capture information that might be unique to your business's workflows or might need to be printed on a package labels. The…

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Flourish Costing

Flourish Costing. Capturing costs on your inventory is important for your business. Some key focuses of why costs are important are: Creating an accurate Purchase Order when bringing in.goods. Inheri…

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Inventory Audits

Inventory Audits. There are two types of Inventory Audits where a user might need package history or item history over a date range. 1. Inventory Auditing. Each time there is an event associated with…

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METRC - Retag Packages - Change the item of a package.

In Flourish you often may want to Convert Packages to: Change the Unit of Measure on a package. Convert Bulk to Eighths. Change the item Category. Convert from an External item to an Internal Item (i…

Updated by NIr Malchy

Flourish Inventory

Understanding Inventory. Flourish is your source of truth for all of your inventory whether it's cannabis/hemp or non-cannabis/hemp. Core to any facility type in your setup you'll find Inventory on t…

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Editing Items after Creating Packages

Maybe you're updating your naming convention, or maybe you've made a mistake. Whatever the reason, making changes to an item after you've created packages of it is limited — but here are some quick tips on how to convert packages to new items.

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

Occasionally, a package may be mistakenly created, or it may be produced in a manner that disrupts the accuracy of test results due to an incorrect production batch. When this happens, it's essential…

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Set The Unit Weight for Packages of Items with UOM of 'Each'

Flourish Software Does not send the package Unit Weight to METRC. Must Read. Why set the Unit Weight? We developed this feature for clients who report to external systems that are not METRC, such as…

Updated by NIr Malchy

Refreshing Inventory Count Details

Sometimes, a user can start an inventory count, and before the count is completed, different users can assign inventory to orders or manufacturing runs, which creates confusion. If you are running an…

Updated by NIr Malchy

Outbound - Return Rejected Items to Inventory

Sometimes you transfer packages out, and the client rejects them or a part of them. When that happens, follow the steps below to reject the package and send it, or part of it, back into your active i…

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MMJ Used Package Attribute

MMJ Used is an inventory package attribute and compliance need for cannabis businesses operating in Arizona.

Updated by Admin CG

Manage Packages waste

You export to excel, cancel or dispose of the packages waste in the Waste Log screen. To do that: Go to Inventory. Select Waste log from the dropdown to enter the Package Waste Screen:. Export to Exc…

Updated by NIr Malchy

Managing Non-Cannabis Inventory

Managing Non-Cannabis Inventory. This document contains a list of actions that can be performed to manage non-cannabis items.

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Creating Packages and Auto-Prompting Label Printing

Here's an interactive tutorial for the visual learners. https://www.iorad.com/player/1598528/Creating-Packages-and-Auto-Prompting-Label-Printing 16 STEPS 1 The first step is to make sure your configu…

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Inherit Package Attributes

Flourish can track package attributes including use by date, production date, moisture percentage, serving size, extraction, cannabinoids, and reference fields. Use this configuration to enable the resulting packages to automatically inherit these attributes when creating new inventory.

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Inventory: Upload PDF To Record Lab Test Results

Upload a COA PDF to a lab test result so that Flourish can automatically parse the data from the COA and apply it to your Lab Test Result.

Updated by Jason Narney

Refresh Inventory of Non-Cannabis Items

Sometimes, you may need to refresh the inventory levels of your non-cannabis items. Prerequisites. The user role has the following permissions on the Inventory card : Inventory/Update.. Actions - “Ad…

Updated by NIr Malchy

Inventory: Package Attributes

Package attributes are essential when using cannabis inventory software. Flourish allows you to assign various package attributes on the Inventory > All Packages grid. These attributes are utilized on elements for your label templates to help keep you compliant and maintain organized data for your packaged inventory.

Updated by NIr Malchy