Inventory

56 articles

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 4 months ago 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…

Updated 1 month ago by Michael Goss

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…

Updated 8 months ago by Jay Kasbohm

Tutorial: Creating an Item

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

Updated 4 months ago

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…

Updated 2 months ago by Dylan Mattos

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…

Updated 1 month ago by Brooke Matis

Create And Manage Custom Views

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

Updated 7 months ago 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 2 years ago 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.

Updated 2 months ago by Jay Kasbohm

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…

Updated 2 years ago by John Shea

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…

Updated 2 years ago by Kelly

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 1 year ago 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 4 months ago 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 8 months ago 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…

Updated 3 years ago

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 2 months ago by NIr Malchy

Inventory: Recording a lab result and uploading COAs

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

Updated 8 months ago by Kelly

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 1 year ago by NIr Malchy

Locking of Packages when saving a Failed Lab Test Result

Depends on a Configuration Setting. Auto-Lock Packages In Progress or Failed Results. How does it work? For NotFinal results in any status. Regardless of Configuration Setting, associated packages wi…

Updated 10 months ago

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…

Updated 2 years ago by John Shea

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…

Updated 2 years ago by John Shea

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…

Updated 1 year ago by John Shea

METRC - Convert 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 1 year ago 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…

Updated 1 year ago by John Shea

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.

Updated 1 month ago by Ariana Hanshaw

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…

Updated 2 months ago by Jay Kasbohm

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 4 months ago 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 1 year ago 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…

Updated 5 months ago

MMJ Used Package Attribute

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

Updated 2 years ago 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 2 years ago 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.

Updated 2 years ago by John Shea

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…

Updated 3 years ago

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.

Updated 9 months ago by Kelly