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Sales Order Payments

Sales Order Payments. Flourish enables you to enter payments against orders to track accounts receivable by invoice. First, the types of payments that can be collected are set up in Manage Settings >…

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.…

Integration: QuickBooks Online

Flourish Hub Course. We are happy to introduce the Guide to integrating Flourish Software with the powerful financial management tool, QuickBooks Online. After completing this course, you will unders…

Connecticut BioTrack - Accepting Rejected Inventory

When inventory is shipped and later rejected in BioTrack, it is important to perform a reverse sync to properly update your inventory and outbound records in Flourish Software. This ensures your reco…

Allowing Local Network Access for QZ Tray

Browser Security Update – Action May Be Required. Browsers like Chrome , Edge , and Firefox are introducing new Local Network Access (LNA) security rules. These changes affect how QZ Tray — the secur…

Managing Chart of Accounts View - QuickBooks Online

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

Switch your QuickBooks Online Account to work with Categories

To enable the sync of items from Flourish to QuickBooks Online, please ensure your QuickBooks Online account is configured to work with "Categories" and not "Sub-items."

Login, Modules Overview, and Access

Flourish Software is a “seed-to-sale” and supply chain management platform for the cannabis industry. It streamlines inventory control and syncs compliance data with state systems in real time, empowering businesses with modern tools to stay efficient and competitive.

Setting Up Users for Mobile Access

Step-by-step guide. Navigate to the Admin Settings area of the web application (find the Manage settings option in the Hi, User! dropdown) The remainder of this guide assumes that you already have at…

Managing Multi Accounts and Sub Accounts in WooCommerce

WooCommerce offers the ability to manage users through a flexible multi-account and sub-account system. This system improves operational efficiency, streamlines team collaboration, and maintains clea…

Flourish Analytics - Set User Access and Access Level

Set User Access and Access Level for Flourish Analytics to see reports, download reports, and edit reports.

Opening a Till

Before you can accept payment at a register, you will need to open its corresponding Flourish till. In the Flourish web app, click Retail > Tills > Manage Tills. Locate the till you need to open. In…

Replace Customer - Change the Customer on a Retail Purchase

Some customers may forget they have an account, create a new one with a different phone number or email, and submit a purchase. You can change the customer on a retail order to resolve this situation…

Creating and Managing Users

The Flourish team adds system admin users during account creation. You can follow these steps as a system admin to create new users. User management is crucial for maintaining security, controlling a…

Edit Your Flourish Software User Profile

Edit your Flourish Software user profile to streamline your work. Access Your User Profile. Please follow the steps below: Login to Flourish Software. Click on your name in the top right corner of th…

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