New Mexico cannabis regulations require that every product include a QR code on the label, which links to a digital landing page displaying comprehensive product and compliance information.

Flourish now supports this!

• Generate a QR Code on the package label

• Host a branded landing page to display state-mandated information

• Various attributes to support these compliance requirements

You can now enable extended pricing within Flourish to differentiate between wholesale and retail prices.

Full support for BioTrack STS in New York

New API Endpoint to get harvest data.

See more: https://api-docs.flourishsoftware.com/

Users can now quickly make lab sample orders using our "Bulk Actions" from the inventory grid.

Flourish now supports scheduling and tracking work by shift. This improves visibility for manufacturing operations.

New External API Endpoint

• GetShifts

We’ve migrating our integration from Metrc’s v1 API to the v2 Metrc Connect API.

• Tags sync in from Metrc

• Replace tag feature for some cultivation use cases

• Several other Metrc enhancements coming that are now available via the new paid API

What we're solving

Retail dispensaries need to verify that customers are of legal age before making a sale. Today, this process often involves manual data entry to create customer profiles—an inefficient and error-prone task that slows down operations.

Our Solution

We’re streamlining the customer check-in process by enabling ID scanning directly within the Flourish mobile app. With a quick scan, staff can instantly verify age and auto-fill key customer details into the system—eliminating manual input, improving accuracy, and accelerating the in-store experience.

What’s Coming

• Integrated ID Scanning SDK for seamless ID verification

• Auto-populated Customer Profiles from scanned ID data

• Retail Role-Based Permissions for Customer Check-In and Customer Profile Management

• Configurable Business Rules under Facility Settings for greater flexibility across markets

Why It Matters

Dispensaries using Flourish will reduce wait times, improve data quality, and ensure compliance—all while providing a smoother experience for both staff and customers.

Let me know if you want a shorter version for changelogs or release notes.

New endpoint to get the underlying details per package. More info is in the docs:

https://api-docs.flourishsoftware.com/

We've launched Retail POS in New Mexico.

Users can now create work orders using Flourish's External API.

https://api-docs.flourishsoftware.com/

Flourish now supports the "Replace Tag" feature for Plants and Plant Batches for Metrc clients.

Flourish now supports renaming harvests for Metrc clients.

Users can now upload a brand logo or image.

Retail customers can now design and print an in-store menu from within Flourish.

Flourish customers can now define an API key with permissions to specific modules and API endpoints.

We've also migrated the authentication method to an X-Key from Basic Auth.

Flourish now supports a native integration to Bartender by Seagull Scientific.

We re-released fully re-built and standardized Zapier coverage on top of Flourish's API.

Field Name: Item Strain Type

Field Type: Selector (pre-populated by Flourish)

Pick-List: CBD, Hybrid, Hybrid-Indica, Hybrid-Sativa, Indica, Sativa, THC

This is now available:

• Item Screen

• Item Bulk Update

• Label Maker

• External API - GetItem, GetItems

• External API - GetPackageLabelData

Implementing the "new" version of BioTrack for our Florida and New York client base.

Import BOMs for a client via CSV during implementation. Also will support deactivating old ones.

Customers want to restrict who can manually allocate a Retail POS sale (Web and POS). Only certain people should have access to select the package ID. This helps enforce inventory accuracy.

Enhancing our set of reports for the finance team to better pull data and reconcile against the general ledger.

We've migrated Flourish’s business intelligence engine to a new experience. Benefits include:

• Live and Historical reporting

• Build and customize your own reports

• New scheduling, alerting, and export capabilities

• Multi-tab data workbooks

• Refreshed content

Major manufacturing updates:

• Scheduling for manufacturing

• Work orders, leveraging Bill of Materials

• Manufacturing grid enhacements

• Performance enhacements

• Reporting upgrades

Launched a new Point of Banking payments integration for our Retail Point of Sale product.

https://www.flourishsoftware.com/integrations/vector-payments

In AZ, when there is a <LOQ or ND on a cannabinoid, the test result on the label should print <LOQ or ND instead of ZERO. The test result on the label must match the PDF. Effective August 2024.

• COA: Certificate of Analysis

• LOD: stands for “limit of detection” and is similar to the LOQ, but they are not exactly equivalent. The LOD is the lowest quantity of a substance that can be distinguished from the absence of that substance. The LOD and LOQ can differ according to what definition is used and what type of noise contributes to the measurement and calibration.

• LOQ: Limit of Quantitation, meaning it was detected but the testing method couldn’t specify the quantity detected

  • <LOQ: means that the analyte is below or less than the limit of quantitation.

• ND: Not Detected

• NT: Not Tested

NY Outbound Tax Calculation

• five-tenths of one cent ($0.005) per milligram of the amount of total THC for cannabis flower;

• eight-tenths of one cent ($0.008) per milligram of the amount of total THC for concentrated cannabis; and

• three cents ($0.03) per milligram of the amount of total THC for cannabis edible product.

Flourish now supports accepting the batch (lot number) on an order line for customers using Leaflink's sell by batch feature.

Flourish Help Doc:

Sell by Batch Integration Guide - Flourish Software

Leaflink Help Doc:

How to manage inventory by the batch – LeafLink

Enhanced our Metrc integration to comply with new tissue culture reporting requirements in specific states.

Added a new item field for Item Allergens. This will help clients who manufacture edibles stay compliant with FDA guidelines for labeling.

We also incorporated this into the Metrc Sync. In Nevada certain fields now require a "RequiresAllergens" flag.

We added a new dedicated field for Item Ingredients for clients who need to print a list of ingredients on the packaging. See FDA Food Labeling Guide (fda.gov) page 23. This is available via the API and Label Printing as well.

We've released new GetPackages and GetPackageByID endpoints to more easily allow clients to pull this data from Flourish.

We also updated inventory endpoints to add package reference fields and origin information.

New reporting capabilities to easily trace back package ancestry and see package lineage. This is useful when looking at how inventory flows through various processes.

We've released an updated manifest using the OCM State Template

Empower your sales team with a mobile first CRM designed for field sales and brand reps.

The integration includes:

• Destination (Customer) sync

• Live inventory sync

• Bi-directional order sync

Automate importing COA Results to pull all test result values into Flourish to support reporting and printing them simply by uploading the PDF.

We're adding new PDF support weekly.

Financial accounting is a big part of what makes Flourish a powerful and valuable addition for customers. We now expose the finance account data for items so that users can more readily build on top of the financial data.

Added this data to items:

• GetItem

• GetItems

Added new endpoints:

• GetFinanceAccounts

• GetFinanceAccount

• GetFinanceAccountTypes

Flourish now supports Metrc Processing Jobs per state mandates.

States: Montana (Feb 1), Nevada (Jan 1), Oregon (Current)

Reference: Processing-Job-Guide.pdf (oregon.gov)

The following is a list of the new endpoints and further details can be referenced here: • GET /processing/v#/{id} • GET /processing/v#/active • GET /processing/v#/inactive • POST /processing/v#/createpackages • POST /processing/v#/start • POST /processing/v#/adjust • PUT /processing/v#/finish • PUT /processing/v#/unfinish • DELETE /processing/v#/{id} • GET /processing/v#/jobtypes/active • GET /processing/v#/jobtypes/inactive • POST /processing/v#/jobtypes • PUT /processing/v#/jobtypes • DELETE /processing/v#/jobtypes/{id} • GET /processing/v#/jobtypes/attributes • GET /processing/v#/jobtypes/categories

Flourish now supports line level discounts on outbound orders. We can also integrate these with LeafLink and QBO.

Easily print the "Top Terpenes" and "Top Cannabinoids" with our label maker and CYBRA MarkMagic®.

Enhancement to our existing Hypur Debit integration to automate workflow for retail works.

We’re going to be the first to integrate with CYBRA’s new MarkMagic cloud solution to support advanced printing capabilities. See more here: https://www.flourishsoftware.com/integrations/compliance/markmagic

See API Documentation.

Released a new report for Green Check Verified while we work towards a native integration.

New Inbound Workflow

With the new ability to receive packages from Transfers on Inbound Purchase Orders, you can now do the following:

• Create a purchase order and send it to the vendor before inbounding the transfer in METRC.

• Receive the inventory on the transfer 'against' the purchase order.

• Update your purchase orders according to the actual quantity on the transfers.

• And much more! Learn more here: METRC Inbound Process.

Added support for the National Drug Code number within Flourish.

Launching our first NJ client

Added a new endpoint to retrieve Package Label Information

Enhanced the ability to import and map items to the chart of accounts.

Integrated Flourish into the Biotrack state track and trace system.

Flourish will now pull in harvest data, including historical harvest data, from Metrc if work is performed directly in Metrc or prior to implementation.

To support client financial controls, the action to sync an invoice to QuickBooks Online now is permissioned.

Users can now create custom views on the inventory, inbound, and outbound screens to quickly pre-filter data.

Admins can now restrict exporting data from across the application.

Flourish's Point of Sale is now ready for Georgia cannabis clients

• Updated patient limits

• Included state-mandated fields

• Validated tax calculations

Flourish now supports generating Maine's "Standard Trip Ticket" from our outbound shipment module.

Flourish added additional item fields on our Metrc to comply with updated state requirements for Brand and CBD/THC per Dose for specific item categories.

Brands are now available via our External API.

Please see the API documentation for more details.

Flourish now supports full API coverage over Retail Delivery.

https://api-docs.flourishsoftware.com/

• GetDelivery

• GetDeliveries

• PostDelivery

• PutDelivery

Flourish now supports excluding a facility's inventory from syncing to your Leaflink Menu. This helps when a client has multiple Leaflink menus or facilities that have inventory that isn't yet ready to sell. The additional configuration option allows Flourish to adapt to various client requirements.

• All transactional POS data flows into AlpineIQ

• Full discount alignment and in-app reward redemption

• Customer sign up on check in and within the cart

• Auto-matching customers with existing AlpineIQ profiles

• AI driven product recommendation and customer badges in the cart

• Custom development for integration controls and receipt printing

Beginning January 1, 2023, the responsibility for collecting and paying the cannabis excise tax to the California Department of Tax and Fee Administration (CDTFA) shifts from distributors to cannabis retailers. Updates to Flourish to conform to this.

Enable a customer to select a valid plant tag with the same strain and retry the sync to Metrc.

Enable the user to select a valid Plant Batch Tag and retry the push to Metrc.

• Adding new label attributes to support Missouri's recreational cannabis launch.

• Updates to our Lab Testing screen to capture an additional 34 terpenes and several more cannabinoids

Easily update your destination information using a spreadsheet download/upload.

We added additional strain attributes, which you can update via a spreadsheet download/upload.

Easily update your Vendor information using a spreadsheet download/upload.

New API Endpoint for Cultivation clients to Get Plant information from Flourish.

Documentation: GetPlants and GetPlant

https://api-docs.flourishsoftware.com/#4ff6e0e6-d398-41f5-9a7b-949ffe2b5d73

New endpoints

New endpoints for managing outbound order payment terms:

• PostOrderPaymentTerm - Create a new order payment term.

• GetOrderPaymentTerm - Return an order payment term by ID

• GetOrderPaymentTerms - Return the list of all available order payment terms, filterable by parameters in the request.

Please look at our detailed Flourish API page for details.

Create and use Non-Inventory Items such as Labor, Processing Costs, and Inputs that do not need to be tracked in inventory.

Updates include:

• Item Master

• Bills of Materials

• Manufacturing Runs

• Applying Inventory/Costs/Inputs to Plants

Flourish as an approved "seed to sale" Metrc vendor and can now service cannabis clients in Mississippi.

Launched support for Medical and Recreational purchase limits, taxes, receipt requirements, and more, including Metrc Integration.

Launched support for state purchase limits, taxes, receipt requirements, and more, including Metrc Integration.

Flourish now handles recreational and medical tax and purchase limits within a single license if permitted by the state. The med/rec designation on the order calls the appropriate business rules.

Ability to sign up and update loyalty & marketing communications along with viewing loyalty status within Flourish's Point of Sale.

• Flourish Customer Profile enhancements for added Customer contact fields & Loyalty Status

• Alpine IQ Settings pages for bi-directional integration between Flourish & Alpine IQ

• Flourish Discount enhancements to display Discount ID on discounts in preparation for Phase 2 reward linking

• Flourish Customer profile and Intake updates to display Loyalty Status and links for detailed Loyalty Signup & Status

More details here: https://docs.flourishsoftware.com/article/pdi384l5fq-flourish-alpine-iq-integration-overview

Enhanced the Void Payment workflow for Flourish's retail POS.

Users can now move an order to a different Facility, which provides additional flexibility for various fulfillment workflows.

Flourish now automates dispensations to the MMUR for retail delivery orders. Learn more here.

Please see a set of new reports to support accounting functions and reconciliation.

• Inventory Adjustments

• Inventory Consumed: Bills of Material

• Inventory Consumed: Manufacturing Runs

• Inventory Snapshot

• Returns: Retail Point of Sale

• Sold: Item Summary

• Sold: Outbound Order Details

• Sold: Retail Point of Sale

• Receipts: Purchase Order Line

We're pleased to release a set of standard reports to integrate Flourish with QuickBooks Desktop via Transaction Pro.

Details here: https://docs.flourishsoftware.com/article/83xbyjpn60-export-sales-orders-to-quick-books-desktop

Please see our help center for full documentation on Flourish's new Zapier Triggers and Actions. Note, the Zap is still private. To use this please send a ticket into Flourish support.

We added the is_external flag to work with the following calls:

• Get Items.

• Get Inventory.

• Get Inventory Summary.

Learn more about Flourish External API.

Released an updated PostRetailOrder endpoint**.** Retail orders sent by an external system to this new endpoint will now pass through the Flourish discount engine to automatically apply discounts not configurable as Ecommerce Eligible (and therefore unlikely to have been included in the request). Advanced discounts, customer group discounts, single-use promo codes, and more will now be automatically applied to give your customers the best possible deal.

Learn more about the Flourish External API.

New configuration to display item attributes such as Retail Display Name, Part Number, Description, and SKU on the purchase order to better support procurement functions.

Next-level integration with iHeart Jane (Jane Technologies)

https://www.iheartjane.com/about-us

Ability to log and report on AeroPay payments within Retail POS

Annual enhancements for Florida MMUR Integration.

UX enhancement to allow users to create packages of multiple quantities in one step. Ex: 5 packages of 100, 1 package of 10.

Flourish will sync trade sample packages from METRC and they will appear as trade samples in Flourish

Regulatory updates for clients in Arizona

In-App Notification System. Shows LeafLink integration alerts.

Ability to cancel an outbound order via the API

Ability to log a payment using a Gift Card

Calculate and enforce purchase limits for retailers in Rhode Island

Ability to restrict logging into Flourish to only approved IP addresses

Retry various Metrc actions related to Plants in cultivation

Integrated payments with Hypur's newest solution for retail sales

https://www.hypur.com/

Native CRM integration with Ordo

https://www.ordohere.com

• Enhanced UX for inputs/outputs

• Name manufacturing/processing runs

• New manufacturing header attributes

Various enhancements to enhance our ability to manage lab tests (COAs)

Pre-build dashboard and reports for Rhode Island Cannabis Compliance Reporting to support our client base in the state.

• New Search capabilities for GetInventory and GetInventorySummary endpoints

• Added Alias/DBA for destination facilities

• Private beta of new endpoint to expose Retail Discounts

See release notes and API documentation for details

• Improvements for cultivation wet weight logging

• New inventory counting configuration options

Adding the ability for users to easily use Lendica to provide financing to pay their invoices and more

Allow a user to quickly receive non-cannabis inventory into Flourish

• Easily see payment status for an invoice

• Quickly log a payment against an order

• Reporting enhancements

Make item and strain updates using a CSV Export/Import

This feature will allow you to only display packages that are in areas/locations that you want to have included in inventory counts. For example, you can exclude certain areas that have products that are set for destruction.

Ability to create and update Destinations via the External API.

See here: https://api-docs.flourishsoftware.com/

Updates to the Vendors API endpoints

See details here: https://api-docs.flourishsoftware.com/

Create and update shipments via the Flourish external API.

See details here: https://api-docs.flourishsoftware.com/

Made important regulatory updates for Canadian cultivation clients

Updates to enforce locating inventory, tax calculation, and related regulatory rules for California Microbusinesses.

Made significant updates to handle Metrc PBR numbers for our clients in Ohio

Consolidate shipment with multiple order to the same stop. Enhancements for various state required attributes.

• Automation of creating a Company and Store Cash on Board Reports for Management reporting.

• Cash & ePayment Management & Reporting enhancements

Added the ability to export inventory counts to excel so you can take actions that are available in excel against the inventory count.

• Quickly set the arrival date and time when adding orders to shipments

Adding these package details to the mobile package view:

• Total Sellable

• Unit Cost

• Unit Price

• Ref Field

• This shipment manifest is organized by lot/batch instead of by each package to reduce the number of pages that are printed

• Adding a link to the lab results PDF in POS so employees can easily access and print.

For users who are focused on Areas only, we're adding 'None' as the first menu option in the Location dropdown menu when locating packages by lot via the Flourish mobile app

The ability to create, view, edit, and delete notes to sales orders in the Flourish mobile app

• Adding new vendor, item, and destination fields that connect with QBO

• Enhancing the user interface for a more seamless user experience

• Adding ability to set default chart accounts

Leaflink integration improvements based on client feedback

• Enhanced item sync screen for a better user experience

• Better visibility on Leaflink errors

We're updating the lab results for both METRC and Non-METRC users, and removing the lab results modal and making that an updated screen.

See our documentation.

For inter-company transfers, we will give you the option to have the order notes from the outbound order carry over to the inbound order notes. This will help with communication for teams at different facilities.

We are updating the COA pdf to include page breaks. This will help your customers when it comes to finding the COA they are looking for.

Discount Engine enhancements allow cannabis operators to create myriad of incentives at the point-of-sale that will drive customers into the store and influence them to buy certain products through a variety of discounts that align with creative marketing campaigns. These enhancements provide the ability to create unique discount opportunity sets that rival or exceed capabilities found in traditional retail software, including:

• Dollars-off discounts;

• Percentage discounts;

• Buy-one-get-one promotions and variations thereof;

• Single-use promotion codes;

• Multi-use promotion codes;

• Conditional offers such as birthday, in-store, and first purchase; and

• Time-based discounts such as happy hour, weekday only, or defined start and end dates.

While the Discount Engine enhancements are focused on helping marketing teams, the system also provides deep analytics that will enable stakeholders to identify and address how discounts and promos impact margins and influence sales and customer loyalty. Data housed within Flourish Software also provides impressive ancestry tracking from harvest to sale of the final product. For example, the software’s analytics can identify discrepancies in sales activity between store locations. In another example, if a recall or compliance issue occurs, operators can easily pull the data stored in the point-of-sale system to review and address it.

We are adding MMJ used as an attribute on the item master. This will allow you to set the MMJ used for the item. This will populate MMJ used throughout the application if entered but can be changed at the package level if a batch is different than the item MMJ used.

We will be syncing payments logged on orders to your Quickbooks online linked account. This will reduce the need for you to do dual entry on Flourish and QBO.

API or CSV upload for COAs

Ability to create and update a PO through the External API.

We added signatures to our Webhook feature. This increases the security of our Webhooks by requiring that the message match the signature generated.

We are adding a CSV upload for METRC package and plant tags. This will help you reduce entry error.

We now reverse sync the lot/batch number for each package from METRC. This will ensure that each package has the correct lot/batch that is in METRC.

We are adding the grand total to the shipment PDF so your customers know the entire cost of the shipment!

We added the ability to enter weight, method, and reason for individual plants when destroying plants. We also allow you to select and apply the same reason and method to all selected plants at once.

We now allow you to manicure your plants in the vegetation stage. This helps when you are removing excess from plants. This works the same as manicuring in the flowering stage.

Based on your feedback we have updated the PDF that is printed from a completed inventory count to include all of the counted packages!

We added an assigned column next to the available column in the counted packages modal. This will display the quantity of the package that is assigned from that package.

Based on your feedback we now allow the expected date of purchase orders to be in the future. This works great for when you know you have a shipment coming in and want to pre-build the PO.

We added the ability to select multiple header filters on inventory counts. This will allow you to filter by cannabis and locked packages or cannabis and unlocked packages.

We added wire as a payment type. This is for our B2B customers to be able to capture how their clients are paying for their orders. If you have retail customers that pay via wire please let us know!

Based on your feedback we added a balance due column to the all orders grid. This will allow you to see the balance due of the order without having to click into the order.

We now auto-populate the area/location on newly created packages when you split a package to allocate to an order. This will save you from having to set the area/location. You can change the area/location if needed.

We are adding a 'Match all Allocated' button on mobile orders. If the order has at least one order line that is over-allocated, we will display the Match all Allocated. Selecting Match all Allocated will match the ordered quantity of the order line to the allocated quantity.

We are giving you the ability to un-send a package that is out of sync with METRC. This works for newly created packages that have not yet properly synced to MERTC.

As a user, I want to be able to get the item CBD and THC percentage and CBD/THC content via the API so I can add this to my website for example.

See API Documentation

We added a third ref field to orders for you to use for information regarding the order!

We added the customer PO number field to our printed order invoice. This will allow you to make sure that the order matches the customer po number!

We are releasing a compliance-focused feature to ensure those in Nevada are not overselling retail customers.

We added order Ref fields and Origin Harvests to the Flourish external API. This will allow you to update and write to ref fields on orders and get the origin harvests of packages from Flourish.

When the package you are creating is an item with a required and set strain the strain selector drop-down will not be selectable. This will save you clicks when creating packages!

We added part number as an optional column for our package quantities inventory counts. This will allow you to sort counts by part number if that is how you want to sort.

We expanded the information that is captured when exporting the item master. We now include all of the product information. We also include e-commerce and compliance information.

We added a select all filter packages option for bulk action. Not only will the first page be selected, but all packages will be selected. This will save you a lot of time when it comes to bulk package actions!

Based on your feedback we made the item selector for building orders larger than the field. This will allow you to be able to read the entire item name!

For faster order allocation we will automatically enter the ordered quantity of the order line into the required quantity field when splitting a package to allocate to an outbound order. All you will have to do is press the review and confirm button!

We added area and location selectors on mobile for splitting packages on an order.

We updated the Total Price and Cost fields to be tab out to save. This will allow you to take your time when entering the numbers you need.

We are now allowing the package attributes that belong to a source package to be passed along to the newly created package. IF there are multiple source packages then we will NOT pass the attributes along.

Columns to add with sorting and filtering:

1. State License Expiration Date

2. Internal Notes

3. Address

4. Destination Type

We are adding the option to have ALL packages associated with a lot number be automatically locked when the test result for that lot is recorded as in-process or failed status.

We are adding Strain Description as an option in the label maker. This will allow you to inform your customers of the details of the strain that they are buying.

We understand that you may have more than one facility that you use to cultivate plants in. Allowing you to plant plants from a package will help increase the efficiency of you cultivation team!

We are releasing the same functionality that we have for our web app for our POS app. You will be able to set an idle item and then a logout time for users to be logged out to the PIN screen.

Being able to allocate clone kills to a specific mother group will allow your team to get a better idea of which origin groups produce the best clones.

We are adding the configuration option to remove Account Credit as a return option. This will default to Cash as the monetary transaction of choice when your customer is returning a product.

We are adding the sellable numbers to the lots/batch drop down on orders. This will help your sales reps when it comes to knowing how much of a lot/batch is for able to be sold.

We are now supporting inventory as a webhook. This will allow you to get real time inventory updates from Flourish.

METRC requires that drivers have their employee ID number logged in their system. To make sure we are properly sending METRC the required information we are adding an employee ID field to drivers in Flourish.

Based on your feedback we are increasing the record limits to 200 for items! This will allow you to get more information per API call.

The state of Virginia requires the Pharmacist on duty to have their initials on every customer label for product sold. We are allowing the users to select the Pharmacist on printing of the customer label! This will be remembered until changed.

We are giving you more control over who can and cannot take certain actions in inventory counts. The new actions are listed below!

• Submit for review (existing)

  • will need to update to not include the ability to complete the count

• Review Count

  • but can’t cancel or complete the count

• Cancel and complete count

Flourish has allowed users to enter grams as the default weight for harvesting/creating packages. This will allow for the option to have those weights be in LBs instead. Great for outdoor cultivators who harvest huge weight.

We are adding the ability to have a cancellation reason on retail purchases. This will allow for reporting on the reasons a purchase is being cancelled and allow you to make informed decisions on how to improve.

For Arizona users we are adding the MMJ used field to the package creation screen. This will allow you to enter the MMJ used while creating the package and save you time!

We are updating the API for our CanPay integration to their V2.

To help users be more compliant with locating packages we are adding an option to require newly created packages to be located!

We are adding a button to allow users with permission to sync all strains for a company in a METRC environment!

We are developing Webhook functionality for those who want to get more real time updates from Flourish. This will help users with building their custom integration against Flourish!

As a user, I want to have a column that shows the item description so that I can filter based on that so I can do my inventory counts faster.

As a user, I want to be able to filter the package to count based on Area/Location so that I can count packages in the front or back of the store only.

We now allow you to package clones from mature plants! You can then add these packages to an order and ship them out.

We are adding the ability to use Ref Fields via the External API for Outbound Orders! This will allow you to enter the specific information you want to be in the Ref fields on orders.

We are adding the ability to get image from items in Florush to the external API.

We are adding a filter for Item Tags to the Item Master Grid. This will allow you to have the items associated with a tag/tags displayed for you to take actions on.

We are adding attributes to Areas so you can enter the number of lights per a measured area for detailed reporting on your grow!

We will allow you to see 3 decimal places on lab results so that you can be even more precise with what the % of THC is, for example.

METRC has different categories by license type. Currently, for multi licensed clients, when a Flourish item is created it tries to push to all METRC licenses but is not able to sync for all due to the category not being there for all licenses. Flourish currently marks that item out of sync which prevents users from using that item in any of the licenses.

This is an upgrade to the Chrome Extension. You can create a Transfer Template in METRC without having to open the Chrome Extension.

We are adding the exact time of departure on shipping manifests. Previously we only had AM or PM.

Converting the POS App to a Progressive Web App. This will allow users to use the POS in a web browser, and be used on a desktop without having to download an Electron app. This will allow the POS to be used on mobile devices as well.

We are updating the Splitting of a Group in Grow workflow. This will allow you to split groups more efficiently!

Eliminate a "Data Fix" request by allowing users to allocate a shipped package in full to a sales order if the package is not associated to an order already. This happens when a user transfers a package in METRC directly.

As a user, I want to be able to search for a customer by their customer ID so that I can find customers by their customer ID.

Add to the search box here in Retail module:

And here in POS:

Acceptance Criteria: user can search by customer ID and find the customer profile

Workflow: some users know the customer ID and want to directly pull up the customer they are searching for instead of searching by Tom.

We are updating how you will interface with METRC when it comes to Transfers. The Chrome Extension has been a wonderful product, but we are going to replace it with a faster way to create Transfers directly in METRC.

METRC allows users to create more batches from immature batches. Flourish allows that option too but only when plants are moved to veg stage. Please add the option to create more plants from clone groups as METRC allows for that and this limits the users.

We are adding more filters to the group view to allow users more control over the groups that are displayed!

We are updating how users enter dosages for customers so that it will be easier to reuse dosages and make reports off those dosages.

As a user, I want to be able to see a column with TAC so that I do not have to click into the lab result modal to see the TAC %

``We are adding the ability to remove the initial of the user completing the purchase from the Retail sales receipt.

As a user, I want to be able to unselect a sales rep after I selected one so that I can not have a sales rep on an order if something changes.

We need to add the ability to dispense both THC and CBD when we dispense MG to the MMUR so that Parallel can accurately report on how many MG's they are dispensing.

We understand that your workflows may vary harvest to harvest. You can now complete a harvest from the drying section of our Grow module.

We are adding the ability for you to choose the lot number you want the non-cannabis items in a manufacturing run to be deducted from. This gives you the control over what lot get used!

For Cali distribution facilities only. We are allowing you to update the excise tax applied to an order after it has shipped. We understand that there can be scenarios when the excise tax selected is not correct and you need to make an after the fact adjustment.

We are building the ability for you to un-complete a harvest. This gives you the flexibility to make sure your harvests are accurate!

We are updating how we reverse sync data from METRC for cultivation clients!

We are updating how canceling an order in Leaflink cascades down to Flourish to make the user experience much easier!

We added Total THC, Total CBD, and D9-THC to the lab results UI. This gives you data points when logging lab results.

We added a URL field to the lab result UI. This can be used to create a QR code that get printed on a package label for customers to scan and be taken to the lab result.

Cultivation:

• Plant Batches

• Plants (Veg & Flower)

• Harvests

Incremental nightly reverse sync:

• Import new data

• Update existing data

• Capture phase changes

• Updates should not affect Flourish grouping

We are updating the Navigation sidebar. This is a welcomed refresh to the UI layout of Flourish. You will see more changes of the course of 2021.

We are updating how you can interact with Plant Batches in Flourish! You can now manage your Plant Batches directly in the Flourish UI.

METRC updated how retail customer work with their API. We will update the retail integration to accommodate this update!

Since the retail display name does not interface with METRC we are allowing you to edit! This will help you keep the item names that appear where the retail display name gets displayed in order.

We are updating how grid work in the Grow module to allow sorting to be saved after an action is taken. This will allow you to take an action and then have the sorting that was set to be kept by the grid.

Ability to conduct Inventory counts from a mobile device.

Florida POS users will now be able to have the customer's MMUR number be sent to the MMUR when the order is completed!

We are adding the ability for users to change the customer on an order. Sometimes a duplicate customer profile can be created and you want to change that purchase to the correct purchase.

We are adding the ability for you to set the default location for inventory when received. This will set all inventory to be located to the default area set for the facility.

We are updating the sub-module name Drying in Grow to Harvest to more accurately reflect the action that is taken during this part on the cultivation cycle.

Retrieve lab test data from Flourish via the External API

Ability for retail payments to be applied to a retail purchase within Flourish. This will allow for prepayments to be applied to purchases!

Ability to edit a retail order via the External API. POST and PUT endpoints.

Submit lab test data to Flourish via the External API

We are allowing you to export all of your Destinations via CSV file!

Report to show items with Zero Sales over a time range

SKU is often what our users use to refer to items. To better help them find the item they are looking or we added SKU as a column on the item master grid.

We added the Use By Date to the All Packages so you can quickly identify what packages are past this date and what packages are approaching this date.

We added the ability for you to have multiple filters on inventory counts to make counting inventory more efficient.

Harvesting takes a lot at a time and you do not always get to enter the harvest on the day it happens. This will allow the you to sent the correct date and have that sent to reports and METRC.

Similar to allowing you to enter the date of the harvest, we added a date picker when you log waste against a harvest.

We are adding a screen for users to manage their subscription to Flourish via the web app. Users will be able to manage payments, contacts, and see historical invoices.

We will allow you to split external items! This will save you from having to rename an item to an internal Flourish name before being able to split.

Currently, users have to create the harvest to add wet weights. Once plants are moved to harvests they are not able to edit flowering plants. Allow to export CSV for a flowering group so users can enter weights before creating harvests.

You can now package Veg and Mother plants in California METRC cultivation environments. We have a toggle for you to choose if the plants are coming from a Mother plant which will NOT decrement the plant count of the group. This means Flourish creates the package of clones for you and then also creates the new plant batch of those clones and then consumes that package label!

Toggling this on means the Plants Available number will NOT be impacted from packaging these plants.

We are adding the Customer PO field to bulk actions - add to order- to provide you information to make sure the packages being selected are for the proper order.

As a user, I want to be able to search all the plants for the by ID not just the ones on the page so that I can quickly find the plants I need.

We are adding additional visuals to the allocation button on orders. This will provide you with information as to why the order line cannot be allocated to.

We are updating the Package Audit log to include METRC sync adjustment records.

We are adding a 'Planned Route' field to Shipments so users can type the route and have this information be sent to METRC.

Giving users the ability to generate their own Basic Auth Credentials will allow users to integrate into Flourish much faster!

Often times users want to add notes to orders after it has shipped. We are allowing this action as it is important to capture all notes for an order even if it has shipped to the destination.

We are updating our packing list PDF to match the invoice PDF design.

Based on feedback we are adding the ability to search by Batch in the Grow module for METRC cultivation environments. This will allow users to quickly find the batch they want to take an action against.

This will allow users to edit the amount of credit a retail customer has on their account. Currently this is a static field that only get updated when a credit is applied through a return or removed when a customer uses the credit at checkout.

Ability to create orders via the External API. POST and PUT endpoints.

Ability to read Orders from the External API.

Ability to receive all packages on a PO.

So that results can be retained as the packages are transferred from facility to facility within the company.

The ability for users to see the source package of a package so that they do have to go into the package audit log to find the package.

Ability to only show items with available inventory in the retail module item selector.

As we add more integration for orders we are adding a column that displays to the order origin.

A client wants to sell an Item in Pounds in Leaflink, but they manage the inventory in Flourish in Grams.

Ability to have multiple Leaflink licenses send to one Flourish instance.

Report on Item Profit and Margins over a date range

A report to show the profit and profit margin for each package shipped

This report will be used to prioritize what needs to be ordered for the facility

User can enter a Lot (Batch) Number and generate a re-call report

Ability to quick print an order invoice, packing list, and coa from the order action drop down.

Print the COA for an individual order.

Ability so see returns displayed on the order and invoice.

Ability to see the user who received the PO without having to go to the PO audit.

The word 'cannabis' will be removed from hemp facility invoices

Ability to upload your company's logo to appear on the Invoice and PO PDFs.

Add a Hemp facility type.

All companies All Facilities

Item 3 - Signature Line: Two Checkboxes to add: Employee, Manager

Item 4 - Line under the signature line: Add: Amount Paid From of payment (checkboxes for 'Cash', 'Check' and "Money Order(s)"

Item 5 - Line under Item 4: Add: "Total number of packages for this order:"

Re-order field for items. Reports can be built to notify users when the inventory of an item gets to the re-order point.

Ability to search for an item based on the part number.

All Packages, All Inventory, and Item Master search fields

Ability to get Destinations from the External API.

Ability to get Vendors via the External API

We are allowing the admin to create BOMs with variable inputs. This will allow users to change the item when using the BOM.

Ex: Substitute the standard "Sour OG" with "Farmer Jane's Sour OG" to make a Sour OG Pre-Roll. Inventory on hand is not always named consistently, especially in METRC states.

Ability to configure and add discounts to orders.

Ability to add payment terms to destinations! These will auto-populate on orders for that destination.

New inventory statuses for Inventory>All Inventory.

• Sellable

• Locked

• Allocated

• On-order

Ability to have internal notes vs external notes that print on the invoice pdf.

Ability for users to map their Flourish Categories to Leaflink Categories/Sub-categories.

When you scan a package to locate we will now give you the option to locate all the packages associated with the lat/batch tied to the package you scanned. This will save you time when you need to move an entire lot/batch to a new location.

Adding costs to packages and non-cannabis items.