Florist step 1: shop, modules and settings

Set up the frame first: your shop, the modules for bouquets, deliveries and events, ready-made categories, and the settings that let you sell by the stem and track freshness.

Before you start

• You have signed up and logged in (first login tour).
• You know your tax rate for flowers, gifts and delivery.

1. Your shop

1. Open Settings › Business Locations and edit the first location with your shop name, address and phone.
2. Add a location for a second shop or a separate design studio that holds stock.
3. Check the invoice layout and numbering per location.

2. Switch on stems, freshness and lots

1. Open Settings › Business Settings.
2. On the Product tab, tick Enable Sub Units (bunches made of stems) and Enable Product Expiry. Set On Product Expiry to Keep Selling or Stop Selling n days before and type the number of days (for example 1, so flowers on their last day aren’t sold as fresh).
3. On the Purchases tab, tick Enable Lot number so each delivery from the grower is its own lot.
4. Click Update Settings.

3. Switch on the modules

How to turn it on

1. 1Plan: Manufacturing, Order options & personalisation, Website & online store and Shopper app must be in your plan (Settings › Package Subscription).
2. 2Switch: Settings › Business Settings › Modules tab, then Update Settings.
3. 3Permission: Owner or admin.

1. On the Modules tab of Settings › Business Settings, turn on:
   • Manufacturing (Industry modules) to make ready-made bouquets and vases in batches.
   • Order options & personalisation (Industry modules) for card messages, recipients and delivery slots.
   • Bookings for consultations and event appointments.
   • Website & online store and Shopper app & Scan & Go to sell online.
2. Click Update Settings.

4. Categories and brands

1. Products › Categories › Import prebuilt: pick Flowers & gifts and tick fresh flowers, bouquets, arrangements, plants and gift categories.
2. Products › Brands: add the gift brands you resell (chocolates, cards, candles) or import them.
3. Products › Product fields › Import prebuilt: the Flowers & plants group adds arrangement type, flower type, stem count, color, vase life, plant height, light, watering, pet safe and occasion.

5. Price lists for trade customers

Funeral homes, event planners and designers often get their own prices. Create groups in Products › Selling Price Group (for example Funeral Homes, Trade (designers & planners)) and enter group prices. See Price groups.

Tip

Create staff logins for designers and drivers in User Management › Users. Drivers who only deliver need very few permissions.

Next: step 2: stems, bunches and freshness.

Business settings

Import prebuilt

Locations