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Basics | Daily Procedures

This section contains help documents with information and guidance on the day-to-day functions of your Floranext system

  • Basics | Taking an Order

    Order Toolbar Start your order by designating the employee taking the order (click Select Employee and choose a name from the list). Next, select the request type, Walk-In or Phone. You will be able t...

  • Basics | How Do I Add Custom Options to My Products?

    Sometimes you may want to offer your customers the ability to customize a arrangement on your website. Here is how you can add options to your products! Start by going to Products > Products > Website...

  • Basics | Viewing Your Orders

    Viewing Order Information To view your received orders, you will click on the Orders > Orders tab. Your orders will be shown listed something like this: If you see an order highlighted in yellow, that...

  • Basics | How to set up House Accounts in the POS

    Floranext's Florist POS makes it easy for you to add house accounts. With the Floranext system customers/senders can be House Accounts or not. However, a customer House Account (e.g. Walmart) can also...

  • Basics | Disabling a House Account

    To add an order to a customer's house account in the Take Order page, add customer information and check the House Account box in the lower left of the customer info section. Checking this box will en...

  • Basics | The Customer Duplicate Pop-Up

    Occasionally in the Take Order screen as you're entering an order, you will attempt to enter a customer's information and be met with a pop-up like this: This pop-up is intended to warn you if you are...

  • Basics | Search Product Prices for Fast Quotes to Customers

    In the Take Order screen, while searching a product prices are included so you can easily quote prices for a customer.   If you have upgrade items, the search can also list these different price level...

  • Basics | Split Payments

    Split Payments will be enabled in new Floranext systems by default. If you need to add this setting, go to Settings > POS Settings > POS Settings and find the option for Split Payments. Set this to En...

  • Basics | Setting Default Sales Tax Based on Recipient Zip Code

    If your tax code requires the sales tax to be applied to the order based on where the order is being delivered, you can have the tax be applied this way. To enable, navigate to Settings > Tax Rate, se...

  • Basics | Recording Tips in the POS

    Creating Tip Product You will only take this step once, then you will always use the steps below under Add a Tip to an Order. First, go to Products > Add Product. Now, create a POS product named Tips,...