Florida BioTrack Inventory Categories and Mapping

Updated by Admin CG

This document is specific to the Florida BioTrack STS Integration for Flourish Software

The BioTrack State System specifies specific inventory types and categories. Flourish supports custom classes and categories, but we must map to the BioTrack ones when syncing inventory (packages) to the state system.

Here is a link to our Florida BioTrack Conversion Chart to visualize how inventory can move from form to form.

BioTrack Inventory Types

When Flourish creates a package and sends this information to BioTrack, the Flourish application submits the BioTrack Category, an Item Name, a Strain (optional), a Quantity, a Unit of Measure, and an Area. BioTrack enforces certain business rules tied to the inventory type and category.

Inventory Type

Use Cases and Key Business Rules

Cultivation

This inventory is used for cultivation. Examples include clones, tissue culture, seeds. It also includes flower and trim at harvest. This inventory can only turn into a plant (for clones/tissue culture/seeds) or into a Lot Product (flower, other material).

Lot Products

There are only three categories here: Flower Lot, Kief Lot, and Other Material Lot. Once material is harvested ("cured" into inventory), a user assigns an item name and lot number within this inventory type.

Intermediate Products

This is inventory in an intermediate form, such as an extracted oil or formulation. This inventory can't be sold at retail.

End Products

This is inventory ready for retail sale.

Custom Classes and Categories

First create your Class(es). This is the top-level hierarchy for Cannabis inventory. These will all be "Cannabis" type. Then create Categories under the Classes. Define a default BioTrack mapping for the Category. Users can over-ride this at the item level specify a different category. Refer to the Florida BioTrack Conversion Chart to see the provided BioTrack categories. At deployment, Flourish will populate these categories automatically to make them available.

  1. Navigate to Item Classes in Settings
  2. Navigate to Item Categories in Settings and click "Create New Category"
  3. Provide a unique name and map the category to the appropriate class. Click Save to proceed.
  4. Optionally, define a default BioTrack mapping for the Category. Users can over-ride this at the item level specify a different category. To define a BioTrack mapping for the Category:
    1. Click "Add System" to map this to a BioTrack category as the default for items under this category.
    2. Choose FL, BioTrack Florida, and the appropriate BioTrack category.
    3. Click "Save" to save the mapping.

Item Category Mapping (Override)

In the item screen, choose the appropriate BioTrack Category if a default isn't defined on the Flourish Category or if you'd like to override the default category. If none is selected, Flourish will use the default mapping. If a default mapping isn't defined, inventory will fail to sync to BioTrack.

Example Set-Up without a Default

Here is the category configuration:

Choose the appropriate category at creation:


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