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New York BioTrack Inventory Transfers to Destination Not On BioTrack

New York BioTrack Inventory Transfers to Destination Not On BioTrack

Admin CG
Updated by Admin CG

The Office of Cannabis Management provided the following guidance for transferring to customers not yet on BioTrack.

To ensure a smoother transition, the Office encourages licensees plan to minimize the number of offline transfers from integrated to non-integrated licensees. One way to do this is to transfer products in advance of integration if those transfers are already planned and the products are ready to ship.

Transfers from Integrated to Non-Integrated Licensees

While transfers from integrated to non-integrated licensees are not encouraged, it is possible using the process outlined below: 

Integrated Licensee:

Within Flourish, make a standard order and shipment. This will allow you to print the manifest and remove the assigned inventory from the available on-hand quantity. We are working on a feature to automate this adjustment out of Flourish (if required).
  1. Creates an offline (paper) invoice.
  2. Creates an offline (paper) transfer manifest.
  3. “Adjusts” the associated product inventory down in their inventory system.
  4. Notes the reason for adjustment, including the license number of the recipient for future reference.

Non-Integrated Licensee:

There are two options within Flourish. 1) Create a transfer in the Inbound Module. You can use the BioTrack UUIDs as the package IDs. 2) Create a PO and receive against the PO to create new Flourish-generated package IDs.
  1. Accepts or rejects the shipment and enters the product into their system.
  2. Performs licensed activities using the product.
  3. Uploads the product as initial inventory if any remains at the time of integration. A new UID is not required if the UID from the integrated licensee was entered at the time of receipt.

 

Transfers from Non-Integrated to Integrated Licensees

Transfers from non-integrated to integrated licensees are expected to be uncommon due to the integration timeline moving in order with the supply chain. However, it is possible using the steps outlined below: 

Non-Integrated Licensee:

If using Flourish, create a standard order and shipment. When you ship the shipment, the inventory will leave Flourish. Provide the manifest to the receiving license holder.
  1. Creates an offline (paper) invoice.
  2. Creates an offline (paper) transfer manifest. 
  3. “Adjusts” the associated product inventory down in their inventory system. 
  4. Notes the reason for adjustment, including the license number of the recipient for future reference.

Integrated Licensee:

Within Flourish, use the "Initial Inventory" transfer option within the inbound transfer screen.
  1. Accepts or rejects the shipment and “creates” new product to enter into their system. A new UID will be required. 
  2. Notes the license number of the supplier in their system for future reference.
  3. Manually enters the corresponding product lab test results, if applicable.
  4. Performs licensed activities using the product.

How did we do?

New York BioTrack: Retail Delivery User Guide

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