Florida BioTrack Inbound Receiving and Transfers

Updated by Admin CG

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

Flourish Software supports multiple workflows around purchasing and receiving within the inbound module. This help document walks through the steps to compliantly receive cannabis inventory transferred between facilities with the BioTrack STS system integration turned on.

Florida requires cannabis MMTCs to be completely vertically integrated and restricts them from buying, selling, or transferring cannabis material between MMTC licensees other than transferring lab samples to and from a Testing Lab.

Receiving Shipped Inventory for an Internal Shipment

Follow these steps to receive inventory shipped to a facility within the same company.

  1. Before receiving, first confirm that the vehicle arrived at the destination facility within the Outbound Module within the Shipment tab for the shipping facility. BioTrack requires shipment arrival confirmation. Click the car icon for the stop within the shipment to confirm arrival.
    1. NOTE: Within the Inbound Module for the receiving facility navigate to the Transfers tab and click "Sync from BioTrack" to sync in the inbound transfer that corresponds to the outbound shipment if for some reason you don't already see the transfer there. Flourish should trigger this automatically.
  2. Flourish has a system configuration enabled to automatically create a corresponding inbound Purchase Order for the outbound shipment. This allows us to efficiently transfer the barcoded cannabis packages as well as non-cannabis inventory and reduce data entry during receiving. Navigate to the Inbound Module's Purchase Order screen and use the "Receive All" function within the corresponding PO to accept inventory.
    NOTE: Ensure that a Default Receiving Area is defined in the Settings > Configuration screen.
  3. Inventory is now available in the Inventory Module. Re-locate as needed.

Receiving Shipped Inventory for External Shipment

Take these steps to receive inventory shipped to the facility from an external facility.

  1. The shipper must confirm arrival to start the receiving process
  2. Click on the Manifest number to start the receiving process for cannabis inventory
  3. Click "Receive" to receive all inventory on the inbound transfer. Clicking each line is not required. If you wish to receive partial, click the specific lines to receive.
  4. Select a PO or skip the PO association by clicking "No PO"
  5. If a PO is selected, match the inbound Item to the associated Item on the PO. Flourish will auto-match if the names correspond.
  6. Select the Area and Location (optional) to located the received packages. The "Default Receiving Area" is set in the Settings > Configuration for the facility.
  7. Click Receive for reach package ID. With the PO association, click "Assign & Receive to PO."
    This screen represents receiving without a PO:
  8. View the packages in Inventory and re-locate as needed.

Troubleshooting & Error Handling

Take these steps to correct mistakes or resolve errors during the receiving process.

Manifest Not Flagged as Arrived

If you receive the error "The TransferID provided links back to a manifest stop that is not flagged as arrived by the driver" please navigate to the shipping facility within the Outbound Module on the Shipment tab and mark the stop as "arrived."

Reject a full Package on Receiving

If the shipper accidentally shipped the wrong package number for an item or if the product didn't arrive (missing package), take these steps to "reject" the package.

[Coming soon]

Reject a partial Package on Receiving

If units are damaged or have other issues, take these steps to "reject" part of a package.

[Coming soon]

Incoming Package's Quantity is Wrong

If the quantity of the package doesn't match what was shipped, take these steps to correct the mistake.

[Coming soon]


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