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New York BioTrack Inventory Creation

New York BioTrack Inventory Conversion guide on how to sublot/split packages, convert inventory, change item, and use BOMs within the Inventory Module.

Admin CG
Updated by Admin CG
This document is specific to the New York BioTrack STS Integration for Flourish Software

Convert inventory within Flourish's Inventory Module using the package action menu or within the Manufacturing Module using a manufacturing run or work order.

There are several different types of inventory conversion. In general, inventory flows from a cultivation category to a lot product. Then it goes to one or more intermediate products until it reaches a final product category. Flower products skip any intermediate categories. Within each category, users can split (sublot) and change items. Flourish handles the appropriate logic and filters selectors to enforce any BioTrack business rules. Refer to the guide on item category set-up for more details on configuring items.

Lot Product

When inventory is cured during harvest, it enters the inventory module as a cultivation inventory type item. Flourish uses the strain name and category to name this barcode. Example: "Blue Dream - Flower."

A user must first turn the inventory into a Lot Product to take it further. This is also where the user will assign the lot number. There are three types of lot products.

Flower Lot

This inventory typically starts as an untrimmed and unsorted flower. Use the sublot feature to split quantities from the starting package and rename the inventory appropriately.

Kief Lot

{PENDING A RESPONSE FROM BIOTRACK}

Other Material Lot

This is not commonly used.

Create Package

To create inventory for existing packages and access the actions below:

  1. Go to Inventory
  2. Locate the package you need
  3. Click Action>Create package
  4. Flourish displays the available actions according to the item and the BioTrack business rules that apply to this item and category. Not all the action are available for every package.

Sublot (Split)

Use the Sublot function to split inventory into smaller quantities. "Sublot" is the BioTrack term for taking a certain amount of inventory out of one package and putting it into another.

The output must equal the input quantity

Change Item

BioTrack allows users to change the item name on a package. Use this function after harvest, in conjunction with Sub-lotting/Splitting, or at other times as is appropriate for the business process. Flourish recommends changing the barcode if the product changes form or stage, as this makes the history easier to report on.

New Item Constraints
  • The new item must be in the same compliance category as the old item.
  • The new item must be in the same strain as the old item.

Convert Inventory

Call the "Convert" function when changing categories.

A few important notes:

  • The New York BioTrack Conversion Matrix documents the business rules to consider when converting inventory. Flourish pre-filters the item selector accordingly.
  • Users can convert inventory to an "intermediate" type and call subsequent conversions. However, once a product reaches a "final product" category users can only sublot and change item.
  • The output quantity can be less than the input quantity.
  • The output quantity can only be 1g larger than the input quantity.

Dry Inventory

This is specific to the "Wet Flower" category.

{Details Coming Soon}

Rework Inventory

This is a process to re-process inventory, generally due to a mistake or a QA issue.

{Details Coming Soon}

Create Using Bill of Materials

It's important to configure the BOM correctly. Use the menu option in the Inventory Module to call the BOM and deduct non-cannabis inventory as the inventory changes form. Flourish recommends using the Manufacturing Module when possible to also document the process type and machine/workstation, save the work in progress, and have a clear history of manufacturing operations.

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New York BioTrack Harvesting

New York BioTrack Inventory Destruction

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