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Table of Contents

Florida BioTrack Inventory Count

This document is specific to the Florida BioTrack STS Integration for Flourish Software. Starting an Inventory Count. The process is described in Inventory counts. To ensure process integrity, you ca…

Table of Contents
This document is specific to the Florida BioTrack STS Integration for Flourish Software.

Starting an Inventory Count

The process is described in Inventory counts.

To ensure process integrity, you can hide the expected quantity from users. This configuration is specific to each facility and can be managed using the steps outlined here.

Use the "Print Template" to print the PDF template of the inventory you want to count.

The screenshot shows the Flourish Software Inventory Count screen with a red arrow highlighting the "Print Template" link in the upper-right area of an in-progress inventory count.

The PDF template contains the “Compliance Qty:” (= BioTrack data), which enables users to compare the BioTrack data to the Flourish Software data and take the necessary action to align the two.

The image shows a printed PDF inventory count template for "Bradenton WC," generated in Flourish Software on 12/06/24, listing cannabis flower packages with their Package IDs, Lot…

Inventory Count View

A sync status indicator for the current count.

The screenshot shows the Flourish Software Inventory Counts list view for a Florida BioTrack-integrated dispensary (Surterra 2 Dispensary), displaying a green success banner…

A sync status indicator for the packages on the count.

The screenshot shows the Flourish Software Inventory Counts view for a Florida BioTrack integration, displaying two package line items in "In Review" status with their package IDs,…

Completing the inventory count

When a user completes an inventory count in Flourish, they must confirm the count.

When the user clicks 'Yes,'

  1. Flourish sends the counted quantity for each package to BioTrack.
  2. If there is a discrepancy between the counted quantity and what BioTrack has recorded, Flourish automatically adjusts the quantity in BioTrack to match what was counted.

This ensures that both systems stay aligned and reflect accurate inventory levels.

If a user identifies discrepancies during the inventory count, Flourish alerts that completing the count will change the inventory levels.

How did we do?

Florida BioTrack - Undo Out of Sync Package

Florida BioTrack Initial Inventory During 90 Day Conversion Window

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