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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…

NIr Malchy
Updated by NIr Malchy
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.

Print template

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.

Inventory Count - PDF Template

Inventory Count View

A sync status indicator for the current count.

A sync status indicator for the packages on the count.

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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