Inventory: Recording a lab result and uploading COAs

Updated by Jason Narney

Flourish allows you to create lab samples and record lab test results against your inventory. The screen below shows the upload COA screen.

There are two ways to upload lab results:

  • Directly using the All Packages Screen.
  • Using the lab results screen.
(METRC Only) Flourish can reverse-sync all lab test data directly from METRC!
See the Best Practice to sync METRC lab results here.

Record Lab Results

Upload a COA PDF

Flourish allows you to upload a PDF of your lab's Certificate of Analysis (COA), and then a PDF reader will extract the potency and terpene data that is available and then assign this to your lab test result elements accordingly. Learn more here.

Online Lab Results Portal

You can designate lab result COA PDF as 'Primary'. Lab test results marked as 'Primary' will be stored online, and you can access and download the lab results data for convenience and compliance purposes.

To mark a PDF as the primary document that will be used in the online portal, check the bubble next to the PDF, as seen here:

Setting a COA PDF as the primary document that can be used in the online lab results portal.

Then enter in the lot/batch number that is associated to that lab test result on this webpage.

Using the All Packages Screen.

The first and recommended way is to upload a result directly using the All Packages Screen.

  1. Find the package.
  2. Select Action.
  3. Select Record a lab result.

Record Lab Results Screen populates with the package selected (see below). You can now upload the result to the individual Package or the entire Lot by selecting Lot number.

Flourish recommends applying lab results to Lots since that action will apply all packages under the Lot.
If this package is locked, allocated, or otherwise unavailable: you will not be able to record a lab result.

Using the Lab Results tab.

The second way is done in the Lab Results tab. The steps below pop up the same screen as above, but you will be prompted to select the package or the batch to apply the result. To get there:

  1. Go to the Inventory Module.
  2. Select Lab results>All Lab results at the top.
  3. Select the Actions button on the right
  4. Choose the Record a lab result option.

Things you should know

  • You can upload Lab Results to Lots or individual packages. Applying a lab result to a lot is recommended since all packages belonging to that lot will inherit the lab results.
  • The Expiring Packages Report looks at the Sample Analyzed Date on the lab results and defaults the package's expiration date to a year after the Sample Analyzed Date.
  • Flourish auto generates a list of standard rows like TAC%, THC%, CBD%, etc. You can manually add a Test Name to the row using the Add Test Row Button or click on an existing Test and '+Add New' button.
  • You can upload the lab test PDF using the Upload Lab Result PDF Button highlighted in green on the right side of the screen.
  • Ensure to fill in all the relevant info needed like - Toggles for Pesticides, Solvents, Heavy Metals, Lab, Lab Test ID, Sample Analyzed Date, Lab Test Expiration Date, and URL as needed.
  • Mark the result as Pass, Fail, or In Progress.
  • Hit Save to save the lab result.

Now the lab result is saved. Access the lab results by clicking on the package highlighted Green or using the Lab Results Page.

Sync METRC Lab Results

Make sure you are opt-in to automatic lab results sync from METRC (Click to see the steps):
1. Go to Admin > Configuration > Inventory
2. Toggle ON Enable syncing of lab test results from METRC
3. Click Update.
  • If your package has lab results recorded in METRC, Flourish will sync those results to the Lab Results page during the nightly revere sync from METRC.
  • You can immediatle sync the lab results by clicking the Sync from METRC button or the refresh button next to your package ID.
  • A METRC stamp indicates the results came from METRC on the All Lab Results page.
  • All the lab test data is available for all packages that are in TestPassed status.
  • Results synced from METRC will always be related by the sample package ID instead of by lot number (we are working to make this data in the LOT level!).

The best practice

  1. Sync the lab results by clicking the Sync from METRC button or the refresh button next to your package ID.
  2. Click the green package ID and upload the PDF to the test results screen.
  3. If you need, drag and drop a lab result from the left "Synced from METRC" side to the right "Lab Test Results" side, Flourish remembers your selection, read more about auto-mapping below.
  4. You can copy and paste the lab results URL on the "Lab Results URL" field.
    If there are COAs associated with these results, they will need to be uploaded manually in Flourish. Flourish cannot import the COAs from METRC at this time due to METRC's API limitations.
Lab results auto-mapping

Only drag and drop a test once, and we will do the rest!

Every time you drag and drop a lab result from the left "Synced from METRC" side to the right "Lab Test Results" side, Flourish remembers your selection.

If you work with the same labs, lab, and the names of the tests are consistent, drag and drop every test once, and Flourish will do the rest for you on future lab results synced from METRC.

Example:

  1. Sync the lab results by clicking the Sync from METRC button or the refresh button next to your package ID.
  2. Click the green package ID to edit the test results screen.
  3. Click  on lab results synced from METRC.
  4. Drag TEST NAME "THC (%)(Plants Material)" and drop it to TEST NAME "Total THC%".
  5. Click 
  6. The next time a TEST NAME "THC (%)(Plants Material)" is synced from METRC, Flourish will place the values and results in the "Total THC%" field for you.
Flourish Software stores the lab results as a percentage value.

When you drag and drop a "mg per g" value, Flourish converts it to % by dividing by 10.

For example, in the "CBD mg per g" field:

  1. Your test result of the "CBD mg per g" field is 140,
  2. You dragged it and dropped it on the "Total CBD %"
  3. The "Total CBD %" displays 14.

Lab results URL in the lab results screen

Note the "Lab Results URL" field to the "Lab Result for Package" (synced from METRC) screen. Now you can copy and paste the lab results URL on this screen.

In case you Upload the COA PDF (Is Final = Yes) before the reverse sync from METRC (Click to expand):
When you click the package ID, the lab results page will display the COA only but not the results uploaded from METRC
To fix this:
1. Click the green package ID.
2. Click Edit.
3. Toggle the ‘Is Final’ off.
4. Click Save.
5. Follow the best practice steps above.

Fail test results.

When METRC sets a package as "On Hold", Flourish locks the package when syncing it from METRC. 

In Some states, METRC sets a package as "On Hold" when the test results fail. Flourish Software locks the package. 

METRC will remove the "On Hold" in these states if the package is tested again and passes. However, Flourish will not unlock the package. You can use Bulk Actions - Lock and Unlock Packages.

Why?

Flourish Software doesn't know if the package was locked in Flourish Software for other reasons, so we don't unlock it. Auto-unlock can be disruptive for packages locked for different reasons, rather than METRC test fails.

We are designing a feature that will enable the unlock of the packages, in this case, following specific rules and circumstances.

How did we do?