Inventory: Recording a lab result and uploading COA's

Updated 3 months ago by Kelly

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 is now able to reverse sync all lab test data directly from METRC!
See the Best Practice to sync METRC lab results here.

Record Lab Results directly - using the All Packages Screen.

The first and the 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.

Record Lab Results - 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.

Syncing METRC Lab Results - best practice

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.
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.

More to know

  • Currently, we only sync packages in a TestPassed status from METRC to Flourish. If your package needs to be remediated and passes with a RetestPassed status, Flourish does not currently sync those lab results. Those will need to be entered manually using the steps above.


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