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Table of Contents

New Mexico BioTrack Cultivation Guide

This guide covers how to use Flourish cannabis cultivation software to manage your grow operation while syncing to BioTrack software.

Table of Contents

Use this guide to work on your Grow module in Flourish Software.

Grouping & Organization

Flourish provides the following stages of organization. Each has a Plants screen and a Group screen. Drying and Processing have a Plants and Harvest screen.

  • Inventory: Where clones, seeds, and tissue culture barcodes are located
  • Mother: Where mother plants are located
  • Vegetation
  • Flower
  • Harvest (Drying Plants)
  • Drying (Where we “cure” and the plants, and possibly trim)

The cultivation facility has Areas. The same area can handle more than one phase. Configure the Areas in Settings.

Area Type

Area Name

Inventory

Clone

Mother

Prop Room 1

Vegetation

Prop Room 1

Flower

Flower Room 1

Harvest

Drying Room

Drying

Drying Room

Flourish uses groups to organize plants and perform actions like moving them to new phases, rooms, or harvest. Groups contain one or more strains, and plants can be moved between groups individually or by strain. Plants pulled from BioTrack are placed into default groups ("Room Name – Strain Name") and must be moved to non-default groups before all functions are available.

Group Naming

To best utilize the grouping feature, please define a group naming strategy. Whatever will be most meaningful to your operation. It is best to maintain consistency once a group naming convention has been established. Here are some recommendations:

  • Example 1: [Strain Name] - [Cycle] - SPR-23-001
  • Example 2: [Strain Name - Cut Date] - Fire OG Clones - 10-01-23
  • Example 3: [Strain Name - Room - Cut Date] - GG4 - Prop 1 - 10-4-23

Create Strains, Cultivation Items, and packages

In BioTrack clones, seeds, and tissue cultures are assigned a barcode (package ID) and stored within Inventory. You use the packages you create to create plants.

Before you create a plant, you need three things:

  1. Strains
  2. Items of Clones/Seeds/Tissue Cultures.
  3. Packages of Clones/Seeds/Tissue Cultures.
You can create plants once you have a Clones/Seeds/Tissue Cultures package.

This article uses the example of a Clone Item, and the Seeds/Tissue Cultures process is the same.

Create strains

  1. Go to Manage Settings > Inventory > Strains > Create New Strain
  2. Type the Strain name.
  3. Type the Strain abbreviation.
  4. Fill in the other required fields as needed - Veg and Flowering days will give expected flowering and harvest timestamps if the number of days is set.
  5. Fill in any other optional fields as desired.
  6. Click Save.

The screenshot shows the Strain Info form in Flourish Software's Manage Settings > Inventory > Strains section, displaying a completed example entry for the strain "Northern…

Create Strain Video
You can use the bulk update to update and create the strains

Create Clone Items

You can create your Clone Items inventory in two ways.

Create a Strain-Specific Clone Item
  1. Go to Manage Settings > Inventory
  2. Go to Create New Item to create the new item with its associated strain.
  3. Use a consistent naming convention. Ex: “Clones - [Strain Name]”
  4. Inventory type: Cannabis.
  5. Class: Cultivation.
  6. Category: Clone
  7. Select Strain
  8. Set the UOM. For clones, this is ‘Each
  9. Set the source type as ‘Immature Plants’.
  10. Click 'Save'.

The image shows the Flourish Software item creation form for a strain-specific clone item named "100 Bands - Clone," with required fields filled in: Type set to "Cannabis," Class…

Items are reusable for the next batch of clone cuttings of that strain.
Video

Create a Clone item to use for any strain

You can also create a clone item with no strain designated and use it to create a package of clones of any strain.

  1. Go to Manage Settings > Inventory
  2. Go to Create New Item to create the new item with its associated strain.
  3. Use a consistent naming convention. Ex: “Clones - All Strains"
  4. Inventory type: Cannabis.
  5. Class: Cultivation.
  6. Category: Clone
  7. DO NOT Select Strain
  8. Set the UOM. For clones, this is ‘Each
  9. Set the source type as ‘Immature Plants’.
  10. Click 'Save'.
Video

Create a package of clones

Video
Using a Strain-specific Item

Use the steps below to create a package of clones using the Strain-Specific Clone Item.

  1. Navigate the Cultivation Module Grow
  2. Find the Veg or Mother Group to cut plants from.
  3. Select the action drop-down: Package From Plants
  4. Chose the source info:
    1. Group.
    2. Strain within the group.
    3. Plant ID.
  5. Fill in the info to create:
    1. Select an item (Clone - Strain Name).
    2. Select the number of packages (barcodes) to create.
    3. Select the plants per package.
  6. Click Review & Confirm
  7. Select the details
    1. Area of New Pkg
    2. Created Date/Time
    3. Other details.
  8. Click Create New Package.

The image shows the "Package from Plant" modal in Flourish Software, which is used to create a clone package from a mother plant.
The image shows the "Confirm new package" modal in Flourish Software, displaying fields for Item Name (BAB7 - Clone), Strain Name (BAB7), Total Qty (1 package totaling 25 eaches),…

Using An - "All Strains" Item

Use the steps below to create a package of clones using an item with no strain designated.

  1. Navigate the Cultivation Module Grow
  2. Find the Veg or Mother Group to cut plants from.
  3. Select the action drop-down: Package From Plants
  4. Chose the source info:
    1. Group.
    2. Strain within the group.
    3. Plant barcode.
  5. Fill in the info to create:
    1. Select the item “Clones - All Strains".
    2. Select the Item Strain.
    3. Select the number of packages (barcodes) to create.
    4. Select the plants per package.
  6. Click Review & Confirm
  7. Select the details
    1. Area of New Pkg
    2. Created Date/Time
    3. Other details.
  8. Click Create New Package.

The image shows the "Package from Plant" modal in Flourish Software, which is used to create a clone package from a mother plant.
The image shows the "Package from Plant" modal in Flourish Software, used to create a clone package from an existing plant.

Create Plants from Clones, Seeds, and Tissue Culture

We will pull from Inventory and create plant barcodes for individual plants. Within Flourish, all plants are part of a Group. Groups are useful for organizing the cultivation operation and moving plants in bulk between phases and locations. You can split, combine, and rename groups as needed.

Set-up
  • Define a group naming convention
  • Ensure at least one area is created within each phase
Actions
  1. Navigate to the Inventory screen in Flourish and find the barcode of clones/seeds/tissue culture that you are going to plant into
  2. Use the Action /Create plants. This is equivalent to clicking New Plant under Shortcuts in BioTrack
    The image shows the Flourish Software Inventory module with the Action dropdown menu expanded, highlighting the "Create plants" option with a red circle.
  3. Fill out the screen (see screenshot below).
    1. Type Total Plants.
      This number can not exceed the “Available” quantity in the source package/barcode. See the screenshot below.
    2. Plant Strain is selected according to the source.
    3. Phase (Vegetative, Mother, Flowering)
    4. Group - New or add to Existing Group
    5. Choose an Area (Room in BioTrack)
    6. Select Create Date/Time.
  4. Click Proceed
The image shows the Flourish Software "Create Plants" modal dialog, which allows cultivation staff to convert an inventory package (barcode 3191288069528334, item "ASW - Plant…
Video

Change Strains

If a plant was accidentally assigned the wrong strain, it can be easily corrected.

  1. Select one or more plants from the Vegetative or Flower plant grid
  2. From the action menu, click "Change Strain"
  3. Within the Change Plant Strain modal, select the correct Strain
  4. Click "Update # plant(s)"
The Change Plant Strain modal in Flourish Software, showing a dropdown field with "Blackberry Cheesecake" selected as the new strain and an "Update 1 plant" confirmation button.
Video

Change Items

You can change the item's name if the wrong item was selected on a new package creation.

  1. Find the barcode or item name to be changed in the All-Packages Grid of Flourish.
  2. Select Action/Change Item
  3. Select your new item from the drop-down menu.
  4. Click Proceed.

The screenshot shows the All Packages grid in Flourish Software's Inventory module, displaying a list of synced packages — including categories such as Flower Lot, Usable…

The screenshot shows the Change Package Item modal in Flourish Software, displaying three panels side by side: the current package details (barcode 5004052421530754, item "fsqa…

Please note: when changing item names, the new item has to be of the same category and strain designation as the old item. If you are using custom categories, please ensure your old and new item categories match with your custom category or product type.
Video

Move plants: Locations and growing phases

BioTrack has no designation between vegetative, mother, or flowering growth stages or locations. These actions will update the “Room” for the plants.

Set-up
  • In Flourish we create Areas for each phase
Video

Move Plants
  1. Move an entire Group
  2. Move part of a group using Split Group
  3. Move a set of plants, which will call the Split Group screen

Move an entire Group:

  1. Select a Group
  2. Use the menu Action to move it
  3. Select the Destination Phase and Area
  4. Confirm. This will update the room in BioTrack for all plants within the group

The image shows the Flourish Software "Move group to different area" modal dialog, in which the plant group "OCT2 - Mango Sentinel" (currently in Prop 1 and containing the Mango…

Move part of a group using Split Group:

  1. Select the Group
  2. Use the menu Action to move it
  3. Split by Plant or by Strain for multi-strain groups
  4. Choose a New Name, Phase, and Location
  5. Click Split Group to update the plant areas

The Flourish Software "Split Group" modal, showing the workflow for dividing a plant group by selecting individual plants from a source list (three Mango Sentinel plants) and…

Move a set of plants:

  1. Select one or more plants from the plant grid
  2. Use the menu Action to move them
    1. This will open up the Split Group screen which shows what plants you are moving
  3. Select the Date
  4. Choose a New or Existing group
  5. Choose the Name (new group), Phase, and Area
  6. Click Split Group to move these plants
    1. In BioTrack the area will be updated, if different.

The image shows the Plants in Vegetation grid in Flourish Software, displaying a list of individual plant records with columns for Sync Status, Plant ID, Strain, Area, Group,…

The image shows the Split Group modal in Flourish Software, which allows users to divide plants from an existing group into a new or existing group.

Destroy Plants

Plants must be scheduled for destruction and then destroyed.

  1. Select one or more plants from the Vegetative Plants or Flowering Plants grid or from Inventory Module > "Plants" drop-down menu > All Plants grid.
    You can hold Shift and click multiple rows.
  2. Navigate to the Action menu and click "Schedule Destroy"
The image shows the Flourish Software plant grid interface with the Actions dropdown menu expanded, displaying four available options: Schedule destroy, Destroy plants, Print plant…

  1. You will see the plants “Scheduled for Destruction
The image shows the Schedule Plant Destruction modal in Flourish Software, displaying two vegetative plants (barcodes 0000228480032805 and 0001119599629697, both in Prop 1 – Veg,…

You can also Scan plants or Search here to add more to this screen
  1. Fill out the Required fields:
    1. Destroy Date
    2. Note
    3. Pick a reason from the drop-down
  2. Select the plants scheduled for destruction and click “Destroy Plants” in the action menu
    The screenshot shows the Flourish Software "Plants in Vegetation" grid with two plants selected and scheduled for destruction, displaying columns for Sync Status, Plant ID, Strain,…
  3. Use the modal to Destroy
Flourish destroys the plants in the system before syncing to BioTrack. This means if BioTrack returns an error (for example, when trying to destroy already-scheduled plants), the plant is destroyed in Flourish, but fails to sync, resulting in an Out-of-Sync (OOS) status. Sync the plant to destroy it in BioTrack. See here how to find and resolve out-of sync plants

This is a final action and can't be undone. Flourish will display an error if the 72-hour waiting period isn't complete. The destruction screen supports scanning plant IDs.

  1. Select the plants that are currently scheduled for destruction
  2. Use the Destroy Plants menu action to complete this process
  3. View the Destroyed Plants in the Inventory > All Plants screen by using the filter for "Dead" plants
Destroying a plant doesn't record waste. Use the Action > Record Waste to generate a waste package in Inventory to take through a destruction workflow, if required.
Screenshot of the Flourish Software Cultivation module showing the "Plants in Flowering" grid with two Blue Dream plants in the Flowering Room that are both marked "Scheduled for…

🔍 Find and Resolve out of Sync Plants

If a plant is destroyed in Flourish Software but shows as out of sync, it means the destruction did not complete successfully in BioTrack. The plant is considered destroyed in Flourish, but it still exists in BioTrack until the sync is successful.

A successful sync will update BioTrack and mark the plant as destroyed there as well.

  1. Go to the Inventory module.
  2. Click Plants/All plants.
    The screenshot shows the Flourish Inventory module with the Plants dropdown menu expanded, displaying the "All plants" and "Waste log" navigation options.
  3. Select Plants:Dead from the dropdown to locate any that might have sync issues.
    The screenshot shows the Flourish Software Inventory module with the Plants dropdown menu expanded, highlighting the "Plants: Dead" filter option with a red arrow.
  4. Use the Sync Status filter to locate "Out of Sync" plants.
    The image shows the Flourish Software "Plants: Dead" grid with the Sync Status filter dropdown open and "Out of sync" selected, displaying a list of destroyed plants with columns…
    The image shows the Flourish Software All Plants grid filtered to display "Dead" plants with an "Out of Sync" status, where each row displays a red exclamation-mark sync status…
  5. Click the red sync status icon to open the Sync Status Detail modal, where you can review the error.
  6. Click “Retry” directly in that modal to attempt resyncing.
    The screenshot shows the Sync Status Detail modal in Flourish Software, displayed over the Plants: Dead grid, for a plant record with an "Out of Sync" status highlighted in red.
  7. View the message.
    A green confirmation toast notification in Flourish Software displays the message "The selected plant has been added back to the syncing queue," indicating that a user has…
  8. Ensure the plant is in sync.

Video

Log Plant Waste

Plant waste is recorded on a plant group basis

  1. Select the Vegetative or Flowering Group
  2. Navigate to the action menu, click "Record Waste"
  3. From the Record Waste modal enter the Required fields:
    1. Waste Weight
    2. Date
  4. Click "Record Waste for Group"
All plant waste logs can be found under the Plant sub-module within Inventory as seen below
The image shows the Plant Waste sub-module screen in Flourish Software, displaying a grid of logged waste entries with columns for Actions, Status, Quantity, Origin Group, Origin…
Video

BioTrack Harvest

Regular Harvest Workflow

This is the typical workflow of cutting down the plants to harvest them.

Schedule Harvest
  1. Select a Flower Group and click Create a Harvest from the action menu
  2. Choose the Drying Room
  3. Provide a Harvest Name
  4. Chose the Date/Time to harvest
  5. Click “Harvest
    1. In BioTrack this “Schedules the Harvest” and “Moves” the Plants to this location

Flourish

BioTrack

The image shows the "Create Harvest" modal dialog in Flourish Software, where a user specifies the source room (Flower Room 1), destination drying room (Drying Room 1), the plant…

The image shows the "Schedule Plant Harvest" modal in Flourish Software, displaying five selected plant barcodes (each appended with the group identifier "WIT-23-003") with…

Video

Log Wet Weights

Now proceed to log the wet weights for the plants.

Settings: This is the appropriate configuration for the screen

  1. Go to Settings
  2. Select Configuration
  3. For multiple facilities, select the Cultivation facility
  4. Locate the Harvest card and use this setup:
The image shows the Harvest configuration settings panel in Flourish Software, displaying two sections — "Record and Display" and "Harvest Log" — with toggle switches indicating…

What do the settings mean?

In Flourish - Harvest Log Column

In BioTrack

Notes

Display Editable Ref Column

N/A

Optional. Used for internal purposes. Not sent to BioTrack. 

Wet Flower

Flower Wet Weight

Required

Wet Trim

Other Material

Optional

Wet Waste

Waste

Optional

Actions

  1. Select the Harvest Group.
  2. Click "Edit Harvest Wet Weights"
  3. Enter the weight(s) as needed in the Harvest Log
  4. You can enter multiple lines by clicking “+Add New Record” if weighing the plants in batches. You’ll see the total weight at the top right of the screen.
  5. Click Done.
The image shows the Flourish Software Harvest Log screen for harvest "SBR-23-001," displaying a summary of 533 total plants alongside recorded wet weights (317,493 g of flower,…
Video

Submit Wet Weights from Flourish to “Harvest” in BioTrack

Once the wet weights are logged, we must submit them to BioTrack.

  1. Click “Sync Harvest” at the top left of the screen
  2. Verify the weights are as expected
  3. Click on the "Strain(s)" to sync. You’ll see the row turn green.
  4. Click “Proceed with Sync

Sync Harvest Screen

Corresponding BioTrack Screen

The screenshot shows the Flourish Software "Sync Harvest" modal dialog, which displays a Harvest Summary by Strain table listing strain SBR-23-001 with 533 plants, 317,493 g total…

The image shows the Flourish Software "Plant Harvest" modal dialog, which lists five individual plant barcodes (all associated with group WIT-23-003) with checkboxes selected,…

Submit weights/sync video

Move the Harvest in Flourish to Processing

When we’re ready to record the dry weights.

  1. Select a Harvest Group and click "Move Harvest" from the action menu
  2. Select a Destination Area
  3. Choose a Move date/time
  4. Click "Confirm Move"
Log Dry Weights
Settings: This is the appropriate configuration for the screen.

  1. Go to Settings
  2. Select Configuration
  3. For multiple facilities, select the Cultivation facility
  4. Locate the Processing card and use this setup:
The image shows the Processing configuration settings panel in Flourish Software, displaying a list of toggle switches under "Record and Display" for various weight types (Whole,…

What do the settings mean?

Harvest Log Column

In BioTrack

Notes

Display Editable Ref Column

N/A

Optional. Used for internal purposes. Not sent to BioTrack. 

Dry Flower

Flower Wet Weight

Required

Dry Trim

Other Material

Optional

Dry Waste

Waste

Optional

Record Dry Weights

  1. Select Processing Harvest Group
  2. Click "Edit Harvest Dry Weights"
  3. Enter the weight(s) as needed in the Harvest Log
  4. Click Done.
The image shows the Flourish Software Harvest Log screen for harvest "BAB7 – Harvest – 09-06-2023," displaying a summary of 1 total plant with wet weights (50 g flower, 100 g trim,…
You can enter multiple lines by clicking “+Add New Record” if weighing the dry material in batches. You’ll see the total weight at the top right of the screen.
Dry Weights video

Cure Harvest into Inventory

You “Cure” the Harvest to create inventory from previously logged dry weights.

  1. Click “Cure” at the top left of the harvest log
  2. Click “Proceed” to confirm
The image shows the Flourish Software "Submit Total Wet Weight" confirmation modal overlaying the Harvest Log screen for harvest BAB7 - Harvest - 09-06-2023.
  1. For reference, after clicking the 'Cure' button in BioTrack:

    The screenshot shows the "Convert Plant To Inventory" modal in Flourish Software, displaying a selected plant barcode (8993000366132432 – BAB7) on the left alongside three…

    A Flourish Software confirmation dialog box prompting the user to confirm the "plant cure action," with a "Cancel" button and a blue "Confirm" button displayed side by side.
  2. Harvest Log with Cure Completed
    The screenshot shows the Flourish Harvest Log screen after a Cure has been successfully completed, indicated by the green "Cure Complete!" badge.
Results
  • This is a “Final” action in BioTrack
  • This does the following:
    • Records the weights across all plants
    • Marks them as cured
    • Creates a package in inventory of Flower for the total Dry Flower with Item name of “Flower - Strain Name
    • Creates a package in inventory of Other Plant Material for the total Dry Trim with Item name of “Other Plant Material - Strain Name
    • Creates a waste entry for the total Waste, and a package in inventory of Waste with Item name of “Waste - Strain Name

You can see these in the Harvest Packages

The image shows the Harvest Packages screen in Flourish Software, displaying a grid of inventory packages automatically generated after completing the Cure step, including entries…

Also visible in Inventory

The screenshot shows the All Packages grid in Flourish Software, displaying a successfully synced inventory package (indicated by the green checkmark in the Sync Status column)…

The Flourish Software "All Packages" inventory grid displaying a single waste package record generated after completing a Cure action, showing Package ID 1680249691078195, Category…

The screenshot shows the Flourish Software "All Packages" inventory grid filtered by a specific package ID (8007956890736555), displaying a single active Flower package for the…

Manicure Harvest Flow

COMING SOON

The Next Step

The next Step - BioTrack Inventory.

How did we do?

New Mexico BioTrack Manifest Requirements

New Mexico BioTrack Outbound, Lab Samples and Manifesting Guide

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