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New York BioTrack Receiving Transfers

Receiving a transfer in New York with BioTrack

NIr Malchy
Updated by NIr Malchy

Receive incoming inventory using an Inbound Transfer. If the shipper is on BioTrack, this transfer is created automatically when they ship the manifest. Use the "Sync from BioTrack" button to pull the transfer into Flourish. This process happens automatically throughout the day, so it may be there waiting for you.

During the initial phase of rolling out BioTrack in New York, you will need to create an initial inventory transfer to do intake if the shipper isn't on BioTrack yet. See more info here.

Follow these steps to check in inventory and finalize the receipt. BioTrack requires the entire manifest to be accepted, rejected, or partially rejected at one time. Flourish allows you to check the inventory in and then finalize the receipt to complete the process. No edits are allowed after the receipt is finalized.

General Steps

  1. Locate and Mark the Transfer as Arrived
  2. Match to Existing Inventory Items
  3. Check In and Receive the Inventory
  4. Finalize Receiving

Inbound Process

1. Locate and Mark the Transfer as Arrived

  1. Go to Inbound > Transfers
  2. Click Sync from BioTrack
  3. Find the transfer you want to receive
  4. Click the Manifest ID to open the transfer
  5. If the transfer is in “Pending Receipt” status:
    • Click the Mark Arrived to Mark Transfer Arrived
    • Confirm on the “Mark Transfer Arrived” screen
    • To undo the arrival of the transfer, click (Undo?) and confirm.

      Mark Arrived

      Confirm

2. Match to Existing Inventory Items

For each package line:

  1. In the Item to Receive Into Inventory column, click the pencil icon
    Pencil
  2. Select an existing Item for the line or generate a new item:
    Select an existing Item
    Select an existing inventory item from the dropdown.
    dropdown
    Generate a New Item
    Click the icon to generate a new item.
    • The system auto-fills the item name, category, unit of measure, and strain from the incoming package.
    • If the strain doesn’t exist, Flourish creates it for you and prompts a success message.

3. Check In and Receive the Inventory

  1. Click Check In at the top of the transfer:
    check in
  2. For each package:
    • Set the Receive to Area (required)
    • Set the Location (optional)
    • Enter the received quantity.
      You can also click "Fully receive All" to receive the Received Quantity that matches the Inbound Quantity for all lines.
  3. Click Save

Once all packages have been checked in and quantities entered, you’re ready to finalize.

4. Finalize Receiving

Click Finalize Receiving

  • This commits the transfer inside Flourish
  • Inventory is now active and ready for use in your system

Partial Receive

On Step 3 Check In and Receive the Inventory, if the Received Quantity you type in is lower than the Inbound Quantity,

Flourish Displays a warning sign to show that the Received Quantity you type in is lower than the Inbound Quantity.

Warning
  1. Review the lines and click "Save" to proceed. Flourish Software displays a success message.
  2. When you are ready, click "Finalize Receipting". Flourish Displays a warning that if you proceed, a rejection transfer will be created on the vendor's license.
  3. Click Continue. Flourish creates packages in your inventory according to the received quantity.

How did we do?

New York BioTrack: Create Initial Inventory

New York BioTrack Order Fulfillment and Shipping

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