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Florida BioTrack: Retail Fulfillment User Guide

Flordia BioTrack: Retail Fulfillment User Guide

This document is specific to the Florida BioTrack STS Integration for Flourish Software

This article is specific to the Retail module in Flourish. For the Point of Sale please see the Florida BioTrack: Retail POS User Guide - Flourish Software

Key Points to Remember

  • Any user completing or modifying (void/return) a retail sale must be registered with the MMUR
  • Once Flourish is integrated with BioTrack STS, MMUR access is READ ONLY. There is NO manual dispensation outside of the Point of Sale.
  • Dispensation happens through the BioTrack STS. Flourish submits the sale to BioTrack, and BioTrack submits the data to the MMUR.
  • BioTrack dispenses against the MMUR using the "BioTrack Med Usable Weight" field. The lab populates this data point during testing. Flourish syncs the data into the system with the COA. You can view this data using Flourish's analytics module.
    • Report: BioTrack Inventory Details for MMUR Dispensation
  • All retail sales are validated prior to checkout. If a user leaves the cart, Flourish will prompt to re-validate at check out.

Customer Creation

The following data is required to create a "valid" customer to sell to:

  • First Name
  • Last Name
  • Date of Birth
  • State Registry ID: Florida Medical Card Number
  • State Registry ID State: Florida
  • State Registry ID Expiration: Put this in
    • NOTE: Flourish will populate and update this using data from BioTrack going forward

Fulfillment

Scan inventory to the cart or use manual allocation if required.

View Registry Information

Click the "View State Registry" text at the top of the order lines to see open orders, routes, and available milligrams/ounces.

Screenshot of a Flourish retail order record for a Florida BioTrack-integrated dispensary, showing a patient profile ("STS Patient Surterra") with an assigned caregiver ("STS…

Add a Caregiver

  1. Click "Add Caregiver" under the patient's name
    The image shows a Flourish Software retail order detail screen for a patient named "STS Patient Surterra," displaying key fields including the order number, BioTrack ID, creation…
  2. Flourish will query BioTrack and retrieve the list of eligible caregivers. Choose the correct one, if required.
The screenshot shows the "Verify Caregiver" modal dialog in Flourish Software's Retail Fulfillment interface, displayed over a patient order (order #10069845 for STS Patient…
  1. Observe the Caregiver once selected. Modify if needed.
    Screenshot of a retail fulfillment order detail page in Flourish Software, showing a purchase record for a patient named "STS Patient Surterra" with an assigned caregiver ("STS…

Validate the Cart

Click "Validate" before completing packing. A user will have to "validate" again prior to checkout.

The image shows the Flourish retail fulfillment cart interface for a Florida BioTrack-integrated order, displaying a line item for "FT 0.3g Vape Pen Distillate Pink Rozay (Indica)"…

Sync Status

Observe the Sync Status in the sales history to see that an order successfully synced to the state system.

The screenshot shows the Flourish Retail "All Purchases" sales history list, displaying columns for Sync Status, Purchase ID, State Registry ID, Type, and Status.

Exception Handling

Refer to this guide: Florida Biotrack Retail Returns, Restocks, and Voids - Flourish Software

How did we do?

Florida BioTrack: Retail POS User Guide

Florida BioTrack: Retail Delivery User Guide

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