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New York BioTrack: Retail Delivery User Guide

New York BioTrack Delivery Guide

Admin CG
Updated by Admin CG
This document is specific to the New York BioTrack STS Integration for Flourish Software

Before Starting

Pack the order to prepare it and add it to a retail delivery.

Creating a Delivery

  1. Navigate to the Retail > Deliveries screen and click "Create New Route"
  2. Fill in the required fields
  3. Add purchases. Purchases must match the delivery date and be packed.
  4. Populate an estimated arrival time for each stop
    Create the manifest ONLY after all orders have been added. Adding orders to the delivery after you create a manifest will result in orders out-of-sync.
  5. Click "Create Manifest" to register the delivery route in BioTrack
  1. Click "Out for Delivery" to start the route
  2. Complete the orders in the POS

Error and Exception Handling

  • Click "Void BioTrack Manifest" to edit the date, time, vehicle, driver info, or planned route before starting the route.
  • Click "Undo" to recall a route in order to edit it. This is only available if no stops are completed.
  • If you can't complete an order, navigate to it and click "Mark as Undeliverable" to remove it from the route.
  • Canceling an order will also update BioTrack to "delete" the delivery in BioTrack

What "Starts" a manifest in BioTrack:

A delivery order is:

  1. Assigned to a delivery route in Flourish,
  2. A manifest created from the delivery route.
  3. The delivery route (and all its assigned orders) is marked Out for Delivery.

Action

Meaning

Set an order as "Packed"

When the order goes to a 'Packed' status, Flourish registers it as a delivery in BioTrack.

Mark an order as "Undeliverable"

This action will remove the Flourish order from the delivery route it is assigned to and “reschedule” the delivery in BioTrack. The “reschedule” action will remove the delivery from the BioTrack manifest and enable the user to delete it. 

Set a "Packed" retail order to the "Created" status.

If you remove all of the inventory from a retail order, it will return to "Created" status. This will delete the delivery created in BioTrack as long as the delivery is not on a manifest in BioTrack.

How did we do?

New York BioTrack Retail Returns, Restocks, and Voids

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