Mobile App - Create and Receive Inbound Transfers

Before you start:

• Inbound Transfers on mobile is currently available for non-compliance facilities. Facilities using Metrc or BioTrack receive cannabis transfers through the web app for now (Metrc transfers are accepted in Metrc and sync into Flourish automatically).
• You'll need mobile access to the Inbound module with the Transfers permission enabled on your user role.
• Optional but recommended: set a Default Area Upon Receiving in your facility configuration on the web app — the mobile receive screen pre-selects it.
• Matching transfers to purchase orders and the Finalize Receipt review remain web-app tasks. The mobile app is built for the receiving-dock work: scanning, counting, and putting inventory into an area.

Find your transfers:

1. From the app home screen, tap Inbound, then open the Transfers tab.
2. The list shows your Open transfers with the manifest number, shipper and license, a status pill (such as Pending Receipt, Partially Received, or Received), the package count, and the transfer date.
3. Use the Search manifest or shipper… bar to find a specific transfer, or tap Show all to include closed transfers (tap Open only to switch back).

Create a transfer:

1. On the Transfers tab, tap Create Transfer.
2. Tap Select a shipper and choose the vendor sending you the inventory.
3. Check the Manifest Number — the app fills in a unique number automatically, but you can type your own (the screen confirms "Manifest Number is unique").
4. Tap Proceed. You'll see "Transfer created" and land on the transfer, ready to add items.

Add items to the transfer:

1. On the transfer screen, tap Add item.
2. Tap Select an item and pick the item. The app shows how it's tracked: Cannabis · package-level tracking or Non-cannabis · tracked by lot.
3. Enter the Qty to Receive and, optionally, a Lot Number.
4. Cannabis items only: you can enter an external Package ID, or leave it blank — a Package ID is generated when the line is received.
5. Tap Add item. Repeat for every line on the manifest.

Receive a transfer:

1. Open the transfer and tap Receive (the button shows how many lines are pending).
2. Set the destination: select the Area and Location to receive into. The whole receipt goes to one destination.
3. Receive each line:
   • Tap Scan and scan a package barcode — the app matches it to the pending line and receives it, or
   • Edit the Lot and Qty to receive on any line and tap its Receive button — enter a lower quantity for a partial receive, or
   • Tap Receive all to receive every pending line at once.
4. Watch the Receipt summary — it tracks Received vs Pending counts as you work. You can leave the screen at any time; your progress is saved, and the transfer shows as Partially Received until every line is in.
5. When nothing is pending, tap Done. The inventory is now in Flourish, in the area and location you selected.

Best Practices:

• Set a default receiving area in Facility Configuration so the dock team doesn't have to pick one on every receipt.
• Leave the cannabis Package ID field blank when adding items unless the shipper provided external package IDs — Flourish generates IDs on receive.
• Received quantities for non-cannabis items convert using the item's vendor unit of measure, so enter the quantity as it arrives from the vendor.

Troubleshooting:

• "No pending package matches the scanned code" — the barcode doesn't match any unreceived line on this transfer. Check that you're on the right transfer and the line hasn't already been received.
• "Select a receiving area first" — your facility requires an area on receipt; pick the Area at the top of the receive screen before receiving lines.
• "Package already exists" — a package ID on the transfer already exists in your facility. Tap Replace to overwrite that inventory, or CANCEL to review before receiving.
• "This transfer is assigned to a purchase order. Receive it from the web for now." — PO-matched transfers are received on the web app.