Mobile App - Create and Receive Inbound Transfers

Create and Receive Inbound Transfers on the Flourish Mobile App

Purpose: This guide is for receiving teams using the Flourish Android app to work inbound transfers at the dock — creating transfers, scanning packages, and receiving inventory into the facility.

Availability by compliance system:

• Non-compliance facilities: create transfers and receive them on mobile.
• BioTrack 2.0 facilities: receive transfers synced from BioTrack on mobile — arrival, check-in, and finalize (creating transfers stays on the web).
• BioTrack 1.0 and Metrc facilities: cannabis transfers are still received through the web app (Metrc transfers are accepted in Metrc and sync into Flourish automatically).

Before you start:

• 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.

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).

Non-Compliance Facilities: Create and Receive

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.
4. Tap Proceed, then add lines: tap Add item, pick the item (the app shows whether it's Cannabis · package-level tracking or Non-cannabis · tracked by lot), enter the Qty to Receive and optional Lot Number, and tap Add item. For cannabis you can leave Package ID blank — one is generated on receive.

Receive a transfer:

1. Open the transfer and tap Receive (the button shows how many lines are pending).
2. Select the destination Area and Location — the whole receipt goes to one destination.
3. Receive lines by scanning (Scan matches the barcode to a pending line), by editing a line's Lot and Qty to receive and tapping its Receive button (a lower quantity is a partial receive), or all at once with Receive all.
4. The Receipt summary tracks Received vs Pending. Your progress saves if you leave — the transfer shows Partially Received until every line is in. Tap Done when nothing is pending.

BioTrack 2.0 Facilities: Arrival, Check-In, and Finalize

Transfers from BioTrack appear on the Transfers tab automatically. Receiving happens in three steps:

Step 1 — Mark the arrival:

1. Open the transfer. If the driver hasn't been marked as arrived, an amber banner shows "Not yet marked as arrived in BioTrack."
2. When the delivery reaches your dock, tap Mark as Arrived and confirm — this records the arrival in Flourish and BioTrack. (Tapping Check In first will prompt the arrival for you.)

Step 2 — Check in the packages:

1. Tap Check In (the button shows the pending count).
2. Select the destination Area and Location at the top.
3. Work through the manifest: tap Scan and scan each package's barcode, tap Photo to capture a package ID the scanner can't read, or tap a line to enter it manually.
4. Confirm the quantity for each package. Anything under the shipped quantity is rejected and returned to the sender when the receipt is finalized — zero rejects the entire package. Each line shows its state: Checked In, Partial, Reject, or Not checked in.
5. The header tracks "Checked in X of Y." Your progress saves as you go — you can pause and resume, even from another device.
6. When you've worked every package, tap Complete Check-In.

Step 3 — Finalize the receipt:

1. Review the Receive summary — it totals full receives, partials, and rejects, and lists each package's outcome. Packages never checked in will be rejected in full.
2. Tap Finalize Receipt and confirm. This submits everything to BioTrack in one step: received packages go into your inventory, rejected quantities are returned to the sender. This can't be undone.

Notes for BioTrack receiving:

• Transfers assigned to a purchase order can be received on mobile.
• If a package's compliance category doesn't match an item automatically, the app asks you to Choose an item to receive it as.
• If the transfer shows as pending or out of sync with BioTrack, finalizing is blocked until the sync completes.

Troubleshooting:

• "No pending package matches the scanned code" — the barcode doesn't match an unreceived line on this transfer.
• "No matching package ID found in the photo" — retake the photo, scan instead, or tap the line to enter the ID manually.
• "Select a receiving area first" — pick the Area at the top before receiving lines.
• "Package already exists" (non-compliance) — a package ID on the transfer already exists in your facility; tap Replace to overwrite or CANCEL to review.
• "Cannot mark as arrived — this transfer has no BioTrack stop number" — refresh the transfer, or check it in the web app.