Connecticut Manifesting in Flourish for BioTrack Clients
Creating the Sales Order
To ship inventory to a destination, we must first create a sales order in Flourish. Flourish can also accept an order programmatically from a third-party system such as Leaflink, WooCommerce, or something similar. If the order is already placed in order, skip this module.
- Navigate to the Orders module.
- Click “Create New Order”.
- Select the customer.
- Select an Item.
- Enter the quantity ordered.
- Enter the selling price.
- Repeat steps 4 to 6.
- Enter other details as needed.
Video - Create an Order
Allocating the Sales Order
Definitions
- Allocation means assigning inventory to the order.
- Picking means pulling inventory off a shelf or out of inventory
- Packing means putting inventory into a container
- Split is equivalent to Sub-Lot in BioTrack
- Package and Barcode are used interchangeably
Allocate within the order
This is the standard way of allocating and is recommended to start with.
- Edit the Order.
- Click the allocation symbol.
- Select a package.
- If you split inventory from that package, click the icon to create a new package.
- Review the details.
- Confirm the split.
- The inventory is now assigned to that order line.
- Repeat for additional order lines.
Video: Split and Allocate
Barcode Scanner Allocation
- Ensure the configuration is turned on and a barcode scanner is communicating with the order.
- Edit the order.
- Start scanning.
- Observe the allocation.
- Note: Review the allocation rules.
Video: Use a barcode scanner to allocate
Bulk Allocation from Inventory
- Go to Inventory.
- Click Bulk actions.
- Select or scan inventory.
- Select or create a new order.
- Confirm.
Video: Bulk Allocation
Removing an Allocation
- Edit the order.
- Open the allocation screen.
- Click the package to unselect it.
- Save.
- Good to know:
- Cancelling an order also unallocates the allocation.
- This action doesn’t return inventory to the parent tag.
Video: Unallocated and Cancel
Allocating QA Samples to a Lab Destination
- Edit any order that is destined for a Laboratory.
- Open the allocation screen for a given order line.
- All available packages will be greyed out as they are not QA Samples.
- Click the animated green plus button to create a new QA Sample.There is no need to pre-split packages for samples since this process allows you to allocate and split all in one action.
- After the sample has been created, it will be allocated to the selected order line.
- Changes will be applied even if you don’t click the Save button.
Creating the Manifest
Learn more about BioTrack Manifest Requirements.
- Navigate to the Shipment screen.
- Create a new shipment.
- Fill in the required fields.
- Driver
- Second Driver
- Vehicle
- Planned Route
- Time of Departure
- Add a Stop
- Select the order for that stop.
- Designate the estimated arrival time.
- Save the shipment
- Click “Create Manifest” to push to BioTrack.
BioTrack Connecticut Update - Click To Expand
Video: Creating a Shipment and Manifest
Edit Prices on Manifested or Transferred Orders
- Must be done before Transferring a Manifest
- Can also change prices after a Manifest has been Transferred
- Navigate to the detail screen for an Order. You can go directly to an Order, or through the Shipment detail screen
- Edit the Order
- Set pricing on each Cannabis line
Editing or Cancelling a Manifest
- Cancel the shipment
- Edit the order
- Re-manifest the shipment
Video: Cancel the Shipment
Transferring a Manifest
- Navigate to the Shipment screen.
- All Cannabis line items being sent to non-laboratory destinations must have a price associated.
- Click Ship Shipment