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Mobile App: Scan and Allocate Packages to Fulfill Orders

Use Flourish mobile app to allocate cannabis packages to outbound orders by scanning at point of work—allocate full packages, scan case labels, or split quantities into child packages.

Table of Contents

Purpose

Use the Flourish mobile app to allocate cannabis packages to an outbound order by scanning at the point of work. You can allocate a full package, scan a case label to create and allocate a correctly sized child package, or split a required quantity from a source package into a new child package.

Prerequisites

  1. Mobile Application > Outbound > Allocate Order permission.
  2. Mobile Application > Inventory > Split Packages permission, required to create child packages.
  3. Access to the outbound order in the Flourish mobile app.
  4. For METRC facilities, an available child package tag when splitting a package.

Set the Facility Allocation Behavior

The facility configuration Mobile allocation - automatically allocate scanned package (disable to scan and split a package) controls what happens after a scan.

  1. In the web app, go to Settings > Configuration > Outbound.
  2. Toggle Mobile allocation - automatically allocate scanned package (disable to scan and split a package).
    • Turn it on to automatically allocate every scanned package at its full quantity.
    • Turn it off to see a prompt after each scan to Allocate the Full Package or split the package into a new package for allocation.

Choose Your Flow

If...

Then...

The full package quantity should go to the order

Scan the package and allocate it directly.

A case label marks the quantity to pull from a larger package

Scan the case label, create a child package, and allocate it.

You know the source package and the exact quantity needed

Scan the source package, enter the quantity, and assign a new child tag.

Allocate a Full Package

  1. Open the outbound order in the Flourish mobile app.
  2. Tap the order's scan/allocate action.
  3. Scan the package ID.
  4. Confirm the item, strain, and lot number match the order detail.
  5. Confirm Flourish allocated the package to the correct order detail.
  6. Repeat until the order detail is fulfilled.
  7. Review the ordered and allocated quantities before you save the order.

If you scan another package with the same item, strain, and lot number, Flourish adds it to the same order detail. If it doesn't match, Flourish creates a new order detail. If the allocated quantity now exceeds the ordered quantity, remove the extra package, or tap Match Allocated on the order detail to update the ordered quantity to match.

Scan a Case Label to Split and Allocate

If your items are configured with case sizes and your case labels include the case quantity, you can build a split by scanning cases instead of typing a quantity:

Item-level case configuration is required.
  1. On the order, tap Scan to Allocate and scan a case label.
  2. The app opens the split screen in case mode — "Scan case labels to build the split quantity" — showing the source package and a running total.
  3. Tap Scan Case and keep scanning. Each scan adds that case's quantity to the total, and you can mix case sizes (for example, two 12-count inner cases and one 24-count master case = 48). You'll see "Quantity met! Ready to review." when the total covers the order line — scanning more shows an over-allocation warning, and you can also edit the total by hand.
  4. All cases must come from the same source package — the app warns if you scan a case from a different one. Tap a scanned case's entry to remove it.
  5. Review and confirm to split and allocate in one step.

Case scanning limitations:

  • Case scanning applies to cannabis packages. Non-cannabis items are not case-tracked at this time. Either allocate the whole line or use lot scanning to pull from a specific lot.

Split a Source Package and Assign a New Tag

  1. Open the outbound order and start mobile allocation.
  2. Scan the source package.
  3. Tap Split the package and create a new package to allocate.
  4. Enter or scan the quantity required for the order.
  5. Assign the child package tag:
    • Scan the METRC tag, or
    • Tap Select Next Tag, or
    • Search or scroll to select an available tag.
  6. Review the source package, child package, item, strain, lot number, and quantity.
  7. Tap Create & Allocate Package.
  8. Confirm the child package appears on the intended order detail.
  9. Tap Save Order.

Common Issues

  • Scan creates or selects the wrong order detail: Compare the item's strain and lot number with the intended line.
  • Order detail is over-allocated: Remove the extra package, or tap Match Allocated to update the ordered quantity.
  • Package won't allocate: Check its status, available quantity, item, lot, and strain.
  • No child tag available: Confirm an unused compliance tag exists for the facility.
  • Case quantity looks wrong: Verify the item's case configuration and the label scanned.

How did we do?

Mobile App: View & Edit Order Lines

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