Mobile App: Build Orders by Scanning and Allocating Packages

Purpose: This article is for outbound teams building sales orders on the Flourish Android app by scanning packages — allocating whole packages, splitting packages as you scan, or scanning case labels to split off exactly the cases you need.

User permissions: allocating requires Mobile Application > Outbound > Allocate Order; splitting also requires Mobile Application > Inventory > Split Packages.

Two ways scanning a package can behave — controlled by the facility setting Settings > Configuration > Outbound > "Mobile allocation - automatically allocate scanned package (disable to scan and split a package)":

1. Auto-allocate (setting on): each package you scan is allocated to the order in full.
2. Scan and split (setting off): each scan splits the quantity you need into a new child package, then allocates the child to the order.

Scanning on the order:

• Tap Scan to Allocate and scan a package. Scanning identical item/strain/lot adds to the existing order line; the line turns green with a "line complete" banner when fully allocated.
• If the package holds more than the line needs, the app takes you straight into Split & Allocate.
• If the package's item isn't on the order, the app asks: "Item Not On Order — allocate it as a new order line?" Tap Allocate to add the line, or Cancel.
• If the matching line is already fully packed, the app asks before splitting more onto it.
• If the same item appears on more than one order line, you'll pick which line to allocate to.
• Use Match Allocated to set the ordered quantity equal to what you've allocated.

Split & Allocate a package:

1. The banner at the top shows the situation — for example "Package holds 925 ea, order needs 100 ea." (To skip splitting entirely, tap Over-Allocate the Full Package.)
2. Step 1 — Source Package: tap the header to expand the source package's details if you need them.
3. Step 2 — New Package to Allocate: confirm the quantity to split — the field shows the cap (e.g. "of 925 ea").
4. Step 3 — Scan or Select a New Package Tag (Metrc facilities): scan the new package tag's barcode, tap Select First Tag to take the next tag in your pool, or search a Package ID.
5. Tap Review & Confirm.
6. Confirm New Package: check the details — expand View all packages attributes to see the full attribute set. Flag the new package if needed:
   • Production Batch
   • Trade Sample — shown where your state allows trade sample packages
   • Finished Good — Metrc facilities in states that allow it, each-based items only The boxes start out matching the source package.
7. Tap Create & Allocate Package. You'll see "Package allocated" — if you changed the Trade Sample or Finished Good flags, the app verifies they applied, which can take a few extra seconds; stay on the screen. The app then offers to print labels for the new package.

Scan cases to split and allocate:

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

1. Scan a case label on the order — the split screen opens in case mode: "Scan case labels to build the split quantity."
2. Tap Scan Case and keep scanning. Each scan adds that case's quantity to the running total, and you can mix case sizes (two 12-count inner cases plus one 24-count master case = 48). You'll see "Quantity met! Ready to review." when the total covers the line; scanning more shows an over-allocation warning, and the total stays editable by hand.
3. 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 to remove it.
4. Review and confirm as above.

Case scanning limitations:

• Case scanning applies to cannabis packages. Non-cannabis items can't be split — allocate the whole package, or scan the non-cannabis line's lot to allocate.
• BioTrack facilities: some item categories can't be split per state rules; the app will tell you if a category is blocked.
• Older case labels without an embedded case quantity scan as a normal full-package scan.

Troubleshooting:

• "Scanned tag is not in the available tag list" — the Metrc tag you scanned isn't next in your facility's available pool; check the tag list on screen.
• "Package allocated, but Trade Sample/Finished Goods could not be set…" — the allocation succeeded, but the flag didn't stick; open the package's attributes and set the flag there.
• The Trade Sample or Finished Good box doesn't appear — the option follows your state's compliance rules (and Finished Good applies only to each-based items).
• "User does not have permission to split packages" — the app offers to Over-Allocate the full package instead; ask your admin for the Split Packages permission if you should have it.