A Lot is a collection of cannabis inventory that is taken either from a purchase order (received inventory) or a batch that has completed its batch plan. Once you have a lot, you can take some of its inventory to create sellable lot items.
In this article:
Creating a Lot
You can create a lot in one of these ways:
Receive inventory and create a lot from some of it
Complete a batch plan and create a lot from some of the batch inventory
Viewing a Lot
Go to Warehouse > Lots.
Click the ID of a lot in the list to open a page where you can view and manage it.
Flagging Lots as Recalled
You can add recall flags to lots to give users a visual reminder that those lots shouldn't be added to orders or shipped to clients. "Recall" will appear beside the lots on the Lots page.
This won't queue them up for destruction or start a recall process, but it will prevent them from being selected to fill orders, and any orders already containing items from flagged lots will display a warning.
To flag lots, go to Warehouse > Lots. Select the affected lots and click Add Recall Flag above the list.
Viewing the Source Inventory
Click the ID under Source Inventory to go to the source inventory's page. It will be either a batch or received inventory.
Creating a Lot Item
A lot needs to have passed QA testing before any lot items can be created from it.
If the source lot comes from a batch:
You'll see the Create Lot Item button on the page. When you click it, a modal appears where you specify the details. When assigning the item to a SKU, the dropdown menu is populated with the SKUs added to your site.
Once you've created the lot item, it will appear at the bottom of this page under the Lot Items tab. It will also appear on the Lot Items page where you can work with it.
If the source lot comes from received inventory:
You can't create a lot item from it right away. You'll need to make sure it's passed QA testing first. Follow the procedure below to see how this works.
Click CREATE SAMPLE. A modal appears where you specify the details of the sample to be sent for QA testing.
Once you fill out the modal, Go to the QA page and click SAMPLES.
Click the ID of the sample.
Click SEND SAMPLE TO LAB, then fill out the modal that appears.
Click RECORD LAB RESULT to record the results. If the sample passed, head back to the lot item's page.
Click LOT REVIEW. Confirm that the lot is to be released and submit.
Once the lot is released, the LOT REVIEW button becomes CREATE LOT ITEM.
Click CREATE LOT ITEM. A modal appears where you specify the details. When assigning the item to a SKU, the dropdown menu is populated with the SKUs added to your site.
Once you've created the lot item, it will appear at the bottom of this page under the Lot Items tab. It will also appear on the Lot Items page where you can work with it.
Lot Actions
The actions listed below can be applied to the lot.
Use this action to record the amounts, which will become viewable at the top of the page and in the Activity Log at the bottom of the page.
Select the room the lot was moved to.
If your lot experienced moisture loss or went through processing, use this to log the lot's new weight after that weight loss. The loss is automatically added to the Health Canada Report in the "Adjustment for drying/processing loss" section.
Use this to log part of the lot that is being prepared for destruction. A modal appears where you specify the destruction details such as the waste type. The quantity of remaining inventory will be adjusted.
Use this to record some action taken on the inventory that you want to note. You can optionally attach a document to the entry.
You can view this entry in the Activity Log at the bottom of the page.
When printing labels, you specify the label template (which determines what the label looks like and what information appears on it) and the printer.
Transferring inventory to a new or existing batch will make it appear on the Batches page in the Cultivation & Processing section of your site. To do this:
Specify the source details by specifying the quantity to be taken from this lot.
If you're transferring to a new batch, select the details of the batch plan for the new batch.
Specify the batch's name, end type, room, and start date. A new batch will be added to the Batches page in the Cultivation & Processing section of your site.
The stages that the batch will eventually go through depends on the end type. For example, if the end type is any sort of extract, the batch will go through 2 stages: Planning and then QA.
Select the users who prepared, reviewed, and approved the transfer.
Click Confirm. You may need to scroll down to reveal the button.
Allows you to edit the name to make it easier to find.