Once you have a batch either from your own mother plants / mother plant batches or from received inventory, you progress the batch through its batch plan (stages) to eventually create lots from it.

You can then work with the bulk lot.

In this article:

The plan for a batch depends on what it's made up of and what its end type is, which is decided based on the mothers' or cannabis inventory's end type that was chosen when they were created.

You can see a batch's plan by going to Cultivation & Processing > Batches, clicking on the batch's ID, and looking under the Batch Plan tab at the bottom of the page.

Here are the first 5 stages of an example batch plan. You can see a preview of the stages (up to 5 at once) on the right side of the page.

See below for a description of what to do for each stage of a batch plan.

You can manually set the start date of a batch's stage if it differs from the date the Advance Stage button was clicked in the app.

Under the Batch Plan tab on the batch's page, click Edit at the top-right, then click the date field of any listed stage and select the true start date. Click Save at the bottom of the page when you're done.

You can override the automatically generated end type for the batch (and therefore its batch plan) as long as it hasn't been advanced to the QA stage yet.

Under the Batch Plan tab on the batch's page, click Edit at the top-right, then click the Batch End Type drop-down menu at the top-left. Click Save at the bottom of the page when you're done. The batch plan changes to reflect the new end type.

This stage is for a newly created batch. Use the available buttons to record the initial conditions of the batch and any preliminary activities performed on it.

The important button to use here is the Record Plant Count button.

Use this to record how many plants grew from this stage (which also determines how many ungrown seeds there are to be destroyed).

The batch then goes from seeds to plants, and all the typical buttons for plant batches in their start stage become available. You can use these controls during this stage if you want, but we recommend advancing the batch to the next stage (propagation) first.

Use the buttons available to record all your activities performed on the batch during this stage.

The buttons unique to this stage, the vegetation stage, and the harvesting stage are Prune Plants and Defoliate Plants.

Use these to keep track of the amount pruned/defoliated, and who weighed and approved the pruning.

No specific actions are required to move on.

The buttons unique to this stage, the propagation stage, and the harvesting stage are Prune Plants and Defoliate Plants.

Use these to keep track of the amount pruned/defoliated, and who weighed and approved the pruning.

No specific actions are required to move on.

The buttons unique to this stage, the propagation stage, and the vegetation stage are Prune Plants and Defoliate Plants.

Use these to keep track of the amount pruned/defoliated, and who weighed and approved the pruning.

Unique to only this stage is the Record Harvest Weight button.

When you harvest some (or all) the plants in the batch, use this to record how many plants were harvested and the resultant weight of the harvest.

Note: before doing this, use the Queue for Destruction button below it to record the waste.

If all plants in the batch are harvested:

The batch's unit of measure will become weight-based instead of units. The weight will be the weight that you specify for the harvest.

If some, but not all, plants in the batch are harvested:

The number of plants that you specify as harvested will be deducted from this batch (now called the source batch) and will be added to a new batch, called a child batch, for the harvest. You'll see the child batch on the batch list page (Cultivation & Processing > Batches) and you will continue work on it separately. The child batch's unit of measure will be weight-based, and the weight will be the weight that you specify for the harvest.

If you want to separate some of your recorded wet weight for extraction, you can click Send to Extraction.

Note: If you want to do this for dry weight instead, we recommend waiting for the next stage before using this button.

Use this to take some inventory from the batch and create a batch from it for extraction. You specify the amount of inventory to use (in grams for solids, milliliters for liquids), the resultant extraction type, and the name of the new batch. The new batch will have a special batch plan for the extraction stages based on the extraction type.
You're taken to the new batch right away, but you can quickly go back to the original batch by clicking the Source Batches tab under the buttons and clicking the batch ID.

In this stage, you can send the batch to a processor, or you can manually record the resultant dry weight if you do it at your own facility.

Use the send/receive buttons...

Use this to report when this batch is sent to a processor. The list of processors that appears in the modal is populated with CRM accounts whose type is "license holder". Once sent, this action appears under the Activity Log tab at the bottom of the page, and this button becomes Receive From Processor.

This appears once the batch is sent to a processor (see above). Use this to report when this batch comes back from the processor to record the amount of resultant weight from the drying process. If they provided lab results, you can include that as well.

Click Record Dry Weight to manually record the amount resulting from the drying process.

If you want to separate some of your recorded dry weight for extraction, you can click Send to Extraction.

Use this to take some inventory from the batch and create a batch from it for extraction. You specify the amount of inventory to use (in grams for solids, milliliters for liquids), the resultant extraction type, and the name of the new batch. The new batch will have a special batch plan for the extraction stages based on the extraction type.

You're taken to the new batch right away, but you can quickly go back to the original batch by clicking the Source Batches tab under the buttons and clicking the batch ID.

In this stage, you can send the batch to a processor, or you can manually record the resultant cured weight if you do it at your own facility.

Use the send/receive buttons...

Use this to report when this batch is sent to a processor. The list of processors that appears in the modal is populated with CRM accounts whose type is "license holder". Once sent, this action appears under the Activity Log tab at the bottom of the page, and this button becomes Receive From Processor.

This appears once the batch is sent to a processor (see above). Use this to report when this batch comes back from the processor to record the amount of resultant weight from the curing process. If they provided lab results, you can include that as well.

Click Record Cured Weight to manually record the amount resulting from the curing process.

If you want to separate some of your recorded cured weight for extraction, you can click Send to Extraction.

Use this to take some inventory from the batch and create a batch from it for extraction. You specify the amount of inventory to use (in grams for solids, milliliters for liquids), the resultant extraction type, and the name of the new batch. The new batch will have a special batch plan for the extraction stages based on the extraction type.

You're taken to the new batch right away, but you can quickly go back to the original batch by clicking the Source Batches tab under the buttons and clicking the batch ID.

In this stage, you can send the batch to a processor, or you can manually record the resultant crude/distilled oil if you do it at your own facility.

Use the send/receive buttons...

Use this to report when this batch is sent to a processor. The list of processors that appears in the modal is populated with CRM accounts whose type is "license holder". Once sent, this action appears under the Activity Log tab at the bottom of the page, and this button becomes Receive From Processor.

This appears once the batch is sent to a processor (see above). Use this to report when this batch comes back from the processor to record the amount of resultant crude or distilled oil. If they provided lab results, you can include that as well.

If crude oil was extracted, the next stage of the batch will be distilling, otherwise it will be QA.

Use this to manually record the amount of crude oil made.

OR

Use this to manually record the amount of distilled oil made. This skips the distilling stage and brings you straight to the QA stage.

If you want to separate some of your weight for extraction, you can click Send to Extraction.

Use this to take some inventory from the batch and create a batch from it for extraction. You specify the amount of inventory to use (in grams for solids, milliliters for liquids), the resultant extraction type, and the name of the new batch. The new batch will have a special batch plan for the extraction stages based on the extraction type.

You're taken to the new batch right away, but you can quickly go back to the original batch by clicking the Source Batches tab under the buttons and clicking the batch ID.

In this stage, you can send the batch to a processor, or you can manually record the resultant distilled oil if you do it at your own facility.

Use the send/receive buttons...

Use this to report when this batch is sent to a processor. The list of processors that appears in the modal is populated with CRM accounts whose type is "license holder". Once sent, this action appears under the Activity Log tab at the bottom of the page, and this button becomes Receive From Processor.

This appears once the batch is sent to a processor (see above). Use this to report when this batch comes back from the processor to record the amount of resultant distilled oil. If they provided lab results, you can include that as well.

Use this to manually record the amount of distilled oil extracted.

If you want to separate some of your weight for extraction, you can click Send to Extraction.

Use this to take some inventory from the batch and create a batch from it for extraction. You specify the amount of inventory to use (in grams for solids, milliliters for liquids), the resultant extraction type, and the name of the new batch. The new batch will have a special batch plan for the extraction stages based on the extraction type.

You're taken to the new batch right away, but you can quickly go back to the original batch by clicking the Source Batches tab under the buttons and clicking the batch ID.

This is the last stage of a batch plan.

Use the first button to go through the QA process. You can create a Lot once QA is done.

The process is as follows:

Use this to specify whether the visual inspection passed or failed. If passed, this becomes the QA Review button.

Use this to create a sample for QA testing. You'll specify the details of the sample, and then the sample will appear on the Samples page (QA > Samples).

See below for details on how to complete the sampling process.

Once results are recorded on the QA side, it will appear on this batch under the Lab Results tab.

Once visual inspection passes, use this to specify whether QA has determined this batch as passed or failed inspection. If it passed, the Create Lot button becomes available.

With this action you can pull some inventory from the batch and create a new lot from it, or add more inventory to a lot you previously created from it.

Once a lot has been created, you can view it on the Lots page. From there, you can manage it and eventually create lot items from it, which can be shipped out.

During most stages, you can send a sample for testing. Here's how it works:

Click Create Sample. A modal appears where you specify the details of the sample to be sent for QA testing.

Once you do this, the sample will appear on the Samples page (QA > Samples).

From there, you can select the sample and send it to the lab for testing. Then the option to record results becomes available. Record the results and head back to the batch's page to resume work on it.

For more details, see our article on testing samples.