To help keep your reporting process as easy and as accurate as possible, here are some best practices for working with GrowerIQ to report to Health Canada.
In this article:
General Best Practices
Do a physical inventory count once every quarter. This way you can have confidence that your reported counts match up with reality.
Use the Create Activity Log functionality. It's an easy way to capture notes/comments on batches, lots, lot items, or received inventory items whenever something happens that may impact inventory.
Download the Health Canada report at the beginning of the reporting month. That way, you’ll maximize the time you'll have to investigate and work alongside the team at GrowerIQ to help rectify any issues. (Leaving it until the end can lead to rushing and unwanted stress!)
If you notice a discrepancy in the report, notify us as early in the month as possible to give us enough time to help you out before it's due.
Keep records of data changes for the reporting month. That way you can cross reference any discrepancies. You can review what has been completed and whether there are any outstanding requests that could affect your inventory levels.
Each month, upload the report submitted via the CTLS to the Document Repository in GrowerIQ. You can do this by going to Documents > Business Operations. This way, any modifications done to the GrowerIQ report before it’s submitted to the CTLS will be captured in a central repository.
Properly Using the GrowerIQ Reporting Tool
Take the data from our CTLS export and copy/paste it into the second row of the first tab in the reporting tool. The tool will automatically populate the other tabs with data.
Sales data is not captured in the CTLS export. Input your sales data into the reporting tool.
Verify the data in the reporting tool from steps 1 and 2.
Submit the report.
You can download the reporting tool here.