This article will help you get started with the following:
CRM Accounts
Before you can receive inventory, send out order shipments, or send out samples to a lab, you'll need to have a CRM account to receive from or send to. A CRM account represents a partner company that you work with (supplier, purchaser, etc.), or a medical patient account.
Go to CRM > Accounts. From there, you can manage and add CRM accounts.
When you add a CRM account, one of the key properties is the account type. It determines which activity the partner can be selected in and what information you need to provide about them.
Check out our article on CRM Accounts to understand what each account type means as you create them.
Receiving Inventory
When you physically receive inventory from a purchase, add it to your site to keep track of it. You can receive inventory either by the method described above (from a partner CRM account), or by completing a batch plan if you're cultivating or processing the inventory you have.
Once you mark the purchased inventory as approved, you can work with it to perform actions such as adding it to a batch (to keep track of growth or processing) or creating lots (to get ready for selling).
Note: You need to have varieties set up before you can track received inventory. If you don't have a variety set up for the inventory you are receiving, create a variety for it first.
When creating your received inventory record, there are two properties to be aware of, as they affect how the inventory can be used:
Product Type
Package Type
Working With Received Inventory
Once you have received inventory, it is listed on the Inventory page (Warehouse > Received Inventory). With received inventory, you can perform several actions on it.
Here are the key actions that let you make use of the inventory:
Create Mother (for cultivators)
Transfer Inventory to Batch (for cultivators and processors)
Create Lot
Receiving Supplies
Adding a supply type to your site allows you to keep track of when and how much of a certain supply is used. This also allows you to keep records of all the supply purchases you have made.
A supply type is the name of the kind of object used while you work, such as gloves, pesticides, or nutrients. Each supply type has a supply inventory, which is a record that tracks the purchases and quantity of each supply type on hand. This information is important in order to be able to monitor how much of each supply is in stock and in use at all times.