Leverage Custom Package Statuses to organize inventory and automatically set controls on your packages based on the status.
Creating Custom Statuses
1. Navigate to Inventory Management > Inventory Settings > Custom Availability Statuses
2. Select "Create Availability Statuses"
3. Select a name for the status and a color
4. Select the restrictions for the status, from most to least restrictive:
- Can be added to sales orders & transfers
- Cannot be added to sales orders & transfers
- Cannot be edited or added to sales orders & transfers
Canix customers use these statuses for a wide variety of use cases, including:
- Marking packages that need remediation (and locking them down so they can't be edited)
- Marking packages containing waste (and locking them down so they aren't edited)
- Marking packages that have failed testing the 1st time vs the 2nd time (depending on the state you may only have so many tests before losing the product)
- Showing packages Available for Bulk sale vs Available for Branded Sales
- Marking inventory owned by a client or partner
- Marking product that is intended for sale vs intended for an input in manufacturing
- Allocating trade samples
- Marking lost packages that cannot be found
- Preventing packages that are Allocated, but not yet on a Sales Order from being used
- Assigning products that are close to expiration or target sell by date to "Sell ASAP"
- Marking inventory that is available at a discount
- Differentiating from dry flower, which can be sold, and drying flower, which should not be added to a Sales Order or Transfer
- Marking packages that need labels and are ready for packaging
For an overview of the default package statuses, click here.
A Few Things to Note:
The 'Mark Tested Packages as Sellable' setting in Facility Management will override Custom Availability Statuses and automatically mark packages with a testing status of TestPassed as Available to Sell in your Inventory. To avoid TestPassed packages with a custom status flipping to Available to Sell, simply disable this setting by unchecking the box and they will maintain the desired Custom Status.
- When a package is removed from a Sales Order and becomes Unallocated, the package status returns back to the status it had before it was allocated - In Progress or Available to Sell.
- When a package is returned from a Transfer, the package status returns back to the status it had before it was transferred.
- When a package is finished, the package availability status is marked as finished.
- If a package is split or combined from a package with Available to Sell, the parent package status will be passed on to the child package.