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Combine Packages

Sophie Humphrey
  • Updated

When you have 2 or more Packages that need to be combined together down to a single Package or multiple new Packages, use Canix's Combine Packages feature to consolidate them into a "Compound Package". The process is the same for Metrc and non-Metrc facilities, but some steps or language may vary slightly.

In this article, we'll cover:

  1. Combine Packages
    1. On the Web Application
    2. On the Mobile Application
  2. View Packages
  3. Track Submissions

To split 1 Package into multiple Packages, see Split Package.

Combine Packages

On the Web Application:

  1. Navigate to Inventory > Packages > View: Active
  2. Use the filters to narrow down your search (by Tag, Item Name, Item Type, Strain, Location, etc.)
  3. Once filtered, check the boxes next to two or more Packages to select them
    • To select multiple consecutive Packages, check the box of the first one then hold shift when selecting the last one
  4. Review your selection to confirm accuracy
  5. Select Actions > Combine Packagesmceclip0.png
  6. On the next screen, you will see all Source Package details first - this will default to pulling all contents of each Package
    • If you wish to only use part of the Package contents, update the amount listed in Pulled Source Quantity*
    • Select Add Source Package if you need to add another Package to be combinedmceclip2.jpg
  7. Scroll down and complete all required fields for the newly created Package:
    • Starting Package Tag: This will auto-populate with the next available tag
    • Number of Packages: If you wish to simultaneously create multiple new Packages [of the same size] from the Source Packages, enter the total number of Packages to create here
    • Use same item as source packages: Check this box to use the same Item as the Source
    • Item: To use a different Item, leave the box above unchecked and select a new Item here
    • If you are using a different Item than the Source which also has a different Unit of Measure, calculate the change in Quantity per Units here
    • Per Package Quantity: This field only applies when simultaneously creating multiple new Packages [of the same size] from the Source Packages; if left blank, it will automatically split the Source Package contents equally between all new Packages
      • Units: If using the field above to create multiple new Packages, enter Unit of Measure
    • Packaged Date
    • Expiration Date: Optional date the new Package(s) must be sold/used by
    • Location: Of the new Package(s)
    • Production Batch: Optional and for Metrc facilities only, enter a Production Batch if needed
    • Internal Lot ID: Optional Lot ID (Canix only) to track process from seed to sale in Reporting
    • Per Package COGS: Optional Cost of Goods for Reportingmceclip1.jpg
  8. Verify everything looks correct
  9. Select Submit

On the Mobile Application:

Before you begin:

  • If you will be creating a new Package with a different Item than the Source Packages' Items, create the item before you begin packaging. For example, you may be turning a Source Package of Item Type "Flower" into a new Package of Item Type "Preroll" with specific Strain.

  1. Navigate to Packages > Create Single Package
  2. Select Packages: Combine several packages
  3. Complete all required fields for the newly created Package:
    • New Package Tag: Select Use next available tag or scan the next available tag on hand
    • Item: This will pre-fill with the same Item as the Source Package
    • To use a different Item, type and select it here
    • Room: Location of the new Package(s)
    • Packaging Date
    • Testing Package: Select this option if this Package is solely created to submit for testing
      • Do not select this option if this Package is not being submitted for testing, or it will no longer be able to be transferred for sale
    • Production Batch Number: For Metrc facilities only, enable this optional field to enter a Production Batch Number if needed
    • Notes (optional): Canix-only notes                                       IMG_9358.PNG  IMG_9359.PNG
  4. Verify everything looks correct
  5. Select Add Package Contents
  6. From the Compound Package screen, select the Red Plus to add Package contents
  7. Complete all required fields:
    • Package Tag: Type and select the Source Package tag or scan the tag if on hand
      • The Package details will populate to confirm it is the correct selection
    • Packaged Weight: Enter the weight to be packaged and the Unit of Measure of the new Package
    • Pulled Weight (if different): Enter Pulled Weight if the Source Package uses a different Unit of Measure                                                                       
  8. Verify everything looks correct
  9. Select Move Package Contents                                                                        IMG_9360.PNG  IMG_9361.PNG
  10. To add additional Source Packages, select the Red Plus and repeat the same steps
  11. Verify everything looks correct on the new Package and Source Packages
  12. Select Submit Package to Metrc or Submit Package to Canix
  13. Select Submit

View Packages

On the Web Application:

On the Mobile Application:

  • Navigate to Packages > Active Inventory: See More > select Filter by Item > type and select the Item Type > review all matching Packages; details include Tag, Item Name, Weight & Unit

Track Submissions

Track Combined (Compound) Packages from your Submissions page in the Canix Web Application.

Metrc Facilities

  • Navigate to Admin > Metrc Submissions > All to review or check the status of your submissions to Metrc. If the submission status is Failed, click on the submission name to see the Metrc error message.

Non-Metrc Facilities

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