After your Harvest has dried, and before you Finish your Harvest, you'll need to Package all the sellable material. 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:
Create a Single Package from a Harvest
On the Web Application:
- Navigate to Inventory > Packages > Active
- Select Actions > + Create Package > From Harvest
- Complete all required fields:
- New Package Tag: This will auto-populate with the next available tag
- Harvest: Select the Harvest to be used as the source for the new Package
- Once selected, the Remaining Weight and Packaged Weight will populate to confirm the correct selection; this will not list the Strain, so please be sure of your selection
- Item: Select the Item to be used on the new Package or create a new one
- Location: Room for the new Package
- Packaging Date
- Weight and Units: Enter the weight and units for the new Package
- Production Batch: Optional
- Internal Lot ID: Optional Lot ID (Canix only) to track process from seed to sale in Reporting
- Expiration Date: Optional date the new Package(s) must be sold/used by
- Verify everything looks correct
- Select Create
Note: Once created, the details of this Package cannot be edited except for using Adjust Packages to adjust the weight.
On the Mobile Application:
Before you begin:
-
If you will be creating a new Package with a new Item that is not created in your facility yet, create the item before you begin packaging.
- Select Packages > Create Single Package
- From the options, select Harvests (One or more dried harvests)
- Complete all required fields:
- New Package Tag: Select Use Next Available Tag or scan the next available tag on hand
- Item Type: Select the Item to be used on the new Package
- Room: Location of the new Package
- 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?: For Metrc facilities only, use this optional field to enter a Production Batch Number if needed
- Notes (optional): Canix-only notes
- Select Add Package Contents
- From the Harvest Packaging screen, select the red plus to add Source Harvest
- Complete all required fields:
- Harvest Name: Select the Harvest to be used as the source for the new Package
- Once selected, the Harvest details will populate to confirm the correct selection; this will not list the Strain, so please be sure of your selection
- Harvest Weight and Units: 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
- Harvest Name: Select the Harvest to be used as the source for the new Package
- Verify everything looks correct
- Select + Add Harvest
- To add an additional Source Harvest, select the red plus and repeat the steps
- Once finished, verify everything looks correct
- Select the option to Submit Package to Metrc or Submit Package to Canix
- On the confirmation pop-up, select Submit
View Packages
On the Web Application:
- Navigate to Inventory > Packages > View: Active
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 Create Package from Harvest 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
- Navigate to Admin > User Submissions > All