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Split Packages

Leanna T.
  • Updated

After creating bulk Packages, you may need to split 1 Package into new ones. This may be used to split a bulk Package into smaller Packages of specific weights that are ready for sale, or to split a bulk Package from a Harvest into smaller specific Packages, such as A Buds, B Buds, and Shake/Trim. This may also be used to create Testing Packages.

In this article, we'll cover:

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

To combine multiple Packages into 1 or more new Packages, see Combine Packages.

Split 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, select the Source Package(s) you want to split into new Package(s)
  4. Select Actions > Split Package(s)mceclip0.png
  5. Complete all required fields:
    • Source Package will auto-fill showing Source Package details
    • Start Tag: This will auto-populate with the next available tag
    • Packaged Date
    • Expiration Date: Optional date the new Package(s) must be sold/used by
    • Package Locations: Apply the same location/room for the new Package(s)
    • Finish Source Package: Select this option if you are depleting the entire contents of the Source Package, leaving a remaining weight of zero, and wish to Finish Package once completed; this option can only be selected after all new Package details are completed in the next set of steps
  6. On the right side of the screen, click on the blue hyperlink of the Item Name
  7. Complete all required fields: 
    • Tag: This will auto-populate with the next available tag
    • Use Same Item (as source package): Check this box to use the same Item and Strain as the Source Package
      • To use a different Item, uncheck this box and search for the new Item to be used
    • Production Batch: Optional and for Metrc facilities only, you must leave this field blank to inherit the same Production Batch as the Source Package
      • To change it, a new production Batch number can be entered
    • Location: This will auto-populate with the Package Location that has been applied to all packages or if each package will be in a different location select a new loation.
    • 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
    • Packaged Weight and Units: The weight and unit being pulled from the Source Package to create the new Package(s); this will be the amount of each new Package, not the total Pulled
    • Number of Packages: Enter the number of new Package(s) each being created with the Packaged Weight
      • The line below this text box will provide a breakdown of the max number of packages that can be created from the Source Package with the weight specified
    • Cost of Goods Sold (COGS) per package: Optional Cost of Goods for Reporting
    • Internal Lot ID: Optional Lot ID (Canix only) to track process from seed to sale in Reporting
      Screen_Shot_2022-04-26_at_8.45.46_PM.png
  8. Verify everything looks correct
  9. Select Update
  10. If your new Package(s) will deplete the total contents of the Source Package and leave it with a quantity of zero, you can now select Finish Source Package
    • If selected, enter a Finish Date
  11. The new Package's details will be displayed under the line item; if you would like to add an additional new Package to split the Source Package into, select Add Item in the top right corner
  12. If you'd like to simultaneously split an additional Source Package into new Packages, select + Add Package from the top right corner of the page and repeat the same steps
  13. Once finished, verify everything looks correct
  14. Select Submit

On the Mobile Application:

Before you begin:

  • If you will be creating a new Package with a different Item than the Source Package's Item, 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 Multiple Packages
  2. Select Package: Split a single package
  3. Complete all required fields for the newly created Package:
    • Existing Package Tag: Type and select the Package Tag to be split or scan the Package tag
      • Review the Package details to confirm it is the correct selection
    • New Starting Package Tag: Select Use Next Available Tag or scan the next available tag on hand
    • Number of Package: Enter the number of new Package(s) to be created from this Source
    • Item: This will pre-fill with the same Item as the Source Package
      • To use a different Item, type and select it here
    • Individual Package Weight and Units: The weight and unit of each new Package to be pulled from the Source Package to create the new Package(s); this will be the amount of each new Package, not the total Pulled
    • Room: Location of the new Package(s)
    • Packaging Date
    • Pulled Weight per Package (optional): Enter Pulled Weight if the Source Package uses a different Unit of Measure       
    • Production Batch Number (optional): For Metrc facilities only, use this optional field to enter a Production Batch Number if needed
    • Notes (optional): Canix-only notes                                         
  4. Verify everything looks correct
  5. Select Review Packages
  6. Verify everything looks correct
  7. Select Move Package Contents                                                                        
  8. To add additional Source Packages, select the Red Plus and repeat the same steps
  9. Verify everything looks correct on the new Package(s) and Source Package(s)
  10. Select Submit # Packages to Metrc or Submit # Packages to Canix
  11. 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 Split 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

  • Navigate to Admin > User Submissions > All

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