Overview: Why We Use This Feature
Lot ID is a free-text field that is not sent to Metrc/BioTrack. This field exists in Canix only, as a flexible way to track groups of inventory that may have shared origin, shared processing history, or shared cannabis and non-cannabis inputs.
Using Lot IDs makes searching for inventory with shared history, executing recalls, and tracking sales progress against groups of inventory much faster.
Lot IDs can be added at the point of Package creation during different workflows such as Create Package from Harvest, Split Packages, Submit Production Batch, etc.
Lot IDs can also be added at any point after receiving or creating Packages using the Assign Lot ID to Packages feature detailed in this article.
Glossary
- Lot ID: A free-form Canix-only package field used to represent an ID for a group of packaged inventory, such as a batch or production lot.
- Production Batch field: The official Metrc field that affects test result lineage. The Lot ID field is distinct from this and does not affect it.
Prerequisites & Setup
Before beginning, ensure the following requirements are met:
-
Permissions:
- Edit access to Packages > Non-Compliance Actions is required to use this feature.
Step-by-Step Instructions
Follow these steps or watch the demo video below to complete the workflow:
- Access the Module: Navigate to Inventory Management > Cannabis Inventory
- Initiate Action: Select the Packages to update and then select “Assign Lot ID” from the actions menu:
- Input Data: Enter the desired Lot ID, review the Package list is correct and remove Packages if necessary using the bin icon.
- Review & Save: Use “Assign” to associate the Lot ID to the Package(s). If you make a mistake with the assigned Lot ID, simply re-select the Packages and assign the corrected Lot ID.
Important Considerations
These "pro-tips" and warnings help avoid common pitfalls:
- Overwriting Existing Lot IDs: Be careful of over-writing an existing Lot ID. In cases where you need to add a new identification to a Package that already has a Lot ID, it may be preferred to add both Lot IDs as a comma separated list (lot1234, lot1244). This maintains the record of both Lot IDs.
- Lot IDs are NOT sent to Metrc/BioTrack: This field is meant to match your business processes instead of compliance workflows. You can be creative with how you use it, but make sure your teams have a shared understanding of how it is expected to be used in your business.
System Impacts & Dependencies
Changing data in one area often triggers updates elsewhere. Understanding these relationships is critical for data integrity.
| Action Taken | Impacted Area | Description of Change |
|---|---|---|
| Assign Lot ID to Packages | Inventory Levels | Items are reserved and "Available" counts decrease. |
| Assign Lot ID to Packages | Cannabis Inventory | Triggers a sync with third-party tools like Superbud. |
Troubleshooting Common Issues
If you encounter an error, check these common scenarios before contacting support.
- Permissions Error: Assigning Lot IDs to Packages does not have it’s own permission, it is included in the permission for “Packages > Non-Compliance Actions”.
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