Once your product is ready for testing, you'll create Testing Packages to send to the Lab. This uses Split Packages but requires carefully marking the new Package as a "Testing Package" during creation; this step is required in order for your Testing Packages to be added to a Lab Transfer.
In this article, we'll cover:
Create Testing Packages
On the Web Application:
- Navigate to Inventory > Packages > View: Active
- Use the filters to narrow down your search (by Tag, Item Name, Item Type, Strain, Location, etc.)
- Once filtered, select the Source Package(s) you will be using to create new Testing Package
- You can also select multiple Source Packages to create multiple Testing Packages at once
- Select Actions > Split Package(s)
- First, on the left side of the screen, complete all required fields:
- Source Package: This will auto-fill showing Source Package details
- Start Tag: This will auto-populate with the next available tag
- Packaged Date: Typically today's date
- Expiration Date: Optional
- Location: Current location of the new Package
- Finish Source Package: This option typically does not apply when creating Testing Packages
- On the right side of the screen, click on the blue hyperlink of the Item Name
- Complete all required fields:
- Tag: This will auto-populate with the next available tag
- Use Same Item (as source package): Keep this box checked to use the same Item and Strain as the Source Package
- Production Batch: Optional and for Metrc facilities only, you must leave this field blank to inherit the same Production Batch as the Source Package
- Testing Package: Check the box to enable this option and mark this as a Testing Package
- This option must be enabled to allow the Package to be added to a Lab Transfer
- For MI, OK, MO, and NV, you must select a testing option from the Required Tests dropdown menu.
- For MI, OK, MO, and NV, you must select a testing option from the Required Tests dropdown menu.
- This option must be enabled to allow the Package to be added to a Lab Transfer
- 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: Typically a single Testing Package is created from each Source Package, but regulations may vary by state
- Cost of Goods Sold (COGS) per package: Optional
- Internal Lot ID: Optional Lot ID (Canix only)
- Tag: This will auto-populate with the next available tag
- Confirm the Testing Package box is checked to ensure the new Package is marked for Testing
- Verify everything looks correct
- Select Update
- The new Package's details will be displayed under the line item
- If you need to create an additional new Package to split the same Source Package into, select Add Item in the top right corner
- If you'd like to simultaneously split another different Source Package into new Packages, select + Add Package from the top right corner of the page and repeat the same steps
- If you are splitting multiple Packages, be sure to scroll down to complete the steps for each one
- Once finished, verify everything looks correct
- Select Submit
View Testing Packages
On the Web Application:
- Navigate to Inventory > Packages > View: Active
- On the table, scroll to the right to find the Is Testing Package? column and click the filter icon; check the box for Yes and select Apply
- On the table, scroll to the right to find the Is Testing Package? column and click the filter icon; check the box for Yes and select Apply
Track Submissions
Track new Packages from your Metrc Submissions page in the Canix Web Application.
- 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.