Package Availability Status

Canix’s package status allows users more control over the availability of packages. Depending on the package’s status, a package can be restricted from being edited, or from being sold and/or transferred. In this article we'll discuss what each package status means, when a status would change and how to update a status manually. 

Learn more about change default availability status for available and returned packages in Facility Management.

Permissions for editing package availability can be done through Web and Mobile Permissions.

Package Statuses

• In Progress - The package can be edited, but cannot be sold or transferred 
  • New packages created from harvest or untracked items will default to In Progress. To change this default setting to Available to Sell, navigate to Admin > Facility Management, and change the setting by selecting Available to Sell from the Default Package Availability Status drop down menu.
    

  • Packages with the In Progress status are not available in the following places:

    • Sales Orders > Add Packages 
    • Packages > Actions > Create Sales Order
    • Packages > Actions >Create Outgoing Transfer 
    • Inventory > Assignments
    • Sales Orders > Ellipses to the left of the item > Request Source 
    • Sales > Outgoing Transfer > Add Packages 
    • Inventory Availability 
• Available to Sell - The package can be edited, sold, and transferred.
  • If a package is split or combined from a package with Available to Sell, the parent package status will be passed on to the child package.
• Allocated - The package is on a Sales Order (Note: This status will update automatically when a package is on a Sales Order)
  • When a package is Allocated to a Sales Order, its status will be changed to Allocated.
• Transferred - The package has been transferred (Note: This status will update automatically when a package is on a transfer)
  • When a package is transferred, its status will be changed to Transferred.
• In Quarantine - The package cannot be edited, sold on transferred out of the facility. This status can be used to essentially “lock” packages from being used while they undergo an initial 24 hour quarantine period, or are in testing. This ensures the quantity is not allocated on accident, or sold.
• Unsubmitted - The package is in a draft state when in pending approval, when a package submission failed, or when started on the mobile app but not submitted. 
• Unknown - The package has the latest status not provided by Metrc. This occurs for inactive or transferred packages once Metrc no longer retains full package details.
• Finished - The package quantity has been depleted and the package has been marked as Finished. 

Custom Package Statuses

Canix also supports the creation and use of custom package statuses. Custom statuses can be used to better organize and keep track of inventory. 

Each status allows for a custom name, color, and restriction that will be used to determine the actions available for inventory in that status. The restrictions go from least restrictive to most restrictive:

• Can be added to sales orders and transfers
• Cannot be added to sales orders and transfers
• Cannot be edited or added to sales orders and transfers

To create a new Custom Package Status, navigate to Admin > Facility Data > Custom Phases. Navigate to the Package Availability Statuses tab and select Create New. Once a custom status is created, it can then be utilized on your inventory. 

Check out this video from our team covering the feature: Custom Package Availability Statuses

A Few Things to Note:

• When a package is removed from a Sales Order and becomes Unallocated, the package status returns back to the status it had before it was allocated - In Progress or Available to Sell.
• When a package is returned from a Transfer, the package status returns back to the status it had before it was transferred.
• When a package is finished, the package availability status is marked as finished.
• If a package is split or combined from a package with Available to Sell, the parent package status will be passed on to the child package.

Changing a Package Status 

From the Web Application:

1. Navigate to Inventory > Packages
2. Select one or more packages
3. Select Actions > Update Availability Status
   

Alternatively users can also change the package status from package details and selecting Actions > Update Availability Status.