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. In this article we'll cover:

• Default Package Statuses
  • In Progress
  • Available to Sell
  • In Quarantine
  • Allocated
  • Transferred
  • In Transit
  • Rejected
  • Finished
  • On Hold
  • Inactive
  • Incoming
• Changing a Package Status

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

Permissions for editing package availability can be done through User Permission Groups.

For how to create Custom Package Statuses, please see this article. 

💡 If you are receiving an error message that a tag is already in use when it should be available, please see Unsubmitted Packages.

Default Package Statuses

In Progress

• Corresponding Metrc Status: Active
• Available Actions:
  • Split, combined, adjust packages
  • Unpack into Plantings, Change Location, Change Item, Deactivate Package, Update Availability Status, Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, Print Labels, and Upload Manual Lab Tests
  • Cannot: Add to a sales order or transfer
• Designations:
  • User: Mark “Available to Sell” or “In Quarantine”
  • Automatic:
    • If “In Progress” is selected as the Default Package Status, harvest packages, packages from Untracked Items, and packages created in the Manufacturing Module will be created with an “In Progress” status
    • If “In Progress” is selected as the Default Returned Package Status in Facility Management, returned packages marked returned on a sales order and received back into the facility will receive an “Progress” status
    • Child packages will receive the “In Progress” status when split or combined from an “In Progress” package
• Packages Screen:
  • Can be found in the Unallocated, Active, and All Default Views
• Inventory Availability Report: Included in the Active Inventory and All default views

Available to Sell

• Corresponding Metrc Status: Active
• Available Actions:
  • “Available to Sell” packages are able to be split, combined, adjusted, AND added to sales orders and transfers
    • Additional actions for “Available to Sell” packages are: Unpack into Plantings, Change Location, Change Item, Deactivate Package, Update Availability Status, Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, Print Labels, and Upload Manual Lab Tests
  • “Available to Sell” is the least restrictive Package Availability Status
• User Designation:
  • Users can update “In Progress” or “In Quarantine” packages to “Available to Sell”
  • Users are able to update “Available to Sell” packages to “In Progress” or “In Quarantine”
• Automatic Designation:
  • If “Available to Sell” is selected as the Default Package Status in Facility Management, harvest packages, packages from Untracked Items, and packages created in the Manufacturing Module will be created with an “Available to Sell” status
  • If “Available to Sell” is selected as the Default Returned Package Status in Facility Management, returned packages marked returned on a sales order and received back into the facility will receive an “Available to Sell” status
  • Child packages will receive the “Available to Sell” status when split or combined from an “Available to Sell” package
• Packages Screen:
  • Can be found in the Unallocated, Active, and All Default Views
• Inventory Availability Report:
  • “Available to Sell” packages populate the Available to Sell default view of the Inventory Availability Report
    • “Available to Sell” packages are also included on the Active Inventory and All default views

In Quarantine

• Corresponding Metrc Status: Active or On Hold
• Available Actions:
  • Update Availability Status, Assign Lot ID, Assign Package Owner, Print Labels, and Upload Manual Lab Tests
  • Packages may NOT be split, combined, adjusted, added to a sales order, or added to a transfer
• Designation:
  • User: Mark packages as “Available to Sell” or “In Progress”
  • Automatic:
    • If “In Quarantine” is selected as the Default Package Status, packages from harvest, packages from Untracked Items, and packages created in the Manufacturing Module will be created with an “In Quarantine” status
    • If “In Quarantine” is selected as the Default Returned Package status, returned packages marked returned on a sales order and received back into the facility will receive an “In Quarantine” status
• Packages Screen:
  • Can be found in the Active, Unallocated, and All Default Views
• Inventory Availability Report:
  • “In Quarantine” packages are included in the Active Inventory and All default views
• Miscellaneous
  • Packages that are On Hold in Metrc also show as “In Quarantine” in Canix

Allocated

• Corresponding Metrc Status: Active
• Available Actions:
  • Unpack into plantings, change location, adjust package, change item, deactivate package, assign Lot ID, assign package owner, assign NCI, assign Labor COGS, Sync Inventory with LeafLink, Print Labels, and Upload Manual Lab Tests
  • May NOT be added to a sales order, or added to a transfer
• Designation:
  • Users cannot manually update packages to “Allocated”
  • Packages will automatically be put into an “Allocated” status when the package is added to a Sales Order
• Packages Screen:
  • Can be found in the Allocated, Active, and All Default Views
• Inventory Availability Report: Included in the Active Inventory and All default views
• Miscellaneous
  • What status do the sales orders have to be for packages to have an Allocated status?
    • Packages will have an Allocated status if they are on a Sales Order with a status of Created, Approved, or Filled
    • The status automatically updates when a package is placed onto a Sales Order
    • When a Transfer is created from a Sales Order, the packages then update to a Transferred status
  • When a package is taken off a Sales Order, the package status reverts to its pre-allocation status
    • Example: Package A with an Available to Sell status is allocated to a Sales Order. Package A’s status changed to Allocated once it is on the Sales Order. Package A is taken off the Sales Order, and goes back to the status of Available to Sell

Transferred

• Corresponding Metrc Status: Transferred
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, and Upload Manual Lab Tests
  • May NOT be split, combined, adjusted, added to another transfer, or added to a sales order
• User Designation:
  • Users cannot manually update packages to “Transferred”
• Automatic Designation:
  • Packages will automatically be placed into a “Transferred” status when they are added to an Accepted Transfer
  • Returned packages marked returned on a sales order and received back into the facility will receive the Default Returned Package status set in Facility Management
• Packages Screen: Can be found in the Transferred and All Default Views
• Inventory Availability Report: Not included in the Inventory Availability Report
• Miscellaneous
  • A Package with a “Transferred” status means the package is on an Accepted transfer

In Transit

• Corresponding Metrc Status: In Transit
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, and Upload Manual Lab Tests
  • May NOT be split, combined, adjusted, added to another transfer, or added to a sales order
• User Designation:
  • Users cannot manually update packages to “In Transit”
• Automatic Designation:
  • Packages will automatically be placed into an ”In Transit" status when they are added to a transfer
  • Returned packages marked returned on a sales order and received back into the facility will receive the Default Returned Package status set in Facility Management
• Packages Screen: Can be found in the In Transit and All Default Views
• Inventory Availability Report: Not included in the Inventory Availability Report
• Miscellaneous
  • A Package with an “In Transit” status means the package is on an In Transit transfer

Rejected

• Corresponding Metrc Status: Inactive
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
  • May NOT be split, combined, adjusted, added to a transfer, or added to a sales order
• Designation:
  • User: cannot manually update packages to “Rejected”
  • Automatic: Packages will automatically be placed into a “Rejected” status when they are rejected from a transfer in Metrc
• Packages Screen: Can be found in the All Default Views
• Inventory Availability Report: Not included in the Inventory Availability Report
• Miscellaneous
  • Packages can only be rejected from a transfer in Metrc 

Finished

• Corresponding Metrc Status: Inactive
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
  • May NOT be split, combined, adjusted, added to a transfer, or added to a sales order
• Designation:
  • User: cannot manually update packages to “Finished”
  • Automatic: Packages will automatically be placed into a “Finished” status when they are deactivated
• Packages Screen: Can be found in the Finished and All Default Views
• Inventory Availability Report: Not included in the Inventory Availability Report
• Miscellaneous
  • Metrc Facilities can only finish a package when the package quantity has been fully depleted
  • Non-Metrc Facilities can finish a package even when the package quantity has not been fully depleted

On Hold

• Corresponding Metrc Status: On Hold
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
• Designation:
  • User: cannot manually update packages to “On Hold”
  • Automatic: Packages will automatically be placed into a “On Hold” status when they are put on hold by the state
• Packages Screen: Can be found in the On Hold and All Default Views
• Inventory Availability Report: Not included in the Inventory Availability Report

Inactive

• Corresponding Metrc Status: Inactive
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Sync Inventory with LeafLink, and Upload Manual Lab Tests
  • “Inactive” Packages may NOT be split, combined, adjusted, added to a transfer, or added to a sales order
• Designation:
  • Users cannot manually update packages to “Inactive”
• Packages Screen: Can be found in the All Default View
• Inventory Availability Report: “Inactive” packages are not included in the Inventory Availability Report
• Miscellaneous
  • An “Inactive” package in Canix is Inactive in Metrc and cannot be associated as Transferred or Finished
  • Discontinued Packages in Metrc show in the Inactive Metrc tab and are likely to show as Inactive in Canix

Incoming

• Corresponding Metrc Status: Inactive
• Available Actions:
  • Assign Lot ID, Assign Package Owner, Assign NCI, Sync Inventory with LeafLink, and Upload Manual Lab Tests
  • “Incoming” Packages may NOT be split, combined, adjusted, added to a transfer, or added to a sales order
• Designation:
  • Users cannot manually update packages to “Incoming”
• Packages Screen: Can be found in the All Default View, and Incoming Default View
• Inventory Availability Report: “Incoming” packages are not included in the Inventory Availability Report
• Miscellaneous
  • An “Incoming” package in Canix is a package on an incoming transfer into the facility. Once the transfer is accepted, the package status will change from Incoming to an Active package status

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.