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. In this article we'll cover:

• Default Package Statuses
• Custom Package Statuses

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.

💡 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

• 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.
  • Actions Allowed for this Status:
    • 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
• 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.
  • Actions Allowed for this Status:
    • Create Sales Order, Create Transfer, Split, Combine, 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
• Finished - The package quantity has been depleted and the package has been marked as Finished. 
  • Actions Allowed for this Status: 
    • Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
• Incoming - The package is on an incoming transfer into the facility that has not been accepted yet.
  • Actions Allowed for this Status:
    • Assign Lot ID, Assign Package Owner, Assign NCI, Sync Inventory with LeafLink, and Upload Manual Lab Tests
• 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
  • Actions Allowed for this Status:
    • Split, Combine, 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
• In Quarantine - The package cannot be edited, sold, or 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.
  • Actions Allowed for this Status:
    • Update Availability Status, Assign Lot ID, Assign Package Owner, Print Labels, and Upload Manual Lab Tests
• In Transit - The package has been added to a transfer. The transfer has not been accepted yet in the destination facility. (Note: This status will update automatically when a package is on a transfer)
  • When a package is added to a transfer, its status will be changed to In Transit.
  • Actions Allowed for this Status:
    • Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, and Upload Manual Lab Tests
• Inactive - 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.
  • Actions Allowed for this Status:
    • Assign Lot ID, Assign Package Owner, Assign NCI, Sync Inventory with LeafLink, and Upload Manual Lab Tests
• On Hold - The package has been put on hold by the state
  
  • Actions Allowed for this Status: 
    • Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
• Rejected - The package has been rejected on an incoming transfer by the facility
  
  • Actions Allowed for this Status: 
    • Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
• 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.
  • Actions Allowed for this Status:
    • Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, and Upload Manual Lab Tests
• Unsubmitted - The package is in a draft state when in pending approval, or when a package submission failed. These can be deleted individually or in bulk to restore the availability of these tags, but use caution when deleting these to ensure you have no Pending Approval Metrc Submissions that will be affected. For more information, see Unsubmitted Packages.

Here's how the default Canix statuses map to Metrc's statuses:

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. 

Use these statuses for a wide variety of use cases, including:

• Marking packages that need remediation (and locking them down so they can't be edited)
• Marking packages containing waste (and locking them down so they aren't edited)
• Marking packages that have failed testing the 1st time vs the 2nd time (depending on the state you may only have so many tests before losing the product)
• Showing packages Available for Bulk sale vs Available for Branded Sales
• Marking inventory owned by a client or partner
• Marking product that is intended for sale vs intended for an input in manufacturing
• Allocating trade samples
• Marking lost packages that cannot be found
• Preventing packages that are Allocated, but not yet on a Sales Order from being used
• Assigning products that are close to expiration or target sell by date to "Sell ASAP" 
• Marking inventory that is available at a discount
• Differentiating from dry flower, which can be sold, and drying flower, which should not be added to a Sales Order or Transfer
• Marking packages that need labels and are ready for packaging

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. 

See this video for details on setting up custom statuses:

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.