Knowledge Base

Import

• Importing Data from BioTrack

Lab (Labs Only)

• Change UOM Settings
• Add a Lab Result to a Lab Sample
• Share Lab Portal Results
• Lab Portal Search
• Make a Lab Sample
• Update Status of a Result
• Generate Lab Report
• Add Sample Notes
• Add Images to a Lab Sample
• Generate Lab COA
• Make a Lab Sample Manually

Label

• Create a Dynamic Label Field
• View Label Print Queue
• Printing Labels with Dynamic Text (Text Macros)
• Label Formats (sizes)
• Clean the Label Print Queue
• Label Designer Tips and Tricks
• Label Designer Overview
• Print All Labels in the Queue
• Modifying an Existing Label Layout
• Send Labels to Print Later
• Download Label Print Queue List

Marketplace

• Marketplace Dashboard
• Post a For Sale Ad
• Marketplace Product Manager
• Marketplace Shop Manager
• Post a Wanted Ad
• Marketplace Order Manager
• Create Purchase Order
• Configure B2B Marketplace Profile

Report

• Revenue Reports
• B2B Sales Reports
• Reports::Advanced-Reporting
• Reports::Oklahoma
• Plant Reports
• Reports: Snapshot Inventory
• Reports: Snapshot Plants
• Inventory Reports
• Client Detail Reports
• Client Aging Report

Workflow

• Workflow: Bulk Conversion to Tinctures
• Transfer Builder - Outgoing Transfer
• Workflow: Bulk Conversion to Extract for Inhalation
• Workflow: Prepare Employee Samples for Internal Sampling
• Workflow: View and Confirm Plant Waste
• Workflow: Prepare Client/Vendor/Budtender Manifest for Sampling
• Workflow: Overview
• Workflow: Plant Crops
• Workflow: Bulk Conversion to Bags and Pre-Rolls
• Workflow: Convert to Intermediate Concentrate
• Workflow: Bulk Conversion to Liquid Edibles
• Workflow: Raw/Wet Harvest
• Workflow: Bulk Conversion to Capsules
• Workflow: Bulk Conversion to Topicals
• Workflow: Prepare Lab Manifest for Testing
• Workflow: Propagate Clones and Seeds
• Workflow: Bulk Conversion to Suppository
• Workflow: View and Confirm Inventory Waste
• Workflow: Convert to Harvest Material Lots
• Workflow: Net/Dry/Cure Harvest
• Workflow: Bulk Conversion to Solid Edibles
• Workflow: Bulk Conversion to Infused Mix
• Workflow: Bulk Conversion to Mix Packaged

Dashboard

• Dashboard::Directory
• Dashboard::Reports
• Dashboard::Search
• Dashboard Overview
• Dashboard::Sync
• Barcode Scanner Overview

Configuration

• Products Overview
• Delete a Section
• Remove a Contact
• Settings::Waste
• Add a Vehicle
• Settings::Contacts::Create
• Settings::Compliance
• variety-review
• Archive Unused Products
• Settings::Product::Create
• Create a New Section
• Print an Employee Badge
• Create a Variety
• Print QR Codes for Physical Sections
• Delete a Product
• Archive a Section
• Modify a Section Name
• Settings::License
• Archive a Variety
• Dashboard::Billing
• Company Settings
• Modify a Variety
• Review Unused Products
• Sign Out of an OpenTHC Account
• Dashboard::File A Bug
• Gears::Sign Out
• Settings::Product::Modify
• Sign up for OpenTHC
• Settings::Manifest
• Import Variety Names
• Delete a Variety

Inventory Management

• Create Lots from Bulk Harvest Materials
• Split Invnetory into New Lots
• Convert to Marijuana Mix
• Convert End Product to Vendor Samples
• Adjust Inventory Lot Weights
• Dialog: More Options
• Inventory Lot View
• Convert to Hydrocarbon Concentrate
• Generate Inventory Audit Reports
• Convert to CO2 Concentrate
• Convert to Infused Mix
• Revert Inventory Lots
• Convert to Concentrate for Inhalation
• Quick navigation to recently viewed Inventory
• Convert to Non-Solvent Based Concentrate
• Create a Lab Result Manually
• Lab Results Overview
• Convert to Usable Marijuana
• Create Waste from the Inventory Page
• Download an Inventory CSV
• Overview of Inventory
• Convert to Vendor Samples
• Combine Multiple Lots
• Inventory Index View
• Add Tags to Inventory
• Modify Inventory
• Create Inventory with No Source Origin
• Convert to Tinctures
• Convert to Topicals
• Convert to Employee Samples
• Learn about Inventory Views
• Add Notes to One or More Inventory Lots
• Update Existing Lab Results
• Finish Inventory
• Move Inventory
• Confirm Waste Lots for Destruction
• Bulk Inventory Lot Select
• Upload a COA
• Convert to Liquid/Solid Edibles
• Print Inventory Labels
• Add Photo to Inventory
• Destroy Inventory
• Find Lot IDs

Crop / Plants / Trees

• Plant a Plant (Seed, Clone, Mature Plant, Plant Tissue)
• Download Plants list in a Spreadsheet
• Plant Lot View Page
• Generate a Plants Audit Report
• Create Seeds
• Access the Plants Bookmark
• Convert Plants to Mature Plant Inventory
• Overview of the Harvest Process
• Plants Process Overview
• Create Clones
• Add Plant Tags
• Modify Plants
• Create Plants Manually
• Collect Raw (Wet) Weight
• Toggle between two Plant-view displays
• Add Notes to Plants
• Re-Veg dead plants
• Collect Net (Dry) Materials
• Move Plants
• Confirm Waste for Destruction
• Create Daily Waste
• Select Plants in Bulk
• Print Plant Labels
• Destroy Plants

B2B

• Share Transfer Details
• View all Past Outgoing Transfers
• Create Incoming Transfers Manually
• Transfer Vendor Samples
• Apply any salesperson to a transfer
• Transfer Bulk Materials
• Print an Invoice
• Modify an Outgoing Transfer
• Print Labels from a Manifest
• Sales::Overview
• Print Lab COA's for a Transfer
• Mute an Incoming Transfer
• View all Past Incoming Transfers
• Release a Manifest
• Print a Manifest
• Apply Adjustments and Discounts
• 'Copy' or 'Void & Copy' a Transfer
• Add Transfer Notes
• Void a Sale
• Transfer Retail Packaged Material
• Transfer Budtender Samples (aka Educational Samples)
• Void Incoming Transfers
• Create Incoming Transfers via Upload
• Transfer Lab Samples
• Copy a Transfer
• Transfer Mature Plants
• Export Outgoing Transfer Details to Quickbooks

Laboratory

• Make a Lab Sample
• Share Lab Portal Results

CCRS Overview

• Access and Share a Manifest's Share Link with a Buyer
• Change Details on a Manifest (Copy and Void)
• Automated Upload to LCB Webform
• How to Import a Lab Json Link/File
• Manually create and accept an Incoming Manifest
• Accept an Incoming Manifest (WCIA)
• CCRS Access Denied
• ccrs-v1
• ccrs-v0
• Data Transfer (WCIA)
• Manual Submission to LCB Webform
• Connect to the CCRS environment in OpenTHC
• CCRS B2B Sales Process
• CCRS Email Configuration
• Explanation of CCRS Identifiers
• Edit Contact Information on a Manifest
• CCRS Migration
• CCRS Laboratory Data