Knowledge Base

B2b

• B2B Sales / Transfers Overview :: General Overview of the Manifest Transfer process
• Release a Manifest :: How to Release a Transfer
• Share Transfer Details :: Send Manifest Transfer Details by Email, SMS, Etc.
• Print a Manifest :: How to Print a Manifest
• Print an Invoice :: Print a copy of any outgoing invoice.
• Print Labels from a Manifest :: How to Print Labels from a Manifest
• Print Lab COA's for a Transfer :: Generate a PDF Pamphlet of Lab COA's for a Sale
• Transfer Lab Samples :: How to Transfer Lab Samples
• Transfer Vendor Samples :: How to Transfer Vendor Samples
• Transfer Budtender Samples (aka Educational Samples) :: How to Transfer Budtender Samples (aka Educational Samples)
• Apply any salesperson to a transfer :: How to apply a salesperson to a transfer manifest
• View all Past Outgoing Transfers :: How to View Previous Outgoing Transactions
• Copy a Transfer :: Copy an Outgoing Transfer
• Void & Copy a B2B Sale :: Void & Copy an Outgoing Transfer Manifest
• Workflow Mode: Prepare Manifest for Client/Educational Samples :: How to Create Client Samples using Workflow
• Prepare Employee Samples for Internal Sampling :: How to Create Employee Samples using Workflow
• Void a Sale :: How to Void a Transfer
• Modify an Outgoing Transfer :: How to Modify Transfer Manifest Details
• Workflow Mode: Transfer Builder - Outgoing B2B Sales :: How to Manifest Outgoing Materials using Transfer Builder
• Apply Adjustments and Discounts :: How to Add a Sale Discount or Adjustment
• Add Outgoing B2B Sale Notes :: How to Add Notes to an Outgoing B2B Sale
• Export Outgoing Transfer Details to Quickbooks :: How to Export Outgoing Transfer Data to Quickbooks
• Void Incoming Transfers :: How to Void an Incoming Transfer when it is Rejected
• Mute an Incoming Transfer :: How to Mute an Incoming Transfer
• View All Past Incoming Transfers :: How to View Previous Incoming Transactions
• Create Incoming Transfers via Upload :: How to Upload an incoming JSON.
• Create Incoming Transfers Manually :: How to Create Incoming Sale Transfers Manually.
• Transfer Bulk Materials :: How to Transfer Bulk Materials
• Transfer Retail Packaged Material :: How to Transfer Retail Packaged Material
• Transfer Mature Plants :: How to Transfer Mature Plants
• Commit Manifest Data to the CCRS System :: Easily submit the required data to the LCB.

Config

• compliance-biotrack
• company
• Gears::Sign Out :: How to Sign Out of your OpenTHC account
• gears-file-a-bug
• product-overview
• product-archive
• contacts-create
• compliance-ccrs
• compliance-metrc
• manifest
• gears-billing
• license
• Sign up for OpenTHC :: How to Sign Up for an OpenTHC account
• Sign In to OpenTHC :: How to Sign In to an OpenTHC account
• Sections Overview :: Overview of creating and managing Sections
• Create a New Section :: How to create a new Section
• Modify a Section :: How to Modify a Section Name
• Print QR Codes for Physical Sections :: How to Print a QR Code for Sections in your Facility
• Archive a Section :: How to Archive a Section
• Section Lots :: List of Lots associated with a Section
• Section Lots Unlink :: How to Unlink Lots from a Section
• Delete a Section :: How to Delete a Section
• Create a Variety (Strain) :: How to Create a Variety
• Import Variety (Strain) Names :: How to Import Variety Names in Bulk
• Modify a Variety (Strain) :: How to Modify a Variety
• Archive a Variety (Strain) :: How to Archive a Variety
• Delete a Variety (Strain) :: How to Delete a Variety
• Review Unused Variety List (Strains) :: How to Review and Remove Unused Variety (Strains) from the List
• Create New Products :: How to create a new Product / SKU
• Modify Existing Products :: How to modify a new Product / SKU
• Delete a Product :: How to Delete a Product / SKU
• Review Unused Products :: How to Review Products
• Forgot Password for OpenTHC :: How to Request Email when Forgot Password
• Sign Out of OpenTHC Account :: How to Sign Out of an OpenTHC account
• Remove a Contact :: How to Remove a Contact / Employee / User from the Contacts List
• Print an Employee Badge :: How to Print an Employee Badge
• Add a Vehicle :: How to Create a New Vehicle

Crop

• Combine Plants :: How to combine plants into a single Lot ID
• Plants Process Overview :: Overview of Plants
• Select Plants in Bulk :: How to select multiple, list-adjacent plants, with just 2 clicks.
• Move Plants :: Move Plants to a different Section / Area / Room / Zone
• Add Notes to Plants :: How to Add a Note to Plants
• Modify Plant(s) :: How to Modify Plant details such as Variety / Planted Date / Section
• Record Daily Waste :: Record daily waste from plants in your facility
• Print Daily Waste Label :: Print Label for a Recorded Waste Lot
• Convert Plants to Mature Plant Inventory :: How to convert plants to inventory for transfer (e.g. sale)
• Overview of the Harvest Process :: How to do a conventional harvest process
• Collect Raw (Wet) Weight :: How to Collect Raw (Wet) Weight after harvesting
• Collect Net (Dry) Materials :: How to Collect Net (Dry) Weight after Curing
• Create Internal Plant Tags :: How to create color coded (digital) tags for Plants for easier identification in the system
• Apply Internal Plant Tags :: How to attach color coded (digital) tags to Plants for easier identification in the system
• Plant a Crop :: How to Plant propagation lots using Workflow
• Toggle between Two Plant Views :: How to View Plants by Section, Variety, or Stage
• Destroy Plants :: How to Schedule Plants for Destruction
• Re-Veg Destroyed Plants :: How to Re-Vegetate Dead Plants to a Growing Status
• Update Raw (Wet) Weights :: How to Update Raw (Wet) Weights
• Confirm Waste for Destruction :: How to confirm scheduled waste for destruction
• Download Plants list in a Spreadsheet :: How to download a CSV file for some or all Plants
• Generate a Plants Audit Report :: How to Generate Printable Audit Report for general audit purposes
• Create Orphan Plants :: How to create plants with no source origin
• Workflow Mode: How to Propagate Clones/Seeds :: How to Propagate Clones and Seeds using the Workflow Method
• Workflow Mode: View and Confirm Plant Waste :: How to View Scheduled for Destruction Plant Waste using Workflow
• Print Plant Labels :: How to print labels for plant lots
• Collect Seeds :: Collect seeds from a Plant
• Workflow: Collect Raw Weight :: How to Collect Wet Weight using Workflow
• Workflow Mode: Net/Dry/Cure a Harvest Collection :: How to Collect Net Weight using Workflow
• Create Clones :: How to collect Clones from your Mother plants.
• Plant Propagation Materials :: How to Create a Plant from Seed, Clone, Plant Tissue, or Mature Plant
• Plant Lot View Page :: How to view an individual Plant Lot page
• Plants Bookmark :: How to quickly navigate to recently viewed Plants

Dashboard

• directory
• search
• overview
• scan
• sync
• Reports Overview :: General Overview of Reports

Import

• Importing Data from BioTrack

Lab

• Make a Lab Sample :: How to make a lab sample from an inventory sample
• settings-configure-metric-types
• preview
• Lab Portal Overviews :: Generic and USA/WA Specific Overviews of Lab Portal
• Make a Lab Sample :: How to make a lab sample
• Lab Portal Search :: How to use Search in the Lab Portal
• Change UOM Settings :: How to change Unit of Measure (UoM) settings
• Change COA Template Settings :: How to change COA Template Settings
• Non-i502 Lab Testing Process :: How to process a non-i502 lab sample
• Make a Lab Sample Manually :: How to make a lab sample without receiving inventory first
• Add Images to a Lab Sample :: How to add images to a Lab Sample
• Add Sample Notes :: How to add Note to a Sample
• Add a Lab Result to a Lab Sample :: How to add a lab result to a lab sample
• Update Status of a Result :: How to update a Result Status
• Generate Lab Report :: How to Generate a Lab Report for Publishing Lab Results
• Share Lab Portal Results :: How to share lab portal results
• Share Lab Portal Results via WCIA/JSON :: How to share lab portal results
• Generate Lab COA :: How to access a lab certificate of analysis (COA)

Label

• Create an Origin License Label :: How to Print Origin License information on Inventory Labels
• Label Designer Overview :: Discover the features of our built-in custom label designer.
• Direct Print Labels :: Print Labels Directly from a Local Server
• Print from Labels Print Queue :: Select and Print All Labels in the Labels Print Queue.
• Clear the Label Print Queue :: Delete an item from the print queue or clear the entire list.
• Label Formats (Sizes) :: Choose from 200+ label formats (sizes) to create one-of-a-kind custom labels.
• Modifying an Existing Label Layout :: Change a label layout to add or remove some data fields
• Label Designer Tips and Tricks :: Use these tips and tricks to enhance your label design experience
• Create a Dynamic Field Label :: Learn how to set-up dynamic label fields to automate the visibility of ever-changing data.
• Printing Labels with Dynamic Text Fields :: How to print a label Dynamic Fields (Text-Macro).
• Add to Print Queue :: Send Labels to Queue for Future Printing.
• View Label Print Queue :: See all of the labels in your print queue.
• Download Label Print Queue List :: View the Label Print Queue List as a CSV File.

Lot

• Inventory Main Page :: How to navigate through the Inventory main page.
• Workflow Mode: View and Confirm Inventory Waste :: How to View and Confirm Inventory Waste using Workflow
• How to Import a Lab Json Link/File :: Import lab metrics without manual entry
• Bulk Conversion to Retail Product :: Use Workflow to convert Bulk Inventory to Retail Ready Product
• Upload a COA :: How to manually upload a COA pdf from an Inventory View page
• Update Existing Lab Results :: How to Update QA data values
• Add Lab Results By Hand :: How to Create a Lab Result Manually
• View Lab Index Page :: How to view the Comprehensive Lab Index Page
• Split / Sub-Lot Inventory into New Lots :: How to Sub-Lot or Split weight from one Lot into brand new Lots
• Move Inventory :: How to Move Inventory
• Adjust Inventory Lot Weights :: How to Adjust an Inventory Lots Weight
• Modify Inventory :: Modify Inventory Details
• Destroy Inventory :: How to Schedule Inventory Lots for destruction
• Convert Bulk to Intermediate or Retail Product :: How to Convert Harvest Materials to Intermediate or End Product (Retail)
• Switch Inventory Views :: How to Toggle Between Three Lot View Options
• Convert to Vendor Samples :: How to Convert Bulk Harvest or Bulk Concentrate Material to Vendor Samples
• Convert End Product to Vendor Samples :: How to convert Retail/End Product to Vendor Sample.
• Workflow Mode: Issue Employee Samples for Internal Sampling :: How to Issue Employee Samples using Workflow
• Revert Inventory Lots :: How to Revert (Undo) Inventory Lot Conversions
• Finish Inventory :: How to destroy any Inventory Lots that won’t allow an override
• Combine Multiple Lots :: Combine Two or More Lots into One Specific Lot
• Add Tags to Inventory :: Add descriptive, color-coded tags to Inventory Lots to help find and identify items.
• Add Inventory Notes :: Add Notes to One or More Inventory Lots
• Create Waste from the Inventory Page :: How to Create Waste from the Inventory Page.
• Print Waste Inventory Labels :: How to Print Waste Labels from a Waste View Page
• Confirm Waste Lots for Destruction :: How to Create and Confirm Scheduled Waste Lots for Destruction
• View an Individual Inventory Page :: How to View Individual Inventory Lot Details
• Inventory Bookmark :: How to quickly navigate to recently viewed Inventory
• Generate an Inventory Audit Report :: How to generate printable Inventory report for internal auditing
• Download an Inventory CSV :: How to download Inventory data via Excel file
• Convert to Employee Samples :: How to Convert Harvest Materials or Concentrate Materials to Employee Samples
• Bulk Inventory Lot Select :: Select multiple, adjacent inventory lots in bulk instead of one at a time.
• Add Photo to Inventory :: How to Add a Photo to Inventory Lots
• Create Inventory with No Source Origin :: How to create Inventory when no source is required or available.
• View Origin License Lot Info :: How to View Origin License information on an Inventory Lot
• Find Lots Easily :: Tips and Tricks for Finding Lots Quicker and Easier
• Print Inventory Labels :: How to print labels from the Inventory list
• Workflow Mode: Convert to Harvest Material Lots :: How to Convert Harvest Materials to Flower Lots using Workflow
• More Inventory Options :: How to view More Options after selecting multiple Lots.
• Workflow Mode: Convert to Intermediate Concentrate :: How to Convert to Bulk Concentrate using Workflow
• Create Lots from Bulk Harvest Materials :: How to Convert Bulk Harvest Materials to Flower Lots for Lab Sample, Packaging, or Sale.
• Lab Results Overview :: How to Import/Create/Link lab results, Upload COA's, View Lab Portal
• Overview of Inventory :: General Overview of the Inventory page
• Link a Lab Result to an Inventory Lot :: How to Link a Lab Result ID from One Inventory Lot to Another
• Workflow Mode: Prepare Lab Manifest for Testing :: How to Create a Lab Shipment using Workflow

Marketplace

• B2B Marketplace Buyer's Guide :: How to Commit an Order on B2B Marketplace
• Marketplace Shop Manager :: Overview of the B2B Marketplace Shop Manager
• Marketplace Product Manager :: Overview of the B2B Marketplace Product Manager
• Marketplace Order Manager :: Overview of the B2B Marketplace Order Manager
• Marketplace Dashboard :: Overview of the B2B Marketplace Dashboard
• Post a For Sale Ad :: How to Make a Sale Post
• Make An Order :: How to Make a Marketplace Order
• Configure B2B Marketplace Profile :: How to Configure B2B Marketplace Profile
• Post a Wanted Ad :: How to Make a Wanted Post

Pos

Report

• Advanced Reporting :: How Generate Custom Reports
• B2B Sales Reports :: How to View B2B Sales (Manifest) Reports
• Revenue Reports :: How to View Revenue Reports
• Client Detail Reports :: How to View a Client Detail Report
• Client Aging Report :: How to View Client Aging Report
• Inventory Reports :: How to View Inventory Reports
• Reports: Snapshot Inventory :: How to View Inventory Snapshot Record
• Plant Reports :: How to View Plant Reports
• Reports: Snapshot Plants :: How to View Plants Snapshot Report

Workflow

• Overview :: Overview of Workflow
• Batches::Overview :: Overview of Batches
• Batches::Review :: How to Review Batches

CCRS Overview

• ccrs-v0
• ccrs-v1
• CCRS Migration
• CCRS B2B Sales Process
• CCRS Email Configuration :: Configure Browser Email Settings
• Connect to the CCRS environment in OpenTHC :: Initial set-up. NOTE: Once you switch, you are not able to go back.
• Access and Share a Manifest's Share Link with a Buyer :: When shipping product, this is the way your buyer can easily import the data.
• Data Transfer (WCIA) :: Extract a WCIA (Json) link/file so that you can automate the import process.
• CCRS Access Denied
• Explanation of CCRS Identifiers :: Differentiate an OpenTHC ID (ULID) from an old LeafData ID.
• CCRS Laboratory Data
• Accept an Incoming Manifest (WCIA) :: Receive an incoming transfer using a WCIA link or file.
• Edit Contact Information on a Manifest :: Edit or add contact information for Seller and Buyer.