Convert to Vendor Samples

How to Convert Bulk Harvest or Bulk Concentrate Material to Vendor Samples

Method 1: Conventional Convert

1. From the Dashboard select Inventory.
   • Use filters such as Product, Variety, Section, and Lab Result Tested to narrow down the active inventory.
2. Find the Lot ID of the material that will be used to convert to a vendor sample.
3. Select Convert.
4. Pick a product to package the material into.
   • If the product does not exist then you can create a new Product using the green + button.
5. Enter a Bulk Count.
6. Fill out the remaining details (Package Count, Variety, Section).
7. Select Convert.
8. Add the item/s to a transfer for manifesting purposes.

Method 2: Workflow Convert

1. From the Dashboard select the Workflow (Magic Wand) button.
2. In the Process column select Package.
3. Select a Product Type.
4. Enter a quantity next to each Vendor Sample product being converted.
   • Use the grey "+" button to make an additional Lot(s) of that product.
5. Select Next.
6. Pick a source for each output Lot. There are three ways to select a Source Material Lot.
   • Use the magnifying glass to expand the list of Lots, and select a lot using the blue Checked Box button.
   • Type in the Lot ID manually and select it from the dropdown list.
   • Select an entry box and scan the Barcode/QR Code of the Source Material Lot.
7. Select Next.
8. Verify the weights being used. Adjust if any Lots are displayed in red, indicating insufficient input weight.
9. Select Next.
10. Select the Lab Results status. (Lab Results status refers to marking the item as No Additional Test Result Needed or Additional Lab Result Needed.)
11. Pick a Section.
    • Pro Tip: Select the Section column heading to auto-select the same section for all rows.
12. Select Next.
13. Select Finish after reviewing the data to create the Vendor Samples.