Bulk Conversion to Retail Product

Use Workflow to convert Bulk Inventory to Retail Ready Product

  1. From the Dashboard select the Wand (Workflow) button. Workflow::Package01
  2. In the Process column select Package. Workflow::Package02
  3. Select the output Product Type you want to convert into.
    • The list of Retail Product Types include:
      • Bags / Pre-Rolls
      • Mix: Infused
      • Mix: Packaged
      • Extract for Inhalation
      • Solid Edible
      • Liquid Edible
      • Capsules
      • Infused Topicals
      • Tinctures
      • Suppository Workflow::Package03
  4. Enter the count for each 'packaged product' Lot to be created.
    • Use the grey "+" button to make additional Lots of that product. Workflow::Package04
  5. Select Next. Workflow::Package05
  6. Pick a source for each output Lot. There are three ways to look up 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. Workflow::Package07
  8. Verify the weights being used. Adjust if any Lots are displayed in red, indicating insufficient input weight. Select Next. Workflow::Package08
  9. Select the Lab Results status. (Lab Results status refers to marking the item as No Additional Test Result Needed or Additional Lab Result Needed.) Pick a Section. Select Next.
    • Optional tip: Select the Down Arrow button to auto-select the same section for all rows. Workflow::Package09
  10. Review the details and select Finish to create your Lots. Workflow::Package10