This article walks through all the steps involved in placing and fulfilling orders through the Seed-to-Sale software, including accepting returns and issuing refunds.
Placing an Order
Ensure the Client's Profile includes a complete registration and an active prescription, and that the client belongs to at least one sales channel.
Create a new order.
If the client pays with cash, a money order, a cheque, or an eTransfer, enter a reference number to Complete the Payment.
Fulfilling an Order
To fulfill an order with bottled cannabis products, pick bottles from inventory, label the bottles with the client's prescription information, and package the bottles into a shipping vessel.
To fulfill an order with plants, select a batch from which to pick the plants.
To fulfill an order with seeds, select a Seed Lot from which to pick the seeds.
Shipping an Order
Add the order to a Shipment Batch.
Delivery
Once the shipping carrier delivers the order, the order's status should update to Delivered automatically. However, a Customer Service Representative–or CSR–can also manually Mark an Order as Delivered.
Returning & Refunding an Order
If a client returns a bottled cannabis product, return the bottles to inventory.
If the client paid for their order with a credit card, refund the order from the Order's Profile. If the client used another payment method, make arrangements to refund the payment offline.
Return the appropriate number of grams to the client's prescription so they can submit a replacement order.
For an overview of other workflows, visit the Process Guides for Seed-to-Sale, Creating & Selling Starting Materials, Destruction, Client Registration, Product Recalls, Wholesale, and Setting Up a New Seed-to-Sale Environment.