The Client Sales Setup tab stores client-facing information for a SKU–or Stock Keeping Unit. Any information input here will be publicly visible on the SKU's page in the Client Portal. This is also where the SKU's cannabinoid potency defaults are configured. For some product types, like products with the Extracts - Ingested and Extracts - Inhaled subclasses, a license holder can decide whether the portal will pull potency information from an associated lab report or default potencies. For other product subclasses, like Topicals (Discrete) and Edibles, publicly visible potency information does not pull from a lab report and must be configured on the Client Sales Setup tab. Visit the Guide to Portal Potency Displays for a breakdown of how publicly visible potency information is configured for each product type.
Required permission(s): product_read, product_update
In the Products module, select a product.
Select a SKU. This opens the SKU's Profile.
Open the Client Sales Setup tab.
Click Edit to unlock the page's fields.
Populate the fields in the Basic Information section. Mandatory fields are marked with an asterisk.
Retail Name: The SKU's retail name. This is different from the SKU's internal name in the SKU Setup section of the Overview tab; the retail name should be descriptive.
Public Visibility: Indicates whether or not the SKU information will be publicly visible. Select Not Visible if the SKU is not yet ready for retail.
Charge Tax: Indicates whether or not to charge tax on the SKU.
Allow Back Orders: Indicates whether or not to allow backorders. Select Yes if the SKU is a plant, seed, or accessory. For bottled cannabis products–dried flower, oil extract, or capsules–select No.
Maximum Quantity: The maximum number of EA units of this SKU a client is allowed to purchase in a single order through the Client Portal.
Net Weight: The SKU's net weight, in grams.
This field will be pre-populated if you have completed the SKU Setup section on the Overview tab.
Net Volume: The SKU's net volume, in ml. This only applies to oil products.
This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids. This field will be pre-populated if you have completed the SKU Setup section on the Overview tab.
Shipment Weight: The SKU's approximate shipment weight, including packaging.
Dried Gram Equivalent: Each EA unit's approximate equivalent to a dried gram product, in grams. This provides consumers with a single unit of measurement that they can use to compare different cannabis product potencies.
This field will only appear if the product's type is not Dried.
Prescription Deduction: The number of grams a single SKU will be deducted from the client's prescription allowance. This only applies to cannabis products.
Discrete Unit per EA Unit: The number of discrete units in a single EA unit.
This field only appears if the product type is measured in discrete units. This applies to products like pre-rolls, capsules, and cookies–cannabis in a form that can be counted at the unit level.
Net Weight per Discrete Unit: The net weight, in grams, of a single discrete unit.
This field only appears if the product type is measured in discrete units.
Net Volume per Discrete Unit: The net volume, in milliliters, of a single discrete unit.
This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids AND the product is measured in discrete units.
Configure the SKU's pricing details in the Pricing section. Mandatory fields are marked with an asterisk.
Select Consistent Pricing to offer a consistent price nationwide. Select Regional Pricing to set a unique price in each Canadian province. Learn more about Regional Pricing.
Retail Price: The SKU's retail price.
Sale Price: The SKU's sale price.
Configure the SKU's potency information in the Potency Setting and/or Default Potencies sections. Different fields will appear in these sections depending on the product's type subclass, which affects how potency information is displayed in the Client Portal. Some product types pull potency information from an associated lab report, while other product types must have potency information configured manually. Visit the Guide to Portal Potency Displays for a breakdown of how publicly visible potency information is configured for each product type.
Regardless of the product type and the potency unit-of-measure, all cannabis products will include default potency fields for THC, Total THC, CBD, and Total CBD. If the SKU is measured in discrete units, this potency information will be per discrete unit.
Configure the SKU's marketing information in the Other section.
Input Label: A brief description of the SKU. Click the Save as Formatted Text radio button to unlock text formatting options.
Bottle Label Template Background: This allows you to upload an image to serve as the bottle label's background template.
Nutrition Information Image: Upload the SKU's nutrition information table. This option only appears for Edible SKUs.
Click Save to finalize the SKU's client-facing information.
If the SKU will be available for wholesale purchases, visit the Cases tab to Create a Case SKU. You can also Create Combo SKUs to group multiple SKUs into a single, saleable product.