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How to Create a New Product Type
How to Create a New Product Type
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

Product types help the Seed-to-Sale software recognize the nature and needs of a product. When creating a new product, the product's type determines the fields available in the SKU’s Profile and how the SKU's cannabinoid potencies will be displayed in the Client Portal. Product types also dictate whether or not a product is measured in discrete units, which means the product is in a form that can be counted at the unit level, like pre-rolls, capsules, and cookies.

Furthermore, when packaging EA units from a Bulk Lot, the Bulk Lot's type must match the destination product's subclass. For example, if you want to package EA units into a product with the Extracts - Ingested (Discrete) product type, the source Bulk Lot must be of the Extracts - Ingested Bulk Lot type, and the lot must use discrete units. Essentially, the product type tells the Seed-to-Sale software what the product is so it knows how to treat the product.

Visit the Client Sales Setup tab in the SKU Profile for more information on how product types affect how cannabinoid potency is reported on the Client Portal.

Required permission(s): product_create

  1. In the Products module, open the Settings tab.

  2. Open the Product Types sub-tab. It should be open by default.

  3. Click New Product Type. This opens the New Product Type modal.

  4. Enter a unique name for the new product type in the field provided.

  5. Select a product class. The Cannabis product class includes all processed cannabis products that count towards patient prescription or order limits, like dried cannabis, sublingual capsules, or edibles. The Other product class includes products that do not count toward prescription limits, like accessories, live plants, and seeds. Upon selecting a product class, the modal will expand to include additional fields.

  6. Select a product subclass, and indicate whether or not the product type is measured in discrete units.

  7. Indicate whether the product type can be shipped through any method, or select custom shipping options. This feature addresses the problem of vape products exploding when shipped via air. If the product type is incompatible with certain shipping methods, you can exclude those options to prevent clients or Customer Service Representatives from selecting them when placing an order that includes the product type.

    • To customize shipping options:

      1. Select Use custom shipping options. This opens a menu of carriers and shipping methods.

      2. Uncheck shipping options as necessary. This prevents the options from appearing during the ordering workflow when a product of this type is in the cart.

  8. Click Create to add the new product type.


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