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How to Change a Bulk Lot's Type
How to Change a Bulk Lot's Type
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

When Creating a New Bulk Lot, you must select a Bulk Lot type to indicate the state of cannabis in the Bulk Lot. A Bulk Lot's type affects the options and fields available throughout the Bulk Lot's Profile. For example, when Creating a Lab Report, cannabinoid potencies are measured differently depending on the Bulk Lot's type, and whether or not the Bulk Lot is measured in discrete units. Assigning a Bulk Lot the proper type is also essential for accurate CTLS reporting.

Note: You cannot update a Bulk Lot's type if the lot is associated with a Packaging Run or Received Inventory record, has a retained sample, or if the lot contains weight, volume, or discrete units.

Required permission(s): production_read, bulk_lot_update

  1. In the Productions module, select a production.

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  2. Select a Bulk Lot. This opens the Bulk Lot's Profile.

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  3. Under Lot Type, click Edit. This opens the Edit Lot Type modal.

    • If the lot has an associated Packaging Run or Received Inventory record, of if the lot contains weight, volume, or discrete units, an error modal will appear.

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  4. Open the Lot Type drop-down menu, and select a new lot type.

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  5. Indicate whether or not the new Bulk Lot type is measured using discrete units. This applies to Bulk Lots of capsules, pre-rolls, cookies, or another form that is countable at the unit level.

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  6. Click Save to update the Bulk Lot's type.

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Visit the Guide to Bulk Lot Types for information on how to select an appropriate Bulk Lot type for the form of cannabis in the lot.

Bulk Lot types are general categories used to classify the state of cannabis in the Bulk Lot. Specify the form of cannabis in the Bulk Lot by Changing the Bulk Lot's Cannabis Form.

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