In the Reports module, open the Wholesale tab in the Report Types section to access Wholesale reports. Wholesale reports allow licence holders to track wholesale transactions that take place in the Wholesale application. Hover over a report heading to view the report's mandatory and optional filter fields, and click on the report heading to generate the report, in CSV format.
Data in the reports is refreshed once daily. Historical reports display information on the day's opening inventory at 8:00 am local time, while standard reports display information based on snapshots taken at midnight.
Note: Generating a report with a large date range may take several minutes while data is collected. Try downloading reports periodically or wait until off hours for report generation.
The Seed-to-Sale software currently offers two Wholesale reports:
Sales By Line Item
A record of sales to vendors by sales order line item.
Required Filter Fields: None
Optional Filter Fields: Start and End dates, and Province may be selected for the report.
Order:
Data Points Pulled:
The order's unique ID number
The date and time the order was placed
The shipment ID
Status of shipment
The date the order was shipped
The date the order was delivered
The vendor
Vendor ID
Vendor category
The person responsible
Order type
The purpose of the order
Cannabis type
Product name
SKU name
EA SKU GTIN
CS SKU TRIN
Production name
Bulk lot name
Purchase order reference ID
Total CS
Units per CS
Total number of units
Unit price
Price (CS)
Bulk cannabis form
Bulk weight (g)
Bulk volume (mL)
Bulk units (number of units)
Bulk price per gram
Bulk price
Name of any other charge
Other charge amount
Subtotal
HST (13%)
GST (5%)
QST (9.97%)
HST (15%)
Order total
Currency
Total THC sold (mg)
User who created the order
Ship To name
Ship To license
Shipping To address line 1
Ship To address line 2
Ship To city
Ship To province
Ship To postal code
Ship To phone number
Ship To email
Contact name of the recipient organization
Position title of the contact
Phone number of the contact
Email address of the contact
Received Inventory
A record of inventory received from external sources within a specified time period.
Required Filter Fields: Start and End dates.
Data Points Pulled:
The received inventory's unique ID
The external order ID
The inventory's status
Options are Received, Reverted, and Returned
The date and time at which the inventory was created
The inventory's source
Options are Domestic, Return, or Other
The date and time at which the inventory was received
The user who received the inventory
The product received
The product's subclass
The SKU received
The inventory's associated Bulk Lot
The Bulk Lot's QA status
The total EA units (bottles) received
Total net weight (g) received
Total net volume (ml) received
The date and time at which the inventory was packaged
The inventory's expiry date
The date on which the inventory was returned, if applicable
The user who accepted the return, if applicable
Click through the other tabs in the Report Types section to access Client Reports, Physician Reports, Order Reports, Product Reports, Complaints Reports, Inventory Reports, Health Canada Reports, Grow Reports, and Destruction Reports.