The Wholesale application manages all wholesale transactions between a licence holder and cannabis retailers, also known as vendors. This includes managing Sales Orders, configuring payment terms and vendor information, creating wholesale shipments, picking and packing cases of cannabis products, and generating all documents necessary for this process. A licence holder can also use the Wholesale application to log Received Inventory, packaged units purchased from external sources.
The Wholesale application splits into four tabs: Sales Orders, Received Inventory, Vendors, and Settings.
Sales Orders
The Sales Orders tab provides a high-level index of all Sales Orders saved to the licence holder's system. In response to a vendor's purchase order–a request for a wholesale order–a licence holder creates a Sales Order to accept the request and confirm their end of the transaction.
[img sales-order-index]
The Sales Orders tab lists Sales Orders in tabular format. You can reorder the table by clicking any column heading:
ID: Sorts by Sales Order ID strings.
PO Ref. ID: Sorts by the purchase order's reference ID string, if applicable.
Vendor: Sorts by vendor name.
Purpose: The vendor's purpose for requesting the Sales Order. The options here only apply to Canadian clients and depend on the licence types associated to the vendor's shipping address
Type: Indicates whether the Sales Order includes Packaged or Unpackaged (Bulk) items. Bulk and Packaged items cannot be fulfilled in the same Sales Order.
Order Date: Sorts by the date on which the Sales Order was placed.
Due Date: Sorts by the date on which the Sales Order is due.
Status: Sorts Sales Orders by status.
Amount: Sorts by the total cost of all line items in the Sales Order, including tax.
To further manage table entries, use the All Statuses or Order Type drop-down menu to filter Sales Orders by status or type, or enter a search query in the Search field. Click the Archived checkbox to view archived Sales Orders.
Click the
icon in the rightmost column to Archive the Sales Order or Download a Sales Order Invoice. A Sales Order invoice is a document that confirms the Sales Order's contents, including line items, cost, and terms of payment. The licence holder must send the Sales Order invoice PDF to the vendor as soon as a new Sales Order is Approved.
Click Create a Sales Order to create a Sales Order with Packaged Items or Bulk Cannabis.
Select a Sales Order to open the Sales Order's Profile.
Received Inventory
The Received Inventory tab lists all inventory received from external sources. This refers to cannabis a licence holder purchases to for cultivation and processing, research, or another purpose. Each Received Inventory record listed represents a line item on an order from an external source, and much like a Sales Order, a Received Inventory record may describe a packaged item or bulk cannabis. As such the Received Inventory tab splits into two sub-tabs: Packaged and Bulk.
Packaged
[img received-inventory-index-packaged]
The Packaged sub-tab lists packaged Received Inventory records in tabular format, with high-level information about each inventory record:
ID: The Received Inventory record's unique ID number. Click the link provided to open the SKU's Inventory tab.
External Order ID: This refers to the ID string of the order through which the licence holder purchased the inventory. This is an optional field, as purchasing Received Inventory happens offline, and details of the order are not directly tracked through the Seed-to-Sale software. Please note that multiple Received Inventory records may have the same External Order ID, as a single order may include multiple line items.
Bulk Lot: Upon adding Received Inventory, the inventory must be associated with a Bulk Lot. As with EA units packaged through Packaging Runs, Received Inventory cannot be released for sale until the associated Bulk Lot is QA Approved. Click the link provided to open the Bulk Lot's Profile.
Product Name: The product received. Click the link provided to open the Product's Profile.
SKU: The SKU received. Click the link provided to open the SKU's Profile.
Total EA: The total number of EA units received.
Packaged On: The date on which the received units were packaged.
Received On: The date on which the units were received.
Best Before: The Received Inventory's expiry date.
Status: The Received Inventory's status. Inventory may have one of three statuses:
Received: The default status for received inventory.
Reverted: Indicates the Received Inventory record was created in error and has been reverted, and the received units have been removed from the available inventory.
Returned: Indicates the Received Inventory has been returned to the seller, and the received units have been removed from the available inventory.
Created On: The date on which the Received Inventory record was created.
To further manage table entries, use the All Statuses drop-down menu to filter Received Inventory records by status, or enter a search query in the Search field.
Click New to Add Received Inventory–Packaged Inventory.
Bulk
The Bulk sub-tab lists unpackaged Received Inventory records in tabular format, with high-level information about each inventory record:
ID: The Received Inventory record's unique ID number. Click the link provided to open the Bulk Lot's Weight Events tab.
External Order ID: This refers to the ID string of the order through which the licence holder purchased the inventory. This is an optional field, as purchasing Received Inventory happens offline, and details of the order are not directly tracked through the Seed-to-Sale software. Please note that multiple Received Inventory records may have the same External Order ID, as a single order may include multiple line items.
Bulk Lot: Upon adding Received Inventory, the inventory must be associated with a Bulk Lot. The received cannabis cannot be sold until the associated Bulk Lot is QA Approved. Click the link provided to open the Bulk Lot's Profile.
Type: The received cannabis type.
Note: Visit our Guide to Bulk Lot Types for more information.
Form: The received cannabis form.
Note: Visit the Production Settings tab to Add a New Cannabis Form.
Status: The Received Inventory's status. Inventory may have one of three statuses:
Received: The default status for received inventory.
Reverted: Indicates the Received Inventory record was created in error and has been reverted, and the received units have been removed from the available inventory.
Returned: Indicates the Received Inventory has been returned to the seller, and the received units have been removed from the available inventory.
Weight/Volume/Units: The amount of bulk cannabis received.
Received On: The date on which the inventory was received.
Click New to Add Received Inventory–Unpackaged Inventory.
Received Inventory Menu
[img received-inventory-menu]
In either sub-tab, you can select a Received Inventory record, and click the
icon in the rightmost cell to open a menu of options. This icon only appears if the record's status is Received. Options include:
Edit Packaged On Date: Edit the Received Inventory's Packaged On Date. This only applies to packaged records.
Edit Received On Date: Edit the Received Inventory's Received On Date.
Revert Record: Revert the Received Inventory Record to correct an error. This removes all EA units from the inventory and effectively archives the Received Inventory record.
Return to Sender: Return the Received Inventory to the Sender. This removes all EA units from the inventory and marks them as returned.
Vendors
The Vendors tab provides a list of all vendors saved to the licence holder's system. A vendor is any partner company with whom the licence holder has agreed to buy or sell large cannabis orders in wholesale transactions. Usually, a vendor is a customer–a retailer who purchases cannabis to sell to the public.
[img vendors-index]
The Vendors tab lists vendors in tabular format, with high-level information about each vendor:
Vendor: The vendor's name
Vendor Category: The vendor's category, if applicable. The licence holder can customize vendor categories in the Settings tab.
Status: The vendor's status–Approved or Pending Approval. Vendors must be Approved before wholesale transactions can take place.
Vendor Type: The vendor's type–Customer or Supplier. A vendor can be both a customer and a supplier.
To filter table results, click the Archived radio button to see only archived vendors, or enter a search query in the Search field.
Click New to Create a New Vendor.
Select a vendor to open the Vendor's Profile.
Settings
The Settings tab allows the licence holder to configure options available throughout the Wholesale application. The Settings tab splits into three sub-tabs: Payment Terms, Vendors, and Tax Types.
Payment Terms
The Payment Terms sub-tab displays all payment terms saved to the licence holder's system. A payment term is an agreement between a licence holder and a vendor that determines how long the licence holder expects to receive payment after sending the Sales Order Invoice to the vendor. For example, the NT30 payment term indicates that the vendor should pay the licence holder no more than 30 days after receiving the Sales Order invoice. The licence holder should collaborate with vendors to determine appropriate payment terms.
The Payment Terms index displays essential information about each payment term:
Code: The payment term's code. You will select a payment term code when Creating a New Sales Order.
Click New to Create a New Payment Term. To remove a payment term from the index, click the
icon.
Vendors
The Vendors sub-tab allows licence holders to manage all vendor categories saved to their system. Vendor categories allow a licence holder to more easily sort vendors based on similar characteristics, and the licence holder can customize these categories to meet the needs of their facility and the types of vendors with which they interact.
Click New to Create a New Vendor Category.
Click Archive to archive a vendor category. To view all archived vendor categories, check the Is Archived box.
Tax Types
Through the Tax Types sub-tab, you can configure custom tax rates for specific jurisdictions. When creating a Sales Order, you can select the tax rate that applies to the order or specific order items.
Click New to Create a New Tax Type.
For a step-by-step guide through creating and fulfilling wholesale orders, visit the Wholesale Process Guide.