The line items requested in an unpackaged Sales Order are delivered to the vendor through shipments. A Sales Order may be fulfilled through a single, large shipment. However, the Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several smaller shipments. Please note that if the license holder fulfills a Sales Order through multiple shipments, they cannot create a second shipment until the first shipment has shipped.
Required permission(s): sales_order_read, shipment_create, shipment_read
In the Wholesale application, open the Sales Orders tab. It should be open by default.
[img sales-order-index]
Select a Unpackaged Sales Order to open the Sales Order's Profile.
[img sales-order-profile-unpackaged]
Open the Shipments tab.
Click New to open a Create Shipment page.
Pack any bulk line items.
Select a line item in the Bulk Product section and click Pack Bulk. This opens the Pack Bulk modal, where you can select the amount of bulk cannabis to pack in the shipment.
Note: Shipments associated with unreleased Bulk Lots cannot be shipped until the cannabis meets QA approval and the Bulk Lot is released.
Enter the details of the shipment in the fields provided.
Name: A unique name for the shipment. Leave this field blank to generate a name automatically.
Packaged On: The date on which the bulk cannabis was packaged for the shipment.
Weight/Volume/Units: The quantity of cannabis packaged for the shipment. The units of measure will vary depending on the Bulk Lot's type.
Note: The quantity of cannabis cannot exceed the total amount ordered.
Click Add. The bulk pack's information will appear beneath the line item.
Note: To remove a bulk pack from the shipment, click the
icon.
Repeat as necessary.
Pack other charge line items, if necessary.
In the Other Charges section, click Pack Other Charge. This opens a modal.
In the fields provided, enter the line item pack's name, and indicate the total cost of other charges included in the shipment.
Click Add. The other charge pack will appear beneath the line item.
Note: To remove a bulk pack from the shipment, click the
icon.
Repeat as necessary.
Enter any comments about the shipment in the field provided. This is an optional step.
Click Save to finalize the details of the new shipments.
Once the unpackaged shipment has been created, you should Print Bulk Pack Labels, Update the Shipment's Status, and Download a Shipment Invoice. You can Edit the Shipment as long as the shipment is in an open status–Open, Approved, or Picked & Packed. However, shipments that have been Shipped or Delivered cannot be reverted to a previous status.