Process Guide: Setting Up a New Seed-to-Sale Environment
Every licence holder has different needs, offers different products, and employs different processes, and Ample Organics
accommodates these unique workflows by allowing each licence holder to customize options throughout the Seed-to-Sale
software the meet the needs of their facility. When a licence holder initially signs up with Ample Organics, their first
course of action should be to customize settings in their Seed-to-Sale environment according to their specific needs.
This article lists the most essential tasks a licence holder must complete when setting up a new Seed-to-Sale
environment.
Please note that these settings and options can be changed or modified at any time.
Grow
- Configure Grow Rooms & Locations
A Grow Room is any room dedicated to growing and caring for cannabis plants. A Grow Room breaks down further into
Child Locations–a row, table, or shelf within the room. Adding Child Locations allows Grow Technicians to be
specific about a plant's exact location in a Grow Room. Each Grow Room or location saved to the Grow module should
correspond with a real-life room or location at the licence holder's Grow facility.
A new Seed-to-Sale environment does not come with any Grow Rooms pre-configured. However, based on experience with
licence holders of all sizes, Ample Organics has prepared some General Guidelines for Necessary Grow Rooms for any
facility.
- After creating grow rooms, print barcodes to label each Grow Room and Child Location.
- **Create Cannabis Strains**When entering information on a new Seed Lot or batch, a Grow Technician selects from a
menu of cannabis strains. A new environment does not come with cannabis strains pre-configured; it is up to the
licence holder to add the cannabis strains grown at their facility.
- Create Batch TypesWhen creating a new batch, a Grow Technician selects a Batch Type to indicate the batch's purpose.
For example, some batches are specifically for production, while other batches are test batches for research and
development.
A new Seed-to-Sale environment comes with a Production Batch Type pre-configured. Depending on the needs of the
facility, a licence holder might add Batch Types for Mother Plants, Phenotype Selection, Research & Development,
Tissue Culture, Wholesale or more.
Productions
- **Configure Vault Locations & Picking Bins**A Vault or Picking Bin is any location that houses inventory, such as
Seed Lots, retained samples, packaged products, or bulk cannabis. When creating a new Bulk Lot, a Processing
Technician selects a Vault or Picking Bin to house the lot.
A new Seed-to-Sale environment comes with the following Vaults & Picking Bins pre-configured: Bulk, QA Bulk, Shake,
QA Packaged, QA Quarantine, Irradiation, Fresh, Drying, Extraction Room and Trim. The licence holder should rename
these default locations to suit the needs of their facility, and if necessary, add additional locations.
- After creating Vaults and Picking Bins, Print a Barcode Label for each location.
- **Create Cannabis Forms**A cannabis form is the specific form of cannabis in a Bulk Lot. For each stage of
production, Processing Technicians create Work Orders to convert the Bulk Lot from one form to another–for instance,
from Oil Extract to Capsules.
A new Seed-to-Sale environment comes with the following cannabis forms pre-configured: Large Flower, Small Flower,
Trim, and Shake. Depending on the facility's processing practices, a licence holder might add cannabis for Fresh,
Dried, Milled, Extract, Oil, Capsules, and more.
Cannabis forms fall into one of three categories: Flowering, Non-flowering, and Untracked. When creating a new
cannabis form, ensure the appropriate category is selected.
Work Orders
- **Create Work Order Types**A Work Order Type is a specific process that converts cannabis from one form to another
as it is processed into a saleable product. Between harvest and sale, cannabis may be processed through several Work
Order Types.
A new environment comes with the following Work Order Types pre-configured: Drying, Extraction, Dilution, and
Milling. Depending on the specific processing techniques used at the facility, a licence holder might add Work Order
Types for CO2 Extraction, Curing, Decarb, Trimming, Encapsulation, Pre-Rolling, Baking, or more.
Products
- **Create Product Types**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.
A new environment does not come with any product types pre-configured; it is up to a licence holder to determine the
product types necessary for their facility.
Destruction
- **Manage Destruction Vessels**While some licence holders use single-use containers like paper clipping bags to house
plant waste, others use reusable vessels like plastic garbage bins. Each reusable vessel configured in Ample
Organics should correspond with a real-life destruction vessel.
A new environment does not come with any destruction vessels pre-configured; it is up to a licensed producer to
input the reusable destruction vessels used at their facility.
- After creating reusable destruction vessels, Label Each Vessel.
- **Set Up Destruction Reason Codes**When you perform a destruction event anywhere throughout the Seed-to-Sale
process, you must select a destruction reason code to indicate why the destruction took place.
A new Seed-to-Sale environment comes with the following destruction reason codes pre-configured: Mold, Trimming,
Spillage, and Non-viable. The licence holder should determine the acceptable reasons for destruction at their
facility, and customize this list as necessary. Additional reasons might include Defoliation, Harvest to Branch
Level, Over-processed, or Plant is Male.
- **Set Up Destruction Substance Types**When you perform a destruction event anywhere throughout the Seed-to-Sale
process, you must select a destruction substance type to indicate the specific substance being destroyed.
A new environment comes with the following destruction substance types pre-configured: Cannabis Oil, Dried Cannabis,
Root Ball, and Seedling. Depending on the facility, a licence holder might add destruction substance types for
Seeds, Resin, Extract, Vegetating Plant, Flowering Plant, Trim, and more.
Destruction substance types fall into one of three categories: Flowering, Non-flowering, and Untracked. When
creating a new substance type, ensure the appropriate category is selected.
- **Create Destruction Lots**Health Canada regulations require licence holders to track and report every gram of
cannabis that passes through their facility, including any material sent for destruction. In the Seed-to-Sale
software, waste is recorded and destroyed through Destruction Lots. Destruction Lots break down further into
Sublots/Child Lots, which are the physical vessels that house waste until the waste is physically destroyed.
Depending on the licence holder, a sublot/child lot may be a single-use container or a reusable vessel.
A new environment does not come with any Destruction Lots or sublots pre-configured; it is up to the licence holder
to create Destruction Lots and sublots before cannabis production begins. Additionally, to keep Destruction Lots
consistent and organized, a licence holder should come up with a naming convention for the lots.
- After creating sublots/child lots, Label Each Destruction Child Lot.
Settings
- **Create Sales Channels**Sales Channels match clients with products; for a client to purchase a product, the client
and product must be part of the same sales channel. This allows the licence holder to enable a client to purchase
some products, but not others, depending on the conditions of the client's prescription.
A new Seed-to-Sale environment does not come with any sales channels pre-configured; it is up to a licence holder to
determine appropriate sales channels for their facility. Suggestions for sales channels include All Products,
Accessories, Oil Products, Flower Products, Capsule Products, and Plants & Seeds.
- **Create or Adjust Security Roles**Security roles determine the modules and functions users can access depending on
their position and rank. For example, a Grow Technician should have the Grow security role, which allows the
technician to view and edit content in the Grow module and the Grow Room module in the Gun App but prevents them
from accessing data in other modules.
A new Seed-to-Sale environment comes with several Seeded Security Roles. Administrators can customize these roles,
or create new roles altogether, to better suit the needs of their facility. However, Ample Organics recommends the
licence holder adhere as closely as possible to the default security roles.
- **Create Users**Administrators must add each employee who requires access to the Seed-to-Sale software as a user
with a distinct username and password. When creating a new user, the administrator should select a security role
that best suits the employee's role.
Ample Organics' support team will create at least one user with admin privileges for each new Seed-to-Sale
environment. From there, it is up to the administrator(s) to create users and assign security roles and permissions.
After customizing the Seed-to-Sale environment to fit the needs of their facility and processes, a licence holder can
begin the Seed-to-Sale Process.