Home Orders

Orders

By Customer Success Team
• 34 articles

How to Fulfill an Order with Seeds

In the typical order fulfillment process, Fulfillment Associates use the Gun App to pick, label, and ship units of packaged cannabis from the licence holder's inventory. However, when fulfilling an order with seeds, a Customer Service Representative–or CSR–selects individual seeds directly from a Seed Lot through the Order's Profile. There is no scanning involved in this process. Required permission(s): order_read, seed_lot_read, strain_read, order_update Note*: The process outlined in this article is specific to Creating and Selling Starting Materials (Plants & Seeds). For information on the typical order fulfillment process, visit the article on How to Fulfill an Order.* 1. Create a New Order that includes seeds. Once the client's payment has been processed, the order's status will be Order Placed, and a new Fulfillment–Starting Materials section will appear beneath the Order Items section. - Note*: A client cannot purchase starting materials and bottled cannabis products in the same order.* mceclip0.png 2. Click on a seed SKU in the Fulfillment-Starting Materials section. This opens the Pick Seeds modal, which lists all Seed Lots saved to the licence holder's system. mceclip2.png 3. Select a Seed Lot of the appropriate strain by clicking its radio button. - Note*: Filter the list of Seed Lots by selecting a strain from the drop-down menu, or by entering an inquiry in the search bar.* mceclip3.png 4. Enter the quantity of seeds to pick in the field provided. mceclip4.png 5. Click Pick to remove the seeds from the Seed Lot and pick them for the order. A summary of the picked seeds appears at the bottom of the modal. mceclip7.png 6. Click out of the modal, and repeat steps 2-5 for each seed SKU on the order. 7. Once the order is fulfilled, click Mark as Shipped and print a shipping label. Package the seeds into an appropriate shipping container, and apply the shipping label to the container. mceclip6.png Customer Service Representatives take similar steps when Fulfilling an Order with Plants.

Last updated on Feb 03, 2026

How to Destroy a Claimed Bottle – Order Profile

In the event of a recall, a Customer Service Representative–or CSR–may need to destroy a bottle that has already been picked for an order. To destroy a bottle from the Order Profile, follow these steps: Required permission(s): order_read, destruction_lot_read, order_update 1. In the Orders module, select an order that has been Placed, Shipped, or Delivered. mceclip0.png 2. Open the Destruction tab. Here, a CSR can see all bottles associated with the order. mceclip1.png 3. Select a bottle that has not yet been destroyed. This opens the Destroy Bottle modal. mceclip2.png 4. Enter information about the destruction in the fields provided. mceclip3.png - Destruction Reason: The reason for the destruction. - Visit the Destruction Settings tab to Add a Destruction Reason Code. - Substance Destroyed: The substance to be destroyed. - Visit the Destruction Settings tab to Add a Destroyed Substance Type. - Destruction Lot: The Destruction Lot and Sublot that will house the waste. - Visit the Destruction module to Create a New Destruction Lot or Sublot. - Weight to Destroy: The weight, in grams, of the waste. - Volume to Destroy: The volume, in ml, of the waste. This only applies to oil products. 5. Click Save to destroy the bottle. The field in the bottle's Destroyed column will read True. mceclip4.png If a mistake occurs, the CSR can Restore the Destroyed Bottle to the order. A QA Technician can also Destroy Bottles in the Productions module. Once the bottle or bottles have been destroyed, Reset Picking for the Order to pick new bottles.

Last updated on Feb 03, 2026

How to Fulfill an Order with Plants

In the typical order fulfillment process, Fulfillment Associates use the Gun App to pick, label, and ship units of packaged cannabis from the licence holder's inventory. However, when fulfilling an order with plants, a Customer Service Representative–or CSR–selects individual plants directly from a batch through the Order's Profile. There is no scanning involved in this process. Required permission(s): order_read, batch_read, strain_read, order_update Note: The process outlined in this article is specific to Creating and Selling Starting Materials (Plants & Seeds). For information on the typical order fulfillment process, visit the article on How to Fulfill an Order. 1. Create a New Order that includes plants. Once the client's payment has been processed, the order's status will be Order Placed, and a new section called Fulfillment–Starting Materials will appear beneath the Order Items section. - Note*: A client cannot purchase starting materials and bottled cannabis products in the same order due to the different fulfillment methods.* mceclip0.png 2. Click on a SKU in the Fulfillment-Starting Materials section. This opens the Pick Plants modal, which lists every batch of living plants saved to the licence holder's system. - Note*: The modal is misnamed as Pick Seeds. This is a known bug and will be addressed in a future release.* mceclip1.png 3. Select a batch of the appropriate strain to view a list of all plants in the batch. - Note*: Filter the list of batches by strain, Batch Type, or location to quickly locate the appropriate batch.* mceclip2.png 4. Check a box beside an individual plant to select it. Repeat as necessary for the quantity specified in the order. mceclip3.png 5. Click Pick to pick the plants for the order. A summary of the picked plants will appear at the bottom of the modal. mceclip4.png 6. Click out of the modal, and repeat steps 2-5 for each plant SKU on the order. 7. Once all plants in the order have been picked, click Mark as Shipped to mark the order as fulfilled and print a shipping label. Package the plants into an appropriate shipping container, and apply the shipping label to the container. mceclip5.png A client may order plants and seeds in a single order. Navigate back to the order Overview to Fulfill an Order with Seeds.

Last updated on Feb 03, 2026

Troubleshooting: Can't Complete Order

Ample Organics takes strong measures to ensure all client transactions comply with Health Canada's cannabis regulations. This includes several checkpoints that determine whether or not a client can order cannabis products, which products the client is allowed to purchase, and how much the client can order. If issues arise when placing an order, ensure the client and order meet the following criteria: 1. Does the client have a valid prescription and an active registration? - This involves several steps. See Process Guide: Client Registration for a breakdown. 2. Is the client in the appropriate sales channels? - In order to purchase a product, the client must be in the same sales channel as a product. Visit the Client's Profile to Add the Client to a Sales Channel, and visit the Product's Profile to Add a Product to a Sales Channel. 3. Does the order exceed the client's prescription allowance? - The Seed-to-Sale software will not allow a client to purchase cannabis if the client has exhausted their prescription allowance for the month. 4. Has a shipping method been selected? - From the Order's Profile, open the menu icon and follow the prompts to select a shipping method. 5. Has an "Order placed by" been selected? - Ensure a name has been selected in the Order placed by drop-down menu. 6. Has the "Client agreed to return and exchange policy" box been checked? For more detailed information on the steps above, see How to Create a New Order.

Last updated on Feb 03, 2026

How to Purchase Shipping Outside of Ample Organics

Some shipping providers offer a Cash On Delivery (COD) option, in which the client pays shipping costs at the time of delivery. When placing an order through the Orders module, COD options do not appear as a standard shipping option. To accommodate a client who wants to pay Cash On Delivery, Customer Service Representatives–or CSRs–can indicate that the client wants to purchase shipping outside of the Seed-to-Sale software. Required permission(s): order_read, order_update 1. Create a New Order and add items to the order. mceclip0.png 2. Click the mceclip1.png icon to open a menu of options. mceclip2.png 3. Click Select Shipping to open a menu of shipping options. mceclip3.png 4. In the Standard Shipping tab, select Purchase shipping outside of Ample Organics. mceclip4.png 5. Click OK to close the modal. A new Manual Shipment Tracker section will appear beneath the order items. mceclip5.png 6. Enter information about the alternative shipping option in the fields provided. - Carrier: The shipping carrier. - Shipping Charge: The total cost of shipping. - Tracking Code: The shipment's tracking code, if applicable. mceclip6.png - Note*: A CSR can only edit these fields as long as the order is Open. Once the client's payment processes, the values entered in these fields are locked.* 7. Click Update Shipping to add the shipping charge to the order's total cost. mceclip7.png 8. Continue the ordering workflow as usual. While placing an order for a client, a CSR can also Apply a Discount to the Order or Apply a Line Item Discount.

Last updated on Feb 03, 2026

Order Profile

The Order Profile hosts all actions and information about a specific order. The order's unique ID number, a link to the Client's Profile, and the order's QR code displays in the Order Profile's header. Scan the QR code to access the order through the Gun App. mceclip0.png An Order profile splits into six tabs: Overview, Receipts, Dispensing Record, Complaints, Destruction, and Returned Grams.The available tabs differ depending on the order's status. When a Customer Service Representative–or CSR–opens an Order Profile, the Overview tab opens by default. Order Overview The Overview tab displays the details of the specific order, including the products ordered, the selected shipping rate and shipment tracking, and discounts applied. When Creating a New Order, the CSR selects items and processes payments through the Overview tab. Once the order has been Shipped, click Print or View to print or view the Shipping Label. mceclip1.png Order Statuses The order's status displays in the Status section near the top-right corner on the Overview tab view. Each order status tracks a distinct stage of the order workflow, and some actions are only available for orders in specific statuses. The order status flow is: - Open Order: Order not yet placed. - Awaiting Payment: The order is waiting on receipt of payment confirmation. This is a gateway status for orders paid for with cash, money orders, or cheques. - Order Placed: The order has been placed and paid for, and is awaiting fulfillment. - Order Shipped:The order has been fulfilled and shipped. - Order Delivered: The order has been delivered. - Order Refused: The order has been refused for internal reasons. - Order Refunded: The order payment has been refunded to the client. - Cancelled: The order has been cancelled by the client. Order Menu Click the mceclip2.png icon to open a menu of actions for the order. The options available will differ depending on the order's status. mceclip3.png - Select Shipping: Select a shipping rate for the order. - This option only appears for Open orders. - Add Discount: Add a Discount to the Order. - This option only appears for Open orders. - Refuse Order: Refuse an Order. - This option only appears for orders in the Open, Placed, or Shipped statuses. - Delete Order: For deleting an order. - Only Open orders can be deleted. - Archive/Unarchive Order: For Archiving or Unarchiving an Order. - This option only applies to orders in the Placed, Shipped, or Delivered statuses. - Complete Payment: For Completing the Payment for an Order. - This option only applies to orders in the Awaiting Payment status. - Refund Order: For Refunding an Order. - This option only appears for orders in the Placed or Shipped statuses. - Reset Picking: For returning picked bottles to the inventory to Reset Picking for the Order. - This option only appears for orders in the Placed or Shipped statuses. - Return Bottles: For Returning Bottles from a returned order. - This option only appears for orders in the Shipped or Delivered statuses. - Reprint Patient Labels: For reprinting the patient's labels. - This option only appears for orders in the Shipped or Delivered statuses. - Reprint Bottle Labels: For reprinting labels for all bottles in the order. - This option only appears for orders in the Shipped or Delivered statuses. - Mark as Delivered: For Marking the Order as Delivered. - This option only appears for orders in the Shipped status. Documents & Notes mceclip4.png The Documents section allows the CSR to upload documents relevant to the order. Once the order has been Placed, click Generate in the Documents section to Generate a Confirmation Receipt, Generate a Shipping Receipt, Generate a Policy Receipt, or Generate a Dispensing Record. The Notes section allows the CSR to attach notes to the order. Notes created here display as alerts on the Scanner Gun during the Order Fulfillment process. For a complete overview of the orders and order fulfillment workflow, visit the Orders Process Guide.

Last updated on Feb 03, 2026

How to Add a Credit Card – Order Profile

When processing a client's payment, a Customer Service Representative–or CSR–can follow the steps below to add a new credit card without exiting the order workflow. Required permission(s): credit_card_create 1. In the Orders module, select an Open order, or Create a New Order.Select order items and a shipping rate before proceeding. mceclip0.png 2. Click Purchase to proceed to the Checkout tab. - Note*: If the client has an applicable policy, the Policies sub-tab opens by default. If the client does not have an applicable policy, the Checkout tab opens on the Payment Method sub-tab.* mceclip1.png 3. Select a policy to apply to the order, if applicable, and click Next to proceed to the Payment Method sub-tab. mceclip2.png 4. Click + Add New Card. This opens the Add New Credit Card modal. mceclip0.png 5. Enter the client's credit card information in the fields provided. - The Seed-to-Sale software implements eFraud Address Verification for select payment providers. This validates the credit card through the client's address for an extra layer of security. This feature is enabled by default. To disable it, check the Skip Address Verification box. 6. Click Save.The new credit card will appear as an option on the Payment Method sub-tab. The credit card information will also save to the Client's Profile for future use. mceclip4.png To store a client's credit card information outside of the order process, visit the Credit Cards tab in the Client's Profile to Add a Credit Card.

Last updated on Feb 03, 2026

Orders Module

The Orders module allows Customer Service Representatives–or CSRs–to create, view, and manage client orders. The Orders module contains two tabs: Orders and Recurring Orders. Opening the Orders module brings a CSR to the Orders dashboard by default. Orders Dashboard mceclip0.png The Orders dashboard provides a high-level index of all orders saved to the licence holder's system. This includes orders submitted by clients through the Client Portal and orders created by CSRs in the Orders module. The index displays essential information about each order, including: - Order ID: The order's unique ID number. - Client: The name of the client who placed the order. - Quantity: The amount of cannabis, in grams, associated with the order. This field will be blank if the order does not include cannabis products. - Total Due: The total cost of the order, minus any discounts or policy coverage. - Created At:The time and date at which the order was created. - Shipped On: The order's shipping date. This only applies to orders in the Shipped or Delivered statuses. - Status: The order's status. - Carrier: The shipping carrier associated with the order. If the order is an Open Order and a carrier has not yet been selected, this field will be blank. By default, the index displays orders historically by creation date, but a CSR can reorder this list by Order ID number or by Status. mceclip1.png CSRs can also filter the orders list using the options above the index. Click the Unverified radio button to view unverified orders, click the Archived radio button to view archived orders, or use the Search bar to enter specific search criteria. Visit the Orders tab in a Client's Profile to Create a New Order. Select an order to visit the Order's Profile. Orders Menu mceclip2.png Click the mceclip3.png icon to access a menu of options for the Orders module. These options include: - Archive Shipped: Archives All Orders in the Shipped status. - Archive Delivered: Archives all orders in the Delivered status. - View Picking List: Generates a Picking List. Fulfillment Associates use picking lists to facilitate the Order Fulfillment Process. Open the Recurring Orders tab to access all recurring monthly orders.

Last updated on Feb 03, 2026

How to Apply a Line Item Discount

When creating an order for a client, a Customer Service Representative–or CSR–can add discounts to specific order items rather than applying a discount to the entire order. Follow the steps below to apply a discount to a line item. Required permission(s): order_update Please note that the Cannabis Act has imposed regulations that prohibit the use of discounts on cannabis products. Each licence holder should consult the Cannabis Act and develop Standard Operating Procedures–or SOPs–surrounding the use of discounts. 1. Create a New Order, but stop after adding items to the order and selecting a shipping rate. mceclip0.png 2. Click on one of the items in the order—also known as a Line Item. This opens a menu of options. mceclip1.png 3. Select Line Item Discount. This opens the Add Discount to Order Item modal. mceclip2.png 4. Specify the details of the discount in the fields provided. - Dollar Discount/Percent Discount: The amount of the line item's cost covered by the discount, by dollar or percent. Filling in one field auto-populates the other. - Discount Type: The nature of the discount. - Visit the Discounts module to Add a Discount Type. - Enter a reason: A brief description of the discount and its purpose. mceclip3.png 5. Click OK to apply the line item discount. mceclip4.png - Note*: If an error occurs, click the* icon to remove the line item discount. Visit the Discounts module to Create a New Discount.Discounts, including discounts with codes, allow Customer Service Representatives to Apply a Discount to an Entire Order.

Last updated on Feb 03, 2026

How to Create a New Order

Clients can place orders on their own through the Client Portal, or a Customer Service Representative–or CSR–can place an order on the client's behalf through the Client's Profile. Required permission(s): client_read, order_create, order_update 1. In the Clients module, select a client. This opens the Client's Profile. mceclip0.png 2. Open the Orders tab. mceclip1.png 3. Click New to open a blank Order Profile. mceclip2.png - Note*: The New button will only appear if the client has an active Prescription and is part of at least one Sales Channel.* 4. Add items to the order. 1. Click Add. This opens the Add Product to Cart modal. mceclip3.png 2. Open the Select a Product drop-down menu and select a product. This reveals a list of all SKUs associated with the product. 3. Select a SKU. 4. Enter the quantity of the SKU to order in the field provided. mceclip4.png 5. Click Add to add the SKU to the order. 6. Repeat steps b-e for each order item. Once all items have been added, or the prescription limit has been exhausted, click out of the modal to exit. 5. Select a shipping rate. 1. Click the mceclip5.png icon to open a menu of options. mceclip6.png 2. Click Select Shipping. This opens the Select a shipping method modal. mceclip3.png 3. Choose between Standard Shipping, Same-Day Shipping, or Saturday Shipping by selecting one of the tabs along the top of the modal. Same Day Shipping and Saturday Shipping can be disabled or enabled depending on the licence holder's specifications. 4. Select a shipping method by clicking its corresponding radio button. 5. Click OK. 6. If applicable, Apply a Discount to the Order. 7. Purchase the order. 1. Click Purchase to proceed to the Checkout tab. If the client has an applicable policy, the checkout workflow will open on the Policies sub-tab. If not, the checkout workflow will open on the Payment Method sub-tab. mceclip4.png 2. If applicable, select a policy to apply to the order, and click Next. This opens the Payment Method sub-tab. mceclip5.png 3. Select a method of payment, and click Next to advance to the Confirm sub-tab. - Note*: To Add a New Credit Card, click Add New Card.* mceclip6.png 4. Review the details of the order. If everything is correct, open the Order Placed By drop-down menu, and select the party who placed the order. mceclip7.png 5. Check the box to confirm the client agreed to the licence holder's return and exchange policy. 6. Click Submit to place the order, and generate an order confirmation email. If the client paid with a credit card, the order's status will update to Placed. If the client paid with a money order, cheque, cash, or eTransfer, the order's status will update to Awaiting Payment. This holds the order and applicable inventory until a CSR Completes the Payment manually. If the client places consistent orders, they can Create a Recurring Order to expedite future orders.

Last updated on Feb 03, 2026