Home Products

Products

By Customer Success Team

• 56 articles

How to Create a New Product Tag

A product tag is a piece of metadata that identifies a specific characteristic of a product that may not appear anywhere in the product's description. Adding product tags improves searchability in the Client Portal. For instance, if a client using the portal checks the "High THC" filter, the products index pulls all products with the "High THC" tag. Each license holder should create custom tags that describe common characteristics of their products. 1. In the Products module, open the Settings tab. mceclip0.png 2. Open the Product Tags sub-tab. mceclip1.png 3. Click Add Product Tag to open the Add Product Tag modal. mceclip2.png 4. Enter a tag to identify the product in the field provided. mceclip3.png 5. Click Add to add the new product tag. mceclip4.png Once you have created several product tags, you can Add Tags to a Product. From the Product Settings tab, you can also Create a New Product Strain and Create a New Product Type.

Last updated on Feb 03, 2026

How to Release Received Inventory

Before you can release Received Inventory, the inventory's associated Bulk Lot must have an Active Lab Report and meet QA Approval. Once the inventory passes QA inspection, the final step is to release the Received Inventory to mark the received EA units as available for sale. If the received EA units are already available for sale, but the license holder needs to remove them from the available inventory, follow this same process to Unrelease the Received Inventory. Required permission(s): product_read, received_inventory_read, received_inventory_release 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. [img sku-packaging-runs] 4. Switch to the Received Inventory sub-tab. [img sku-received-inventory] 5. Locate the Received Inventory in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. [img received-inventory-menu] 6. Select Release Inventory. This marks the received EA units as available for purchase. - Note*: If the inventory has already been released, this option will be replaced by Unrelease Inventory. Select Unrelease Inventory to remove the EA units from the available inventory.* mceclip3.png From the Received Inventory tab, you can also Print Labels for Received Inventory, Reclaim Bottles, or jump to the associated Bulk Lot's Forensics tab.

Last updated on Feb 03, 2026

How to Print Labels for Received Inventory

After Adding Received Inventory, you should immediately label the EA units. Labels identify each unit by a unique ID number, and depending on the label type, may include other information necessary to sell the units. Required permission(s): product_read, received_inventory_read 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. [img sku-packaging-runs] 4. Switch to the Received Inventory sub-tab. [img sku-received-inventory] 5. Locate the Received Inventory in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. [img received-inventory-menu] 6. Select Print Labels. This opens a printing modal. mceclip3.png 7. Select a printer from the drop-down menu provided. 8. Select a label type from the Label Type drop-down menu. Options are: - Inventory QR: Generic QR code labels for inventory management purposes. - GS1: Labels that include the SKU's GS1 number. - UPC: Labels that include the SKU's UPC number. - Wholesale QR (Dried EA, Oil EA, or Capsule EA): QR code labels to facilitate inventory management in the wholesale workflow. These labels differ slightly depending on whether the product is Dried, Oil, or Capsule. mceclip4.png 9. Complete the remaining fields. These fields will differ based on the label type selected. - Inventory QR mceclip5.png 1. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. - GS1 mceclip6.png 1. Select an expiry date in the field provided, or check No Expiry. 2. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. - UPC mceclip7.png 1. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. - Wholesale QR mceclip8.png 1. Enter the associated Purchase Order's reference ID string in the field provided. 2. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. 10. Click Print Sample to print a sample label. - If the sample has a printing error, diagnose the printing issue before proceeding to the next step. 11. Click Print to print labels for the EA units. Affix the labels to the EA units immediately. mceclip9.png From the Received Inventory sub-tab, you can also Release Received Inventory for public sale or Reclaim Bottles.

Last updated on Feb 03, 2026

How to Create a New Product Strain

Product strains allow a license holder to group products with similar characteristics. Some license holders create product strains that reflect the cannabis strain or species, while others use product strains to group products with similar potencies–High THC, High CBD, etc. Once all products are assigned a product strain, you can sort the Products index by the strains column for easy navigation. Required permission(s): product_read 1. In the Products module, open the Settings tab. mceclip0.png 2. Open the Product Strains sub-tab. mceclip1.png 3. Click New to open the Create Product Strain modal. mceclip2.png 4. Enter a name for the new product strain in the field provided. mceclip3.png 5. Click Save to add the new entry to the list of product strains. mceclip4.png To change a product's strain, visit Edit tab in the Product's Profile. From the Product Settings tab, you can also Create a New Product Tag or Create a New Product Type.

Last updated on Feb 03, 2026

How to Download a Reclaimed Bottles List

Once Packaging Associates have reclaimed bottles through the Gun App or Inventory tab, they can download a reclaimed bottles list, which lists the reclaimed bottle IDs and the weight, volume, and discrete units reclaimed from each bottle. Required permission(s): product_read, received_inventory_read 1. In the Products module, select a product. [img product-overview] 2. Select a SKU. This opens the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. - Note*: The Packaging Runs sub-tab will be open by default. To reclaim bottles from a received inventory, open the Received Inventory sub-tab. The process is the same in both sub-tabs.* [img sku-packaging-runs] 4. Select a Packaging Run or Received Inventory that has reclaimed bottles, and click the mceclip4.png icon to open a menu of options. [img packaging-run-menu] 5. Select Download Reclaimed Bottle List. This prompts a file to download in CSV format. mceclip2.png From the Inventory tab, you can also Pull a Bottling Record.

Last updated on Feb 03, 2026

Casing Runs Tab – Case SKU Profile

The Casing Runs tab tracks all Casing Runs associated with the Case SKU. In a Casing Run, a user packages bottles–also known as EA units–from Packaging Runs or Received Inventories into cases, which are then labeled and made available for sale through Sales Orders in the Wholesale application. A Casing Run may pull inventory from multiple Packaging Runs or Received Inventories, but all cannabis cased in a Casing Run must be from the same source Bulk Lot. Click New to Create a Casing Run. [img casing-runs] The Casing Runs table displays essential information about each of the Case SKU's Casing Runs, including - ID: The Casing Run's unique ID number. - Bulk Lot: The Casing Run's source Bulk Lot. - QA Status: The source Bulk Lot's QA status. Before cases from a Casing Run can be sold through the Wholesale application, the source But Lot's status must be QA Released. - Original Count: The original number of cases packaged in the Casing Run. This count does not change if cases are sold or restocked. - Available: The number of cases in the run available for purchase. - Reserved: The number of cases in the run reserved for wholesale orders that have not yet been fulfilled. - Sold: The number of cases in the run that have been sold. - Casing Date: The date on which the cases were packed. - Created At: The date and time at which the Casing Run was created. This may be different from the casing date, which describes when the cases were physically packed. Click the mceclip0.png icon to Download a Casing Record. A casing record lists all case ID numbers created in the run, as well as the bottle IDs in each case. Casing Run Actions [img casing-run-menu] Click the mceclip0.png icon to open a menu of options for a specific Casing Run. - Print Case Labels: Print Labels for all cases in the run. - Bulk Lot Forensics: Jump to the source Bulk Lot's Forensics tab. This may be necessary in the event of a Product Recall. - Restock Cases: Unpack Cases to return EA units to the available inventory. Return to the Cases tab to Create a Case SKU.

Last updated on Feb 03, 2026

How to Print Labels for a Packaging Run

After Creating a Packaging Run, you should immediately label the EA units. Labels identify each unit by a unique ID number, and depending on the label type, the label may include other information necessary to sell the units. Please note that certain label types include potency information and require an active lab report. Required permission(s): product_read, received_inventory_read 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. [img sku-packaging-runs] 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. [img packaging-run-menu] 5. Click Print Labels to open a printing modal. mceclip0.png 6. Select a printer from the drop-down menu provided. 7. Select a label type from the Label Type drop-down menu. Options are: - Inventory QR: Generic QR code labels for inventory management purposes. - GS1: Labels that include the SKU's GS1 number. - UPC: Labels that include the SKU's UPC number. - Wholesale QR (Dried EA, Oil EA, or Capsule EA): QR code labels to facilitate inventory management in the wholesale workflow. These labels differ slightly depending on whether the product is Dried, Oil, or Capsule. mceclip3.png 8. Complete the remaining fields. These fields will differ based on the label type selected. - Inventory QR mceclip4.png 1. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. - GS1 mceclip5.png 1. Select an expiry date in the field provided, or check No Expiry. 2. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. - UPC mceclip6.png 1. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. - Wholesale QR mceclip7.png 1. Enter the associated Purchase Order's reference ID string in the field provided. 2. Check All Available EA Units (Total: #) to print labels for all EA units, or check Range of IDs to specify a range of bottle ID labels to print. 9. Click Print Sample to print a sample label. - If the sample has a printing error, diagnose the printing issue before proceeding to the next step. 10. Click Print to print labels for the EA units. Affix the labels to the EA units immediately. mceclip8.png Visit the Packaging Runs tab on a Case SKU Profile to Print EA or CS Unit Labels for Case SKUs.

Last updated on Feb 03, 2026

Troubleshooting: Releasing Cannabis for Sale

A cannabis SKU must meet several criteria before it becomes available for public sale. If a product or SKU is unavailable for purchase, first ensure that it meets the following release checkpoints: 1. Has the associated Bulk Lot passed QA testing? If not, ensure the Bulk Lot has a Complete and Active Lab Report, and Release the Bulk Lot. mceclip2.png 2. Does the SKU have inventory on hand? If not, create a Packaging Run or add Received Inventory. mceclip3.png - Package units through the Gun App: - How to Create a Packaging Run - How to Package Cannabis - Package units through the Productions module: - How to Create a Mass Packaging Run - Purchase EA units from another licensed cannabis producer: - How to Add Received Inventory 3. Does the SKU have EA units released to the available inventory? If not, Close and Release the SKU's Packaging Runs or Release the Received Inventory. mceclip4.png 4. Is the SKU available for purchase through the Client Portal? If not, Start Selling the SKU. mceclip5.png 5. Does the product belong to the appropriate Sales Channels? If not, Add the Product to a Sales Channel. mceclip6.png For a complete overview of cannabis cultivation, processing, and packaging stages, visit the Seed-to-Sale Process Guide.

Last updated on Feb 03, 2026

How to Perform a Mass Bottle Reclamation

If bottles are mislabelled or packaged in error, Packaging Associates can return the cannabis to the source Bulk Lot by reclaiming the bottles. This allows an associate to repackage the cannabis properly. A Packaging Associate can also Reclaim Bottles Individually through the Gun App. Required permission(s): product_read, received_inventory_read, reclaim_bottles_create 1. In the Products module, select a product. [img product-overview] 2. Select a SKU. This opens the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. - Note*: The Packaging Runs sub-tab will be open by default. To reclaim bottles from a received inventory, open the Received Inventory sub-tab. The process is the same in both sub-tabs.* [img sku-packaging-runs] 4. Select a Packaging Run or Received Inventory, and click the mceclip4.png icon to open a menu of options. [img packaging-run-menu] 5. Select Reclaim Bottles. This opens a Reclaim Bottles modal. mceclip0.png 6. Select the bottles to reclaim. A Packaging Associate can select bottles individually, select a quantity, or enter a range of bottle IDs. - To select bottles individually: 1. Open the Select Available Bottles By drop-down menu, and select Individual Selection. mceclip1.png 2. Select bottles to reclaim by checking the boxes next to each bottle's ID number. Toggle between pages as necessary until all bottles are selected. A Packaging Associate can select all bottles on a page by checking the box in the column header. mceclip2.png - To select a quantity of bottles: 1. Open the Select Available Bottles By drop-down menu, and select Set Quantity. mceclip5.png 2. Enter the number of bottles to reclaim in the field provided. This value cannot exceed the number of available bottles in the Packaging Run or Received Inventory. mceclip6.png - To enter a range of bottle IDs: 1. Open the Select Available Bottles By drop-down menu, and select Range of IDs. mceclip7.png 2. Enter the range of bottle IDs to reclaim in the fields provided. Any bottles in this range that have been sold, destroyed or cased will not be included in the reclamation. mceclip8.png 7. Indicate whether or not to delete the bottle records. This will remove all records of the selected bottle ID numbers from the Seed-to-Sale software database. Once deleted, bottle IDs cannot be restored. mceclip9.png 8. Click Proceed to Review to advance to a summary of the reclamation. This includes the number of bottles to be reclaimed and whether or not the bottle IDs will be deleted. mceclip3.png 9. Read through the summary page. If everything is in order, click Confirm and Reclaim to finalize the mass bottle reclamation. - To make corrections, click Back. mceclip4.png Upon reclaiming bottles from a Packaging Run or Received Inventory, you can Download a Reclaimed Bottle List.

Last updated on Feb 03, 2026

Case SKU Profile

The Case SKU Profile provides access to detailed information and actions for a specific Case SKU. Case SKUs enable vendors–cannabis retailers and distributors–to purchase the SKU in bulk through sales orders in the Wholesale application. A single Base SKU may have several Case SKU options if the license holder packages bottles–also known as EA units–into multiple case sizes. For example, a single dried cannabis SKU may be available in cases of 10, 25, 50, and 100 bottles. Each of these sizes is a unique Case SKU, and each Case SKU will have its Case SKU Profile. After creating EA units through a Packaging Run or Received Inventory, a license holder can package the units into cases through a Casing Run. Please note that a case cannot be shipped to a vendor until all EA units in the case–whether they came from Packaging Runs or Received Inventory–are released for sale through the Base SKU's Inventory tab. The Case SKU Profile splits into two tabs: Overview and Casing Runs. When you open a Case SKU profile by selecting a case from the Cases tab on the SKU Profile, the Case SKU's Overview tab opens by default. Overview mceclip0.png The Overview tab collects and displays essential information about the Case SKU. The Case SKU's unit of measure will always default to CASE, which means that information entered in the Case SKU Profile pertains to cases of many EA units. Click the link under the Base SKU heading to navigate back to the Base SKU's Profile, or click the icon to archive the Case SKU. For quick reference, the Overview tab also displays the number of case units Available for purchase, On Hand in the inventory, or Reserved for shipments that have not shipped. Visit the Cases tab to Create a New Case SKU. Case SKU Setup The Case SKU Setup section stores the Case SKU's information. Unlike Base SKUs, Case SKUs are not available for purchase through the Client Portal, so there is no divide between the internal inventory management information and client-facing information. The Case SKU Setup section contains five sub-sections: - Basic Information: The Case SKU's essential details, including the SKU's name, market, and description. mceclip1.png - Pricing: The Case SKU's pricing information, including its wholesale price and manufacturer's suggested retail price (MSRP). mceclip3.png - Barcode Data: The Case SKU's 14-digit Global Trade Item Number and 12-digit Universal Product Code. mceclip4.png - Integration: A mapping field for use for integration with external systems. mceclip5.png - Physical Specifications: The physical size–length, width, and height–of a single case. mceclip6.png To package bottles–or EA units–into cases, visit the Casing Runs tab and Create a Casing Run.

Last updated on Feb 03, 2026

How to Create a New Product Type

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. Furthermore, when packaging EA units from a Bulk Lot, the Bulk Lot's type must match the destination product's subclass. For example, if you want to package EA units into a product with the Extracts - Ingested (Discrete) product type, the source Bulk Lot must be of the Extracts - Ingested Bulk Lot type, and the lot must use discrete units. Essentially, the product type tells the Seed-to-Sale software what the product isso it knows how to treat the product. Visit the Client Sales Setup tab in the SKU Profile for more information on how product types affect how cannabinoid potency is reported on the Client Portal. Required permission(s): product_create 1. In the Products module, open the Settings tab. mceclip0.png 2. Open the Product Types sub-tab. It should be open by default. mceclip0.png 3. Click New Product Type. This opens the New Product Type modal. mceclip2.png 4. Enter a unique name for the new product type in the field provided. mceclip3.png 5. Select a product class. The Cannabis product class includes all processed cannabis products that count towards patient prescription or order limits, like dried cannabis, sublingual capsules, or edibles. The Other product class includes products that do not count toward prescription limits, like accessories, live plants, and seeds. Upon selecting a product class, the modal will expand to include additional fields. mceclip4.png 6. Select a product subclass, and indicate whether or not the product type is measured in discrete units. mceclip5.png 7. Indicate whether the product type can be shipped through any method, or select custom shipping options. This feature addresses the problem of vape products exploding when shipped via air. If the product type is incompatible with certain shipping methods, you can exclude those options to prevent clients or Customer Service Representatives from selecting them when placing an order that includes the product type. - To customize shipping options: 1. Select Use custom shipping options. This opens a menu of carriers and shipping methods. mceclip6.png 2. Uncheck shipping options as necessary. This prevents the options from appearing during the ordering workflow when a product of this type is in the cart. mceclip7.png 8. Click Create to add the new product type. mceclip7.png From the Product Settings tab, you can also Create a New Product Tag or Create a New Product Strain.

Last updated on Feb 03, 2026

How to Delete a Packaging Run

If a Packaging Associate creates a Packaging Run in error, the associate should delete the Packaging Run and correct the error by Creating a New Run. Deleting a Packaging Run removes all EA units from the Packaging Run from the available inventory, and returns the packaged weight to the source Bulk Lot. A Packaging Run cannot be deleted if Fulfillment Associates have picked any bottles or cases from the run to fulfill orders. This process is specific to inventory created through Packaging Runs. If someone creates a Received Inventory record in error, they should Revert the Received Inventory through the Wholesale application. Required permission(s): product_read, received_inventory_read, packaging_run_archive 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. [img sku-packaging-runs] 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a confirmation modal. mceclip1.png 5. Click Delete to delete the packaging run. mceclip2.png From the Packaging Runs tab, you can also Close a Packaging Run, Release or Unrelease a Packaging Run, Print EA Unit Labels, Reclaim Bottles, or Move a Packaging Run to Another SKU.

Last updated on Feb 03, 2026

Combo SKUs Tab – SKU Profile

Product managers can use the Combo SKUs tab to combine multiple SKUs into a single saleable product. For example, a license holder might sell a “sample pack” that groups 2-3 cannabis products into a single SKU to allow a client to try multiple strains at a reduced price. However, to Create a Combo SKU, the product manager must create a "shell" product and a "shell" SKU to host the combination. The "shell" SKU pulls inventory and potency information from any SKU added to the combination. mceclip0.png For more information on other SKU Profile tabs, visit the articles on Client Sales Setup, Cases, and Inventory.

Last updated on Feb 03, 2026

Inventory Tab – SKU Profile

The Inventory tab tracks all inventory sources associated with the SKU. A license holder can create EA unit inventory through two methods: Packaging Runs and Received Inventory. In a Packaging Run, employees Package Bulk Cannabis from a Bulk Lot into bottles or units, which are then labeled and made available for sale. To add units through Received Inventory, the license holder purchases packaged EA units from another cannabis producer and Adds the Units to the inventory through the Wholesale application. The Inventory tab splits into two sub-tabs–Packaging Runs and Received Inventory–to track inventory created through each method. Packaging Runs [img sku-packaging-runs] The Packaging Runs tab tracks each Packaging Run that has contributed EA units to the SKU's inventory. The table displays high-level information about each Packaging Run, including: - ID: The Packaging Run's unique ID number. - Bulk Lot: The Bulk Lot from which the EA units were packaged. Click the provided link to visit the Bulk Lot's Profile. - Original Count: The total number of EA units packaged in the run. - Available: The total number of EA units still available for sale. This count does not include EA units in the run that have been sold, picked for an order, or cased through a Casing Run. - Picked: The total number of EA units that have been picked to fulfill orders. - Cased: The number of EA units packaged into cases. Cases are sold to vendors through Sales Orders in the Wholesale application. - Reclaimed: The number of EA units in the run that have been reclaimed. Reclaiming a bottle returns the weight/volume/units to the source Bulk Lot to be repackaged. This may be necessary if bottles are packaged in error or mislabelled. - Destroyed: The number of EA units in the run that have been destroyed. Destroying a bottle may be necessary if packaged cannabis becomes contaminated. To destroy bottles that have not been sold, visit the Destruction tab in a Bulk Lot Profile. To destroy bottles that have been sold, visit the Destruction tab in the Order Profile. - QA Status: A Packaging Run may have one of three statuses: - Open: Indicates the Packaging Run is still in progress. - Unreleased: Indicates the Packaging Run is complete, but the EA units are not available for sale. - Released: Indicates the EA units packaged in the run are available for sale. For traceability, the date on which the units were released will appear beside the Released status marker. - Packaged On: The date on which the EA units were packaged. This date may be different from the date on which the Packaging Run was created in the Seed-to-Sale software. - Created On: The Packaging Run's creation date. If a Packaging Associate creates a Packaging Run in error, click the mceclip1.png icon to Delete the Packaging Run. Deleting a Packaging Run returns the packaged weight to the source Bulk Lot and allows the Packaging Associate to create a new Packaging Run. Packaging Run Menu [img packaging-run-menu] Select a Packaging Run, and click the mceclip2.png icon in the rightmost column to open a menu of options: - Release Inventory/Unrelease Inventory: Releasing a Packaging Run adds all EA units in the run to the SKU's available inventory. If the run has already been released, click Unrelease to remove the EA units from the inventory. This may be necessary in the event of a Product Recall. - Note: The Packaging Run must be Closed, and the associated Bulk Lot must be QA Approved, before the run can be released. - Edit Packaged On Date: Edit the Packaged On Date–the date on which the EA units were packaged. When creating a Packaging Run, the Packaged On date defaults to the time at which the Packaging Run was created, which may be inaccurate. - Download Reclaimed Bottle List: Download a List of Reclaimed Bottles. This option will only appear if bottles have been reclaimed from the Packaging Run. - Print Labels for all EA units in the Packaging Run. - Print Master Label: Print a master label for the Packaging Run. - Move to SKU: Move the Packaging Run to another SKU. This may be necessary if a Packaging Associate selects the wrong SKU during packaging. To use this feature, a license holder cannot have sold, cased, reclaimed, or destroyed any bottles in the run. The license holder must also have another SKU in their environment that: - Matches the source SKU's product subclass and discrete unit settings - Matches the source SKU's Net Weight, Net Volume, and Discrete Units per EA. - Close Run/Reopen Run: Closing a Packaging Run indicates that the run is complete, and prevents Packaging Associates from adding more units to the run. If the run is Closed, click Reopen Run to package more units into the Packaging Run. - Reclaim Bottles: Select bottles from the Packaging Run to Reclaim. Reclaiming bottles returns the packaged weight to the source Bulk Lot to be repackaged. This button will deactivate if the Packaging Run has no available units. - View Bottling Record: Generate and download a PDF Record of all EA units created in the Packaging Run. The record includes each unit's unique ID number and the weight, volume, and discrete units packaged into the bottle or container. - View Bulk Lot Forensics: Visit the associated Bulk Lot's Forensics tab. Received Inventory [img sku-received-inventory] The Received Inventory tab tracks each Received Inventory record that has contributed EA units to the SKU's inventory. The table displays high-level information about each Received Inventory record, including: - ID: The Received Inventory's unique ID number. - External Order ID: The external order's unique ID number. - Bulk Lot: The Bulk Lot associated with the Received Inventory. Click the provided link to visit the Bulk Lot's Profile. - Original Count: The total number of EA units received. - Available: The total number of EA units still available for sale. This count does not include EA units in the run that have been sold, picked for an order, or cased through a Casing Run. - Picked: The total number of EA units that have been picked to fulfill orders. - Cased: The number of EA units packaged into cases. Cases are sold to vendors through Sales Orders in the Wholesale application. - Reclaimed: The number of EA units in the run that have been reclaimed. Reclaiming a bottle returns the weight/volume/units to the source Bulk Lot to be repackaged. This may be necessary if bottles are packaged in error or mislabelled. - Destroyed: The number of EA units in the run that have been destroyed. Destroying a bottle may be necessary if packaged cannabis becomes contaminated. To destroy bottles that have not been sold, visit the Destruction tab in a Bulk Lot Profile. To destroy bottles that have been sold, visit the Destruction tab in the Order Profile. - QA Status: A Received Inventory record will have one of two statuses: - Unreleased: Indicates the received EA units are not yet available for sale. - Released: Indicates the received EA units in the run are available for sale. For traceability, the date on which the units were released will appear beside the Released status marker. - Packaged On: The date on which the EA units were packaged. - Visit the Received Inventory tab in the Wholesale application to Edit a Received Inventory's Packaged On Date. - Received On: The date on which the EA units were received. - Visit the Received Inventory tab in the Wholesale application to Edit a Received Inventory's Received On Date. Received Inventory Menu [img received-inventory-menu] Select a Received Inventory record, and click the mceclip2.png icon in the rightmost column to open a menu of options: - Release/Unrelease Inventory: Releasing Inventory adds the received EA units to the SKU's available inventory. If the inventory has already been released, click Unrelease Inventory to remove the EA units from the inventory. This may be necessary in the event of a Product Recall. - Note: The associated Bulk Lot must be QA Approved before the run can be released. - Edit Packaged On Date: Edit the Received Inventory's Packaged On Date. This is only possible if all EA Units in the inventory are available. - Download Reclaimed Bottle List: Download a List of Reclaimed Bottles. This option will only appear if bottles have been reclaimed from the Received Inventory. - Print Labels: Print Labels for the received EA units. - Print Master Label: Print a master label for the Received Inventory. - Reclaim Bottles: Select bottles from the Received Inventory to Reclaim. Reclaiming bottles returns the packaged weight to the source Bulk Lot to be repackaged. This button will deactivate if the inventory has no available units. - View Bulk Lot Forensics: Visit the associated Bulk Lot's Forensics tab. To Create a New Packaging Run, visit the Packaging Runs module on the Gun App. Alternatively, Create a Mass Packaging Run in the Bulk Lot Profile. To Add Received Inventory, visit the Wholesale application. For more information on other SKU Profile tabs, visit the articles on Client Sales Setup, Cases, and Combo SKUs.

Last updated on Feb 03, 2026

How to Pull a Bottling Record

After packaging bottles through a Packaging Run or Mass Packaging Run, a Packaging Associate can generate a bottling record to quickly pull all bottle ID numbers included in the run. A bottling record is useful for traceability in the event of a Product Recall. Required permission(s): product_read, received_inventory_read 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. [img sku-packaging-runs] 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. [img packaging-run-menu] 5. Select View Bottling Record. This prompts a Bottling Record PDF to download. mceclip2.png Visit the Case SKU Profile to Pull a Casing Record. From the Packaging Runs tab, a Packaging Associate can also Release or Unrelease a Packaging Run, Reclaim Bottles, or Move a Packaging Run to a New SKU.

Last updated on Feb 03, 2026

How to Remove a Tag from a Product

A product tag is a piece of metadata used to identify a specific characteristic of a product that may not appear anywhere in the product's description. This improves searchability in the Client Portal. To remove a tag from a product, follow the steps below. Required permission(s): product_read, product_update 1. In the Products module, select a product. [img product-overview] 2. Open the Tags tab. mceclip0.png 3. Click on a tag saved to the product. This opens the Tag modal. mceclip1.png 4. Click Remove to remove the tag from the product. mceclip2.png Click New to Add Tags to the Product, or visit the Product Settings tab to Create a New Product Tag.

Last updated on Feb 03, 2026

Cases Tab – SKU Profile

The Cases tab provides a high-level overview of all Case SKUs associated with the Base SKU. Case SKUs enable vendors–cannabis retailers and distributors–to purchase the SKU in bulk through Sales Orders in the Wholesale application. For each Case SKU, the Cases tab lists the Case SKU's name, a brief description, and the number of EA units in the case. mceclip0.png Select a case to open the Case SKU's Profile, or click New to Create a New Case SKU. Once EA Units are added to the available inventory–either through a Packaging Run or Received Inventory–a user can package EA Units in cases through a Casing Run. For more information on other SKU Profile tabs, visit the articles on Client Sales Setup, Combo SKUs, and Inventory.

Last updated on Feb 03, 2026

How to Move a Packaging Run to a New SKU

If Packaging Associates package units into the wrong SKU, you can move the completed Packaging Run to the correct SKU through the source SKU's Packaging Runs tab. This is only possible if no bottles in the run have been cased, reclaimed, sold, or destroyed. Additionally, the license holder must have another SKU in their Seed-to-Sale environment with the same product subclass, discrete unit setting, Net Weight, Net Volume, and Discrete Units per EA as the source SKU. Required permission(s): product_read, received_inventory_read, packaging_run_move 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. [img sku-packaging-runs] 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. mceclip1.png 5. Select Move to SKU. This opens a modal that lists all products saved to the license holder's Seed-to-Sale environment. - Note*: The button will be disabled if there are no compatible SKUs in the environment.* mceclip2.png 6. Select the destination product. This opens a list of SKUs associated with the product that match the settings of the source SKU. mceclip3.png - Note*: If an error occurs, click* mceclip4.png to return to the list of products. 7. Select the destination SKU. mceclip5.png 8. Click Save to move the Packaging Run to the destination SKU. From the Packaging Runs tab, you can also Retrieve a Bottling Record and Release or Unrelease a Packaging Run.

Last updated on Feb 03, 2026

How to Add Tags to a Product

A product tag is a piece of metadata that identifies a specific characteristic of a product that may not appear anywhere in the product's description. This improves searchability in the Client Portal. To add a tag to a product, follow the steps below. Required permission(s): product_read, product_update 1. In the Products module, select a product. [img product-overview] 2. Open the Tags tab. mceclip0.png 3. Click New. This opens the Find Tag modal. mceclip2.png 4. Click on a tag to apply it to the product. mceclip1.png - Note*: Visit the Product Settings tab to Create a New Product Tag.* If an error occurs, Remove the Tag from the Product.

Last updated on Feb 03, 2026

How to Edit a Packaging Run's Packaged On Date

A Packaging Run's Packaged On date defaults to the date on which the run was created, which may not be when the EA units were packaged. If a Packaging Run's Packaged On date is recorded incorrectly, follow the steps below to update this date. Please note that you cannot update the Packaged On date if any EA units from the Packaging Run have been sold or cased. Additionally, updating the Packaged On date to a different month could affect monthly reporting values and result in inaccurate data. Required permission(s): product_read, received_inventory_read, packaging_run_update 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. [img sku-packaging-runs] 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. [img packaging-run-menu] 5. Select Edit Packaged On Date. This opens a modal for you to edit the date. mceclip0.png 6. Open the calendar in the Packaged On field, and select a new date. mceclip1.png 7. Check the box provided to accept the possible consequences of updating the Packaged On date. Updating the Packaged On date to a different month could affect monthly reporting values and result in inaccurate data. mceclip2.png 8. Click Save to update the Packaging Run's Packaged On date. mceclip3.png From the Packaging Runs sub-tab, you can also Close or Reopen a Packaging Run, Release a Packaging Run, Print Labels for a Packaging Run, Move a Packaging Run Between SKUs, or Generate a Bottling Record.

Last updated on Feb 03, 2026

Client Sales Setup Tab – SKU Profile

The Client Sales Setup tab stores client-facing information for a SKU–Stock Keeping Unit. Any information entered here will be publicly visible on the SKU's page on the Client Portal. mceclip0.png The Client Sales Setup tab splits into four sections: Basic Information, Pricing, Potency Settings/Default Potencies, and Other. Basic Information mceclip2.png The Basic Information section stores essential information about the SKU. The field available in this section depends on the Product's Type. - Retail Name: The SKU's retail name. This is different from the SKU's internal name in the SKU Setup section of the Overview tab; the retail name should be descriptive. - Public Visibility: Indicates whether or not the SKU information will be publicly visible. Select Not Visible if the SKU is not yet ready for retail. - Charge Tax: Indicates whether or not to charge tax on the SKU. - Allow Back Orders: Indicates whether or not to allow backorders. Select Yes if the SKU is a plant, seed, or accessory. For bottled cannabis products–dried flower, oil extract, or capsules–select No. - Maximum Quantity: The maximum number of EA units of this SKU a client is allowed to purchase in a single order through the Client Portal. - Net Weight: The SKU's net weight, in grams. - This field will be pre-populated if you have completed the SKU Setup section on the Overview tab. - Net Volume: The SKU's net volume, in ml. This only applies to oil products. - This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids. This field will be pre-populated if you have completed the SKU Setup section on the Overview tab. - Shipment Weight: The SKU's approximate shipment weight, including packaging. - Dried Gram Equivalent: Each EA unit's approximate equivalent to a dried gram product, in grams. This provides consumers with a single unit of measurement that they can use to compare different cannabis product potencies. - This field will only appear if the product's type is not Dried. - Prescription Deduction: The number of grams a single SKU will be deducted from the client's prescription allowance. This only applies to cannabis products. - Discrete Unit per EA Unit: The number of discrete units in a single EA unit. - This field only appears if the product type is measured in discrete units. This applies to products like pre-rolls, capsules, and cookies–cannabis in a form that can be counted at the unit level. - Net Weight per Discrete Unit: The net weight, in grams, of a single discrete unit. - This field only appears if the product type is measured in discrete units. - Net Volume per Discrete Unit: The net volume, in milliliters, of a single discrete unit. - This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids AND the product is measured in discrete units. Pricing mceclip3.png The Pricingsection stores the SKU's pricing information, including its Retail Price and, if applicable, a set Sale Price. The Pricing section also allows you to choose between Consistent Pricing and Regional Pricing. If you select Consistent Pricing, the SKU's retail and sale prices will be consistent throughout Canada. Selecting Regional Pricingallows you to set a unique retail and sale price for each Canadian province. As excise taxes differ from province to province, a license holder may elect to set up regional pricing to consistently recover costs in each province. mceclip4.png Click the Regional Pricing radio button to Set Up Regional Pricing. Potency Setting/Default Potencies mceclip5.png The Potency Settings and Default Potencies sections control the SKU's publicly visible cannabinoid potency values. Depending on the product type selected, a SKU's Client Sales Setup tab may feature one or both of these sections. This is because, on the Client Portal, the source of a product/SKU's publicly visible cannabinoid potency information varies by product type. Some product types, like products with the Dried subclass, pull potency information directly from an associated lab report and will display default potencies if there is no lab report available. For other product types, like products with the Extracts - Ingested and Extracts - Inhaled subclasses, you can decide whether the portal will pull potency information from an associated lab report or user-configured values. Furthermore, for some product subclasses like Topicals (Discrete) and Edibles, publicly visible potency information does not pull from a lab report and must be configured manually. Visit the Guide to Portal Potency Displays for a breakdown of how publicly visible potency information is configured for each product type. Regardless of the product type and the potency unit-of-measure, all cannabis products will include default potency fields for THC, Total THC, CBD, and Total CBD. If the SKU is measured in discrete units, this potency information will be per discrete unit. Other mceclip6.png The Other section stores miscellaneous fields that do not fit into the Basic Information or Potency Defaults sections. This section allows you to enter a formatted SKU description and upload a bottle label background template, both of which are displayed in the Client Portal. If the SKU is of the Edibles-Solids or Edibles-Non-Solids product subclass, this section will also include a field to upload a nutrition information table. Populate the fields on the Client Sales Setup tab to Set up the SKU for Client Sales. For more information on other SKU Profile tabs, visit the articles on Cases, Combo SKUs, and Inventory.

Last updated on Feb 03, 2026

How to Release a Packaging Run

Releasing a Packaging Run makes all EA units in the run available for purchase through the Client Portal. Additionally, if EA units from the Packaging Run are cased, the Packaging Run must be released before the cases can be shipped. Please note that a Packaging Run must be Closed before it can be released. Required permission(s): product_read, received_inventory_read, packaging_run_set_release 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. mceclip0.png 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. mceclip1.png 5. Select Release Inventory. This opens the Release Packaging Run modal. mceclip2.png 6. Enter the Packaging Run's release date in the field provided. mceclip3.png 7. Click Release to mark all EA units in the Packaging Run as available for purchase. mceclip4.png To remove EA units from the available inventory, Unrelease the Packaging Run. Releasing a Packaging Run is the final step in the Seed-to-Sale Process.Before releasing the Packaging Run, Close the Packaging Run and Release the Associated Bulk Lot.

Last updated on Feb 03, 2026

SKU Profile

The SKU Profile provides access to detailed information and actions for a specific Stock Keeping Unit - also known as a SKU. A single product may break down into several SKUs if a license holder offers the product in several options. For example, a dried cannabis product may be available in multiple sizes–5g, 10g, 20g, etc. Each of these sizes is a unique SKU, and each SKU will have its own SKU Profile. The SKU Profile splits into five tabs: Overview, Client Sales Setup, Cases, Combo SKUs, and Inventory. Open a SKU Profile by selecting a SKU from the Product Profile. The SKU's Overview tab will open by default. Overview [img sku-overview] The Overview tab collects and displays essential information about the SKU. The base SKU's unit of measure will always default to EACH, which means that information entered in the SKU Profile pertains to a single bottle–or EA unit–of the SKU. Visit the Cases tab to configure Case SKUs–cases of several bottles sold to vendors through the Wholesale application. For quick reference, the Overview tab displays the number of EA units packaged into the SKU. EA Units are classified using one of three statuses: - Available: The units are available for clients to purchase through the Client Portal. - On Hand: The total quantity of packaged units at the license holder's facility. Some of these units may be in unreleased Packaging Runs/Received Inventories, in cases, or otherwise unavailable for sale through the portal. - Reserved: Orders have been placed requesting the units, but the orders have not yet been fulfilled. Potency mceclip1.png If the SKU is a cannabis product, the Overview tab also displays the SKU's cannabinoid potency information. This serves as a preview of how the SKU's potency information will be displayed in the Client Portal. In the Client Portal, the source of a product/SKU's publicly visible cannabinoid potency information, and the units of measure displayed, depend on the product's type. Some product types, like products with the Dried subclass, pull potency information directly from an associated lab report. For other product types, like products with the Extracts - Ingested and Extracts - Inhaled subclasses, you can decide whether the portal will pull potency information from an associated lab report or user-configured values. Furthermore, for some product subclasses like Topicals (Discrete) and Edibles, publicly visible potency information does not pull from a lab report and must be configured on the Client Sales Setup tab. Visit the Guide to Client Portal Potency Displays for a breakdown of how publicly visible potency information is configured based on a product's type. SKU Setup The SKU Setup section stores the SKU's internal information. Information entered here is not publicly visible, so you can enter a SKU Name and Description that are compatible with the license holder's inventory tracking and management system. The SKU's client-facing information is configured separately in the Client Sales Setup tab. The SKU Setup section contains four sub-sections: - Basic Information: The SKU's name, description, and market. mceclip2.png - Contents: The net weight and/or volume of a single EA unit of the SKU. If the SKU's product type is not Dried, a field will appear to enter the SKU's Dried Gram Equivalent. This provides consumers with a consistent measurement by which to compare the potencies of different products, regardless of product type. If the SKU is measured using discrete units, fields will appear to enter the net weight/volume of each discrete unit, as well as the number of discrete units in each EA unit. mceclip3.png - Pricing: The SKU's pricing information, including its wholesale price, manufacturer's suggested retail price (MSRP), and min/max price. - Note*: The Wholesale Price is a mandatory field, as this price is used to calculate the closing inventory value for monthly reporting.* mceclip0.png - Barcode Data: The Case SKU's 14-digit Global Trade Item Number and/or 12-digit Universal Product Code. mceclip5.png - Integration: A mapping field for use with external systems. mceclip4.png SKU Statuses mceclip5.pngmceclip6.png The SKU will have one of two statuses: Available for Purchase or Unavailable for Purchase. This status indicates whether or not customers can purchase the SKU. To stop or start selling a SKU, click the icon to open the menu and select Stop Selling or Start Selling. Visit a Product's Profile to Create a New SKU.

Last updated on Feb 03, 2026

Guide to Client Portal Potency Displays

On the Client Portal, the source of a product/SKU's publicly visible cannabinoid potency information, and the units of measure displayed, depend on the product's type. Some product types, like products with the Dried subclass, pull potency information directly from an associated lab report. For other product types, like products with the Extracts - Ingested and Extracts - Inhaled subclasses, you can decide whether the portal will pull potency information from an associated lab report or user-configured values. Furthermore, for some product subclasses like Topicals (Discrete) and Edibles, publicly visible potency information does not pull from a lab report and must be configured on the Client Sales Setup tab. Given the regulatory transitional provisions, existing cannabis classes may use pre-amendment potency units of measurement (e.g. % for Dried non-discrete) until October 17, 2020. Ample Organics recommends migrating to the new units of measurement as soon as possible (e.g. when ordering new packaging and labeling materials) while transition time is available. Consult the table below for a breakdown of how publicly visible potency information is configured based on product type and whether or not a product/SKU uses discrete units. | | | | | | | --- | --- | --- | --- | --- | | Product Subclass | Discrete/Non-discrete | Client Portal Potency Display | Potency UoM | Additional Default Fields | | Dried | Non-discrete | From lab report values. Default potencies will display when no inventory exists. | mg/g (new) AND/OR % (compliant until Oct. 17, 2020) | N/A | | Discrete | From lab report values. Default potencies will display when no inventory exists. | (per discrete unit) mg/g (new) AND/OR mg/discrete unit (compliant until Oct. 17, 2020) | N/A | | | Extracts - Ingested | Non-discrete | From lab report OR default potencies. If the lab report option is selected, the default potencies will display when no inventory exists. | mg/g (new) AND/OR mg/ml (compliant until Oct. 17, 2020) | Total THC per Activation (mg) Total CBD per Activation (mg) | | Discrete | From lab report OR default potencies. If the lab report option is selected, the default potencies will display when no inventory exists. | mg/discrete unit | N/A | | | Extracts - Inhaled | Non-discrete | From lab report OR default potencies. If the lab report option is selected, the default potencies will display when no inventory exists. | mg/g | N/A | | Discrete | From lab report OR default potencies. If the lab report option is selected, the default potencies will display when no inventory exists. | mg/g | N/A | | | Extracts - Other | Non-discrete | From lab report values. Default potencies will display when no inventory exists. | mg/g | Total THC per Activation (mg) Total CBD per Activation (mg) | | Discrete | From lab report values. Default potencies will display when no inventory exists. | mg/discrete unit | N/A | | | Topicals | Non-discrete | From lab report OR default potencies. If the lab report option is selected, the default potencies will display when no inventory exists. | mg/g | N/A | | Discrete | Potency information must be configured in the Potency Setting section. | mg/g AND/OR mg/discrete unit | N/A | | | Edibles - Solids | Non-discrete | Potency information must be configured in the Potency Setting section. | mg/EA unit | N/A | | Discrete | Potency information must be configured in the Potency Setting section. | mg/EA unit ANDmg/discrete unit | N/A | | | Edibles - Non-Solids | Non-discrete | Potency information must be configured in the Potency Setting section. | mg/EA unit | N/A | | Discrete | Potency information must be configured in the Potency Setting section. | mg/EA unit ANDmg/discrete unit | N/A | | Visit the Product Settings tab to Add a New Product Type.

Last updated on Feb 03, 2026

How to Unrelease a Packaging Run

Unreleasing a Packaging Run removes all EA units in the run from the inventory count, which prevents clients from purchasing the units through the Client Portal. Additionally, if any EA units from the run have been cased, this will prevent users from shipping the cases. This may be necessary in the event of a product recall. Required permission(s): product_read, received_inventory_read, packaging_run_set_release 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. [img sku-packaging-runs] 4. Locate the Packaging Run in question, and click the mceclip2.png icon in the leftmost cell to open a menu of options. [img packaging-run-menu] 5. Select Unrelease Inventory. This marks all EA units in the run as unavailable for purchase. mceclip1.png Once the issue is resolved, return the EA units to the available inventory by Releasing the Packaging Run. Once the Packaging Run is unreleased, a Packaging Associate can click Reopen and add more bottles to the Packaging Run through the Gun App, or a Mass Packaging Run. For more information on recall procedures, visit the Recall Process Guide.

Last updated on Feb 03, 2026

How to Close a Packaging Run – Products Module

A license holder cannot release a Packaging Run's EA units to the available inventory until the run is closed. Closing a Packaging Run finalizes the bottle count and indicates that the run is complete. When Creating a Mass Packaging Run in the Productions module, a Packaging Associate has the option to close the Packaging Run upon completion to expedite the process. However, if the associate opts to leave the run open, they must follow the steps below to close the Packaging Run from the Products module. Required permission(s): product_read, received_inventory_read, packaging_run_update 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Inventory tab. The Packaging Runs sub-tab will be open by default. mceclip0.png 4. Locate an Open Packaging Run, and click the mceclip2.png icon to open a menu of options. mceclip1.png 5. Select Close Run. This closes the Packaging Run, which prevents users from packaging additional units into the run. mceclip5.png After closing the Packaging Run, you can Release the Packaging Run, which adds the bottles to the available inventory. This means that clients can purchase the bottles through the Client Portal, and if the bottles are cased, the cases can be shipped to vendors. Closing a Packaging Run is one of the final steps in the Seed-to-Sale Process.

Last updated on Feb 03, 2026

Tags Tab – Product Profile

The Tags tab tracks all tags associated with a product. Tags are keywords or terms that serve as a kind of metadata, and help to sort and describe products for browsing and searching on the Client Portal. This allows the client to search for products with specific properties or characteristics using search terms that may not appear anywhere in the product's description. Click New to Add Tags to the Product. mceclip0.png The list of available tags can be customized to fit the needs of the license holder's products and clientele. Visit the Product Settings tab to Create a New Product Tag. For information on other Product Profile tabs, visit the articles on Edit, Symptoms and Ailments, Policies, and Sales Channels.

Last updated on Feb 03, 2026

How to Add Policy Coverage to a Product

When configuring a product, a product manager must indicate which policies apply to the product. This does not include Global Policies, which cover any products. Required permission(s): product_read, product_update 1. In the Products module, select a product. mceclip0.png 2. Open the Policies tab. mceclip1.png 3. Check the boxes beside all policies that apply to the product. mceclip2.png 4. Click Save. The product is now covered under the selected policies. Visit the Clients module to Create a New Policy or Add a New Policy Type.

Last updated on Feb 03, 2026

How to Create an Accessory

In addition to cannabis products like dried flower, CBD oil, or oil capsules, a license holder may sell cannabis accessories like rolling papers, grinders, and vaporizers. Configuring product and SKU information for an accessory is similar to configuring information for a cannabis product, but you must select the appropriate options along the way to ensure that the Seed-to-Sale software recognizes the new product as an accessory. Follow the steps below to create a new accessory. 1. Create the Product - In step 3, select Accessory for Product Type. mceclip0.png 2. Add the Product to the Accessories Sales Channel mceclip1.png 3. Create a SKU - Unlike cannabis products, an accessory's SKU Setup section will not have Contents or Physical Specifications fields. Similarly, the SKU Profile will not have Cases, Combo SKUs, or Inventory tabs, as those tabs are specific to cannabis products. mceclip2.png 4. Set up the SKU for Client Sales mceclip3.png - In step 5, set Allow Back Orders to Yes. Since inventory for accessories isn't determined through Packaging Runs, allowing back orders set up the SKU to have unlimited available inventory at all times. This is ideal for accessories, which are often made to order. You must take similar steps when setting up products and SKUs for starting materials–plants and seeds. For more information, visit the Starting Materials Process Guide.

Last updated on Feb 03, 2026

Policies Tab – Product Profile

The Policies tab tracks all policies that apply to the product. If no policies are selected, that product will be ineligible for coverage, unless the client is covered under a Global Policy. Check the boxes provided to Add Policy Coverage to the Product. mceclip0.png The Policies tab only displays policy types saved to the license holder's system. If policies are missing from the list, you can Add a New Policy Type. A client must be covered under the same policy as the product to receive coverage for the product. Visit the Clients module to Add a Client Policy. For information on other Product Profile tabs, visit the articles on Edit, Symptoms and Ailments, Sales Channels, and Tags.

Last updated on Feb 03, 2026

How to Archive a SKU

If a SKU is discontinued or is no longer in use, Product Managers should archive the SKU. This prevents Packaging Associates from packaging further units. As a best practice, Product Managers should only archive SKUs that have no available inventory. Required permission(s): product_read, product_update 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Click the mceclip0.png icon to open a menu of options. mceclip2.png 4. Select Archive to archive the SKU. This removes the SKU from SKU drop-downs throughout the Seed-to-Sale software and prevents Packaging Associates from packaging units of the SKU. mceclip3.png When archiving a SKU, you should also Stop Selling the SKU to ensure the SKU does not show up as an option on the Shop page in the Client Portal. Repeat this process to Unarchive the SKU.

Last updated on Feb 03, 2026

Sales Channels Tab – Product Profile

The Sales Channels tab in a Product Profile tracks all Sales Channels associated with the product. Sales Channels match clients with the products they are eligible to purchase, and a product must belong to at least one Sales Channel to be available for sale. Click New to Add the Product to a Sales Channel. mceclip0.png License holders can customize the list of available Sales Channels to fit the needs of their facility, products, and clientele. Visit the Settings module to Create a New Sales Channel. A client cannot purchase a product unless both the client and the product belong to the same Sales Channel. Visit the Clients module to Add a Client to a Sales Channel. For information on other Product Profile tabs, visit the articles on Edit, Symptoms and Ailments, Policies, and Tags.

Last updated on Feb 03, 2026

How to Add a Product to a Sales Channel

License holders use sales channels to match clients with products; before a client can purchase a product, the client and product must be part of the same sales channel. Additionally, a product must be part of at least one sales channel before it appears for sale in the Client Portal. Follow the steps below to add a product to a sales channel. Required permission(s): product_read, product_update 1. In the Products module, select a product to open the Product's Profile. [img product-overview] 2. Open the Sales Channels tab. mceclip0.png 3. Click New to open the Find Sales Channel modal. mceclip2.png 4. Select a sales channel to add the product to the channel. mceclip1.png Before a client can order a product, the client and product must be part of the same sales channel. Visit the Client Profile to Add a Client to a Sales Channel.

Last updated on Feb 03, 2026

Symptoms & Ailments Tab – Product Profile

The Symptoms and Ailments tab tracks any medical conditions, symptoms, or ailments that can be treated or abated by the product. When matching clients with products, the license holder's Customer Service team can cross-reference this information with the Medical Profile tab in a Client's Profile to recommend products to meet the client's medical needs. Please note that this information does not appear in the Client Portal; it is only for internal use. In the Ailment Selection section, select all applicable ailments and click Save. If the product treats an ailment that is not listed, visit the Medical Settings module to Add a New Ailment. In the Symptom Selection section, select all applicable symptoms and click Save. If the product treats a symptom that is not listed, visit the Medical Settings module to Add a New Symptom. For information on other Product Profile tabs, visit the articles on Edit, Policies, Sales Channels, and Tags.

Last updated on Feb 03, 2026

How to Create a Combo SKU

Product managers can use the combo SKUs feature to combine multiple SKUs into a single saleable product. For example, a license holder might sell a “sample pack” that groups 2-3 cannabis products into a single SKU to allow a client to try multiple strains in a single purchase. mceclip14.png However, to create a combo SKU, you must create a "shell" product and a "shell" SKU to host the combination. The "shell" SKU pulls inventory and potency information from any SKU added to the combination. Required permission(s): product_read, product_create, product_update 1. Create a New Product specifically for combo SKUs. Name the product "Starter Packs", "Multi-Packs", "Sample Packs", or another name that describes the nature of the combo SKU. - Note*: Set the Product Type to Dried Cannabis.* mceclip0.png 2. Add the Product to Sales Channels. - The product should be in sales channels that reflect any cannabis SKUs within each combo SKU. For example, if the new combo SKU will combine a dried cannabis product with a cannabis oil product, the new product should be in both the Dried Cannabis and Cannabis Oil sales channels. mceclip1.png 3. Create a New SKU. Again, this will be a "shell" SKU to host the combination. - Give the SKU a name that describes what's included in the combination. - Configure the SKU's SKU Setup section as usual. Set the Combo SKU's Net Weight to the sum of each child SKU's Net Weight. mceclip2.png 4. Add Child SKUs to the SKU. - Note*: Do not add another combo SKU as a child SKU. This creates an error in the Client Portal.* 1. In the SKU's Profile, open the Combo SKUs tab. mceclip3.png 2. In the Add to Combo section, open the drop-down menu provided to see a list of products. mceclip4.png 3. Select a product. The Product SKUs section will update to list all SKUs associated with the product. mceclip11.png 4. Click the icon beside a SKU to add the SKU to the combo. mceclip9.png 5. Repeat steps a-d for each Child SKU in the combo. mceclip10.png 6. Click Save to save the combo. mceclip8.png 5. Open the Client Sales Setup tab, and Set Up the SKU for Client Sales. If the combo SKU combines multiple cannabis SKUs, ensure the Prescription Deduction field accounts for each gram of cannabis in the combo SKU. mceclip12.png Once the SKU's client sales information is configured, the combo SKU will be available for purchase through the Client Portal or Orders module. Note*: In a combo SKU, the units available for purchase depend on the inventory available for each Child SKU. For example, if a combo SKU groups three SKUs, one with 790 units available, the second with 1000 units available, and the third has 761 units available, the combo SKU will have 761 units available. This is because, based on the inventory available for each Child SKU, the seed-to-sale software can create this combination a maximum of 761 times.* mceclip13.png From a SKU Profile, you can also Create a Case SKU or Set Up a SKU for Client Sales.

Last updated on Feb 03, 2026

How to Upload a Product Image

Product images help clients differentiate between products in the Client Portal. Required permission(s): product_read, product_update 1. In the Products module, select a product. [img product-overview] 2. Select the Edit tab. [img product-edit] 3. Upload a local image, or enter a URL in the Shop Image section. - To upload a local image: 1. Under Shop Image, click Choose File. mceclip3.png 2. Select a local image to upload. mceclip4.png 3. Click Save. - To upload an image using an image URL: 1. Select the radio button to the right of the Image URL field. mceclip5.png 2. Enter the image URL into the provided field. mceclip6.png 3. Click Save. 4. Click the Edit tab's main Save button. This adds the image to the Product's Profile and the product's page on the Client Portal. From the Edit tab, you can also Archive a Product.

Last updated on Feb 03, 2026

How to Stop Selling a SKU

Marking a SKU as Unavailable for Purchase removes the SKU from the listing on the Client Portal so that no further units are sold. This may be necessary in the event of a product recall. This function does not exist for Case SKUs, as cases are not available for purchase through the Client Portal. Required permission(s): product_read, product_update 1. In the Products module, select a product. This opens the Product's Profile. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Click the icon to open a menu of options. mceclip2.png 4. Select Stop Selling. This marks the SKU as Unavailable for Purchase. mceclip3.png If a license holder stops selling a SKU, any other SKUs of that product will remain available for purchase. If the recall affects multiple SKUs, Stop Selling the Product to remove all affected SKUs from the Client Portal. Visit the Recall Process Guide for more information on what to do in the event of a product recall.

Last updated on Feb 03, 2026

Edit Tab – Product Profile

The Edit tab allows you to customize information about the product. Any information input here will be displayed on the product's page on the Client Portal and will be visible to clients. mceclip0.png Populate the fields provided to add information on the product. - Name:The product's name, as it is marketed on the license holder's labels. - Brand Name: The brand under which the product will be sold. Some license holders have multiple brands. - Product Type: Indicates the type of product: Dried Flower, Oil, Accessory, etc. - You can Add New Product Types in the Product Settings tab. - Featured Product:Indicates whether or not the product will be marked as a featured product on the Client Portal. - Product Strain: The product's cannabis strain. This only applies to cannabis products. - You can Add New Product Strains in the Product Settings tab. - Common Name: How the product is known to the general public. This is useful in cases where the license holder uses a unique product name for a popular cannabis strain. - Archived:Indicates whether or not the product is archived. - Price Per Gram: The price per gram of cannabis. This field only applies to cannabis products. - Description: A detailed description of the product and its effects. You can select Save as Formatted Text to enable text formatting options. Upload an Image of the product in the Shop Image section or a template for the bottle's label in the Bottle Label Template Background section. - Shop Image: The product's image as it appears in the Client Portal. - Bottle Label Template: A branded background for the product's bottle labels. Product Specific Taxes mceclip1.png If the product is of the Extracts-Inhaled or Accessories product subclass, the option appears to Mark the Product as a Vapour Product. Per the new vapor product tax introduced by BC Bill 45 in November 2019, license holders must charge 20% PST on vapor products sold to clients in British Columbia. The Bill defines a "vapor product" as any e-vaping device, e-substance, or cartridge, part, or accessory for an e-vaping device. For information on other Product Profile tabs, visit the articles on Symptoms and Ailments, Policies, Sales Channels, and Tags.

Last updated on Feb 03, 2026

How to Tag a Product as a Vapour Product

Under the new vapour product tax introduced by BC Bill 45 in November 2019, license holders must charge 20% PST on vapour products sold to clients in British Columbia. The Bill defines a "vapour product" as any e-vaping device, e-substance, or cartridge, part, or accessory for an e-vaping device. If a licence holder sells any products that fit the description of a "vapour product", they should follow the steps below to tag these products so that the appropriate PST is applied at checkout when these products are sold to BC. Required permission(s): product_read, product_update 1. In the Products module, select a product. - Note*: The product's type subclass must be Extracts-Inhaled or Accessories.* mceclip0.png 2. Open the Edit tab. mceclip1.png 3. Check the Vapour Product checkbox beneath the Product Specific Tax heading. - Note*: If the checkbox does not appear, the product has the incorrect type subclass.* mceclip2.png 4. Click Save. This tags the product as a vapour product. If a client purchases the product as part of a medical order where the shipping province is British Columbia, a 20% tax will be applied to the product, with GST charged on top. From the Edit tab, you can also Upload a Product Image.

Last updated on Feb 03, 2026

How to Pull a Casing Record

After packaging cases through Casing Run, a Packaging Associate can generate a casing record to quickly pull all case ID numbers created in the run and the bottle IDs in each case. Required permission(s): product_read, casing_run_read 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Cases tab. [img sku-cases] 4. Select a Case SKU to open the Case SKU's Profile. [img case-sku-overview] 5. Open the Casing Runs tab. [img casing-runs] 6. Select a Casing Run, and click the mceclip0.png icon to generate and download a Casing Record in PDF format. mceclip0.png From the Casing Runs tab, you can also Print Case Labels, Create a Casing Run, or Restock Cases.

Last updated on Feb 03, 2026

Product Profile

A Product Profile hosts detailed information and actions for a specific product. A product is a general inventory item that breaks down into stock-keeping units–also known as SKUs. mceclip0.png A Product Profile splits into six tabs: Overview, Edit, Symptoms and Ailments, Policies, Sales Channels, and Tags. Opening the Product Profile opens the Overview tab by default. Overview The Overview tab displays essential information about the product. mceclip1.png - Name:The product's name as it appears on product labels. - Product Type: Indicates the type of product: Dried Flower, Oil, Accessory, etc. - Visit the Product Settings tab to Add New Product Types. - Product Type Subclass: A more specific subclass within the product's type. - Common Name: How the product is known to the general public. This is useful in cases where the license holder uses a unique product name for a popular cannabis strain. - Product Strain: The product's cannabis strain. This only applies to cannabis products. - Visit the Product Settings tab to Add New Product Strains. - Available for Purchase:The amount of inventory available for sale to the public. - Product Image: A picture of the product. This image is displayed on the product's page in the Client Portal. - Visit the Edit tab to Upload a Product Image. Edit these fields and input additional information in the product's Edit tab. Click Print Label to Print a Label for the Product. Product Statuses mceclip6.png The product will have one of two statuses: Available for Purchase or Unavailable for Purchase. This status indicates whether or not customers can purchase the product. To stop or start selling a product, click the mceclip3.png icon to open the menu and select Stop Selling or Start Selling. SKUs mceclip0.png The Overview tab also includes a high-level list of the product's stock-keeping units, also known as SKUs. A single product may break down into several SKUs if it is available in several options. For example, a dried cannabis product may be available in several sizes–5g, 10g, 20g, etc. The SKUs section displays the name of each SKU and the quantity of each SKU available for purchase, on hand, or reserved. The Available for Purchase column refers to the number of bottles available for sale to clients. This may be different than the On Hand amount, which also includes bottles packaged into cases for wholesale orders. Click New SKU to Create a New SKU, or select a SKU to open the SKU's Profile.

Last updated on Feb 03, 2026

How to Restock Cases

Cases are only available for purchase to vendors through the Wholesale application. If there is a shortage of EA Units, or bottles, available for purchase for individual clients through the Client Portal, you can restock cases to return cased bottles to the available inventory. Required permission(s): product_read, casing_run_read, casing_run_restock 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Cases tab. [img sku-cases] 4. Select a Case SKU to open the Case SKU's Profile. [img case-sku-overview] 5. Open the Casing Runs tab. [img casing-runs] 6. Select a Casing Run to restock, and click the mceclip0.png icon to open a menu of options. [img casing-run-menu] 7. Select Restock Cases. This opens a page to select cases to restock. mceclip0.png 8. Select cases to restock. 1. Click Add Cases to open a modal that lists all cases packaged in the Casing Run. This list does not include cases that have been reserved or sold. mceclip1.png 2. Choose cases by checking the boxes in the leftmost column. Select all available cases in the Casing Run by checking the box in the column header. mceclip2.png 3. Click Add to select the cases. mceclip3.png - Note*: Remove a case from the selection by clicking the* mceclip6.png icon. 9. Click Proceed to Review to open a Restock Cases Confirmation page. mceclip4.png 10. Review the information on the confirmation page. If everything is in order, click Confirm & Restock. This returns the cased EA units in the selected cases to the available inventory. The restocked cases will no longer be available for purchase through Sales Orders. To package more cases, Create a Casing Run.

Last updated on Feb 03, 2026

How to Archive a Product

If a product is discontinued, a Product Manager should archive the product to keep the Products dashboard organized. Required permission(s): product_read, product_update 1. In the Products module, select a product. [img product-overview] 2. Open the Edit tab. mceclip0.png 3. Open the Archived drop-down menu, and select Yes. mceclip2.png 4. Click Save to archive the product. mceclip1.png Click New to Create a New Product.

Last updated on Feb 03, 2026

How to Set Up Regional Pricing

As excise taxes differ among provinces and territories, a license holder may set up regional pricing to recoup regional costs. When regional pricing is enabled and specified and a client places an order, the Seed-to-Sale software references the province/territory of the client's shipping address to determine how much the client pays for each line item. Required permission(s): product_read, product_update 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Client Sales Setup tab. [img sku-client-sales-setup] 4. Click Edit to unlock the fields. 5. Scroll down to the Pricingsection, and click the Regional Pricing radio button. This unlocks distinct pricing fields for each Canadian province. mceclip3.png 6. Enter a retail price and, if necessary, a sale price in the fields provided for each province. mceclip4.png 7. Click Save to store the regional prices. mceclip5.png If the SKU will be available for wholesale purchases, visit the Cases tab to Create a Case SKU. A Product Manager can also Create Combo SKUs to group multiple SKUs into a single, saleable product.

Last updated on Feb 03, 2026

Products Settings

Through the Settings tab, you can access settings to customize options in the Products module to better suit the products produced at their facility. The Settings tab breaks down into three sub-tabs: Product Types, Product Strains, and Product Tags. Product Types The Product Types sub-tab displays all product types saved to a licence holder's system. 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. Furthermore, when packaging EA units from a Bulk Lot, the Bulk Lot's type must match the destination product's subclass. For example, if you want to package EA units into a product with the Extracts- Ingested (Discrete) product type, the source Bulk Lot must be of the Extracts - Ingested Bulk Lot type, and the lot must use discrete units. Essentially, the product type tells the Seed-to-Sale software what the product isso it knows how to treat the product. mceclip0.png When creating a new product type, you must select a Product Class, Product Subclass, and indicate whether or not the product type is measured in discrete units. Consult the table below to ensure the correct class and subclass are configured for the type of product. | | | | | | --- | --- | --- | --- | | Product Class | Subclass | Description | Example Products | | Cannabis | Dried | Cannabis that has been dried through a Drying Work Order. | Dried Buds, Milled Flower, Pre-Rolls | | Cannabis | Extracts - Ingested | A refined cannabis extract form that a user consumes by ingesting. | Refined Extract, Diluted Oil, Capsules | | Cannabis | Extracts - Inhaled | A refined cannabis extract form that a user consumes through inhalation. | Hash, Wax, Rosin, Vape Pens/Cartridges | | Cannabis | Extracts - Other | A refined cannabis extract form that a user consumes nasally, rectally, or vaginally. | Suppositories | | Cannabis | Topicals | Products that include cannabis as an ingredient and that are intended to be used on external body surfaces (e.g., skin, hair, nails). | Cream, Lotion, Balm | | Cannabis | Edibles - Solids | Edible cannabis in a solid form | Chocolate Bars, Cookies, Gummy Bears | | Cannabis | Edibles - Non-Solids | Edible cannabis in a liquid form | Soda, Tea | | Other | Plant | A living plant. Clients may buy plants to propagate cannabis at home. | Living Plant/Cutting | | Other | Seed | A cannabis seed. Clients may buy seeds to propagate cannabis at home. | Seed | | Other | Accessories | A cannabis accessory. | T-shirt, Grinder, Vaporizer | When creating a product type, you can also configure custom shipping options. This feature addresses the problem of vape products exploding when shipped via air. If the product type is incompatible with certain shipping methods, you can exclude those options to prevent clients or Customer Service Representatives from selecting them when placing an order that includes the product type. Click New to Create a New Product Type. Visit the Client Sales Setup tab in the SKU Profile for more information on how product types affect how cannabinoid potencies are reported on the Client Portal. Product Strains The Product Strains sub-tab displays all product strains–or cultivars–saved to a licence holder's system. When creating a new cannabis product, you may assign a product name that does not reflect the strain of cannabis in the product. Instead, you can indicate the product's strain on the Edit tab and customize the list of product strains to reflect the strains produced at their facility. Once each product is assigned a product strain, you can sort the Products index by strain. mceclip0.png Click New to Create a New Product Strain. Product Tags The Product Tags sub-tab displays all product tags saved to a licence holder's system. A product tag is a piece of metadata that identifies a specific characteristic of a product that may not appear anywhere in the product's description. Adding Tags to a Product improves searchability in the Client Portal. For instance, if a client using the portal checks the "High THC" filter, the products index pulls all products with the "High THC" tag. mceclip1.png Click Add Product Tag to Create a New Product Tag. For more settings and options, visit the Settings module.

Last updated on Feb 03, 2026

How to Print Case Labels

After creating cases through a Casing Run you should immediately label the cases. Labels identify each case by a unique ID number and include information about the contents of each case. When stockpiling inventory for future purposes, mark each case with an Internal Case [4x6"] label to facilitate inventory management. Once cases are sold to vendors through the Wholesale application, return to this tab to print province-specific labels. Required permission(s): product_read, casing_run_read 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Cases tab. [img sku-cases] 4. Select a Case SKU to open the Case SKU's Profile. [img case-sku-overview] 5. Open the Casing Runs tab. [img casing-runs] 6. Select the Casing Run with cases to label, and click the mceclip0.png icon to open a menu of options. [img casing-run-menu] 7. Select Print Case Labels. This opens a printing modal. mceclip0.png 8. Select a printer from the drop-down menu provided. 9. Select a label type from the Label Type drop-down menu. Options are: - Wholesale QR (CS): Generic QR code labels. - Master Case - *select province* - [4x6"]: Labels that meet the case labeling regulations of the destination province. Print these labels once cases have been sold and the destination province is known. - Internal Case ID [4x6"]: Labels for internal use that identify each case's ID number; packaging date; associated product, SKU, and Bulk Lot; and the ID numbers of each inventory source–Packaging Run or Received Inventory–that contributed to the case, as well as how many EA units came from each source. Use these labels to identify each case and its contents when stockpiling inventory before applying province-specific case labels. mceclip7.png 10. Complete the remaining fields. These fields will differ based on the label type selected. - Wholesale QR (CS) mceclip8.png 1. Enter the purchase order's reference ID in the field provided. 2. Check All CS Units (Total: #) to print labels for all cases in the Casing Run or check Range of IDs to specify a range of case ID labels to print. - Master Case - *select province* - [4x6"] mceclip9.png 1. Select an expiry date in the field provided, or check No Expiry. 2. Check All CS Units (Total: #) to print labels for all cases in the Casing Run, or check Range of IDs to specify a case range. - Internal Case ID [4x6"] mceclip10.png 1. Select an expiry date in the field provided, or check No Expiry. 2. Check All CS Units (Total: #) to print labels for all cases in the Casing Run, or check Range of IDs to specify a case range. 11. Click Print Sample to print a sample CS unit label. - If the sample has a printing error, diagnose the printing issue before proceeding to the next step. 12. Click Print to print the case labels. Affix the labels to the cases immediately. mceclip11.png From the Casing Runs tab, you can also Create a Casing Run or Restock Cases.

Last updated on Feb 03, 2026

How to Stop Selling a Product

In the event of a product recall, a license holder must quickly pull the affected product from the Client Portal so that no further units are sold. Required permission(s): product_read, product_update 1. In the Products module, select a product. This opens the Product's Profile. [img product-overview] 2. Click the mceclip1.png icon to open a menu of options. mceclip2.png 3. Select Stop Selling.This marks the product and its SKUs as Unavailable For Purchase. mceclip0.png If a recall is specific to a single SKU, the license holder can Stop Selling an Individual SKU. This removes the affected SKU from the Client Portal and leaves any other SKUs available for sale. Visit the Recall Process Guide for more information on what to do in the event of a product recall.

Last updated on Feb 03, 2026

How to Set Up Starting Material SKUs (Plants and Seeds) for Client Sales

The process outlined in this article is specific to Creating and Selling Starting Materials (Plants & Seeds). For information on creating packaged products, visit the articles on How to Create a New SKU and How to Set up a SKU for Client Sales. Required permission(s): product_read, product_update 1. In the Products module, select the appropriate product. mceclip0.png 2. Follow the process to Create a New SKU. Fill in and save all fields in the SKU Setup section on the Overview tab. mceclip1.png 3. Open the Client Sales Setup tab. mceclip2.png 4. Click Edit to unlock the fields. 5. Under Allow Back Orders, open the drop-down menu and select Yes. - Note*: This is an essential step. As starting materials are not packaged, the available inventory for these products is not determined through Packaging Runs. Allowing back orders ensures there is always an infinite amount of the SKU available.* mceclip3.png 6. Enter the SKU's client-facing information in the other fields provided. Fields that do not apply to plants or seeds will be greyed out. - Basic Information mceclip4.png - Retail Name: The SKU's retail name. This is different from the SKU's internal name in the SKU Setup section of the Overview tab; the retail name should be descriptive. - Public Visibility: Indicates whether or not the SKU information will be publicly visible. Select Not Visible if the SKU is not yet ready for retail. - Charge Tax: Indicates whether or not to charge tax on the SKU. - Maximum Quantity: The maximum quantity of the SKU a client is allowed to purchase in a single order. - Prescription Deduction: The number of grams a single SKU will be deducted from the client's prescription allowance. This does not apply to plants or seeds. - Pricing mceclip5.png - Consistent Pricing/Regional Pricing: Indicate whether to offer a consistent price nationwide or specify a unique price in every Canadian province. - Learn more about Regional Pricing. - Retail Price: The SKU's retail price. - Sale Price: The SKU's sale price. - Other mceclip6.png - Input Label: A brief description of the SKU. Click the Save as Formatted Text radio button to unlock text formatting options. - Bottle Label Template Background: This allows you to upload an image to serve as the label's background template. 7. Click Save to finalize the SKU. The Plant or Seed SKU is now available for purchase with sufficient inventory to fulfill orders. mceclip7.png Visit the Orders module to Fulfill an Order with Plants or Fulfill an Order with Seeds.

Last updated on Feb 03, 2026

How to Create a Casing Run

To create inventory to sell to vendors through Sales Orders in wholesale transactions, a license holder must package EA units into cases–also known as CS units–through a Casing Run. Before creating a casing run, ensure the SKU has EA units available. If not, Create a Packaging Run or Add Received Inventory. Required permission(s): product_read, casing_run_read, casing_run_create 1. In the Products module, select a product. [img product-overview] 2. Select a SKU to open the SKU's Profile. [img sku-overview] 3. Open the Cases tab. [img sku-cases] 4. Select a Case SKU to open the Case SKU's Profile. [img case-sku-overview] 5. Open the Casing Runs tab. [img casing-runs] 6. Click New. This opens the New Casing Run workflow in Step 1: Select Bulk Lot. mceclip5.png 7. Select the source Bulk Lot from which to pull inventory for the Casing Run. All inventory in a Casing Run must be from the same Bulk Lot, so you may select only one Bulk Lot. 1. Click Select Bulk Lot. This opens a modal that lists all Bulk Lots with enough packaged inventory to create at least one unit of the selected Case SKU. mceclip0.png 2. Choose a Bulk Lot by clicking a radio button in the leftmost column. mceclip1.png 3. Click Select. The modal will close, and the Bulk Lot's basic information will populate in the Bulk Lot Information section. mceclip2.png - Note*: Click Change Bulk Lot to return to sub-step a and select a different Bulk Lot. You can create a Casing Run from a Bulk Lot that is waiting for QA, but the Bulk Lot must be QA Approved before the cases can be sold to vendors.* 4. Click Proceed to advance to Step 2: Add Inventory And Enter Casing Quantity. mceclip3.png 8. Select one or more Packaging Runs and/or Received Inventory to contribute EA units to the casing run. The Add Packaging Runs button will only appear if the Bulk Lot has Packaging Runs available for casing. Similarly, the Add Received Inventories button will only appear if the Bulk Lot has Received Inventories available for casing. - To add Packaging Runs: 1. Click Add Packaging Runs to open a modal with a list of the Bulk Lot's Packaging Runs. mceclip4.png 2. Select one or more Packaging Runs by checking boxes in the leftmost column. mceclip5.png 3. Click Add to select the run(s) for casing. mceclip6.png - Note*: If you select an unreleased Packaging Run a confirmation modal will appear. You can case bottles from an unreleased Packaging Run, but the run must be released before the cases can be sold to vendors. Click Continue to acknowledge these conditions.* mceclip12.png - To add Received Inventories: 1. Click Add Received Inventories to open a modal with a list of the Bulk Lot's Received Inventories. mceclip7.png 2. Select one or more Received Inventories by checking the boxes in the leftmost column. mceclip8.png 3. Click Add to select the inventories for casing. mceclip9.png - Note*: If you select unreleased Received Inventory a confirmation modal will appear. You can case bottles from unreleased inventory, but the inventory must be released before the cases can be sold to vendors. Click Continue to acknowledge these conditions.* mceclip16.png 9. For each Packaging Run or Received Inventory selected, enter the quantity of EA units to exclude from casing in the field provided. This is an optionalstep. In a Casing Run, EA units are cased in First-In-First-Out (FIFO) order. This means that the oldest bottles in the Packaging Run or Received Inventory will be packaged first. Use the EA Units to Exclude from Casing field(s) to conserve EA units in an inventory. mceclip10.png 10. Enter the number of CS (case) units to create in the field provided. This maximum number of cases you can create in a Casing Run depends on the quantity of EA units in the selected inventories. mceclip11.png 11. Select the casing date in the field provided. mceclip20.png 12. Click Proceed to advance to Step 3: Review And Confirm. mceclip12.png 13. Review the information on this page. If everything is in order, click Confirm and Create to package EA units into cases. mceclip22.png Upon creating a Casing Run, you should immediately Print Case Labels for the new cases and Download a Casing Record. To return cased bottles to the available inventory, Restock Cases from the Casing Run.

Last updated on Feb 03, 2026

How to Print a Product Label

Upon creating a new product, a Product Manager should immediately print a label for the product. Each product label includes a unique barcode that Packaging Associates can scan to select the product when creating Packaging Runs through the Gun App. Product managers should affix product labels to the shelves on which products are stored, or to documents used during the packaging process. Packaging Associates can also Print All Product Barcodes on an 8.5" X 11" page through the Settings module. Required permission(s): product_read 1. In the Products module, select a product. [img product-overview] 2. Click Print Label. This opens a printing modal. mceclip1.png 3. Open the drop-down menu provided, and select a printer. mceclip2.png 4. Click OK to print the product label. Affix the label to the shelf on which the product is stored, or to an inventory management document for the product. mceclip3.png From the Products module, Packaging Associates or Product Managers can also print labels for units packaged through Packaging Runs or Received Inventory. You also Print Case Labels for cases packaged through Casing Runs.

Last updated on Feb 03, 2026

How to Set up a SKU for Client Sales

The Client Sales Setup tab stores client-facing information for a SKU–or Stock Keeping Unit. Any information input here will be publicly visible on the SKU's page in the Client Portal. This is also where the SKU's cannabinoid potency defaults are configured. For some product types, like products with the Extracts - Ingested and Extracts - Inhaled subclasses, a license holder can decide whether the portal will pull potency information from an associated lab report or default potencies. For other product subclasses, like Topicals (Discrete) and Edibles, publicly visible potency information does not pull from a lab report and must be configured on the Client Sales Setup tab. Visit the Guide to Portal Potency Displays for a breakdown of how publicly visible potency information is configured for each product type. Required permission(s): product_read, product_update 1. In the Products module, select a product. mceclip0.png 2. Select a SKU. This opens the SKU's Profile. mceclip1.png 3. Open the Client Sales Setup tab. mceclip2.png 4. Click Edit to unlock the page's fields. 5. Populate the fields in the Basic Information section. Mandatory fields are marked with an asterisk. mceclip3.png - Retail Name: The SKU's retail name. This is different from the SKU's internal name in the SKU Setup section of the Overview tab; the retail name should be descriptive. - Public Visibility: Indicates whether or not the SKU information will be publicly visible. Select Not Visible if the SKU is not yet ready for retail. - Charge Tax: Indicates whether or not to charge tax on the SKU. - Allow Back Orders: Indicates whether or not to allow backorders. Select Yes if the SKU is a plant, seed, or accessory. For bottled cannabis products–dried flower, oil extract, or capsules–select No. - Maximum Quantity: The maximum number of EA units of this SKU a client is allowed to purchase in a single order through the Client Portal. - Net Weight: The SKU's net weight, in grams. - This field will be pre-populated if you have completed the SKU Setup section on the Overview tab. - Net Volume: The SKU's net volume, in ml. This only applies to oil products. - This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids. This field will be pre-populated if you have completed the SKU Setup section on the Overview tab. - Shipment Weight: The SKU's approximate shipment weight, including packaging. - Dried Gram Equivalent: Each EA unit's approximate equivalent to a dried gram product, in grams. This provides consumers with a single unit of measurement that they can use to compare different cannabis product potencies. - This field will only appear if the product's type is not Dried. - Prescription Deduction: The number of grams a single SKU will be deducted from the client's prescription allowance. This only applies to cannabis products. - Discrete Unit per EA Unit: The number of discrete units in a single EA unit. - This field only appears if the product type is measured in discrete units. This applies to products like pre-rolls, capsules, and cookies–cannabis in a form that can be counted at the unit level. - Net Weight per Discrete Unit: The net weight, in grams, of a single discrete unit. - This field only appears if the product type is measured in discrete units. - Net Volume per Discrete Unit: The net volume, in milliliters, of a single discrete unit. - This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids AND the product is measured in discrete units. 6. Configure the SKU's pricing details in the Pricing section. Mandatory fields are marked with an asterisk. mceclip4.png - Select Consistent Pricing to offer a consistent price nationwide. Select Regional Pricing to set a unique price in each Canadian province. Learn more about Regional Pricing. - Retail Price:The SKU's retail price. - Sale Price: The SKU's sale price. 7. Configure the SKU's potency information in the Potency Setting and/or Default Potencies sections. Different fields will appear in these sections depending on the product's type subclass, which affects how potency information is displayed in the Client Portal. Some product types pull potency information from an associated lab report, while other product types must have potency information configured manually. Visit the Guide to Portal Potency Displays for a breakdown of how publicly visible potency information is configured for each product type. mceclip5.png - Regardless of the product type and the potency unit-of-measure, all cannabis products will include default potency fields for THC, Total THC, CBD, and Total CBD. If the SKU is measured in discrete units, this potency information will be per discrete unit. 8. Configure the SKU's marketing information in the Other section. mceclip6.png - Input Label: A brief description of the SKU. Click the Save as Formatted Text radio button to unlock text formatting options. - Bottle Label Template Background: This allows you to upload an image to serve as the bottle label's background template. - Nutrition Information Image: Upload the SKU's nutrition information table. This option only appears for Edible SKUs. 9. Click Save to finalize the SKU's client-facing information. mceclip7.png If the SKU will be available for wholesale purchases, visit the Cases tab to Create a Case SKU. You can also Create Combo SKUs to group multiple SKUs into a single, saleable product.

Last updated on Feb 03, 2026

How to Create a New SKU

A single product may break down into several SKUs–or Stock Keeping Units–if the license holder offers the product in several options. For example, a dried cannabis product may be available in multiple sizes–5g, 10g, 20g, etc. Follow the steps below to create a new SKU. Required permission(s): product_read, product_create, product_update 1. In the Products module, select a product. [img product-overview] 2. In the SKUs section, click New SKU. This opens the Create SKU modal. mceclip1.png 3. Enter a unique name for the new SKU and click Create. The new SKU will appear in the SKUs section. mceclip0.png 4. Click on the SKU to open the SKU's Profile. mceclip1.png 5. Click Edit to unlock the fields in the SKU Setup section. 6. Enter information about the new SKU in the fields provided. Mandatory fields are marked with asterisks: - Basic Information mceclip2.png - SKU Name: The SKU's internal name. This may be different than the SKU's retail name. - Market: Indicates whether the SKU is intended for the recreational, medical, or international market, or if it is market agnostic. This field is for internal use only and will not affect a SKU's availability. For example, if a SKU's market is set to Recreational, the SKU will still be available for purchase to medical clients in the Client Portal. - SKU Description (En.): A brief description of the SKU, in English. - SKU Description (FR.): A brief description of the SKU, in French. - Content Note: The fields in this section vary depending on the SKU's product subclass, and SKUs of the Other class–Plants, Seeds, and Accessories–will not have a Content section at all. If the SKU's Profile is missing necessary fields, visit the product's Edit tab to change the product's type. mceclip3.png - Net Weight: The net weight, in grams, of cannabis in a single EA unit. When packaging units through a Packaging Run, the value in the Net Weight field determines each bottle's weight allowance. - Net Volume: The net volume, in milliliters, of cannabis in a single EA unit. When packaging units through a Packaging Run, the value in the Net Volume field determines each bottle's volume allowance. - This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids. - Dried Gram Equivalent: Each EA unit's approximate equivalent to a dried gram product, in grams. This provides consumers with a single unit of measurement that they can use to compare different cannabis product potencies. - This field will only appear if the product's type is not Dried. - Shipment Weight: The weight per unit, including the weight of the bottle and packaging. - Discrete Unit per EA Unit: The number of discrete units in a single EA unit. - This field only appears if the product type is measured in discrete units. This applies to products like pre-rolls, capsules, and cookies–cannabis in a form that can be counted at the unit level. - Net Weight per Discrete Unit: The net weight, in grams, of a single discrete unit. - This field only appears if the product type is measured in discrete units. - Net Volume per Discrete Unit: The net volume, in milliliters, of a single discrete unit. - This field will only appear if the product's type is Extracts, Topicals, or Edibles - Non-Solids AND the product is measured in discrete units. - Pricing mceclip6.png - Wholesale Price: The SKU's wholesale price. - This is a mandatory field, as this price is used to calculate closing inventory values on monthly reports. - MSRP: The manufacturer's suggested retail price (MSRP) for the SKU. - Min. Price: The SKU's lowest possible price. - Max. Price: The SKU's highest possible price. - Barcode Data mceclip8.png - GTIN-14: The SKU's 14-digit Global Trade Item Number. This field must be unique; no two SKUs can have the same GTIN-14 number. - UPC: The SKU's 12-digit Universal Product Code. This field must be unique; no two SKUs can have the same UPC number. - Note*: A SKU will usually require one of these numbers, but not both.* - Integration mceclip7.png - External Code: A mapping field to use when integrating with external systems. Click Save to store the SKU's information. mceclip8.png If the SKU will be available for purchase on the Client Portal, visit the Client Sales Setup tab to Set Up the SKU for Client Sales. If the SKU will be available for wholesale purchases, visit the Cases tab to Create a Case SKU. You can also Create Combo SKUs to group multiple SKUs into a single, saleable product.

Last updated on Feb 03, 2026

How to Create a New Product

All products sold by a license holder must be configured in the Products module. Follow the steps below to create a new product. Required permission(s): product_read, product_create 1. In the Products module, click New. This opens the Create Product modal. mceclip0.png 2. Enter a unique name for the product in the field provided. mceclip1.png 3. Select a Product Type from the drop-down menu. mceclip2.png - Note*: The product type determines which fields and options will be available in the product's SKU Profiles, as different product types function differently during the packaging and fulfillment workflows. Visit the Settings tab to Create a New Product Type.* 4. Click Create to save the new product. mceclip3.png Visit the Product's Profile to Edit the product's strain and other information, Add the Product to a Sales Channel, and Create a New SKU.

Last updated on Feb 03, 2026

Products Module

The Products module manages a license holder's products and Stock Keeping Units (SKUs). Here, Product Managers can create new products and SKUs, manage inventory, and determine the product information and images that appear on the Client Portal. The Products module splits into two tabs: Products, and Settings. Opening the Products module brings you to the Products dashboard. Dashboard mceclip0.png The Products dashboard provides a high-level overview of all products saved to the license holder's system. Sort this product list using any one of several fields: - ID: Sorts by ID numbers. - Product Name: Sorts alphabetically by name. - Strain: Sorts alphabetically by product strain. Product strains are user-configured categories used to group products with similar characteristics. Visit the Product Strains sub-tab to Add a New Product Strain. - Type: Sorts by product type. Product types identify the nature of the product and determine the options and fields that appear in the product's SKU Profiles. The dashboard also displays the available units of each product, as well as which products allow backorders. mceclip0.png Filter the list using the options above the product index. Select the Show Archived radio button to view archived products, or use the Search bar to enter specific search criteria. Click New to Add a New Product. Select a product from the index to open the Product's Profile.

Last updated on Feb 03, 2026

How to Create a Case SKU

To sell cannabis products to vendors through the Wholesale application, license holders must configure Case SKUs to allow the vendors to buy units in bulk. Required permission(s): product_read, product_create, product_update 1. In the Products module, select a product. [img product-overview] 2. Select a SKU from the product's Overview tab. This opens the SKU's Profile. [img sku-overview] 3. Open the Cases tab. [img sku-cases] 4. Click New. This opens a Create Case modal. mceclip3.png 5. Enter a name and the quantity of Base SKU units per case in the fields provided. - Note*: You cannot edit the Qty. of Base field after creating the Case SKU.* mceclip0.png 6. Click Create.The new Case SKU will appear in the index on the Cases tab. mceclip1.png 7. Select the new Case SKU to open the case's Overview tab. mceclip2.png 8. Click Edit to unlock editing capabilities. 9. Enter information about the new Case SKU in the fields provided in the SKU Setup section: - Basic Information - SKU Name: The Case SKU's internal name. - Market: Indicates whether the Case SKU is intended for the recreational market or medical market, or if it is market agnostic. This field only applies to cannabis products. - SKU Description (En.): A brief description of the Case SKU, in English. - SKU Description (FR.): A brief description of the Case SKU, in French. - Pricing - Wholesale Price: The Case SKU's wholesale price. - MSRP: The manufacturer's suggested retail price (MSRP) for the Case SKU. - Min. Price: The Case SKU's lowest possible price. - Max. Price: The Case SKU's highest possible price. - Barcode Data - GTIN-14: The SKU's 14-digit Global Trade Item Number. - UPC: The SKU's 12-digit Universal Product Code. - Integration - External Code: A mapping field for use with integration with external systems. This field is only relevant to license holders who integrate their Seed-to-Sale environment with other software programs. - Physical Specifications - Length: The Case SKU's length when packaged, is in centimetres. - Width: The Case SKU's width when packaged, is in centimetres. - Height: The Case SKU's height when packaged, is in centimeters. 10. Click Save to finalize the Case SKU. mceclip3.png To package bottles–or EA units–into cases, visit the Casing Runs tab and Create a Casing Run.

Last updated on Feb 03, 2026

Missing Products Error

A product or SKU will not show up for sale in the Client Portal or Orders module unless the following conditions are fulfilled: - The product and client must be part of the same sales channel. mceclip0.png Sales channels match clients with products; to purchase a product, the client and product must both be added to the same sales channel. A client must be in at least one sales channel to order products, and a product must be in at least one sales channel before it can be sold. 1. Visit the Sales Channels tab in the Product's Profile and, if necessary, Add the Product to a Sales Channel. 2. Visit the Sales Channels tab in the Client's Profile and, if necessary, Add the Client to a Sales Channel. - There must be sufficient inventory. mceclip1.png The available inventory of a cannabis product SKU is determined after bottles are packaged through Packaging Runs or received through Received Inventory. If a SKU has no Packaging Runs or Received Inventory, or if the inventory is Unreleased, the SKU will be unavailable for purchase. Check for sufficient inventory through the following steps: 1. Check for inventory created through Packaging Runs. mceclip2.png 1. Open the Inventory tab in the SKU's Profile, and select the Packaging Runs sub-tab. If there are no Packaging Runs, or if all units from Packaging Runs have already been sold, Create a Packaging Run or Mass Packaging Run. 2. If a Packaging Run is Open, Close the Packaging Run. 3. If a Packaging Run is Closed but Unreleased, Release the Packaging Run. 2. Check for Received Inventory. mceclip3.png 1. Open the Inventory tab in the SKU's Profile, and select the Received Inventory sub-tab. If there are no received inventory records, Add Received Inventory through the Wholesale application. 2. If any received inventory is unreleased, Release the Inventory. - The associated Bulk Lot must be QA Approved. mceclip4.png Packaging associates can package bulk cannabis through Packaging Runs before the Bulk Lot has passed QA testing. However, the Packaging Run cannot be released as available inventory until the Bulk Lot is in the QA-released status. To navigate back to the associated Bulk Lot, open the Inventory tab in the SKU's Profile, find the relevant Packaging Run or Received Inventory, and click the link in the Bulk Lot column. This will open the Bulk Lot's Forensics tab. If the Bulk Lot is Waiting on QA, complete the required quality assurance processes: 1. Ensure the Bulk Lot has at least one Retained Sample. 2. Ensure the Bulk Lot has an Active lab report. - Send a Sample for Testing and Create a Lab Report - Update a Lab Report with COA Results - Ensure that all fields in the Cannabinoids sub-tab are complete. - If the Bulk Lot is oil, ensure the Oil Equivalency Factor is recorded in the Other tab. - If the Bulk Lot is oil, ensure the Carrier Oil field is complete. 3. Release the Bulk Lot. When developing products, follow the Seed-to-Sale Process Guide to avoid these issues.

Last updated on Feb 03, 2026