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By Customer Success Team
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How to Add a Vendor Address

When Creating a Sales Order, you must select a vendor with at least one address saved to act as the shipping address and billing address. Each address may have a distinct licence number. Follow the steps below to add the vendor address. Required permission(s): vendor_read, address_update 1. In the Wholesale application, open the Vendors tab. [img vendors-index] 2. Select a vendor to open the Vendor's Profile. [img vendor-profile] 3. Open the Edit tab. [img vendor-edit] 4. Scroll down to the Addresses section, and click Add an Address. This opens a modal. mceclip0.png 5. Enter information about the new address in the fields provided. An asterisk* indicates that a field is mandatory. mceclip1.png - Name: The address/facility name. - Street 1: The street address. - Street 2: The apartment or unit number, if applicable. - Country: The address' country. - City: The address city. - Province/State/Region: The address' province or state. - Postal Code/ZIP: The address' postal code or ZIP code. - Phone Number: The address' primary phone number. - Fax: The address' fax number. - Email: The address' associated email address. - Licence Number: The location's licence number. Each address may have a unique licence number. - Licence Types: Describes the nature of the licence. The options selected here affect which options appear when setting a Sales Order's purpose. - These options only appear if the address is in Canada. - Description: A brief description of the address. 6. Click Add to save the address. mceclip2.png From the Vendor's Profile, add or edit the vendor's Contacts or Websites.

Last updated on Feb 03, 2026

How to Create a Vendor

Vendors are wholesale purchasers who submit bulk orders to the license holder. Each vendor can have multiple licence numbers–one for each address associated with the vendor. Required permission(s): vendor_read, vendor_update 1. In the Wholesale application, open the Vendors tab. [img vendors-index] 2. Click New to open a blank Vendor Profile on Step 1: General Information. mceclip1.png 3. Configure the vendor’s General Information in the fields provided. An asterisk* denotes a required field. mceclip0.png - Vendor Name: The vendor’s name. - Vendor Type: Indicates whether the vendor is a wholesale supplier, customer, or both. - Phone Number: The vendor’s primary phone number. - Fax: The vendor’s primary fax number. - Code: The vendor’s abbreviated code. - Language: The vendor’s primary language. - Vendor Category: The vendor’s category. Vendor categories are a method used to group vendors with similar properties. - Visit the Settings tab to Add a New Vendor Category. - Description: A brief description of the vendor. - Tax ID(s): The vendor’s HST, GST, PST, and QST tax numbers, if applicable. 4. Add the vendor's website information, if applicable. 1. In the Websites section, click Add a Website. mceclip1.png 2. Enter the website's URL in the field provided, and write a brief description. mceclip2.png 3. Click Add to save the website. Repeat as necessary. mceclip3.png 5. Click Continue to proceed to Step 2: Addresses & Contacts. mceclip4.png 6. Configure the details of at least one shipping/billing address associated with the vendor. 1. In the Addresses and Associated Details section, click Add an Address. This opens a modal. mceclip5.png 2. Enter the address in the fields provided. An asterisk* denotes a required field. mceclip7.png - Name: The location's name. - Address Line 1/2: The location’s address. - City: The location’s city. - Province/State/Region: The location’s province/state/region - Postal Code / ZIP: The location’s postal/ZIP/mailing code. - Country: The location’s country. - Phone Number: The location’s primary phone number. - Fax: The location’s primary fax number. - Email: The location’s primary email address. - Licence Number: The location’s licence number. Each address may have a unique licence number. - Licence Types: Describes the nature of the licence. The options selected here affect which options appear when setting a Sales Order's purpose. - These options only appear if the address is in Canada. - Description: A brief description of the location. 3. Click Add to save the address. Repeat as necessary. mceclip8.png 7. Configure at least one point of contact. 1. In the Contacts section, click Add a Contact. This opens a modal. mceclip9.png 2. Enter the contact's information in the fields provided. mceclip10.png - First Name: The contact’s first name. - Last Name: The contact’s surname. - Job Title: The contact’s job title. - Primary Phone Number: The contact’s primary phone number. - Alternate Phone Number: The contact’s alternate phone number. - Fax: The contact’s fax number. - Email: The contact’s email address. 3. Click Add to save the contact. Repeat as necessary. mceclip11.png 8. Click Save to finalize the new vendor. mceclip12.png Before a licence holder can create a Sales Order for the new vendor, the vendor must be Approved.

Last updated on Feb 03, 2026

How to Download a Shipment Invoice

The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment and serves as a financial snapshot for the license holder to request payment from the vendor. Be sure to forward the invoice to the vendor before or concurrent with shipping the shipment. The shipment invoice doubles as a picking list for Fulfillment Associates to use when picking and packing the shipment. Required permission(s): sales_order_read, shipment_read 1. In the Wholesale application, open the Sales Orders tab. It should be open by default. [img sales-order-index] 2. Select a Sales Order to open the Sales Order's Profile. [img sales-order-profile-unpackaged] 3. Open the Shipments tab. [img shipments-tab] 4. Locate the correct shipment, and click the mceclip0.png icon in the rightmost column to open the menu. [img shipment-menu] 5. Click Download Invoice PDF. This prompts a shipment invoice PDF to download. - Note*: The shipment must be Approved before you can download a shipment invoice. Visit the Shipment's Profile to Manage a Shipment's Status.* mceclip0.png You can also proceed from the Shipments tab to the Shipment Profile and print the shipment invoice from there. 1. From the Shipments tab, select a shipment. This opens the Shipment's Profile. [img shipment-profile] 2. In the Overview section, click Invoice. This prompts a shipment invoice PDF to download. - Note*: The Invoice button will not be clickable unless the shipment has been approved. Open the Status drop-down menu to Manage the Shipment's Status.* mceclip1.png From a Shipment's Profile, you can also Download a Packing Slip.

Last updated on Feb 03, 2026

Shipment Profile

The line items requested in a Sales Order are delivered to the vendor through shipments, and from a Shipment Profile, a license holder has access to essential information and actions for a specific shipment. A Sales Order may be fulfilled through a single, large shipment. However, the Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several smaller shipments. If a license holder opts to fulfill a Sales Order with multiple shipments, they cannot create a second shipment until the first shipment has shipped. In Packaged Sales Orders, shipments group cases of packaged cannabis. In Unpackaged Sales Orders, shipments group Bulk Packs of unpackaged cannabis. mceclip0.png A Shipment Profile splits into three tabs: Overview, Edit, and Notes & Documents. Opening a Shipment Profile brings you to the Overview tab by default. Overview [img shipment-profile] mceclip2.png The Overview tab displays basic information about the shipment, including the vendor's contact information and shipping address, the associated Sales Order and purchase order, and the inventory included in the shipment. Additionally, if the shipment has been Shipped or Delivered, the shipping and delivery dates will populate under the headings provided. These dates can be edited at any time. Click the Sales Order's reference ID to navigate back to the Sales Order's Profile. To update the inventory to be shipped, visit the Edit tab. If the shipment's Sales Order has multiple shipments, you can navigate between shipments using the links under the Associated SO Shipments heading. mceclip3.png From the Overview tab, you can Download a Shipment Invoice or Download a Packing Slip. The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment and serves as a financial snapshot for the license holder to request payment from the vendor. The shipment invoice also doubles as a picking list for Fulfillment Associates to use when picking and packing a shipment. Before you can download a shipment invoice, the shipment must meet internal approval. The packing slip provides the vendor's bulk purchaser with information on a shipment's contents so they can confirm the contents upon delivery. When picking and packing a shipment, be sure to include a packing slip with the shipment. Shipment Statuses mceclip2.png License holders track the progress of a shipment by Changing the Shipment's Status through the Status drop-down menu. At present, a shipment's status does not update automatically, so users must manually adjust a shipment's status as it enters each stage: - Open: A freshly created shipment waiting on internal approval - Approved: The shipment has met internal approval. A user can now download the shipment invoice. - Picked & Packed: The line items in the shipment have been picked from the inventory and packed for shipment, but they have not been shipped yet. - Shipped: The shipment has shipped. Marking a shipment as Shipped removes the inventory from the system. - Delivered: The vendor has received the shipment Marking a shipment as Delivered finalizes the shipment. - Canceled: The shipment has been canceled. Edit mceclip4.png The Edit tab allows you to Edit the Contents of the Shipment by adding or removing Case IDs, Bulk Packs, and Other Charges. The Edit tab is only available to shipments that are Open, Approved, or Picked & Packed. The tab disappears once the shipment is Shipped or Delivered. Notes & Documents mceclip6.png Through the Notes & Documents tab, you can add notes about the shipment, or upload relevant documents. Adding a note in the Notes section is helpful if a shipment has special conditions or details that the license holder must accommodate. For example, if a shipment is the license holder's first delivery to a vendor, you might add a note to remind Fulfillment Associates to include a welcome package with the shipment. When creating a note, you can check the Trigger pop-up notification box so that the note will appear whenever someone opens the Shipment's Profile. mceclip5.png The Documents section allows you to upload additional documents relevant to the shipment. Additionally, any time you generate a shipment invoice or a packing slip, it is saved as an entry in this section. Visit the Sales Order Profile to create a new shipment with Packaged Items or Bulk Cannabis.

Last updated on Feb 03, 2026

Sales Order Profile

From the Sales Order Profile, you can access essential information and actions for a specific Sales Order. In response to a vendor's purchase order–a request for a wholesale order–a license holder creates a Sales Order to accept the request, confirm their end of the transaction, and manage shipments to the vendor. mceclip0.png A Sales Order Profile splits into four tabs: Overview, Edit, Shipments, and Notes & Documents. Opening the Sales Order Profile brings you to the Overview tab by default. Overview [img sales-order-profile-unpackaged] mceclip1.png The Overview tab displays basic information about the Sales Order, including the vendor's contact information and shipping address, the purchase order's reference ID number, the payment terms, and the total cost of all line items. To alter the vendor's contact information, click the vendor's name to navigate to the Vendor's Profile.To update the Sales Order's payment terms, order and delivery dates, or line item information, visit the Edit tab. Sales Order Statuses mceclip2.png A license holder tracks the progress of a Sales Order by Changing the Sales Order's Status through the Status drop-down menu. At present, a Sales Order's status does not update automatically, so you must manually adjust a Sales Order's status as it enters each stage. Sales Order statuses are: - Open: A freshly created Sales Order; the contents and pertinent information have not been finalized. - Pending Approval: The contents of a Sales Order have been finalized, but the Sales Order is waiting on internal approval. - Approved: The Sales Order has met internal approval. Users can now download the Sales Order's invoice and create shipments. - Partially Fulfilled: The vendor has received some but not all of the order. This status is only relevant in cases where the license holder fulfills the order through multiple shipments. - Fulfilled: The order has been fulfilled; the vendor has received the entire order. - Note*: You cannot mark a Sales Order as fulfilled until all shipments are complete.* - Canceled (User Error): The Sales Order has been canceled due to user error on the license holder's end. - Canceled (Order Cancelled): The Sales Order has been canceled from the vendor's end. mceclip3.png From the Overview tab, you can download the Sales Order's invoice. The Sales Order invoice confirms the order's contents, including line items, cost, and terms of payment. Before you can download the Sales Order's invoice or create a shipment, the order's status must be Approved. The license holder must send a Sales Order invoice PDF to the vendor as soon as a new sales order is Approved. Click to Download the Sales Order Invoice. The line items requested in the Sales Order are delivered to the vendor through one or multiple shipments. Click Create Shipment to create a new shipment of Packaged Items or Bulk Cannabis. You can also create shipments from the Shipments tab. However, you cannot create a new shipment if the Sales Order already has an open shipment. Visit the Shipment Profile for more information on shipments. Edit mceclip2.png Through the Edit tab, you can update the Sales Order's details as necessary. If the Sales Order's vendor information changes, update the fields in the Vendor section. If the details of the order change, or to add or remove line items from the order or adjust tax settings, update the fields in the Details section. Please note that a Sales Order with active shipments cannot be edited. Shipments [img shipments-tab] The line items requested in the Sales Order are delivered to the vendor through shipments, and the Shipments tab displays all shipments associated with the order. The Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several shipments. Conversely, a license holder may deliver the entire order through a single shipment. The Shipments tab lists all shipments in tabular format, with essential information about each shipment. The columns vary depending on whether the Sales Order hosts Packaged or Unpackaged cannabis: - ID: The shipment's unique ID number. - Status: The shipment's status. - Visit the Shipment's Profile to learn more about shipment statuses. - Shipment Weight/Volume/Units: The total amount of bulk cannabis included in the shipment. These columns only appear for Unpackaged shipments. - Shipment Total: The total value of all inventory in the shipment. Once a shipment has been Approved, click the mceclip1.png icon to Download a Shipment Invoice or Download a Packing Slip. The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment and serves as a financial snapshot for the license holder to request payment from the vendor. The packing slip provides the vendor's bulk purchaser with information on a shipment's contents, so they can confirm the contents upon delivery. If the Sales Order is Unpackaged, this menu will also include an option to Print Bulk Pack Labels. Click New to create a new shipment with Packaged Items or Bulk Cannabis. Please note that you cannot create a new shipment if the Sales Order has an Open shipment. The first shipment must ship before you can create a second shipment. mceclip6.png Select a shipment to open the Shipment's Profile. Notes & Documents mceclip0.png The Notes & Documents tab allows users to add notes about the Sales Order, or upload relevant documents. Adding a note in the Notes section is helpful if a Sales Order has special conditions or details that the license holder must accommodate. For example, if a Sales Order is the license holder's first transaction with a vendor, you might want to add a note to remind other employees to give the vendor special consideration when fulfilling and delivering the order. When creating a note, you can check the Trigger pop-up notification box so that the note will appear whenever someone opens the Sales Order's Profile. mceclip7.png The Documents section allows you to upload additional documents relevant to the Sales Order. Additionally, any time a user generates a Sales Order invoice, it is saved as an entry in this section. Visit the Sales Orders tab to create a new Sales Order with Packaged Items or Bulk Cannabis.

Last updated on Feb 03, 2026

Vendor Profile

A Vendor Profile stores and displays pertinent information about a specific vendor. A vendor is any partner company with whom the licence holder has agreed to buy or sell large cannabis orders in wholesale transactions. Usually, a vendor is a customer–a retailer–who purchases cannabis to sell to the public. A vendor can have any number of locations, and each address can be assigned a distinct licence number. mceclip0.png A Vendor Profile splits into three tabs: Overview, Edit, and Notes & Documents. Opening a Vendor Profile brings you to the Overview tab by default. Overview [img vendor-profile] The Overview tab displays basic information about the vendor, including a brief description, the vendor's type and category, and tax information. The tab also organizes the vendor's address and licence details, points of contact, and websites in distinct sections. Visit the Edit tab to update this information as necessary. The Status drop-down menu indicates whether or not the vendor has met internal approval. Vendors must be approved before wholesale transactions can take place. Open the drop-down menu to Change the Vendor's Status. To archive the vendor, click the icon and select Archive. Edit [img vendor-edit] The Edit tab allows you to update the vendor's details at any time. If the vendor's basic information or financial details change, update the fields in the General Information section. If the vendor's contact information changes, or to add additional contact information, visit the Websites, Addresses and Associated Details, and Contacts sections. mceclip1.png Notes & Documents mceclip2.png The Notes & Documents tab allows you to add notes about the vendor, or upload relevant documents. Adding a note is helpful if a vendor has special needs or conditions that users must accommodate. For example, if a vendor's point-of-contact does not work on Fridays, you should add a note indicating that it's best to contact the vendor between Monday and Thursday. When creating a note, you can check the Trigger pop-up notification box so that the note will appear whenever someone opens the Vendor's Profile. mceclip3.png Visit the Settings tab to Customize Vendor Categories.

Last updated on Feb 03, 2026

Vendor Profile

A Vendor Profile stores and displays pertinent information about a specific vendor. A vendor is any partner company with whom the licence holder has agreed to buy or sell large cannabis orders in wholesale transactions. Usually, a vendor is a customer–a retailer–who purchases cannabis to sell to the public. A vendor can have any number of locations, and each address can be assigned a distinct licence number. mceclip0.png A Vendor Profile splits into three tabs: Overview, Edit, and Notes & Documents. Opening a Vendor Profile brings you to the Overview tab by default. Overview [img vendor-profile] The Overview tab displays basic information about the vendor, including a brief description, the vendor's type and category, and tax information. The tab also organizes the vendor's address and licence details, points of contact, and websites in distinct sections. Visit the Edit tab to update this information as necessary. The Status drop-down menu indicates whether or not the vendor has met internal approval. Vendors must be approved before wholesale transactions can take place. Open the drop-down menu to Change the Vendor's Status. To archive the vendor, click the icon and select Archive. Edit [img vendor-edit] The Edit tab allows you to update the vendor's details at any time. If the vendor's basic information or financial details change, update the fields in the General Information section. If the vendor's contact information changes, or to add additional contact information, visit the Websites, Addresses and Associated Details, and Contacts sections. mceclip1.png Notes & Documents mceclip2.png The Notes & Documents tab allows you to add notes about the vendor, or upload relevant documents. Adding a note is helpful if a vendor has special needs or conditions that users must accommodate. For example, if a vendor's point-of-contact does not work on Fridays, you should add a note indicating that it's best to contact the vendor between Monday and Thursday. When creating a note, you can check the Trigger pop-up notification box so that the note will appear whenever someone opens the Vendor's Profile. mceclip3.png Visit the Settings tab to Customize Vendor Categories.

Last updated on Feb 03, 2026

How to Create a Sales Order–Unpackaged Items

In response to a vendor's purchase order–or PO–requesting a wholesale order, a license holder will create a Sales Order to accept the request and confirm their end of the transaction. This process includes selecting the appropriate currency and configuring a tax type for the order or by line item. A Sales Order may include bulk, unpackaged cannabis, or Packaged Items. Required permission(s): sales_order_read, sales_order_create, tax_types_read 1. In the Wholesale application, open the Sales Orders tab. It should be open by default. [img sales-order-index] 2. Open the Create a Sales Order drop-down menu. mceclip0.png 3. Select with Unpackaged Items. This opens a New Sales Order on Step 1: Basic Information. mceclip1.png 4. Enter vendor information in the Vendor section. mceclip1.png - Vendor: Select an approved vendor from the provided drop-down menu. - Visit the Vendors tab to Add a New Vendor. - Contact: Select a vendor contact from the provided drop-down menu. - Visit the Vendor's Profile to Add a New Vendor Contact. - Shipping Address: Select the vendor's shipping address from the provided drop-down menu. - Visit the Vendor's Profile to Add a New Vendor Address. - Billing Address: Select the vendor's billing address from the provided drop-down menu. 5. Enter information about the Sales Order in the Details section. mceclip2.png - SO ID: The Sales Order's ID code. Leave this field blank to generate a unique ID. - Date Ordered: The date on which the order was placed. - Due Date: The date on which the Sales Order is due. - Order Purpose: The Sales Order's intended purpose. The options available depend on the license types at the vendor's shipping address. This selection will affect totals on the monthly CTLS and CRA reports. - Currency: The type of currency the order will use. - PO Reference ID: The corresponding purchase order's reference ID code. - Payment Terms: The Sales Order's payment terms. - Visit the Wholesale Settings tab to Add a New Payment Term. - Person Responsible: The person responsible for seeing the Sales Order through to completion. - Comments: Additional details about the Sales Order. 6. Click Continue to proceed to Step 2: Line Items & Taxes. mceclip3.png 7. Add unpackaged line items. 1. Click Add Line Item to summon a modal to select line items. mceclip0.png 2. Click Unpackaged Bulk Lot Product. This opens the Add Line Item workflow on Step 1: Select Item. The tab includes a menu of Bulk Lots saved to your Seed-to-Sale environment. mceclip1.png 3. Select a Bulk Lot by checking a radio button in the leftmost column. mceclip2.png - Use the search bar to quickly find a specific Bulk Lot. 4. Click Continue to proceed to Step 2: Choose Quantity. mceclip3.png 5. Enter the weight, volume, and discrete units to pull from the source Bulk Lot. mceclip4.png 6. Click Continue to proceed to Step 3: Set Price. mceclip5.png 7. Set the price of the line item in the field provided. You can set a price per gram or a total price for the entire weight of the item. mceclip6.png 8. Click Add to pull the line item into the Sales Order. mceclip7.png 9. Repeat as necessary. 8. Add other charges, if necessary. This is useful for adding costs that are not covered by pre-set values like taxes or products, such as packaging or shipping fees. 1. Click Add Line Item to summon a modal to select line items. mceclip0.png 2. Click Other Charge. mceclip10.png 3. Enter the item's name and price in the fields provided, and write a brief description of the charge. mceclip11.png 4. Click Add to apply the charge. mceclip8.png 9. Apply taxes to each line item. 1. Click Apply a Tax to open a menu of tax types. mceclip13.png 2. Select a tax type and click Continue. mceclip14.png 3. Indicate whether the tax type will apply to all line items in the Sales Order, to specific line items, to only cannabis products, or only other charges. - To apply the tax to specific line items, indicate which line items will use the tax type by checking their boxes. mceclip9.png 4. Click Add to apply the tax type. mceclip16.png 5. Repeat until all line items have a tax type assigned. You can apply multiple tax rates to a single line item if there are overlapping jurisdictions. 10. Click Save to finalize the Sales Order. Once the sales order is complete, Approve the Sales Order and Download a Sales Order Invoice.

Last updated on Feb 03, 2026

How to Add Received Inventory–Bulk Inventory

Rather than cultivating cannabis plants to harvest and process into saleable products, some license holders may purchase packaged inventory from another source to sell to their clients. You can use this feature to receive Packaged Items or Bulk Inventory. Required permission(s): product_read, production_read, bulk_lot_create, received_inventory_read, received_inventory_create 1. In the Wholesale application, open the Received Inventory tab. [img received-inventory-index-packaged] 2. Open the Bulk sub-tab. mceclip0.png 3. Click New. This opens a page to log newly received bulk inventory. mceclip1.png 4. Enter the inventory's source information in the fields provided. mceclip2.png - Source: The inventory's origin. Options are: - Domestic*: Inventory received from another domestic cannabis producer.* - Return*: Inventory returned from a previous sale.* - Other*: Inventory received by other means.* - External Order ID: The external order's unique ID number. Assigning an external order ID helps users keep track of Received Inventories from the same order. This is an optional field. 5. Associate the Received Inventory to a Bulk Lot. This may be a new Bulk Lot or an existing Bulk Lot of the appropriate type. - To create a new Bulk Lot: 1. Under Associate To, select New Lot. It should be selected by default. mceclip4.png 2. Configure information about the new Bulk Lot in the fields provided. mceclip3.png - Production: The new Bulk Lot's parent production. - Name: The new Bulk Lot's name. - Migrated ID: The Bulk Lot's ID number as it appears in the sender's management system. This is an optional field. - Bulk Lot Type: The Bulk Lot's high-level type. - Visit the Guide to Bulk Lot Types for more information. - Cannabis Form: The Bulk Lot's cannabis form. For reporting accuracy, select a cannabis form that describes the quality of cannabis in the EA units. - If necessary, visit the Productions module to Add a New Cannabis Form. - Total Weight/Volume/Units: The total amount of bulk cannabis received. The units of measure will vary based on the Bulk Lot's type. - Location: The Bulk Lot's location. - To select an existing Bulk Lot: 1. Under Associate To, select Existing Lot. mceclip6.png 2. Click Select Bulk Lot to open a menu of Bulk Lots. mceclip4.png 3. Select a Bulk Lot by checking its box in the leftmost column. - Filter the list by Bulk Lot type to quickly find a Bulk Lot that matches the received bulk inventory's cannabis form. mceclip5.png 4. Enter the weight/volume/units received in the fields provided. The units of measure available will vary based on the selected Bulk Lot's type. mceclip6.png 5. Click Select. If the Bulk Lot already contains weight, a warning modal will appear. As a best practice, each Bulk Lot should contain only inventory from the same source. mceclip7.png 6. Click Confirm & Select to close the modal. mceclip8.png 6. Review the inventory, source, and Bulk Lot information. If everything is in order, click Create. This creates the new Received Inventory and associates the received weight with the Bulk Lot. mceclip9.png Before the Received Inventory can be Released for Sale, the associated Bulk Lot must have an active lab report and be QA Approved. This may require the license holder to Send a Sample to an external lab for testing. From the Received Inventory tab, you can also Return Received Inventory. If you entered the Received Inventory's information in error, you can Revert the Received Inventory to correct the mistake.

Last updated on Feb 03, 2026

How to Create a Shipment–Unpackaged Items

The line items requested in an unpackaged Sales Order are delivered to the vendor through shipments. A Sales Order may be fulfilled through a single, large shipment. However, the Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several smaller shipments. Please note that if the license holder fulfills a Sales Order through multiple shipments, they cannot create a second shipment until the first shipment has shipped. Required permission(s): sales_order_read, shipment_create, shipment_read 1. In the Wholesale application, open the Sales Orders tab. It should be open by default. [img sales-order-index] 2. Select a Unpackaged Sales Order to open the Sales Order's Profile. [img sales-order-profile-unpackaged] 3. Open the Shipments tab. mceclip0.png 4. Click New to open a Create Shipment page. mceclip0.png 5. Pack any bulk line items. 1. Select a line item in the Bulk Product section and click Pack Bulk. This opens the Pack Bulk modal, where you can select the amount of bulk cannabis to pack in the shipment. mceclip2.png - Note*: Shipments associated with unreleased Bulk Lots cannot be shipped until the cannabis meets QA approval and the Bulk Lot is released.* 2. Enter the details of the shipment in the fields provided. mceclip3.png - Name: A unique name for the shipment. Leave this field blank to generate a name automatically. - Packaged On: The date on which the bulk cannabis was packaged for the shipment. - Weight/Volume/Units: The quantity of cannabis packaged for the shipment. The units of measure will vary depending on the Bulk Lot's type. - Note: The quantity of cannabis cannot exceed the total amount ordered. 3. Click Add. The bulk pack's information will appear beneath the line item. mceclip1.png - Note*: To remove a bulk pack from the shipment, click the* mceclip8.png icon. 4. Repeat as necessary. 6. Pack other charge line items, if necessary. 1. In the Other Charges section, click Pack Other Charge. This opens a modal. mceclip2.png 2. In the fields provided, enter the line item pack's name, and indicate the total cost of other charges included in the shipment. mceclip3.png 3. Click Add. The other charge pack will appear beneath the line item. mceclip4.png - Note*: To remove a bulk pack from the shipment, click the* mceclip8.png icon. 4. Repeat as necessary. 7. Enter any comments about the shipment in the field provided. This is an optional step. mceclip5.png 8. Click Save to finalize the details of the new shipments. mceclip6.png Once the unpackaged shipment has been created, you should Print Bulk Pack Labels, Update the Shipment's Status, and Download a Shipment Invoice. You can Edit the Shipment as long as the shipment is in an open status–Open, Approved, or Picked & Packed. However, shipments that have been Shipped or Delivered cannot be reverted to a previous status.

Last updated on Feb 03, 2026

How to Create a Sales Order–Packaged Items

In response to a vendor's purchase order–or PO–requesting a wholesale order, a license holder will create a Sales Order to accept the request and confirm their end of the transaction. This process includes selecting the appropriate currency and configuring a tax type for the order or by line item. A Sales Order may include packaged items or Bulk, Unpackaged Items. Required permission(s): sales_order_read, sales_order_create, tax_types_read 1. In the Wholesale application, open the Sales Orders tab. It should be open by default. [img sales-order-index] 2. Open the Create a Sales Order drop-down menu. mceclip0.png 3. Select with Packaged Items. This opens a New Sales Order on Step 1: Basic Information. mceclip1.png 4. Enter vendor information in the Vendor section. mceclip1.png - Vendor: Select an approved vendor from the provided drop-down menu. - Visit the Vendors tab to Add a New Vendor. - Contact: Select a vendor contact from the provided drop-down menu. - Visit the Vendor's Profile to Add a New Vendor Contact. - Shipping Address: Select the vendor's shipping address from the provided drop-down menu. - Visit the Vendor's Profile to Add a New Vendor Address. - Billing Address: Select the vendor's billing address from the provided drop-down menu. 5. Enter information about the Sales Order in the Details section. mceclip2.png - SO ID: The Sales Order's ID code. Leave this field blank to generate a unique ID. - Date Ordered: The date on which the order was placed. - Due Date: The date on which the Sales Order is due. - Order Purpose: The Sales Order's intended purpose. The options available depend on the license types at the vendor's shipping address. This selection will affect totals on the monthly CTLS and CRA reports. - Currency: The type of currency the order will use. - PO Reference ID: The corresponding purchase order's reference ID code. - Payment Terms: The Sales Order's payment terms. - Visit the Wholesale Settings tab to Add a New Payment Term. - Person Responsible: The person responsible for seeing the Sales Order through to completion. - Comments: Additional details about the Sales Order. 6. Click Continue to proceed to Step 2: Line Items & Taxes. mceclip3.png 7. Add packaged line items. 1. Click Add Line Items to summon a modal to select line items. mceclip4.png 2. Click Packaged Product. This opens the Add Line Item workflow on Step 1: Select Item. The tab includes a menu of Case SKUs saved to your Seed-to-Sale environment. mceclip5.png 3. Select a line item by checking a radio button in the leftmost column. mceclip6.png 4. Click Continue to proceed to Step 2: Choose Quantity and Price. mceclip7.png 5. Enter the number of cases in the order and the price per unit in the fields provided. The Sales Order will multiply the SKU quantity by the price to calculate the line item's total price. mceclip8.png 6. Click Add to pull the line item into the Sales Order. mceclip9.png 7. Repeat as necessary. 8. Add other charges, if necessary. This is useful for adding costs that are not covered by pre-set values like taxes or products, such as packaging or shipping fees. 1. Click Add Line Items to summon a modal to select line items. mceclip4.png 2. Click Other Charge. mceclip10.png 3. Enter the item's name and price in the fields provided, and write a brief description of the charge. mceclip11.png 4. Click Add to apply the charge. mceclip12.png 9. Apply taxes to each line item. 1. Click Apply a Tax to open a menu of tax types. mceclip13.png 2. Select a tax type and click Continue. mceclip14.png 3. Indicate whether the tax type will apply to all line items in the Sales Order, to specific line items, to only cannabis products, or only other charges. - To apply the tax to specific line items, indicate which line items will use the tax type by checking their boxes. mceclip15.png 4. Click Add to apply the tax type. mceclip16.png 5. Repeat until all line items have a tax type assigned. You can apply multiple tax rates to a single line item if there are overlapping jurisdictions. 10. Click Save to finalize the Sales Order. Once the sales order is complete, Approve the Sales Order and Download a Sales Order Invoice.

Last updated on Feb 03, 2026

How to Add Received Inventory–Packaged Items

Rather than cultivating cannabis plants to harvest and process into saleable products, some license holders may purchase packaged inventory from another source to sell to their clients. You can use this feature to receive packaged items or Bulk Inventory. Required permission(s): product_read, production_read, bulk_lot_create, received_inventory_read, received_inventory_create 1. In the Wholesale application, open the Received Inventory tab. The Packaged sub-tab will be open by default. [img received-inventory-index-packaged] 2. Click New. This opens the New Received Inventory page on Step 1: Inventory And Source Information. mceclip0.png 3. Record details about the Received Inventory in the Inventory Information section. mceclip1.png - Product: Select the product received. - If the license holder is receiving inventory for a product that is not yet configured, visit the Products module to Add a New Product. - SKU: Select the SKU received. - If the license holder is receiving units of a SKU that is not yet configured, visit the Products module to Create a New SKU. - External Order ID: The external order's unique ID number. Assigning an external order ID helps users keep track of Received Inventories from the same order. This is an optional field. - Total EA: The total number of EA units–also known as "each" units or bottles–received. - Total Net Weight: The total net weight of cannabis across all EA units in the Received Inventory. Help text appears beneath this field to describe the acceptable weight range based on the SKU's Net Weight multiplied by the value in the Total EA field. - Total Net Volume: The total net volume of cannabis across all EA units in the Received Inventory. This field only appears if you select an Extracts SKU. Help text appears beneath this field to describe the acceptable weight range based on the SKU's Net Volume multiplied by the value in the Total EA field. - Packaged On: The date on which the inventory was packaged. - Received On: The date on which the license holder received the inventory. - Best Before: The inventory's expiry date. 4. Indicate the Received Inventory's origin in the Source Information section. Options are: - Domestic: Inventory received from another domestic cannabis producer. - Return: Inventory returned from a previous sale. - Other: Inventory received by other means. mceclip2.png 5. Click Proceed to advance to Step 2: Associate To Bulk Lot. mceclip3.png 6. Associate the Received Inventory to a Bulk Lot. This may be a new Bulk Lot or an existing Bulk Lot of the appropriate type. - To create a New Bulk Lot: 1. Under Associate To, select New Lot. It should be selected by default. mceclip4.png 2. Configure information about the new Bulk Lot in the fields provided. mceclip5.png - Bulk Lot Type: The new Bulk Lot type will match the selected product's type subclass. This field cannot be adjusted. - Production: The new Bulk Lot's parent production. - Name: The new Bulk Lot's name. - Migrated ID: The Bulk Lot's ID number as it appears in the sender's management system. This is an optional field. - Cannabis Form: The Bulk Lot's cannabis form. For reporting accuracy, select a cannabis form that describes the quality of cannabis in the EA units. - If necessary, visit the Productions module to Add a New Cannabis Form. - Location: The Bulk Lot's location. - To select an existing Bulk Lot: 1. Under Associate To, select Existing Lot. mceclip6.png 2. Click Select Bulk Lot to open a menu of Bulk Lots of the appropriate Bulk Lot type for the selected product's type subclass. mceclip7.png 3. Select a Bulk Lot by checking its box in the leftmost column. - Note*: Choose an empty Bulk Lot without a Lab Report or Packaging Run, unless the inventory in the Bulk Lot is from the same source as the new Received Inventory.* 4. Click Select. If the Bulk Lot already contains weight, a warning modal will appear. As a best practice, each Bulk Lot should contain only inventory from the same source. mceclip8.png 5. Click Confirm & Select to close the modal. mceclip9.png - Note*: If an error occurs, click Change Bulk Lot to select a different Bulk Lot.* 7. Click Proceed to Review to advance to Step 3: Review And Confirm. mceclip10.png 8. Review the inventory, source, and Bulk Lot information. If everything is in order, click Confirm & Create. This creates the new Received Inventory and associates the received units to the relevant product, SKU, and Bulk Lot. mceclip11.png Before the Received Inventory can be Released for Sale, the associated Bulk Lot must have an active lab report and be QA Approved. This may require the license holder to Send a Sample to an external lab for testing. From the Received Inventory tab, you can also Return Received Inventory. If you entered the Received Inventory's information in error, you can Revert the Received Inventory to correct the mistake.

Last updated on Feb 03, 2026

Wholesale Application

The Wholesale application manages all wholesale transactions between a licence holder and cannabis retailers, also known as vendors. This includes managing Sales Orders, configuring payment terms and vendor information, creating wholesale shipments, picking and packing cases of cannabis products, and generating all documents necessary for this process. A licence holder can also use the Wholesale application to log Received Inventory, packaged units purchased from external sources. The Wholesale application splits into four tabs: Sales Orders, Received Inventory, Vendors, and Settings. Sales Orders The Sales Orders tab provides a high-level index of all Sales Orders saved to the licence holder's system. In response to a vendor's purchase order–a request for a wholesale order–a licence holder creates a Sales Order to accept the request and confirm their end of the transaction. [img sales-order-index] The Sales Orders tab lists Sales Orders in tabular format. You can reorder the table by clicking any column heading: - ID: Sorts by Sales Order ID strings. - PO Ref. ID: Sorts by the purchase order's reference ID string, if applicable. - Vendor: Sorts by vendor name. - Purpose: The vendor's purpose for requesting the Sales Order. The options here only apply to Canadian clients and depend on the licence types associated to the vendor's shipping address - Type: Indicates whether the Sales Order includes Packaged or Unpackaged (Bulk) items. Bulk and Packaged items cannot be fulfilled in the same Sales Order. - Order Date: Sorts by the date on which the Sales Order was placed. - Due Date: Sorts by the date on which the Sales Order is due. - Status: Sorts Sales Orders by status. - Amount: Sorts by the total cost of all line items in the Sales Order, including tax. To further manage table entries, use the All Statuses or Order Type drop-down menu to filter Sales Orders by status or type, or enter a search query in the Search field. Click the Archived checkbox to view archived Sales Orders. Click the mceclip1.png icon in the rightmost column to Archive the Sales Order or Download a Sales Order Invoice. A Sales Order invoice is a document that confirms the Sales Order's contents, including line items, cost, and terms of payment. The licence holder must send the Sales Order invoice PDF to the vendor as soon as a new Sales Order is Approved. Click Create a Sales Order to create a Sales Order with Packaged Items or Bulk Cannabis. Select a Sales Order to open the Sales Order's Profile. Received Inventory The Received Inventory tab lists all inventory received from external sources. This refers to cannabis a licence holder purchases to for cultivation and processing, research, or another purpose. Each Received Inventory record listed represents a line item on an order from an external source, and much like a Sales Order, a Received Inventory record may describe a packaged item or bulk cannabis. As such the Received Inventory tab splits into two sub-tabs: Packaged and Bulk. Packaged [img received-inventory-index-packaged] The Packaged sub-tab lists packaged Received Inventory records in tabular format, with high-level information about each inventory record: - ID: The Received Inventory record's unique ID number. Click the link provided to open the SKU's Inventory tab. - External Order ID: This refers to the ID string of the order through which the licence holder purchased the inventory. This is an optional field, as purchasing Received Inventory happens offline, and details of the order are not directly tracked through the Seed-to-Sale software. Please note that multiple Received Inventory records may have the same External Order ID, as a single order may include multiple line items. - Bulk Lot: Upon adding Received Inventory, the inventory must be associated with a Bulk Lot. As with EA units packaged through Packaging Runs, Received Inventory cannot be released for sale until the associated Bulk Lot is QA Approved. Click the link provided to open the Bulk Lot's Profile. - Product Name: The product received. Click the link provided to open the Product's Profile. - SKU: The SKU received. Click the link provided to open the SKU's Profile. - Total EA: The total number of EA units received. - Packaged On: The date on which the received units were packaged. - Received On: The date on which the units were received. - Best Before: The Received Inventory's expiry date. - Status: The Received Inventory's status. Inventory may have one of three statuses: - Received: The default status for received inventory. - Reverted: Indicates the Received Inventory record was created in error and has been reverted, and the received units have been removed from the available inventory. - Returned: Indicates the Received Inventory has been returned to the seller, and the received units have been removed from the available inventory. - Created On: The date on which the Received Inventory record was created. To further manage table entries, use the All Statuses drop-down menu to filter Received Inventory records by status, or enter a search query in the Search field. Click New to Add Received Inventory–Packaged Inventory. Bulk mceclip0.png The Bulk sub-tab lists unpackaged Received Inventory records in tabular format, with high-level information about each inventory record: - ID: The Received Inventory record's unique ID number. Click the link provided to open the Bulk Lot's Weight Events tab. - External Order ID: This refers to the ID string of the order through which the licence holder purchased the inventory. This is an optional field, as purchasing Received Inventory happens offline, and details of the order are not directly tracked through the Seed-to-Sale software. Please note that multiple Received Inventory records may have the same External Order ID, as a single order may include multiple line items. - Bulk Lot: Upon adding Received Inventory, the inventory must be associated with a Bulk Lot. The received cannabis cannot be sold until the associated Bulk Lot is QA Approved. Click the link provided to open the Bulk Lot's Profile. - Type: The received cannabis type. - Note*: Visit our Guide to Bulk Lot Types for more information.* - Form: The received cannabis form. - Note*: Visit the Production Settings tab to Add a New Cannabis Form.* - Status: The Received Inventory's status. Inventory may have one of three statuses: - Received: The default status for received inventory. - Reverted: Indicates the Received Inventory record was created in error and has been reverted, and the received units have been removed from the available inventory. - Returned: Indicates the Received Inventory has been returned to the seller, and the received units have been removed from the available inventory. - Weight/Volume/Units: The amount of bulk cannabis received. - Received On: The date on which the inventory was received. Click New to Add Received Inventory–Unpackaged Inventory. Received Inventory Menu [img received-inventory-menu] In either sub-tab, you can select a Received Inventory record, and click the mceclip2.png icon in the rightmost cell to open a menu of options. This icon only appears if the record's status is Received. Options include: - Edit Packaged On Date: Edit the Received Inventory's Packaged On Date. This only applies to packaged records. - Edit Received On Date: Edit the Received Inventory's Received On Date. - Revert Record: Revert the Received Inventory Record to correct an error. This removes all EA units from the inventory and effectively archives the Received Inventory record. - Return to Sender: Return the Received Inventory to the Sender. This removes all EA units from the inventory and marks them as returned. Vendors The Vendors tab provides a list of all vendors saved to the licence holder's system. A vendor is any partner company with whom the licence holder has agreed to buy or sell large cannabis orders in wholesale transactions. Usually, a vendor is a customer–a retailer who purchases cannabis to sell to the public. [img vendors-index] The Vendors tab lists vendors in tabular format, with high-level information about each vendor: - Vendor: The vendor's name - Vendor Category: The vendor's category, if applicable. The licence holder can customize vendor categories in the Settings tab. - Status: The vendor's status–Approved or Pending Approval. Vendors must be Approved before wholesale transactions can take place. - Vendor Type: The vendor's type–Customer or Supplier. A vendor can be both a customer and a supplier. To filter table results, click the Archived radio button to see only archived vendors, or enter a search query in the Search field. Click New to Create a New Vendor. Select a vendor to open the Vendor's Profile. Settings The Settings tab allows the licence holder to configure options available throughout the Wholesale application. The Settings tab splits into three sub-tabs: Payment Terms, Vendors, and Tax Types. mceclip4.png Payment Terms The Payment Terms sub-tab displays all payment terms saved to the licence holder's system. A payment term is an agreement between a licence holder and a vendor that determines how long the licence holder expects to receive payment after sending the Sales Order Invoice to the vendor. For example, the NT30 payment term indicates that the vendor should pay the licence holder no more than 30 days after receiving the Sales Order invoice. The licence holder should collaborate with vendors to determine appropriate payment terms. mceclip5.png The Payment Terms index displays essential information about each payment term: - Code:The payment term's code. You will select a payment term code when Creating a New Sales Order. Click New to Create a New Payment Term. To remove a payment term from the index, click the mceclip2.png icon. Vendors The Vendors sub-tab allows licence holders to manage all vendor categories saved to their system. Vendor categories allow a licence holder to more easily sort vendors based on similar characteristics, and the licence holder can customize these categories to meet the needs of their facility and the types of vendors with which they interact. mceclip6.png Click New to Create a New Vendor Category. Click Archive to archive a vendor category. To view all archived vendor categories, check the Is Archived box. Tax Types Through the Tax Types sub-tab, you can configure custom tax rates for specific jurisdictions. When creating a Sales Order, you can select the tax rate that applies to the order or specific order items. mceclip7.png Click New to Create a New Tax Type. Select a tax type to Update or Archive it. For a step-by-step guide through creating and fulfilling wholesale orders, visit the Wholesale Process Guide.

Last updated on Feb 03, 2026

How to Create a Shipment–Packaged Items

The line items requested in a Sales Order are delivered to the vendor through shipments. A Sales Order may be fulfilled through a single, large shipment. However, the Wholesale application supports partial order fulfillment, so a large Sales Order may be delivered through several smaller shipments. Please note that if the license holder fulfills a Sales Order through multiple shipments, they cannot create a second shipment until the first shipment has shipped. Creating a Shipment for Bulk Cannabis follows a different process. Required permission(s): sales_order_read, shipment_create, shipment_read 1. In the Wholesale application, open the Sales Orders tab. It should be open by default. [img sales-order-index] 2. Select a Packaged Sales Order to open the Sales Order's Profile. [img sales-order-profile-packaged] 3. Open the Shipments tab. mceclip0.png 4. Click New to open a Create Shipment page. mceclip1.png 5. Select a line item, and click Pick Cases. This opens the Pick Cases modal, which allows you to select specific Case IDs to add to the new shipment. mceclip2.png 6. Select specific Case IDs to add to the shipment by checking boxes in the leftmost column. - Note*: Quickly filter the list by entering a Case ID, Bulk Lot ID, or Casing Run ID in the search bar.* mceclip3.png 7. Once all desired cases are selected, click Add. The selected cases will appear beneath the line item. - Note*: To remove a case from the shipment, click the* mceclip8.png icon. mceclip4.png 8. Repeat steps 5-7 for each line item, as applicable. 9. Enter any comments about the shipment in the field provided. This is an optional step. mceclip7.png 10. Click Save. This creates a new Shipment Profile and marks the selected Case IDs as Unavailable/Picked. mceclip5.png Once the shipment has been created, Manage the Shipment's Status or Download a Shipment Invoice. You can edit the shipment as long as the shipment is in an open status–Open, Approved, or Picked & Packed. However, shipments that have been Shipped or Delivered cannot be reverted to a previous status.

Last updated on Feb 03, 2026