This article describes all necessary steps to create and fulfill Sales Orders in the Wholesale application. A Sales Order may contain cases of packaged EA units or Bulk Packs of unpackaged cannabis.
To begin this process with Packaged Items, the licence holder will need a base product and SKU with EA units available for purchase. For information on these steps, visit the Seed-to-Sale Process Guide.
To begin this process with Bulk Items, the licence holder will need a Bulk Lot.
Package Cases for Wholesale
This stage is only necessary to sell packaged products through the Wholesale application.
- Select a SKU that will be made available for wholesale purchases, and create a Case SKU.
- Package EA units in cases through a Casing Run.
- Label the cases. When stockpiling inventory for future purposes, mark each case with an Internal Case [4x6"] label to facilitate inventory management. Once cases are selected for a sales order, return to this tab to print province-specific labels.
Note: All Packaging Runs and Received Inventory records that contributed EA units to the Casing Run must be released before the cases can be shipped.
Configure Vendors & Establish Payment Terms
- Add vendors and configure vendor information, including the vendor's point-of-contact and shipping address.
- Ensure the vendor receives internal approval before proceeding.
- In collaboration with vendors, develop a menu of agreed-upon payment terms.
Create a Sales Order
- In response to a vendor's purchase order–a request for a wholesale order–create a Sales Order to accept the request and confirm the transaction. A Sales Order may contain Packaged or Unpackaged cannabis.
- Ensure the Sales Order receives internal approval before proceeding.
- Download a Sales Order invoice and send it to the vendor.
Create and Fulfill Shipments
- Create a shipment to fulfill part or all of the sales order. This process is slightly different if the Sales Order is Packaged or Unpackaged.
- If the shipment contains bulk cannabis, print a label for each Bulk Pack.
- Ensure the shipment receives internal approval before proceeding.
- How to Manage a Shipment's Status (mark as Approved)
- How to Manage a Shipment's Status (mark as Approved)
- Download a shipment invoice and send it to the vendor. The shipment invoice summarizes the goods packed and shipped to a vendor in a given shipment, and serves as a financial snapshot for the licence holder to request payment from the vendor.
The shipment invoice doubles as a picking list for Fulfillment Associates to use when picking and packing a shipment, so download and print another copy to use internally. - Pick and pack the shipment. Unlike the order fulfillment process for client orders, picking and packing shipments for sales orders does not require scanning confirmation through the Gun App.
- Once the line items in the shipment have been picked and packed, download a packing slip to include with the shipment, and mark the shipment as Picked and Packed.
- How to Download a Packing Slip
- How to Manage a Shipment's Status (mark as Picked and Packed)
- Once the shipment is shipped out, mark it as Shipped. This removes the cases in the shipment from the licence holder's inventory.
- Once the vendor receives the shipment, mark it as Delivered.
If the sales order will be fulfilled through multiple partial shipments, repeat this process as necessary.
Finalize the Sales Order
- As the vendor receives shipments, mark the sales order as Partially Fulfilled. Once the sales order has been completely fulfilled, mark the sales order as Fulfilled.
- How to Change a Sales Order's Status (Mark as Partially Fulfilled or Fulfilled)
For an overview of other workflows in the Seed-to-Sale software, visit the Process Guides for Destruction, Orders & Order Fulfillment, Product Recalls, Creating and Selling Starting Materials, and Receiving Inventory.