Release version 5.2.0 introduces increased monthly reporting coverage, new stock reports, and updates to support inventory management and policy coverage.
Changes introduced in this release fall into several categories:
- CTLS Report 2.2
- CRA Report 2.0
- Stock Reports
- Policies and Discounts
- Mass Bottle Reclamation
- Potency Reporting Thresholds
- Bulk Lot Migrated ID
For an itemized list of updates, visit the 5.2.0 Release Notes.
CTLS Report 2.2
Ample Organics has updated the CTLS Report to pull a wider net of data to populate columns in the Unpackaged Seeds, Unpackaged Vegetative Cannabis Plants, and Unpackaged Whole Cannabis Plants sections. Additionally, the report now calculates Closing Inventory Values for packaged cannabis of all types using each SKU's Wholesale Price. Visit the CTLS Report Data Breakdown for a complete list of columns that auto-populate, as well as tips and tricks for validating CTLS data with the help of stock reports.
To facilitate this reporting update, Ample Organics has introduced sourcing information for batches and Seed Lots. Sourcing information will be mandatory for batches and Seed Lots created going forward, but will not be mandatory for batches and Seed Lots created prior to release version 5.2.0's deployment.
Each batch of cannabis plants created through the Grow module will now have one of three sources that identifies the batch's origin:
- Produced: Indicates that the plants were produced on-site. This source is automatically assigned to batches created from Seeds or Cuttings.
- Received - Domestic: Indicates that the plants were purchased from another Canadian cannabis producer. This option appears when creating batches from plants Purchased Wholesale.
- Received - Imported: Indicates that the plants were imported from a producer outside Canada. This option appears when creating batches from plants Purchased Wholesale.
Seed Lot Sources
When Creating a Seed Lot through the Grow module, Grow Technicians now must select between one of three sources to identify the Seed Lot's origin:
- Produced: Indicates that the seeds were produced on-site through breeding.
- Received - Domestic: Indicates that the seeds were purchased from another Canadian cannabis producer.
- Received - Imported: Indicates that the seeds were imported from a producer outside Canada.
When Moving Seeds between Seed Lots, the seeds will adopt the source of the destination Seed Lot.
CRA Report 2.0
Ample Organics has developed a new Canada Revenue Agency (CRA) Reporting template that addresses the new data requirements introduced by the Cannabis Act in October 2019. This restores the CRA Report as a viable reporting template. The first iteration of this new reporting template populates cells in the Unpackaged Dried/Fresh Cannabis, Unpackaged Whole Cannabis Plants, Unpackaged Viable Seeds, Unpackaged Vegetative Cannabis Plants, and Unpackaged Pure Intermediates sections. The report's functionality will be expanded in subsequent releases.
Visit the CRA Report Data Breakdown for a complete list of cells that auto-populate,
Version 5.2.0 introduces new stock reports to help licence holders validate the data pulled to populate the monthly reporting templates.
Historical Product Inventory
To assist with inventory reconciliation and general inventory visibility, Ample Organics has added two Historical Product Inventory Reports. The Historical Product Inventory (Grams) Report outlines the packaged inventory (in grams) in stock on a given day. The Historical Inventory (Units) Report outlines the packaged inventory (in units) in stock on a given day. Both reports are broken down by Bulk Lot and SKU size and ordered by product subclass. Users can access these reports through the Products report types tab in the Reports module.
Batch Events by Month Report
Version 5.2.0 introduces a new Batch History Events Report, which provides a detailed view of every history event across all batches over a given month. This report is accessible through the Monthly Reports tab in the Reports module.
Destruction Weight Events Report
Version 5.2.0 also introduces a new Destruction Weight Events Report, which provides a detailed view of every destruction weight event associated with Destruction Lots that were closed during the reporting month. This report is accessible through the Monthly Reports tab in the Reports module.
Legacy Monthly Reports
Through the Legacy Monthly Reports section on the Monthly Reports tab, a user can now generate legacy version of the CTLS and CRA reports. However, these reports will be available for a limited time only. As of version 5.3.0, Ample Organics will remove all legacy reports from the Reports module.
Policies and Discounts
Ample Organics has added the ability for licence holders who work with clients with Veteran's Affairs Canada (VAC) policies–which cover $8.50/gram for cannabis products–to customize how much of the remaining cost the licence holder will cover for each product type. This ensures licence holders can accommodate VAC discounts for clients who purchase expensive products with few prescription grams, like cannabis oil, without paying the majority of the cost out of pocket. For example, an licence holder user can configure a client's VAC policy so that 100% of the remaining cost–beyond the $8.50/gram covered by VAC–of dried flower cannabis products is covered by the licence holder, while only 10% of the remaining cost of cannabis oil is covered by the licence holder.
This function was built to accommodate VAC policies, but a licence holder can also set default discounts per product type on other policy types.
Licence holders can now set "default" policy settings from the Policy Types sub-tab in the Client Settings tab. This includes a policy type's default discount, price per gram limits, and any discounts the licence holder provides beyond the policy's coverage, organized by product type. Updating or archiving a policy type will affect all client policies tagged with the policy type.
Version 5.2.0 introduces the ability to Create Custom Discount Types. This allows a licence holder to differentiate between different types of compassionate pricing, shipping, or manual discounts, which improves the quality of data collected by the Policy Type Report, Policy Usage Report, and Discount Report. Users can access this feature through a new Discount Types tab in the Discounts module.
Mass Bottle Reclamation
If cannabis is packaged in error, or if bottles are mislabelled, a user may perform a bottle reclamation to return the cannabis to the source Bulk Lot for repackaging. To date, reclaiming bottles has only been possible through the Gun App, and users had to scan individual bottles one by one to select them for reclamation. To expedite this process, users can now perform Mass Bottle Reclamations at the Packaging Run or Received Inventory level through the Inventory tab in a SKU's Profile. When reclaiming bottles through this new method, a user can select bottles individually, enter a quantity of bottles to reclaim, or enter a range of bottle IDs. Once a Packaging Run or Received Inventory has reclaimed bottles, a user can Download a Reclaimed Bottles List to track the amount of cannabis returned to the source Bulk Lot.
Reclaimed Bottles Report
To accompany the new mass bottle reclamation function, Ample Organics has developed a new Reclaimed Bottles Report to track all bottles reclaimed across all inventory sources within a given time period. This new report is accessible through the Inventory report types tab in the Reports module.
Potency Reporting Thresholds
Potency reporting thresholds are now enabled for all Bulk Lot types. Users can configure lab report threshold defaults from the Core Default Settings tab in the Settings module.
Bulk Lot Migrated ID
A user can now Update a Bulk Lot's Migrated ID at any time through the Overview tab on the Bulk Lot's Profile.