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Getting Started with Cannabis Inventory

Last updated on Feb 06, 2026

Taking a cannabis inventory will help your business stay in compliance with state regulations while avoiding fines and licensing suspensions. Also, it will increase the efficiency of your business by carefully managing your entire production chain.

An inventory needs to be completed accurately and efficiently and that's what we're going to show you in this tutorial. Let's talk about 4 points:

CRM Accounts

Here, you'll create accounts for all of your partners or customers and each one will be allowed specific functions that you determine.

It is crucial that you correctly fill in the Account Type field, which is where most errors happen.

Here are the descriptions for you to look at:

  • Patient: You can link caregiver info to this type of account. When chosen as a sales order recipient, the order type will be "patient".

  • Retailer: Pick this account type for dispensaries if you're a retailer. The sales order will be "wholesale".

  • Distributor: Choose this account type for wholesalers. If you pick it as the receiver for a sales order, the order type will be "wholesale".

  • License Holder: This is the account type for processors. You can pick this option to receive sales orders and process jobs (like drying, distilling, or extracting) in certain batch plans. If you choose it as the recipient for a sales order, the order type will be "intra-industry".

  • Recreational consumer: This account type is for anyone you directly ship to, who is not a patient. When selected as a sales order recipient, the sales order type will be "recreational".

  • Researcher: Pick this account type for any research and development (R&D) facility you ship to. If you choose it as the recipient for a sales order, the order type will be "intra-industry".

  • Supplier: This account type is for any facility you receive inventory or supplies from.

  • Lab: Choose this account type for any facility where you send samples for quality assurance (QA) testing.

➥ How to configure CRM Accounts

Receiving Inventory

To keep your inventory organized and detailed, it is important that you record everything that comes into your inventory. You can check it out and if it is approved, it is time to work with it to perform actions like adding it to a batch or creating batches.

This item is related to cannabis materials only. Other materials such as gloves, nutrients, and supplements, for example, will see in Receiving supplies.

➥ How to Receive Inventory

Receiving Supplies

This is the information about materials such as gloves, nutrients, supplements, etc.

You can fill in other types of supply, such as:

  • Pesticide
  • Insect
  • Nutrient
  • Additive

➥ How do add Supplies

Received Inventory

Here, you can do many actions:

  • Approve inventory items
  • Move rooms
  • Collect metrics
  • Log inventory being prepared for destruction
  • Transfer inventory to a batch

➥ How to work with Received Inventory