Revert, Edit, and Recycle Package Runs

GrowerIQ provides three ways to modify a Package Run after creation: Revert, Edit, and Recycle. Each serves a different purpose and has different effects on your inventory and audit trail.

In this article:

• Overview: Which Action Should I Use?
• Revert Package Run
• Edit Package Run Quantity
• Recycle Package Run Items
• Important Notes on Regulatory Reports
• Availability Summary

🎯 Overview: Which Action Should I Use?

Key differences:

🔄 Revert Package Run

Use when: A package run was created by mistake and you want to undo it entirely.

What happens: All material is returned to the source lot(s) as if the package run never occurred. All audit activities default to the package run's creation date.

When is Revert Available?

The Revert Package Run button appears only when:

• The package run has no order allocations (not assigned to any shipments)
• No quantity has been used from the package run

If items have already been allocated to orders or shipped, you cannot revert the package run.

How to Revert

1. Navigate to the Package Run detail page
2. Click Revert Package Run in the Actions panel
3. Review the package run details shown in the confirmation dialog:
   • ID, Name, SKU, Quantity, Unit, and Source Inventory
4. Enter a Reason for Reversion (required)
5. Select the Approved By user
6. Click Confirm

The material will be returned to the source lot(s) and an audit log entry will be created.

✏️ Edit Package Run Quantity

Use when: The quantity entered during package run creation was incorrect and needs to be adjusted.

What happens: The package run quantity is updated to the new value. If the quantity is reduced, material flows back to the source lot. If increased, additional material is taken from the source lot. All changes are recorded at the package run's original creation date.

When is Edit Available?

The Edit Package Run button appears only when:

• The package run is a single-lot package run (not multi-lot)
• The package run still has units available

How to Edit

1. Navigate to the Package Run detail page
2. Click Edit Package Run in the Actions panel
3. Review the current package run details:
   • ID, Name, SKU, Current Quantity, and Unit
4. Enter the New Quantity
5. Enter a Reason for Edit (required)
6. Select the Approved By user
7. Click Confirm

Edit Validation Rules

If you see the error "Quantity cannot be lower than the allocated quantity," it means some units are already assigned to orders and cannot be removed.

♻️ Recycle Package Run Items

Use when: You need to unpackage some or all items and return the material to the source lot.

What happens: The specified quantity of items is unpackaged and the material is returned to the source lot. Unlike Revert and Edit, recycling does not change the original package run activity — it creates a new activity record with today's date (or a date you select).

This is the appropriate action for operational unpackaging, such as when packaged material needs to be reprocessed or re-sorted.

When is Recycle Available?

For single-lot package runs, the Recycle Items button appears when units are available.

For multi-lot package runs, a dedicated Recycle Multi Lot Package Run button appears instead, which handles returning material to the correct source lots.

How to Recycle

1. Navigate to the Package Run detail page
2. Click Recycle Items (or Recycle Multi Lot Package Run for multi-lot runs)
3. Review the package run details:
   • ID, Name, SKU, Current Quantity, and Unit
4. Enter the Quantity to Recycle (how many items to unpackage)
5. Enter a Reason for Recycling (required)
6. Select the date and time when the items were recycled (must be between the package run creation date and today)
7. Select the Approved By user
8. Click Confirm

Recycle Validation Rules

⚠️ Important Notes on Regulatory Reports

Both Revert and Edit modify the package run based on its original creation date. If the package run was created in a past month, these actions will change the number of packaged units reported for that period.

This can impact:

• Health Canada Reporting (HCR)
• CRA Cannabis Duty Returns
• Any other regulatory or compliance reports for that period

If your package run was created in a previous month, contact GrowerIQ Support before reverting or editing to understand the reporting implications.

Recycle does not have this issue because it creates a new activity with its own date, leaving the original package run activity unchanged.

📋 Availability Summary

🔗 Related Articles

• Package Runs - Creating and Managing - How to create Package Runs
• Multi-Lot Package Runs - Creating Package Runs from multiple source lots
• Working With Lots - Understanding lot inventory management