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Getting Started

New to GrowerIQ? Start here with setup guides and tutorials.
By Customer Success Team
• 6 articles

Getting Started - Cannabis Inventory

This article will help you get started with the following: - CRM Accounts - Receiving Inventory - Working With Received Inventory - Receiving Supplies CRM Accounts Before you can receive inventory, send out order shipments, or send out samples to a lab, you'll need to have a CRM account to receive from or send to. A CRM account represents a partner company that you work with (supplier, purchaser, etc.), or a medical patient account. Go to CRM > Accounts. From there, you can manage and add CRM accounts. When you add a CRM account, one of the key properties is the account type. It determines which activity the partner can be selected in and what information you need to provide about them. Check out our article on CRM Accounts to understand what each account type means as you create them. 📖Article: CRM Accounts ▶️ Product Tour: Create a CRM Account ▶️ Product Tour: Manage a CRM Account Receiving Inventory When you physically receive inventory from a purchase, add it to your site to keep track of it. You can receive inventory either by the method described above (from a partner CRM account), or by completing a batch plan if you're cultivating or processing the inventory you have. Once you mark the purchased inventory as approved, you can work with it to perform actions such as adding it to a batch (to keep track of growth or processing) or creating lots (to get ready for selling). Note: You need to have varieties set up before you can track received inventory. If you don't have a variety set up for the inventory you are receiving, create a variety for it first. When creating your received inventory record, there are two properties to be aware of, as they affect how the inventory can be used: - Product Type - Package Type 📖Article: Receiving Inventory ▶️ Product Tour: Receiving Inventory Working With Received Inventory Once you have received inventory, it is listed on the Inventory page (Warehouse > Received Inventory). With received inventory, you can perform several actions on it. Here are the key actions that let you make use of the inventory: - Create Mother (for cultivators) - Transfer Inventory to Batch (for cultivators and processors) - Create Lot 📖Article: Working With Received Inventory ▶️ Product Tour: Working With Received Inventory Receiving Supplies Adding a supply type to your site allows you to keep track of when and how much of a certain supply is used. This also allows you to keep records of all the supply purchases you have made. A supply type is the name of the kind of object used while you work, such as gloves, pesticides, or nutrients. Each supply type has a supply inventory, which is a record that tracks the purchases and quantity of each supply type on hand. This information is important in order to be able to monitor how much of each supply is in stock and in use at all times. 📖Article: Supplies ▶️ Product Tour: Receiving Supplies ▶️ Product Tour: Working With Supplies

Last updated on Jan 28, 2026

Product Tours

You will find all the links to the Product Tours on this page. You can explore the software and configure everything through these interactive step-by-step guides. Useful Tip💡- We recommend logging in to your UAT environment prior to using the Product Tour links below. Getting Familiar - Main Page - Organizational Settings - Getting Help Configuring and Updating Organizational Settings - Rooms - User Roles - Users - CRM Account - CRM Account Details - Varieties - SKUs - Destructions - Destruction Methods - Waste Types - Labels Managing Cultivation Activities and Batches - Mother Plants Overview - Working with Mother Plants - Adding Mother Plants from Received Inventory - Mother Plants Batches - Working with Mother Plants Batches - Mother Plants - Final Review - Batch Overview - Batch - Propagation and Vegetation Stages - Batch - Harvesting Part 1 - Batch - Harvesting Part 2 - Batch - Harvesting Part 3 - Batch Splitting 1 - Splitting a Batch - Batch Splitting 2 - The New Batch - Batch - Partial Extractions 1 - Batch - Partial Extractions 2 - Drying/Curing/Extracting 1 - External Processor - Drying/Curing/Extracting 2 - Manual Processing - Creating Samples from a Batch Getting Started - Cannabis Inventory - Receiving Inventory - Working with Received Inventory - Adding Supply Types - Receiving Supplies - Working With Supplies - Adding Inventory to a Batch Quality Assurance & Reporting - CAPAs 1 - CAPAs 2 - Reports - Recalls Preparing Products for Sale - Creating Lots - Working With Lots - Creating Lot Items ​ ​ ​ ​

Last updated on Jan 28, 2026