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Warehouse

Warehouse operations, inventory transfers, and storage management.
By Customer Success Team
• 11 articles

Receiving Inventory

When you receive inventory from a purchase, add it to your site to keep track of it. Once you mark the purchased inventory as approved, you can work with it to perform actions such as adding it to a batch or creating lots. Note*: To receive supplies (such as gloves, nutrients, etc.) see Supplies.* Go to Warehouse > Received Inventory. The page displays a list of received inventory, both approved and unapproved. Next, click Receive Inventory. A modal appears with fields to be filled out. Click SUBMIT at the bottom of the modal to create the inventory receipt and add the inventory to your site. Item Information | | | | --- | --- | | Field | Description | | Variety | The variety (including the strain) of the product. The list is populated with varieties added to your site. | | Product Type | This controls what entities this inventory can be assigned or added to: - SKUs: If a SKU's "unit" matches what you select here, you'll be able to assign to that SKU any lot items that directly come from this inventory. - Batches: If you want to add the received inventory to an existing batch, the inventory's product type has to match that of the inventory already in the batch. | | Package Type | Packaged or unpackaged. Lot items derived from this inventory can only be assigned to SKUs whose "type" matches this. | | Scale | Optional. Only appears for relevant product types. The scale used to weigh the inventory. | | Quantity | Only appears for packaged inventory. The number of units of received inventory. | | Seeds Per Package | Only appears for seeds. | | Net Weight Received | Only appears for seeds. The weight of the seeds received without the packaging. | | Unit Net Weight | Only appears for oil and extracts. The weight per unit, in grams. | | Unit Volume | Only appears for oil types. The volume per unit, in milliliters. | | Total Cost | The total cost. | | Receipt Date | The date the inventory was received. | Account | | | | --- | --- | | Field | Description | | Account (Select Account) | Click the button to specify the supplier. The list is populated with CRM Accounts whose account type is "supplier". | | Source Lot Number | For your reference but required. | | Purchase Order # | For your reference but required. | Move to Room Specify which room the received inventory is to be stored in. Inspection Specify for your records the condition of the received inventory. Documents You can optionally upload an inventory receipt or any other documents you want to associate with the purchase order/received inventory. You can view the documents when you work with the received inventory (see below). Signatures Specify the users who weighed and checked the inventory. If you leave the Approved By field blank, the purchase order will be marked as unapproved once created. You can approve it later by working with it. Working with Received Inventory Once inventory is received and approved, you can work with it to perform actions such as adding it to a batch or creating lots.

Last updated on Jan 28, 2026

Working With Received Inventory

Once you add inventory by completing a batch plan or receiving inventory, you can work with it. Go to Warehouse > Received Inventory. The page displays a list of received inventory. Click the ID of a purchase order/received inventory in the list to open a page where you can view and manage it. Some management actions are only available if the received inventory is approved. Appears for unapproved inventory. Click to specify the user who approved it. Once approved, more actions become available. Select the room the inventory was moved to. Appears for plant inventory only. Allows you to report nutrient deficiency. Use this to log inventory that is being prepared for destruction. A modal appears where you specify the destruction details such as the waste type. The quantity of remaining inventory will be adjusted. Appears for plant inventory only. Allows you to pull some plants and add them as mothers, which you can then view and manage on the Mothers page in the Cultivation & Processing section of your site. Transferring inventory to a batch will make it appear on the Batches page in the Cultivation & Processing section of your site. To do this: 1. Specify the source details by specifying the quantity to be taken from this inventory. - If you want to pull inventory from other inventory receipts into the same batch, click the Plus button. Select the inventory receipt to pull from and the quantity. You can only pull from inventory whose "variety" and "product type" matches this one. 2. Choose whether to add the inventory to an existing batch or create a new one. - Add to existing batch: - Select the batch. The list only displays batches with the same variety and product type as the inventory. - Create new batch: - Specify the batch's name, end type, room, and start date. A new batch will be added to the Batches page in the Cultivation & Processing section of your site. - The stages that the batch will eventually go through depends on the end type. For example, if the end type is any sort of extract, the batch will go through 2 stages: Planning and then QA. 3. Select the users who prepared, reviewed, and approved the transfer. 4. Click Confirm. You may need to scroll down to reveal the button. A checkmark will appear as each step is successfully performed for batch creation. If a step fails, you'll see which one. With this action you can pull some inventory and create a new lot from it, or add more inventory to a lot you previously created from it. Once a lot has been created, you can view it on the Lots page. From there, you can manage it and eventually create lot items from it, which can be shipped out. Only available for approved inventory. Use this to return all or part of the received inventory. You specify the amount to return, the refund amount, the reason, and the staff member (user) who did the return. Use this to record some action taken on the inventory that you want to note. You can optionally attach a document to the entry. You can view this entry in the Activity Log at the bottom of the page. Appears for plant inventory only. Allows you to report the details when pesticide is sprayed on the plants. The list of pesticides is populated with supplies whose "type" is "Pesticides". When printing labels, you specify the label template (which determines what the label looks like and what information appears on it) and the printer.

Last updated on Jan 28, 2026

Supplies

Add supply types to your site to be able to log when they are used, keep track of the amount used, and keep records of supply purchases. A supply type is the name of the kind of object, such as gloves or pesticide. Supplies/Supply inventories are records for each supply type. They track the purchases and quantity on hand of each supply type. In this article: - Adding or Viewing Supply Types - Receiving Supplies - Working With Supplies Adding or Viewing Supply Types Go to Administration > Supply Types. The page lists the supply types that have been added to your site. | | | --- | | To add a generic supply type: Click Add Supply Type at the top of the page. A modal appears where you specify the details. The type and subtype of a supply are for your reference. Enter descriptive names. For example, the type could be "Nutrient" and the sub type could be "BioBizz 100". | | To add a Pesticide type: If a supply type is set to be a pesticide, it will be selectable from the "Add Pesticides" button to log pesticide use for a mother plant or batch. Click Add Supply Type at the top of the page. A modal appears where you specify the details. Enter Pesticide as the type. For the subtype, enter a descriptive name, such as "Pest Doomer 15". | | To add an Insect (Container) type: If a supply type is set to be an insect container, it will be selectable from the "Add Insects" button to log insect finding and collection for a mother plant or batch. Click Add Supply Type at the top of the page. A modal appears where you specify the details. Enter Insects as the type. For the subtype, enter a descriptive name, such as "Ladybug". | | To add a Nutrient type: If a supply type is set to be a nutrient, it will be selectable from the "Fertigation" button when nutrients are used during fertigation for a mother plant or batch. Click Add Supply Type at the top of the page. A modal appears where you specify the details. Enter Nutrient as the type. For the subtype, enter a descriptive name, such as "CannaGrow Rx". | | To add a PH Additive type: If a supply type is set to be a PH additive, it will be selectable from the "Fertigation" button when PH additives are used during fertigation for a mother plant or batch. Click Add Supply Type at the top of the page. A modal appears where you specify the details. Enter PH Additive as the type. For the subtype, enter a descriptive name, such as "PhDown 420". | | To view an existing supply type: Click the supply type in the list. You can change the type's status. Disabled supply types cannot be used, and archived supply types cannot be used and can never be enabled again. | Receiving Supplies Go to Warehouse > Supplies. The page lists all your supply types and the quantity remaining of each one. Note: You'll need to have supply types set up (see above) in order to work with them. Click Receive Supply at the top of the page. A modal appears where you specify the details of the purchase. The quantity will be adjusted accordingly. Click SUBMIT when the fields have been filled out to receive supplies for the specified type: | | | --- | | Item Information Specify the supply type and subtype. These menus are populated with the supply types added to your site. If you haven't added the appropriate supply type and subtype for this purchase, see Adding or Viewing Supply Types above. For the received quantity. The unit of measure is automatically determined based on the unit of measure that was specified for the selected supply type and subtype. | | Account Click the button to specify the supplier. The list is populated with CRM Accounts whose account type is "supplier". The source lot number and purchase order # are for your reference but are required. | | Inspection Specify for your records the condition of the received supplies. | | Documents You can optionally upload a receipt or any other documents you want to associate with the purchased supplies. You can view the documents when you work with the supplies (see below). | | Signatures Specify the users who checked and approved the purchase. | Working With Supplies Go to Warehouse > Supplies. The page lists all your supply types and the quantity remaining of each one. Click a supply type in the list to view its details and log when it is used. Click this button to change the type's status. Disabled supply types cannot be used, and archived supply types can never be enabled again. Click this button to log an instance of supplies being used. You can use the Link supplies to Inventory field to specify which entity the supply was used for (if applicable). If you do this, the use of the supply will also appear on that entity's activity log. Supply Lots tab The Supply Lot List tab displays each purchase of the supply type. Click on an ID to view the lot information (the supplies from a past purchase). From that Supply Lot page, you can: - Return Items: Specify some quantity of the purchased supplies that were returned, along with the refund amount. - Destroy: Specify some quantity of the purchased supplies that were destroyed. - Create activity log: Record some action taken on the supply lot that you want to note. You can optionally attach a document to the entry. You can view this entry in the Activity Log at the bottom of the page. - View the activity log (for the lot): This tab lists all activities related to this supply lot. Activity Log tab (for the supply type) The Activity Log tab for the supply type displays all past activities on the supply type. (To see a list of activities for a particular supply lot, i.e., the supplies from a past purchase, see above.

Last updated on Jan 28, 2026

Working With Lots

A Lot is a collection of cannabis inventory that is taken either from a purchase order (received inventory) or a batch that has completed its batch plan. Once you have a lot, you can take some of its inventory to create sellable lot items. In this article: - Creating a Lot - Viewing a Lot - Flagging Lots as Recalled - Viewing the Source Inventory - Creating a Lot Item - Lot Actions Creating a Lot You can create a lot in one of these ways: - Receive inventory and create a lot from some of it - Complete a batch plan and create a lot from some of the batch inventory Viewing a Lot Go to Warehouse > Lots. Click the ID of a lot in the list to open a page where you can view and manage it. Flagging Lots as Recalled You can add recall flags to lots to give users a visual reminder that those lots shouldn't be added to orders or shipped to clients. "Recall" will appear beside the lots on the Lots page. This won't queue them up for destruction or start a recall process, but it will prevent them from being selected to fill orders, and any orders already containing items from flagged lots will display a warning. To flag lots, go to Warehouse > Lots. Select the affected lots and click Add Recall Flag above the list. Viewing the Source Inventory Click the ID under Source Inventory to go to the source inventory's page. It will be either a batch or received inventory. Creating a Lot Item A lot needs to have passed QA testing before any lot items can be created from it. If the source lot comes from a batch: You'll see the Create Lot Item button on the page. When you click it, a modal appears where you specify the details. When assigning the item to a SKU, the dropdown menu is populated with the SKUs added to your site. Once you've created the lot item, it will appear at the bottom of this page under the Lot Items tab. It will also appear on the Lot Items page where you can work with it. If the source lot comes from received inventory: You can't create a lot item from it right away. You'll need to make sure it's passed QA testing first. Follow the procedure below to see how this works. ​ 1. Click CREATE SAMPLE. A modal appears where you specify the details of the sample to be sent for QA testing. 2. Once you fill out the modal, Go to the QA page and click SAMPLES. 3. Click the ID of the sample. 4. Click SEND SAMPLE TO LAB, then fill out the modal that appears. 5. Click RECORD LAB RESULT to record the results. If the sample passed, head back to the lot item's page. 6. Click LOT REVIEW. Confirm that the lot is to be released and submit. - Once the lot is released, the LOT REVIEW button becomes CREATE LOT ITEM. 7. Click CREATE LOT ITEM. A modal appears where you specify the details. When assigning the item to a SKU, the dropdown menu is populated with the SKUs added to your site. - Once you've created the lot item, it will appear at the bottom of this page under the Lot Items tab. It will also appear on the Lot Items page where you can work with it. Lot Actions The actions listed below can be applied to the lot. Use this action to record the amounts, which will become viewable at the top of the page and in the Activity Log at the bottom of the page. Select the room the lot was moved to. If your lot experienced moisture loss or went through processing, use this to log the lot's new weight after that weight loss. The loss is automatically added to the Health Canada Report in the "Adjustment for drying/processing loss" section. Use this to log part of the lot that is being prepared for destruction. A modal appears where you specify the destruction details such as the waste type. The quantity of remaining inventory will be adjusted. Use this to record some action taken on the inventory that you want to note. You can optionally attach a document to the entry. You can view this entry in the Activity Log at the bottom of the page. When printing labels, you specify the label template (which determines what the label looks like and what information appears on it) and the printer. Transferring inventory to a new or existing batch will make it appear on the Batches page in the Cultivation & Processing section of your site. To do this: 1. Specify the source details by specifying the quantity to be taken from this lot. 2. If you're transferring to a new batch, select the details of the batch plan for the new batch. - Specify the batch's name, end type, room, and start date. A new batch will be added to the Batches page in the Cultivation & Processing section of your site. - The stages that the batch will eventually go through depends on the end type. For example, if the end type is any sort of extract, the batch will go through 2 stages: Planning and then QA. 3. Select the users who prepared, reviewed, and approved the transfer. 4. Click Confirm. You may need to scroll down to reveal the button. Allows you to edit the name to make it easier to find.

Last updated on Jan 28, 2026

Package Runs - Creating and Managing

Package Runs are the primary way to package bulk inventory from your lots into finished products (SKUs) in GrowerIQ. This article covers how to create a Package Run and understand the Package Run detail page. In this article: - What Are Package Runs? - Prerequisites - How to Create a Package Run - Understanding the Package Run Detail Page - Available Actions on a Package Run - Tips and Best Practices - Related Articles 🎯 What Are Package Runs? A Package Run is a packaging operation that converts bulk material from a lot into finished, packaged products based on a specific SKU. For example, you might create a Package Run to package 100 units of a pre-roll SKU from a lot of dried cannabis. Package Runs replaced the previous Lot Items workflow, consolidating all packaging data into a single, streamlined page. Each Package Run has its own detail page with a complete activity log, source lot information, and potency data. Key benefits: - Simplified packaging workflow with fewer steps - Consolidated activity logs and audit trail on one page - Full traceability from source lot to finished packaged product - Support for THC/CBD potency tracking at the package level ✅ Prerequisites Before creating a Package Run, ensure: - You have a lot with available inventory (material to package) - At least one SKU has been created that matches the lot's variety and end type - The SKU must be in Enabled status - The lot does not have a Recall flag (flagged lots cannot create Package Runs) - You have the required warehouse permissions to access Package Runs !!! tip "Managing SKUs" You can manage SKUs under Administration > SKUs. Only SKUs that are Enabled and match the lot's variety and end type will appear in the dropdown. 📝 How to Create a Package Run Step 1: Navigate to the Lot 1. Go to Warehouse > Lots from the sidebar menu 2. Click on the lot you want to package from Step 2: Open the Create Package Run Dialog In the Actions panel on the lot detail page, click Create Package Run. !!! note "Button Visibility" This button is only visible when the lot has available inventory and no Recall flags. Step 3: Select a SKU From the SKU dropdown, select the SKU you want to package. Only SKUs that match the lot's variety and end type are shown. Once selected, the dialog displays the SKU details: | Detail | Description | |--------|-------------| | End type | The product type (e.g., dried, oil, edible) | | Unit quantity | Number of units per package | | Unit weight | Weight per unit (in grams or g/unit for discrete items) | | Target weight | Total cannabis weight per package (in grams) | !!! note "No SKUs Available?" If no SKUs appear in the dropdown, you need to create a SKU first under Administration > SKUs that matches this lot's variety and end type. Step 4: Enter Quantity Enter the number of items to create on this Package Run. The system validates that enough inventory is available in the lot. !!! tip "Maximum Quantity" The maximum quantity is automatically calculated based on the lot's available inventory divided by the SKU's cannabis weight per unit. For discrete unit types (e.g., plants, seeds), the dialog also shows: - Discrete units to be packaged - the total number of individual units - Total weight to be packaged - the combined weight in grams Step 5: Name the Package Run (Optional) Enter a Package Run Name to help you identify this run. This is optional but recommended for easy reference. Step 6: Select Creation Date Choose the package run creation date. The date must be between the lot creation date and today's date. !!! warning "Past Month Date Selection" If you select a date in a previous month, this may affect regulatory reports (Health Canada, CRA) for that period. Contact GrowerIQ Support if you're unsure about the reporting implications. Step 7: Select Storage Location Select the location where the packaged items will be stored. Step 8: Approve and Submit Select the Approved By user from the dropdown to sign off on the Package Run, then click Submit. The system will create the Package Run and transfer the required material from the source lot. 📊 Understanding the Package Run Detail Page After creating a Package Run, you can view it by navigating to Warehouse > Package Runs and selecting the run, or by clicking the link from the lot's activity log. The Package Run detail page displays: | Property | Description | |----------|-------------| | Current Quantity | Number of units currently available (not yet shipped or recycled) | | Initial Quantity | Total number of units originally created | | SKU | The SKU used for this Package Run | | Created | Date the Package Run was created | | Variety | Cannabis variety of the source material | | THC | THC potency values (mg and/or percentage), if entered | | CBD | CBD potency values (mg and/or percentage), if entered | | Current Location | Where the packaged items are stored | | Source Lot | Link(s) to the source lot(s) the material came from | | Package Type | The type of package | | Total Package Weight | Total weight of all packaged material | | Remaining Weight | Weight of material still available | | Multi Lot Original Info | For multi-lot runs only: shows each source lot ID and the quantity drawn from it | !!! note "THC/CBD Fields" THC and CBD fields only appear once potency values have been entered. You can add or update potency values using the Enter/Edit THC/CBD action. The page also includes: - Activity Log tab - Complete audit trail of all actions taken on this Package Run - Documents tab - Any uploaded documents associated with this Package Run - Barcode - Scannable barcode for the Package Run ID ⚡ Available Actions on a Package Run From the Package Run detail page, you can perform several actions: | Action | Description | |--------|-------------| | Move Location | Move packaged items to a different storage location | | Queue for Destruction | Send items to the destruction queue | | Create Activity Log | Add a custom activity note | | Enter/Edit THC/CBD | Record or update potency values | | Print Label | Print a wholesale label for the Package Run | | Revert Package Run | Undo the entire Package Run and return material to the source lot | | Edit Package Run | Change the quantity (single-lot runs only) | | Recycle Items | Unpackage material and return it to the source lot (single-lot runs) | | Recycle Multi Lot Package Run | Unpackage material and return it to the correct source lots (multi-lot runs) | | Edit Package Run Name | Update the display name | | Batch Record | Download a PDF batch record | !!! note "Action Visibility" Some actions are only visible when certain conditions are met. For example, Revert only appears when there are no order allocations, and Edit is only available for single-lot runs. !!! info "Related Article" For details on Revert, Edit, and Recycle, see the companion article on managing Package Runs. 💡 Tips and Best Practices - Name your Package Runs - While optional, a descriptive name makes it easier to find and manage runs later - Check SKU availability first - If no SKUs appear in the dropdown, verify you have enabled SKUs matching the lot's variety and end type - Review quantity carefully - The maximum quantity is calculated based on available lot inventory and the SKU's cannabis weight per unit - Enter THC/CBD promptly - Potency values can be entered during lot creation or updated later from the Package Run page - Use the Package Runs list - Navigate to Warehouse > Package Runs for a complete overview of all Package Runs across lots !!! tip "Package Runs List" The Warehouse > Package Runs list page lets you search, filter, and sort all Package Runs across your facility -- useful for tracking packaging operations at scale. 🔗 Related Articles - Multi-Lot Package Runs - Create Package Runs from multiple source lots - Revert, Edit, and Recycle Package Runs - Manage and modify existing Package Runs - Working With Lots - Understanding lot inventory management - SKUs - Setting up and managing SKUs

Last updated on Feb 06, 2026

Multi-Lot Package Runs

Multi-Lot Package Runs allow you to combine material from multiple source lots into a single packaging operation. This is useful when you need to draw from several lots of the same variety to fulfill a packaging requirement. In this article: - What Are Multi-Lot Package Runs? - Prerequisites - How to Create a Multi-Lot Package Run - Understanding the Lots Table - Divisibility Requirement - After Creation - Tips and Best Practices 🎯 What Are Multi-Lot Package Runs? A Multi-Lot Package Run works the same as a standard Package Run, but draws material from two or more source lots instead of just one. This gives you more flexibility when packaging, especially when no single lot has enough inventory to complete a full run. For example, if you need to package 500 units but Lot A only has 300g and Lot B has 250g, you can create a Multi-Lot Package Run that pulls from both. ✅ Prerequisites Before creating a Multi-Lot Package Run, ensure: - You have two or more lots with available inventory - All selected lots must have the same variety (e.g., all "Blue Dream") - All selected lots must have the same unit type (e.g., all "dried", all "oil") - None of the selected lots have a Recall flag - If lot approval is enabled, all lots must be in Released status - At least one SKU exists that matches the lots' variety and end type 📝 How to Create a Multi-Lot Package Run Step 1: Navigate to the Lots Grid Go to Warehouse > Lots from the sidebar menu to view your lots in the grid. Step 2: Select Multiple Lots Using the checkboxes on the left side of the grid, select two or more lots that you want to package from. Step 3: Click Create Multi Lot Package Run Once multiple lots are selected, the Create Multi Lot Package Run button becomes active in the toolbar above the grid. Click it to open the dialog. !!! note "Matching Requirements" If the selected lots have different varieties or unit types, the dialog will display a validation error explaining what needs to match. Step 4: Select a SKU From the SKU dropdown, select the SKU you want to package. Only SKUs matching the lots' variety and end type are shown. Step 5: Name the Package Run Enter a Package Run Name to identify this run. This field is required for Multi-Lot Package Runs. !!! note "Required Field" Unlike single-lot Package Runs, the name field is required for Multi-Lot Package Runs. Step 6: Enter THC/CBD Values Enter the potency values for this Package Run: | Field | Description | |-------|-------------| | THC (mg) | THC content in milligrams (must be 0 or greater) | | CBD (mg) | CBD content in milligrams (must be 0 or greater) | | THC Percentage (%) | THC as a percentage (0-100) | | CBD Percentage (%) | CBD as a percentage (0-100) | Step 7: Allocate Quantity per Lot The dialog shows a table listing all selected lots. For each lot, enter the quantity to use: | Column | Description | |--------|-------------| | Lot ID | The identifier for the lot | | Lot Name | The name of the lot | | Available Qty | How much material is available in that lot | | Quantity to Use | The amount you want to draw from this lot | The quantity for each lot cannot exceed its available quantity. The unit is shown as grams (g) for weight-based products or as the unit type for discrete items (plants, seeds). A summary below the table shows: - Total weight to be packaged (or total units for discrete items) - Package Run Items to be created - the number of finished packages Step 8: Select Location and Approval Select the Location where the packaged items will be stored and the Approved By user. Step 9: Set Date and Time Choose the Date & Time of Package Run. The date must be between the earliest lot creation date and today. Step 10: Upload Documents (Optional) You can optionally upload a COA (Certificate of Analysis) or other documents related to the new inventory. Step 11: Submit Click Create Package Run to complete the process. 📊 Understanding the Lots Table The lots table in the dialog is your primary tool for allocating material: - Each row represents one of the lots you selected - The Available Qty column shows the maximum you can draw from each lot - You must enter a quantity for each lot (minimum 0.001) - The system validates that your entry does not exceed available inventory ⚠️ Divisibility Requirement The total quantity across all lots must be evenly divisible by the SKU's target weight (or target quantity for discrete units). If it's not, you'll see an error: "The total selected quantity must be perfectly divisible by the SKU's target weight." For example, if your SKU has a cannabis weight of 3.5g per unit, and you select 10g from Lot A and 4g from Lot B (total 14g), this creates exactly 4 packages (14 / 3.5 = 4). But if you selected 10g and 3g (total 13g), you'd get an error because 13 / 3.5 = 3.71 — not a whole number. !!! tip "Avoiding Divisibility Errors" Calculate your total quantity before entering values to avoid the divisibility error. 📋 After Creation Once created, the Multi-Lot Package Run appears under Warehouse > Package Runs like any other Package Run. The detail page will show: - Source Lot - Links to all source lots (displayed as a list) - Multi Lot Original Info - Shows each source lot ID and the quantity drawn from it Important differences from single-lot Package Runs: - Edit Package Run is not available for multi-lot runs - Recycle uses a dedicated Recycle Multi Lot Package Run option that handles returning material to the correct source lots !!! warning "Multi-Lot Limitation" Edit Package Run is not available for Multi-Lot Package Runs. Use Revert or Recycle instead. - Revert Package Run is available and returns all material to the respective source lots 💡 Tips and Best Practices - Plan your quantities - Before opening the dialog, know how much you need from each lot to avoid the divisibility error - Check lot statuses - All lots must be released (if lot approval is enabled) and free of recall flags - Use descriptive names - Since multi-lot runs draw from multiple sources, a clear name helps with traceability - Review the summary - Always check the "Package Run Items to be created" count before submitting - Upload COAs - Take advantage of the optional document upload to attach relevant quality documentation 🔗 Related Articles - Package Runs - Creating and Managing - Basics of single-lot Package Runs - Revert, Edit, and Recycle Package Runs - Managing and modifying Package Runs - Working With Lots - Understanding lot inventory management - SKUs - Setting up and managing SKUs

Last updated on Feb 06, 2026

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? | Situation | Action to Use | |-----------|---------------| | The package run was created by mistake | Revert | | The wrong quantity was entered | Edit | | You need to unpackage some or all items | Recycle | Key differences: | | Revert | Edit | Recycle | |---|--------|------|---------| | Purpose | Undo the entire run | Fix the quantity | Unpackage items | | Changes original activity? | Yes - as if it never happened | Yes - updates original date | No - creates a new activity | | Partial action? | No - all or nothing | Yes - increase or decrease | Yes - choose how many | | Available for multi-lot? | Yes | No | Yes (dedicated option) | 🔄 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. !!! note "Allocation Restriction" If items have been allocated to orders or shipped, the Revert button will not appear. 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 !!! warning "Multi-Lot Limitation" Edit Package Run is not available for Multi-Lot Package Runs. If you need to adjust a multi-lot run, use Revert or Recycle instead. 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 | Rule | Description | |------|-------------| | Quantity must be 0 or greater | You cannot enter a negative number | | Cannot go below allocated quantity | If units are allocated to orders, you cannot reduce below that amount | 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. !!! note "Multi-Lot Recycling" For multi-lot 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 | Rule | Description | |------|-------------| | Quantity must be 1 or greater | You must recycle at least 1 item | | Must be a whole number | Quantity must be an integer | | Cannot exceed available quantity | You cannot recycle more items than currently exist in the package run | ⚠️ 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 | Action | Single-Lot Runs | Multi-Lot Runs | Requires | |--------|-----------------|----------------|----------| | Revert | Yes (if no allocations or usage) | Yes (if no allocations or usage) | Reason + Approved By | | Edit | Yes (if has units) | Not available | New Quantity + Reason + Approved By | | Recycle | Yes (if has units) | Yes (dedicated button, if has units) | Quantity + Reason + Date + Approved By | 🔗 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

Last updated on Feb 06, 2026

Colour Grading for Lots

Colour Grading is a customizable classification system that lets you assign visual quality grades to your lots. Each grade has a name, colour, and optional description, making it easy to sort, filter, and manage bulk inventory at a glance. In this article: - What Is Colour Grading? - Getting Started - Assigning a Colour Grade to a Single Lot - Bulk Assigning Colour Grades - Assigning a Grade During Lot Creation - Viewing Colour Grades on the Lots Grid - Removing a Colour Grade - Tips and Best Practices 🎯 What Is Colour Grading? Colour Grading provides a visual, organization-defined grading system for your lot inventory. Common uses include: - Quality tiers - Grade A, Grade B, Grade C with different colours - Visual inspection results - Colour-coded results for quick identification - Production priority - Flagging lots for different processing priorities - Customer-specific grades - Grading based on buyer requirements Each colour grade has three properties: | Property | Description | |----------|-------------| | Name | The grade label (e.g., "Grade A", "Premium", "Standard") | | Colour Code | A colour displayed as a visual swatch beside the lot | | Description | Optional text explaining what the grade means | Colour grades appear throughout the system: - As a coloured swatch beside the lot name on the lot detail page - As a coloured ink bar at the top of the lot detail card - As a filterable column in the lots grid - In a tooltip when you hover over the swatch ✅ Getting Started Colour grades are configured at the organization level. To set up colour grades for your facility: 1. Contact GrowerIQ Support to enable the colour grading feature and create your initial set of grades 2. Once enabled, colour grades become available across all lot-related pages !!! note "Organization-Level Configuration" Colour grades are defined at the organization level by your administrators. The available grades are shared across all users in your facility. 📝 Assigning a Colour Grade to a Single Lot Step 1: Navigate to the Lot Detail Page Go to Warehouse > Lots and click on the lot you want to grade. Step 2: Click the Colour Swatch Next to the lot name at the top of the page, you'll see a coloured circle (swatch). Click on it to open the Colour Grade Picker. - If no grade is currently assigned, the swatch appears as a default grey colour - If a grade is assigned, the swatch shows the grade's colour - Hovering over the swatch shows a tooltip with the current grade name !!! tip "Default Swatch Appearance" If no grade has been assigned yet, the swatch appears as a default grey circle. Hover over it to confirm the current status. Step 3: Select a Grade The Colour Grade Picker dialog displays all available grades as visual cards, each showing: - The grade's colour swatch - The grade's name - The grade's description (if set) Click on the grade you want to assign. Step 4: Save Click Save to apply the selected colour grade to the lot. The lot detail page will immediately update to show the new colour — both the swatch beside the lot name and the ink bar at the top of the card. 📋 Bulk Assigning Colour Grades You can assign the same colour grade to multiple lots at once from the Lots grid. Step 1: Navigate to the Lots Grid Go to Warehouse > Lots to view the lots grid. Step 2: Select Lots Using the checkboxes, select one or more lots you want to grade. Step 3: Click Assign Grade Once lots are selected, the Assign Grade button (with a palette icon) appears in the toolbar. Click it. !!! note "Button Visibility" The Assign Grade button only appears when one or more lots are selected on the grid. Step 4: Choose a Grade The dialog shows "Assign Grade to X Lots" (where X is the number of selected lots). Select the grade you want to apply to all selected lots. Step 5: Save Click Save to apply the grade to all selected lots at once. 🆕 Assigning a Grade During Lot Creation You can also assign a colour grade when creating a new lot. During the lot creation process, the Colour Grade Picker is available to classify the lot from the start. When opened from lot creation, the dialog shows "Select a colour grade to assign to the new lot" and uses a Select button instead of Save, since the lot hasn't been created yet. 📊 Viewing Colour Grades on the Lots Grid The Lots grid page provides several ways to work with colour grades: - Colour Grade column - Each lot shows its assigned grade name and colour code - Filter by grade - Use the column filter to show only lots with a specific grade - Group by grade - Group the grid by colour grade to see all lots organized by their classification - No Grade - Lots without a grade assigned are shown under the "No Grade" group This makes it easy to quickly identify inventory quality distribution across your lots. 🗑️ Removing a Colour Grade To remove a colour grade from a lot: 1. Open the Colour Grade Picker (either from the lot detail page swatch or via bulk assignment) 2. Select No Grade at the bottom of the available grades 3. Click Save For bulk removal, select the lots on the grid, click Assign Grade, choose No Grade, and save. This removes the classification from all selected lots. !!! tip "Bulk Removal" You can bulk-remove grades by selecting multiple lots on the grid, clicking Assign Grade, and choosing No Grade. 💡 Tips and Best Practices - Establish a grading standard - Define what each grade means for your team so everyone applies them consistently - Use descriptive names - Names like "Premium - Top Shelf" are clearer than just "A" - Leverage the grid grouping - Group by colour grade on the Lots grid to see your inventory quality distribution at a glance - Grade early - Assign grades as soon as lots are created to maintain up-to-date classification - Bulk assign after QA - After quality assessments, use bulk assignment to grade multiple lots efficiently - Contact Support for changes - If you need to add, modify, or remove available colour grades, reach out to GrowerIQ Support 🔗 Related Articles - Working With Lots - Understanding lot inventory management - Package Runs - Creating and Managing - How to create Package Runs from graded lots - Quality Assurance & Reporting - QA processes and tools

Last updated on Feb 03, 2026

Recording Weight Adjustments on Batches

Weight Adjustments allow you to correct the recorded weight of a batch when it doesn't match the actual measured weight. This creates a complete audit trail with dual-approval signatures, tracking whether the adjustment was a weight gain or loss. In this article: - When to Use Weight Adjustments - Prerequisites - How to Record a Weight Adjustment - What Happens After the Adjustment - Tips and Best Practices - Troubleshooting 🎯 When to Use Weight Adjustments Use a weight adjustment when the batch's recorded weight in GrowerIQ doesn't match the actual weight you've measured. Common scenarios include: - Scale calibration corrections - A scale was off and the recorded weight needs updating - Moisture loss or gain - Material has gained or lost weight during storage - Counting discrepancies - Physical count doesn't match the system record - Data entry errors - The original weight was entered incorrectly !!! note "Lot vs Batch Weight Changes" Weight adjustments are specifically for correcting batch weights. For lot-level weight changes, see the Record Weight Gain and Record Weight After Loss actions on the lot detail page. ✅ Prerequisites Before recording a weight adjustment: - The batch must have recorded weight (a current quantity greater than zero) - You need two approving users: one to check and one to approve the adjustment - You should have the actual measured weight ready 📝 How to Record a Weight Adjustment Step 1: Navigate to the Batch Detail Page Go to Cultivation > Batches and click on the batch that needs a weight correction. Step 2: Click the Weight Adjustment Icon On the batch detail page, find the Current Quantity property. Next to it, you'll see a small edit icon (pencil). Click it to open the Weight Adjustment dialog. !!! note "Permissions Required" The edit icon only appears if you have permission to adjust weights. Step 3: Review Current Weight The dialog shows your batch's Current Weight in grams at the top. Review this to confirm the existing recorded value. Step 4: Enter the Adjusted Weight In the Adjusted Weight field, enter the correct weight in grams. This is what the batch weight will be updated to. !!! note "Weight Format Requirements" The adjusted weight must be a positive number greater than 0.000001g. Leading zeros (e.g., "05") are not valid. Step 5: Provide Approval Signatures The dialog shows who is performing the edit (the currently logged-in user as Edited by). You must also select: | Signature | Purpose | |-----------|----------| | Checked By | The user who verified the actual weight | | Approved By | The user who authorizes the adjustment | Both signatures are required. Select users from the dropdown lists. !!! warning "Dual Approval Required" Both Checked By and Approved By signatures are required. The adjustment cannot be submitted without both. Step 6: Enter Reason for Modification Provide a clear explanation in the Reason for Modification field describing why the weight is being adjusted. This becomes part of the permanent audit trail. Step 7: Submit Click Submit to apply the weight adjustment. 📊 What Happens After the Adjustment When you submit a weight adjustment, the system creates several activity records for full traceability: If the weight increased (gain): | Activity | Description | |----------|-------------| | weight_adjustment | Records the change from the old weight to the new weight | | record_weight_gain | Tracks the specific amount gained, with checker and approver signatures | | inventory_adjustment | Updates the cumulative inventory quantity | If the weight decreased (loss): | Activity | Description | |----------|-------------| | weight_adjustment | Records the change from the old weight to the new weight | | record_weight_loss | Tracks the specific amount lost, with checker and approver signatures | | inventory_adjustment | Updates the cumulative inventory quantity | If the weight is unchanged, only a weight_adjustment activity is created (no gain/loss record). All of these activities appear in the batch's Activity Log, providing a complete audit trail of who made the change, who checked it, who approved it, and why. !!! tip "Verify Your Adjustment" Check the batch's Activity Log after adjusting to confirm the adjustment was recorded correctly. 💡 Tips and Best Practices - Always weigh before adjusting - Confirm the actual weight with a calibrated scale before recording an adjustment - Be specific in the reason - "Scale 3 was 5g off per calibration check on Feb 1" is better than "weight was wrong" - Use different people for check and approval - While the system allows the same person, best practice is to have two different individuals verify and approve - Review the activity log - After adjusting, check the batch's Activity Log to confirm the adjustment was recorded correctly - Consider downstream impacts - Weight adjustments affect the batch's available inventory for lot creation and other operations 🔧 Troubleshooting The edit icon doesn't appear next to Current Quantity? Check that you have the appropriate permissions for weight adjustments. Contact your administrator if needed. Getting a validation error? The adjusted weight must be a positive number (greater than 0.000001g). Negative values and zero are not allowed. The value also cannot have leading zeros (e.g., "05" is not valid, but "5" and "0.5" are). Both signature fields are required? Yes. Both Checked By and Approved By must be selected before you can submit. This dual-approval ensures proper quality control. Where can I see the adjustment in the audit trail? Navigate to the batch detail page and click on the Activity Log tab. You'll see the weight_adjustment activity along with the corresponding weight gain or loss record. 🔗 Related Articles - Batches - Understanding batch management - Working Through a Batch Plan - Following the batch workflow - Backdating Activities FAQ - Correcting activity dates after the fact

Last updated on Feb 06, 2026

Backdating Activities FAQ

Backdating allows you to change the recorded date of certain activities to reflect when they actually occurred. This FAQ covers what you can backdate, how the process works, and what to watch out for. In this article: - What Is Backdating? - Which Activities Can Be Backdated? - How to Backdate an Activity - Frequently Asked Questions 🎯 What Is Backdating? Backdating is the process of changing an activity's timestamp to an earlier date. This is useful when an action was performed but not recorded in GrowerIQ on the same day — for example, if you harvested a batch on Friday but didn't log it until Monday. Backdating maintains a complete audit trail: the system records both the new date and the reason for the change. ✅ Which Activities Can Be Backdated? The following activities support backdating: | Activity | Description | |----------|-------------| | Receive Inventory | Receipt of materials into the facility | | Germinate Seeds | Seed germination events | | Record Harvest Weight | Harvest weight recording | | Record Dry Weight | Dry weight recording | | Record Cured Weight | Cured weight recording | | Record Crude Oil Weight | Crude oil weight recording | | Record Distilled Oil Weight | Distilled oil weight recording | | Batch Visual Inspection | Visual inspection activities | | Create Sample | Sample creation events | | Record Final Yield | Final yield recording | | Create Lot | Lot creation events | | Sample Lab Result Received | Lab result receipt | | Batch QA Review | QA review activities | Activities that cannot be backdated: - Variety name changes - Inventory variety updates !!! note "Non-Backdatable Activities" Activities not listed above (including variety changes) cannot be backdated. 📝 How to Backdate an Activity Step 1: Navigate to the Activity Log Go to the detail page of the batch, lot, or inventory item and open the Activity Log tab. Step 2: Select Activities Select one or more activities you want to backdate. You can select multiple activities to backdate them all to the same date. Step 3: Click Backdate Click the Backdate button. A dialog will open showing: - A list of the activities that will be backdated - A date/time picker for the new date - A text field for the reason Step 4: Choose the New Date Select the new date and time. The date picker has restrictions: - Maximum date: The activity's current date (you cannot move activities forward in time) - Minimum date: The earliest related activity date (you cannot backdate before dependent activities) !!! warning "Forward Dating Not Allowed" Backdating cannot move activities forward in time. The new date must be earlier than or equal to the activity's current timestamp. Step 5: Enter Reason for Modification Provide a clear explanation of why the activity is being backdated. This is required and becomes part of the permanent audit trail. Step 6: Confirm Click Confirm to apply the backdate. ❓ Frequently Asked Questions Can I backdate an activity to a future date? No. Backdating only moves activities to an earlier date. The maximum date allowed is the activity's current timestamp. Can I backdate multiple activities at once? Yes. You can select multiple activities from the Activity Log and backdate them all to the same date and time in a single operation. Are there dependency rules when backdating? Yes. Some activities have dependencies that prevent them from being backdated before related activities. For example: - A Batch QA Review cannot be backdated before: - Sample Lab Result Received - Create Sample - Sample Sent to Lab - Batch Visual Inspection If you try to backdate an activity before one of its dependencies, you'll see a validation error explaining which rule was violated. What happens to inventory adjustments when I backdate? When an activity is backdated, the system recalculates inventory adjustments to reflect the new timeline. This ensures that inventory quantities are accurate for the adjusted period. Related entities are also updated: - Inventory timestamps - Order timestamps (if applicable) - Invoice timestamps (if applicable) - Shipment timestamps (if applicable) Will backdating affect my regulatory reports? !!! danger "Cross-Month Backdating" If your backdate crosses a month boundary, contact GrowerIQ Support before proceeding. Changes to past months can affect Health Canada Reports, CRA Cannabis Duty Returns, and other compliance reports for that period. Yes, potentially. If you backdate an activity to a previous month, this changes the recorded data for that reporting period. This can affect: - Health Canada Reports — Inventory movement totals for the affected month - CRA Cannabis Duty Returns — Packaged quantities for the affected period - Any compliance reports that reference activity dates Is backdating tracked in the audit trail? Yes. Every backdate operation records: - The original date of the activity - The new date it was changed to - Who performed the backdate - The reason for modification This information is visible in the Activity Log and cannot be deleted. Why can't I backdate a variety name change? Variety name changes and inventory variety updates are excluded from backdating to maintain data integrity. These changes affect how inventory is classified and cannot be safely moved to a different date. I accidentally backdated to the wrong date. Can I fix it? Yes. You can backdate the same activity again to a different date. The same rules apply — the new date must be earlier than or equal to the activity's current timestamp, and you'll need to provide a new reason for modification. Where do I find the Backdate button? The Backdate button appears in the Activity Log view on batch, lot, and inventory detail pages. Select one or more activities using the checkboxes, and the Backdate option becomes available. 🔗 Related Articles - Recording Weight Adjustments on Batches - Correcting batch weights - Batches - Understanding batch management - Working With Lots - Lot inventory management

Last updated on Feb 06, 2026