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Creating Inventory using Bill of Materials

There are now three main ways to create inventory when manufacturing or processing: (1) Through a Manufacturing Run , which is commonly used for extraction or machine-driven production (2) Through th…

Carly Westfall
Updated by Carly Westfall

There are now three main ways to create inventory when manufacturing or processing:

(1) Through a Manufacturing Run, which is commonly used for extraction or machine-driven production

(2) Through the Create Work Order function in the Manufacturing Runs Module.

(3) Through a Bill of Materials which lets you create more repeatable processes for a finished good (e.g. a gummy, filled vape cart, or packaged item). To learn how to create a Bill of Materials, see Creating Bill of Materials or Creating Bill of Materials for Handling Case Quantities.

Create Inventory using BOM

  1. To create Inventory from Bill of Materials, go to Inventory Module.
  2. Click on Inventory dropdown menu at the top of the page. Then select Create Inventory From Bill of Materials.
  1. Select the Item to Create using the dropdown menu. You can also type in the item name.
  1. Select the name of the Bill of Materials used to create the item.
  2. Enter the Qty per package (the number of units you want to create).

You can create multiple packages with different quantities in one session. When you create the packages;

  • Click the sign to add another line, where you can specify the "Number of packages" and the "Qty per package (ea)"
  • Click the sign to remove the line. Learn more here.
  1. Select your cannabis input package from the dropdown menu. In this example, we are using distillate to create a packaged vape cart of 500 units.
  1. Enter the Allocated Quantity of your cannabis package(s) and non-cannabis components. Verify the information is correct and click Review & Confirm.
Tip: METRC users will be prompted to choose a new UID tag number before clicking Review & Confirm.
  1. Enter in the date created and any other optional attributes. Select the Area and Location of your package, if required.
  2. Click Save and you have successfully created a new package using a Bill of Materials.

Create Case Size Quantities

Please see here how to set up a BOM to handle case quantities.

If a BOM is already set up to handle cases, follow steps 1-3 above. From there, you will:

  1. Select the name of the Bill of Materials for the case qty.
  1. Enter the number of cases to create in the "Number of New Pkgs" field, as the 'Qty per pkg (ea)' will auto-populate for you based on how the BOM was set up. In this example, we will make 10 cases.
  1. If you need to create a package of a partial case, click the sign to add another package. We will add a partial case of 18 units to this example.
  1. Select your cannabis input package from the dropdown menu.
    1. Enter the Allocated Quantity of your cannabis package(s) and non-cannabis components.
    Note: Non-cannabis components will auto-allocate if only one LOT exists. When more than one LOT exists, click the pencil icon to choose which LOT to allocate.
Tip: METRC users will be prompted to select multiple UID tag numbers to account for the number of new packages being created. You can use "Select first ##" to choose multiple tags at once.
  1. Verify the information is correct and click Review & Confirm.
  2. Enter the Created Date and any other optional attributes. Select the Area and Location of your package, if required.
  3. Click Save and you have successfully created a new package using a Bill of Materials. The screen will resolve back to the All-Packages grid so you can view the inventory created.

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