Module NameSection XX:

Inventory Overview - 2Printing Package Labels - 3

Assign to Batch - 9Assign Status - 10Move - 11Change Product - 12Convert - 13Create Packages - 14

Destroy - 16Sublot - 15

Lab Samples - 17Lab Results - 18Lab Data Wizard - 19Inventory Reconciliation - 20-22

View Inventory - 4Package Records - 5 Inventory Cog - 6Adjustments - 7 Add Inventory to Order - 8

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This manual section reviews inventory operations - focused primarily on functions within Inventory > View Inventory.

Section 04: Inventory: Welcome

Wholesale operations - manifesting and receiving - are detailed in Section 6: Wholesale Ops.

Recipe management is detailed in Section 5: Processing Operations.

Inventory: OverviewSection 04:

The LeafLogix Inventory Module manages Packages, the basic unit of inventory. Package records can be created in three primary ways: posted from harvest batches in the cultivatioin module, through packaging and conversion processes, and by receiving them from vendors. Packages are linked to Batches, which house test results and production information. A single batch can be associated with multiple packages. Each pacakage can only have one batch.

Most inventory/package management tasks will be performed under View Inventory. The table here will allow you to view and search through all of the packages in your system. The table’s filters also offer a range of tools to help you lotate specific sets of records.

Selecting a record, and clicking on the inventory cog will allow you modify package information, fulfill open wholesale manifests, and record a variety of common operations.

Packages inherit many of their details from Product Masters. These need to be complete before you can begin generating and working with inventory. See Section 2: Maintenance and Setup for additional information.

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If you are installing a new label or receipt printer, please consult section nine of the system manual available in the Help section of the system backend.

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Package Label PrintingSection 04::

If you need to print labels from the LeafLogix backend, begin by selecting which printer you wish to use - all label printers on your facility’s PrintNode network will be listed in the printer selection dropdown.

Inventory: View InventorySection 04:

Most inventory management tasks can be accomplished from the inventory table under view inventory. By default, the package records it contains will be listed in the order received, from most recent to oldest. Like all tables, the inventory table can be re-sorted by header, simply by clicking on it.

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The search field searches by product name, batch, package id, and more.

Status are set using the tools under the cog. They can be filtered on here.

The room filter will allow you to select one or more rooms at a time.

The zero value filter unhides empty, or completed packages.

There are four inventory type options: non-cannabis, and cannabis - both qty and weight.

The category filter will allow you to filter on one or more categories at a time.

The Show Only Low Inventory will filter to packages that have fallen below the low inventory threshhold set for them on the product master.

Remember - you can use the table cog to customize the inventory grid.

The Excel export will remember any filters set on the table, making it a powerful inventory reporting tool.

Once you locate the record or records you need, select them with the check box or by drilling into the record by clicking on it.

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Inventory: Package RecordsSection 04:

Packages typically come in one of two varieties - weight based and quantity based. Weight based records contain product that can be sold or processed in unfixed quantities - as in a dispensary where product is weighed on demand, or in a processing facility that buys and uses variable amounts of concentrate and/or flower in manufacturing.Quantity-based products are those sold in discrete, predictable quantities. This can include pre-packaged inventory as well - 1/8ths of flower or 0.5g concentrates. They use the Grams/Concentration field to track medicated weight; the default for this is set on the Product Master.

Cost of Goods data in LeafLogix is derived from the unit cost assigned to package records. Default cost values can be assigned in the Product Master as well.

Clicking the flask will take you to the test results associated with this package’s batch record.

The SKU refers back to the Product Master for this package.

The External Package ID is used primarily in METRC and Biotrack environments. It should map to the compliance ID for this particular package. I can be the same as the Package ID.

By default, pricing in LeafLogix is driven through the Product Master. Cost of Goods (COGS) reporting in LeafLogix is calculated on the basis of package unit costs.

The Package ID will be encoded on inventory barcodes. This is especially important for POS operations (Label Field Serial # Bar Code).

Packaging and Expiration dates are generated during operations, or can be set manually. The Inventory Date is generated when the record is created.

Grams/Concentration refers to the amount of marijuana material in a quantity-based product. Flower Equivalency can be used to override this number when calculating against patient allotments. If you do not set a flower equivalency, the grams/concentration will be used instead.

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Inventory: The Inventory CogSection 04:

The Inventory Cog contains all the tools required to perform most package management functions. These are divided, broadly speaking, into three categories: tools to update records, tools for changing records completely, and tools that help track activity.

The Adjust Tool will allow you to adjust the quantity or weight of a package. Use it to correct levels to match physical counts.Add to Order moves packages from inventory and onto open manifests/transfers. See Section 6 for additional information.Assign to Batch changes the batch associated with a package. It will also allow for the creation of new batches.Assign Status updates the status assigned to a package.Move is used to move a package between rooms and between facilities (check your internal SOPs! Do not move inventory between LOCs in METRC/Biotrack states).

Change Product will change the Product Master (SKU) associated with a package. Use with care.Combine is used to merge two packages together, and is subject to regulatory restrictions.Convert changes one or more packages of product into another. Allows updating Batch IDsCreate Packages is used to pre-package bulk product, eg. create pre-packs. Retains Batch IDs.Destroy is used to adjust packages out of active inventory.Lab Sample creates a package destined to be manifested to a laboratory.

The Print tool prints a number of a selected label for a given package. Remember to set your printer under Settings on the main menu before printing.History shows inventory movements, adjustments, and sales made using the tools in the inventory cog. Transactions will show only POS Sales activity for the package.Scan Pacakges will set the table to listen mode. Scan package ID barcodes, and the system will pull them into the table.

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If your environment is connected to a state traceability system, such as METRC or Biotrack, adjustments you make will be sent through to to those systems in real time (see Section 12: METRC in the Help > Tutorials section for additonal information).LeafLogix also allows users to create their own custom Adjustment Reasons (Maintenance > Adjustment Reasons). If you are in an integrated environment, you do not need to set these - LeafLogix will pull a list of approved adustment reasons based on your state once the integration is active - something to remember before creating Product Masters in METRC states.

Inventory: AdjusmentsSection 04:

The Adjust tool allows users to make incremental (left) and absolute adjustments (right) to package quantities/levels.

If you wish to reduce the a given level incrementally, format as “-X”.

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Inventory: Add Inventory to OrderSection 04:

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The Add Inventory to Order Tool allows multiple packages to be added to an existing open manifest. Simply select the packages you wish to sell or transfer, then click the tool.

Select the order from the dropdown, and complete price and discount information as required. Once you click Add, the inventory will be moved onto the manifest. See Section 6: Wholesale Management for additional information on managing Manifests.

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Remember that batches maintain testing results. Make sure your batch information is correct before packaging or processing downstream inventory.

Inventory: Assign to BatchSection 04:

Use Assign to Batch whenever you need to update the production/testing batch associated with a package. This tool is usually used to correct data entry errors. Notice the New Batch control at the base of the batch selection dropdown. Use this in the event that the batch has not been entered yet.

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The main use of inventory statuses are as filter criteria on the View Inventory table. They can be set either through the inventory cog, or during the receiving process, detailed later in the Wholesale Operations supplement, located under the Help menu in the system backend.

In METRC and Biotrack states, Adjustment Reasons are assigned by the state system. You will not need to add your own if you are integrated.

Inventory: Assign StatusSection 04:

Use Assign Status whenever you need to update the status field on your package records. For example, moving from "Awaiting Test Results” to “Finished Product”. Statuses are set in the system maintenance section (Maintenance > Inventory Status), and will be unique to your organization.

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Do not use this tool to move inventory between locations/licenses in METRC and Biotrack states.

Inventory: MoveSection 04:

The Move tool is used to move packages between Rooms and between Locations in multi-location environments. To do so, select the package or packages that you wish to move, click on Move, and select the package’s new location. Note that moving between facilities does not create a Manifest record. If a written document/receiver signature, is required, do so with an interfacility transfer.

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Inventory: Change ProductSection 04:

Change Product will allow a package to be associated with a different Product Master. Change Product will update the name and category of the package, but not the strain, batch, price, cost, UOM, or grams/concentration.

It is advised that you verify the package details after using this tool. Do not change a weight based product into a quantity based one! Only change like for like, eg. quantity for quantity.

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Remember that the inventory table will, by default, sort by the inventory date column, meaning that the converted package will appear at the top of the page should you need to update or change any information on the record (updating testing results on a production batch, for example).

Inventory: ConvertSection 04:

Convert allows users to “convert” package weight into different SKUs/package IDs. Because it allows for users to update batch assignments, it can be used to process raw cannabis product into other product types, eg. flower into concentrates or prerolled joints. It can also accept multiple product entries and be used to mix different packages together into something new; eg. when mixing different terpines into concentrate formulations. Don’t forget to update test results once the new Batch ID is assigned.

To convert, select your input packages from the inventory table, and select convert from the cog menu. Next, select the product you are converting to (the output package) from the list.Enter a package ID for the new record, and other details as required.

Update the batch number of the output product as required.Verify your input and output quantites, and click convert. The system will draw down the levels from the input packages, and create a new package containing the output quantity.

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Inventory: Create PackagesSection 04:

The Create Packages tool is primarily used to package bulk, weight-based inventory, into prepackaged, quantity-based inventory. For example, when making prepackaged 1/4s out of bulk flower.

New packages will carry the same batch information as the source package they came from. This tool should not be used when the output product will require additional testing. Be aware of any integration requirements before using this tool.

To create packages, select the Source Package from the inventory table, select the create packages tool, and enter the amount used into the souce package quantity field.

Locate the desired output product from the To Product dropdown, enter or generate an output package ID, and verify the quantity or units to be transferred. Finally, chose the appropriate storage location from the dropdown.

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Inventory: SublotSection 04:

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The Sublot tool is primarily used to package inventory into sublots. Outputted sublots will maintain the same information as the source package, with the expection of an updated package ID and packaging date.

Note that you can create multiple sublotted packages at once by updating the Packages To Create field.

Processing operations ar represented in LeafLogix by utilizing on of four inventory process tools: Sublot, Create Packages, Convert, and Recipe Batches. Each tool allows a user to transfer contecnt from one PackageID to another. Choose the correct tool based on the exact procees being followed/products to be created,

The Destroy tool is used to remove package records from inventory. Clicking complete will wipe out the package’s content, and change it to an inactive state. It will still be searchable using the Zero Value filter on the inventory table.

Inventory: DestroySection 04:

If you are in an integrated with a state traceability system, such as METRC, destruction will be logged as an adjustment to 0.

If you Destroy, or otherwise run down a package unintentionally, they can be restored by entering the Package ID into the Inventory Table Search filter, and switch Zero Value to Show. Then select the package, and find the Adjust Availible tool on the cog menu.

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Clicking the Flask will take you to the test results associated with this package’s batch record.

If you wish to package your sample into a specific lab sample product, you will need to choose it from the list of available products in the Product Master. In integrated environments, like those connected to METRC, the new package will be marked as a sample.

inventory: Lab SamplesSection 04:

The Lab Sample tool works much like the create packages tool. It can be used to break a piece of inventory off of one package and assign it to an new package destined for a laboratory.

Lab samples will carry the same batch information as the source package. For this reason, the product selection dropdown will default to that of the source product.

Once you create your sample, it will need to be added to a manifest order, and removed from the system. When your test results come back, seach for the sample Batch ID in the inventory table. You can add your test results by opening and connected record and selecting the Flask at the top of the page.

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Inventory: Lab ResultsSection 04:

You can add Lab Results through any Package associated with the tested Batch. Navigate to View Inventory, click on your pacakge, and then click the Flask icon at the top to access this information.

Testing results are shared across batches/lot id numbers, so make sure that your package records carry the correct batch association before adding any testing information. The default Lab Results Unit can be set from Maintenance > Location Options.Remember: the inventory table sorts records by inventory date - newer inventory will always be at the top.

The test result page store information commonly required on labels, for state compliance reporting, and for maintaining quality control. The entry form is broken into six parts:

If you require any customization, those results can be added here, and added to your labels

Cannabinoids, the active constituents of cannabis, get added here.

General information about the lot/batch can be entered here. Note that the Flower EQ here will not impact compliance integrations.

Terpene data - the label tool allows for the automated printing of the top three entries.

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6 LeafLogix has the ability to populate testing results from QR-Codes provided by select testing providers. Contact support for more iinformation.

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Lab Data WizardSection 04:

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In order to assist with laboratory uploads, LeafLogix offers a Lab Data Wizard. In order to utilize it, you will need a CSV file containing columns for, at a minimum, BatchID and Tested Date.

Once you have uploaded your CSV, map the file headers to the corresponding field in LeafLogix. You can save this mapping for later use by clicking Save Mapping and Preview.

Preview your data, making note of any issues. Click Upload to commit your changes, or Cancel to start again.

A single CSV can contain records for multiple batches. This tool will not create new batch records - you will need to add batches either when receiving or through the Batch Manager before updating thier results.

Inventory ReconciliationSection 04:

The Inventory Reconciliation tool allows dispensary operators and inventory managers to reconcile inventory in total, by Room, Category, and Master Category.Reconciliations can be run in three modes: Manual, by Upload, or by Scan.Please note that reconciliations should not be run while inventory is being transacted. Be sure to complete the reconciliation cycle while operations are otherwise suspended.

The Inventory Reconciliation Update in Bulk Location Option toggles whether changes to inventory levels will be made as those changes are recorded on the reconciliation (real-time), or logged when the reconciliation is Closed (in bulk).

To create a new reconciliation, select the “+” and set your criteria. To reconcile your entire inventory, leave the Room, Master Category and Category options unselected.

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Inventory ReconciliationSection 04:

If you are running a reconciliation in Manual Mode, key or scan the package ID you are counting into the search and select it from the list.

If you wish to reconcile by spreadsheet and Upload counts, create a new Manual reconciliation. Then click Download Bulk Template. This will provide a template with you inventory and a column for updated counts. Once you have completed the sheet, upload it, and select Adjust and Close.

To export or cancel/delete a reconciliation, note the controls to the top right.

When you have completed recording counts, click Save. This will update the pacakge count. When the reconciliation is complete click Adjust and Close.

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Inventory ReconciliationSection 04:

If you are running a reconciliation in Scan Mode, the reconciliation will listen for package scans, and add those scan to a count.

If you are running a reconciliation in Scan Mode, the reconciliation will listen for package scans, and add those scan to scan history. Use this count to update the quantity.

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