What are all the package statuses in Canix, and what do they mean?
This article explains the different package statuses in Canix and their corresponding Metrc statuses, available actions, user and automatic designations, where they can be found, and how they relate to the Inventory Availability Report. The statuses include In Progress, Available to Sell, In Quarantine, Allocated, Transferred, Finished, and Inactive.
In Progress
Corresponding Metrc Status: Active
Available Actions:
Split, combined, adjust packages
Unpack into Plantings, Change Location, Change Item, Deactivate Package, Update Availability Status, Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, Print Labels, and Upload Manual Lab Tests
Cannot: Add to a sales order or transfer
Designations:
User: Mark “Available to Sell” or “In Quarantine”
Automatic:
If “In Progress” is selected as the Default Package Status, harvest packages, packages from Untracked Items, and packages created in the Manufacturing Module will be created with an “In Progress” status
If “In Progress” is selected as the Default Returned Package Status in Facility Management, returned packages marked returned on a sales order and received back into the facility will receive an “Progress” status
Child packages will receive the “In Progress” status when split or combined from an “In Progress” package
Packages Screen:
Can be found in the Unallocated, Active, and All Default Views
Inventory Availability Report: Included in the Active Inventory and All default views
Available to Sell
Corresponding Metrc Status: Active
Available Actions:
“Available to Sell” packages are able to be split, combined, adjusted, AND added to sales orders and transfers
Additional actions for “Available to Sell” packages are: Unpack into Plantings, Change Location, Change Item, Deactivate Package, Update Availability Status, Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, Print Labels, and Upload Manual Lab Tests
“Available to Sell” is the least restrictive Package Availability Status
User Designation:
Users can update “In Progress” or “In Quarantine” packages to “Available to Sell”
Users are able to update “Available to Sell” packages to “In Progress” or “In Quarantine”
Automatic Designation:
If “Available to Sell” is selected as the Default Package Status in Facility Management, harvest packages, packages from Untracked Items, and packages created in the Manufacturing Module will be created with an “Available to Sell” status
If “Available to Sell” is selected as the Default Returned Package Status in Facility Management, returned packages marked returned on a sales order and received back into the facility will receive an “Available to Sell” status
Child packages will receive the “Available to Sell” status when split or combined from an “Available to Sell” package
Packages Screen:
Can be found in the Unallocated, Active, and All Default Views
Inventory Availability Report:
“Available to Sell” packages populate the Available to Sell default view of the Inventory Availability Report
“Available to Sell” packages are also included on the Active Inventory and All default views
In Quarantine
Corresponding Metrc Status: Active or On Hold
Available Actions:
Update Availability Status, Assign Lot ID, Assign Package Owner, Print Labels, and Upload Manual Lab Tests
Packages may NOT be split, combined, adjusted, added to a sales order, or added to a transfer
Designation:
User: Mark packages as “Available to Sell” or “In Progress”
Automatic:
If “In Quarantine” is selected as the Default Package Status, packages from harvest, packages from Untracked Items, and packages created in the Manufacturing Module will be created with an “In Quarantine” status
If “In Quarantine” is selected as the Default Returned Package status, returned packages marked returned on a sales order and received back into the facility will receive an “In Quarantine” status
Packages Screen:
Can be found in the Active, Unallocated, and All Default Views
Inventory Availability Report:
“In Quarantine” packages are included in the Active Inventory and All default views
Miscellaneous
Packages that are On Hold in Metrc also show as “In Quarantine” in Canix
Allocated
Corresponding Metrc Status: Active
Available Actions:
Unpack into plantings, change location, adjust package, change item, deactivate package, assign Lot ID, assign package owner, assign NCI, assign Labor COGS, Sync Inventory with LeafLink, Print Labels, and Upload Manual Lab Tests
May NOT be added to a sales order, or added to a transfer
Designation:
Users cannot manually update packages to “Allocated”
Packages will automatically be put into an “Allocated” status when the package is added to a Sales Order
Packages Screen:
Can be found in the Allocated, Active, and All Default Views
Inventory Availability Report: Included in the Active Inventory and All default views
Miscellaneous
What status do the sales orders have to be for packages to have an Allocated status?
Packages will have an Allocated status if they are on a Sales Order with a status of Created, Approved, or Filled
The status automatically updates when a package is placed onto a Sales Order
When a Transfer is created from a Sales Order, the packages then update to a Transferred status
When a package is taken off a Sales Order, the package status reverts to its pre-allocation status
Example: Package A with an Available to Sell status is allocated to a Sales Order. Package A’s status changed to Allocated once it is on the Sales Order. Package A is taken off the Sales Order, and goes back to the status of Available to Sell
Transferred
Corresponding Metrc Status: In Transit or Inactive
Available Actions:
Assign Lot ID, Assign Package Owner, Assign NCI, Assign Labor COGS, Sync Inventory with LeafLink, and Upload Manual Lab Tests
May NOT be split, combined, adjusted, added to another transfer, or added to a sales order
User Designation:
Users cannot manually update packages to “Transferred”
Automatic Designation:
Packages will automatically be placed into a “Transferred” status when they are added to a transfer
Returned packages marked returned on a sales order and received back into the facility will receive the Default Returned Package status set in Facility Management
Packages Screen: Can be found in the Transferred and All Default Views
Inventory Availability Report: Not included in the Inventory Availability Report
Miscellaneous:
A Package with a “Transferred” status means the package is on an Accepted or In Transit transfer
Finished
Corresponding Metrc Status: Inactive
Available Actions:
Assign Lot ID, Assign Package Owner, Assign NCI, Reactivate Packages, and Upload Manual Lab Tests
May NOT be split, combined, adjusted, added to a transfer, or added to a sales order
Designation:
User: cannot manually update packages to “Finished”
Automatic: Packages will automatically be placed into a “Finished” status when they are deactivated
Packages Screen: Can be found in the Finished and All Default Views
Inventory Availability Report: Not included in the Inventory Availability Report
Miscellaneous
Metrc Facilities can only finish a package when the package quantity has been fully depleted
Non-Metrc Facilities can finish a package even when the package quantity has not been fully depleted
Inactive
Corresponding Metrc Status: Inactive
Available Actions:
Assign Lot ID, Assign Package Owner, Assign NCI, Sync Inventory with LeafLink, and Upload Manual Lab Tests
“Inactive” Packages may NOT be split, combined, adjusted, added to a transfer, or added to a sales order
Designation:
Users cannot manually update packages to “Inactive”
Packages Screen: Can be found in the All Default View
Inventory Availability Report: “Inactive” packages are not included in the Inventory Availability Report
Miscellaneous
An “Inactive” package in Canix is Inactive in Metrc and cannot be associated as Transferred or Finished
Discontinued Packages in Metrc show in the Inactive Metrc tab and are likely to show as Inactive in Canix
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