Inventory Management Section

The Inventory Management module is divided into seven subsections:

• Inventory & Pricing
• Adjustments
• Units of Measurement
• Transfers
• Packages
• Storage Locations

1. Inventory & Pricing

Manage your full inventory across brands, categories, and storage locations.

Inventory Table

Filter Options:

• Active / Inactive
• Package Type
• Brands
• Categories
• Ascending / Descending

Table Columns:

• Product Name
• Inventory Health
• Category
• Brand
• Total Quantity
• Unit Price
• Sellable Quantity
• Sellable In-Store
• Status
• View/Edit

Product Details:

Click on Product Name: Opens a Side Panel showing:

• Storage location breakdown and printing options
• Pricing details
• Full product information

View/Edit:

Inventory Details:

• Click Edit

• Choose Unit of Measurement.
• Set Stock Threshold (low stock alert).
• Restrict to specific Customer Groups.
• View Package Details and Storage Locations.

Pricing Details (Tab 2):

• Click Edit at the top right corner

• Base Price, Per Item Price, Pre/Post Tax Price.

• Create Tiered Pricing manually or Import Tiered Pricing from other products.

2. Adjustments

Track inventory corrections through Reconciliation Sessions.

Two Tabs:

Package Reconciliation

• Filters: Search by Date Range.

Table Columns:

• Package ID

• Product Name

• Date

• Employee

• Adjustment Made

• Metrc Status

• Click on Package ID: Opens Reconciliation Details with Manager Approval (if pending).

Inventory Reconciliation Sessions

• View all sessions (Active, Pending).
• Admins can view up to 3 live sessions simultaneously.

Actions Column:

• View Live Status

• View Details

• Resolve Session

• Dismiss Session

• Create Session (Top Right Button):

• Choose Storage Locations.

• Filter by Category, Brand, Tag, or Strain.
• Select Products to count.

• Assign Count to an Employee (Manual Count, Scan, or Either).

• Optional: Blind Count, How to Count: Scan/Manual/Either,Require Manager Approval.

• View Events: Pop-up alerts if an item sells during a count—click "Update" to reconcile in real-time.

You can perform inventory audits mid-day while live sales are happening!

3. Units of Measurement (UOM)

Create and manage additional Units of Measurement for products.

• Pre-populated with common units.
• Add new custom units as needed.

Here's your updated Transfers help section with the new Supplier-Side Transfers tab added in a clear, user-friendly format:

4. Transfers

Manage internal and external inventory movements between storage locations, shops, and suppliers.

Transfers Table

Columns:

• Transfer ID
• Initiated By
• Source Location
• Destination Location
• Date Created

Add Transfers

Within Storage Locations:

• Choose Source and Destination Storage Locations
• Select Packages and Quantities
• Create Manifest and Transfer

Within Shops:

• Choose Destination Shop
• Upload Documents
• Select Packages
• View Transfer Manifest
• Adjust Unit Prices if needed
• Create and Finalize Transfer

Streamlined inventory movement across locations and stores

Supplier-Side Transfers

Manage incoming and outgoing transfers directly with suppliers.

• Click "Add Transfer"
• Choose either Incoming or Outgoing Supplier Transfer
• Select Supplier
• Add one or more Packages
• Enter a custom Package ID or let the system generate one
• Choose from existing products or create a new product via a pop-up
• Enter quantity and cost per package
• Add multiple packages as needed — total transfer cost is auto-calculated at the bottom
• When ready, click Accept and Activate — everything goes live instantly

Great for managing vendor shipments, purchase orders, and external inventory syncs

5. Packages

Manage all live inventory packages, reconcile counts, or create new packages, METRC/BioTrack Related and also non regulated packages.

Packages Table

Search by:

• Package Name
• Package ID
• Product
• Category
• Brand

Additional Filters:

• Storage Locations
• Metrc Discrepancy
• Package Status (Import, Expired, Sample, Active)
• Package Type (Regular or Marijuana-Based)
• Brand
• Category
• Latest Activity

Three Tabs:

Actions Available:

• Reconcile: Manual or Scan-based.
• Click on the Reconcile button and update quantities

• Convert Product: Create a new package from an existing one.
• Transfer: Initiate a package transfer.
• Edit Details.

Click on Package ID:

• Deactivate Package.

• Print
• Print Exit, Package labels / Choose Quantity
• Finish (close out) a package.
• View full product details.
• Detach Product
• Import Product
• Choose Recommended Product Name and choose whether or not to activate
• Choose Product From Existing Catalog
• Add New Product from scratch with pricing and full details. You can easily create a brand, category or supplier and activate with pricing so its ready for sale

Add Button

Click the "Add" button to reveal two ways to bring in new inventory:

1. Create a Regular Package Start from scratch for non-METRC packages. Input all relevant product info:
   • Supplier Name
   • Package Name & ID
   • Cost
   • Brand
   • Quantity
   • Expiration Date
   • Any other required product details

Perfect for manually managed or non-regulated inventory.

2. Import from METRC Automatically pull packages directly from your METRC account:
   • The system fetches all available, unassigned packages
   • Simply select the packages you want to bring into your system

Fast, compliant syncing with state-tracked inventory.

Manage everything about product packages directly from one dashboard.

6. Storage Locations

Manage your shop's inventory hubs (e.g., sales floor, backstock, vaults).

Storage Locations Table

Columns:

• Storage Location
• Location Name
• Open for Accepting Transfers (Yes/No)
• Open for Physical Store Sales (Yes/No)

Manage Locations:

• Edit or Delete existing locations.
• Add New Storage Location:
  • Choose Options:
    • Sellable in Physical Store
    • Sellable in Online Store
    • Open for Transfers
    • Open for Returns
  • Input Location Name.
  • Save.

Helps you tightly manage stock across physical and virtual storage spaces.

Quick Summary

The Inventory Management Module gives you full control over your products, pricing, packaging, transfers, audits, and storage locations — all with tools designed for flexibility, compliance, and real-time accuracy.