MJ Platform uses supply chain operations to keep track of inventory movement between facilities. This article covers the workflow for each type of supply chain operation.
Note: In Pennsylvania, follow the specialized workflow to transfer inventory instead.
In this article:
Purchase Orders and Incoming Transfers
You can initiate and track the movement of inventory into your facility through a Purchase Order. The inventory can come from a partner organization or another facility within your own organization.
1. Create the Purchase Order
When creating a Purchase Order, you record all the required information about the incoming inventory, such as the source vendor, the package IDs, and the quantity to be received. The created Purchase Order is saved with a "created" state, meaning you are waiting for the inventory to arrive.
2. Receive the Inventory
Once inventory from a Purchase Order arrives, you indicate it to the system either through supply chain mapping or completing a manual inventory receipt, depending on your jurisdiction. This is where you confirm information such as the actual quantity of inventory received, and which product masters to assign the new items to.
Once this step is complete, MJ Platform adds the inventory to the facility, ready to be used. Then, the Purchase Order remains active until you update it to indicate that you have fully paid.
Supply Chain Mapping
➥ METRC Supply Chain Mapping (Not available in most jurisdictions yet)
Manual Inventory Receipt Creation
This method is only possible if none of the above options are applicable to you.
Receiving Inventory from a Facility in Your Own Organization
If another facility within your organization sent you inventory and used the automatic Purchase Order creation feature, MJ Platform will give your facility an associated Purchase Order and Inventory Receipt. In this case, accept the inventory by setting the status of the Inventory Receipt to "Received".
If you operate in California and are receiving inventory in your Retail facility from your Cultivation or E&I facility, follow the workflow below.
Sales Orders and Outgoing Transfers
You can initiate and track the movement of inventory out of a facility through a Sales Order. You use Sales Orders not only to perform literal sales to partner organizations, but also to send inventory out to lab partners for testing and to waste disposal partners. Any outgoing inventory is tracked through Sales Orders.
1. Create the Sales Order
When creating a Sales Order, you record all the required information about the outgoing inventory, such as the recipient partner, the package IDs, and the quantity to be sent out.
2. Fulfill the Sales Order to create an associated Transfer
When you are ready to prepare the inventory for transportation, fulfill the sales order to have the system generate a Transfer. With a Transfer, you confirm the inventory being sent out and can also record the initial transportation details such as the planned driver and destination, and storage location while awaiting transportation.
3. Update the Transfer when it leaves the facility
When the inventory is about to be shipped, update the Transfer to set the status to Out for Delivery. Be sure to click Print Labels and print the manifest.
After updating the Transfer, contact the partner facility purchasing this order and request that they verify that they created the appropriate Purchase Order on the MJ Platform site.
4. Mark the Transfer as complete when it arrives at its destination
Contact the partner facility after the expected arrival date to verify they received the inventory, then update the Transfer status to Completed. It will then become inactive. The Sales Order will become inactive once it has been fully paid and the Transfer status is set to Completed.
Sending Inventory to a Facility in Your Own Organization
When you want to send inventory to another facility within your own organization, you can have MJ Platform automatically create a Purchase Order for the receiving facility when you create your Sales Order and Transfer.
If you operate in California and are transferring inventory from your Cultivation or E&I facility to your Retail facility, follow the workflow below.