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How to Create a Processing Type
How to Create a Processing Type
Miles Dinsmore avatar
Written by Miles Dinsmore
Updated over a week ago

Turning bulk inventory into different bulk inventory (such as by mixing two different bulk batches together) is called a process. You specify what happens as a result of a type of process by creating a processing type.

Specifically, by creating a processing type, you determine what resources would be used during the process, the subcategories of product that are accepted as input, and the subcategories of product that the process would produce as output.

Once you have created a processing type, you can select it to complete a process.

Check Whether a Process is Right for Your Situation

  • If you want to convert bulk inventory to prepacks, use a packaging job instead.

  • If you want to mix two or more different batches of bulk inventory into prepacks, first use a process to combine the bulk batches, then use a packaging job on the combined batch.

  • If you want to convert bulk inventory to unit-based inventory (that is, inventory that can only be unit-based (no prepacks)), use an assembly instead.

Creating a Processing Type

  1. Open the App Drawer and click Facility Settings.

  2. Click Manage Processing Types.

  3. Click Create Process.

  4. Enter a unique name for the process. A good practice is to name it after the action that takes place, such as "Grind", or after the start and end products, such as "Flower to Crude Oil".

  5. Select the applicable start phases for the process. This determines which tabs on the Inventory page an inventory item must be displayed on to be processed by this processing type.

  6. In the Input Sub-Categories section, select each product sub-category that can be processed by this processing type. This determines which products the process can take inventory from.

  7. In the Output Sub-categories section, select each product sub-category that this processing type can produce. This determines which products the process can add new inventory to.

  8. Select the completion phase of the process. This determines which tab on the Inventory page the processed inventory items will appear on.

  9. Optionally, select your equipment that will be used for the process. This allows you to track the costs associated with equipment use.

  10. Optionally, add the materials used in the process and the standard operating procedure steps.

    • Click the Add button to add additional items.

  11. Click Save Process. You can now complete a process of this type.

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