MJ Platform uses product masters to understand and track your inventory. Create a Product Master for inventory that you produce, package, process, or sell. Once a Product Master has been created for the inventory, you can work with it in MJ Platform.
For more information on managing your inventory, see Working With Inventory Packages.
If you are creating a product for bulk inventory, check with your jurisdiction to see whether you can sell bulk inventory to dispensaries.
Prerequisites
Before you can complete this procedure, you must have the following prerequisites set up:
Partners (if you purchase the product)
Facilities (if you sell the product)
Creating or Modifying a Product Master
Note: If you are modifying a product master, some steps will not be applicable to you, as many of the basic settings such as Category cannot be changed. This is to prevent inventory assigned to the product master from breaking.
Open the App Drawer, expand the Products menu and click Create Product.
If you want to start building a product master based on an existing one, go to the Product Listing page, select the product you want to start from, and click Duplicate Product.
Select the product category. This determines which options will be available.
The Fresh Marijuana category is only displayed in the Cultivation module.
For a bulk (weight-based) product, select the Flower, Concentrate, or Fresh Marijuana category, as appropriate. Product masters in these categories are always priced by weight, but you can use the prepack option to handle their inventory as unit-based items (See step 10).
For a unit-based product that is to be Purchase Ordered into a retail facility, or is the end result of an E&I process or assembly, select Cartridges/Pens, Infused Edible, or Infused Non-edible. Product masters in these categories are always unit-based.
Select a subcategory for the item.
If the subcategory is not displayed in the drop-down menu, modify your subcategories to ensure the subcategory exists and is selected for the item's category.
Note: In Pennsylvania, if the product is intended to be the finished form of a Flower product to be sent out for testing, choose the Finished Flower subcategory to ensure its test results are retained. This is for compliance purposes.
Select the item's strain. This is required for reporting to be accurate.
If the strain is not displayed in the drop-down menu, modify your facility strains and select the strain.
Enter the identifiers for the product.
Item Name: A unique internal name for the product.
Display Name: The customer-facing name of the product. If you leave this field blank, the internal item name appears as the display name.
Item ID: If the product is for generic items that will not be tracked in lots (i.e., non-medicated items such as lighters), you can enter a unique ID into this field to set the product's barcode.
Optionally, enter the product's tags, description, and brand to provide more information if customers will be shopping for it at a retail facility:
Tags: When searching for the product from the Product Menu in the retail facility, any search term that matches one of the tags entered into this field will make the product appear higher up in the search results. As you enter a tag into this field, any matching tags previously entered into another product master will be suggested. You can accept the suggestion by clicking it in the list, or press Enter on the keyboard to create a new tag.
Product Expansion Description: This is the extra information about the product that will be displayed in the Product Menu if the product name is clicked.
Item Brand: The brand of the product. When set up, it allows you to search for products of the same brand. As you enter a brand into this field, any matching brands previously entered into another product master will be suggested. You can accept the suggestion by clicking it in the list, or type a new brand name into this field, which will be applied when you save the product master.
Set the product's general option flags.
We purchase this item: If selected, the product can appear in a Purchase Order.
We track this inventory: If selected, MJ Platform will track the amount of inventory at each location within each facility and the amount involved in each transfer. If cleared, the inventory will not appear on the Inventory page (but will still be sellable. For example, T-shirts or water bottles). You can clear this checkbox only if the product category is Non Medicated.
We sell this item: If selected, the product can appear in a Sales Order and in your online store. This checkbox is always cleared if the product category is Harvest Test Sample, otherwise it is always selected.
We produce this item: Select this option if you produce this item.
Select the unit of measure for inventory of the product:
Select the EA (each) option for unit-based inventory. However, for Flower, Concentrate, and Fresh Marijuana categories, only GR is available, since that is how they are natively priced. Use the pre-pack option in step 9 if the product master is unit-based and in one of these categories.
The options displayed depends on the category of the product.
Select the dominance of the strain. This is required for accurate reporting.
In the Inventory Settings section, set the product's inventory flags and weights.
Pre-Pack Item: This option is available only if the product category is Flower, Concentrate, or Fresh Marijuana. It tracks the inventory as unit-based items, and the cost per unit will be based on weight.
Track this item in Lots: Select this option for all medicated products. If this checkbox is cleared, the product's batches will not be tracked, so its inventory may not receive package IDs. You can clear this checkbox for non-medicated products, such as shirts, since they typically do not require tracking. If this checkbox is cleared, you cannot "quick move" inventory to other locations using the Package Controls.
The following fields are available if the product category is Cartridges/Pens, Infused Edible, or Infused Non-Edible:
Medicated Net Weight: The weight of the cannabis in each unit of product.
Product Net Weight: The weight of each unit of product without packaging.
Gross Weight: The weight of each unit of product with packaging.
If you selected the We purchase this item checkbox, a Purchasing Information section is displayed below the Inventory Settings section. Fill in the required fields:
From the Vendor drop-down menu, select the partner you purchase this item from.
If the partner is not displayed in the drop-down menu, modify the partner's profile and from the Partner Type drop-down menu, select Purchase From.
If you purchase this product from more than one partner, click Add Another Vendor.
You will need to add your organization as a vendor if you produce the product or plan to transfer the product between facilities.
Enter the cost per gram (unit cost) from the vendor. This allows your reports to show the Cost of Goods (COG).
In the Sales Info section, under Online Availability, select whether the product will appear in the online store:
In the Organization Defaults subsection, select the product's default availability for your facilities. All applicable facilities will inherit this setting unless otherwise specified.
In the By Facility subsection, you can override the default availability setting for specific facilities. Select a group of facilities to apply the override setting to, and then set the product's availability for those facilities.
To add more override groups, click the Add button (+).
In the Medical Price section, set the product's pricing scheme:
In the Organization Defaults subsection, enter the default medical pricing schemes:
Base Price Per Gram: Required. Enter a dollar value.
Non-Taxable Product: If selected, the price of the product will not be included when calculating tax.
Pricing Group: If you select a pricing group, it will automatically populate the default price for each weight. Pre-pack items require a pricing group. If the package sizes you want don't appear, ensure you have set up package your sizes.
Inherit Pricing Group Changes: If selected, the default price for each weight will automatically update if any price within the selected pricing group is changed.
Default Price: Enter an overriding price for each applicable weight. Any fields left blank in this table will receive a value calculated from the base price per gram.
Pricing Class: Clients who are members of the selected pricing class will receive the pricing class' discount as displayed in the table below the field.
Inherit Pricing Class Updates: If selected, the discount on this product for the selected pricing class will update when the pricing class is changed.
In the By Facility subsection, you can override the default medical prices for specific facilities. Scroll to Applicable Facilities and select a group of facilities to apply the override settings to, and then configure the settings like in the previous step.
To add more override groups, click the Add button (+).
In the Recreation Price and WholeSale Price sections, set the pricing schemes in the same way as the previous step. The wholesale price is the default price for this product in a Sales Order.
Optionally, specify any additional information about the product in the remaining fields.
Note: Although there are fields available to specify test results, we no longer recommend using them since test results are performed and added for individual packages of inventory. The product master only holds information common to all its packages.
Save the product.
Click Save and Return to save the product and return to the Product Listing page.
Click Save and Duplicate to save the product and open a new Create Product page with all fields automatically filled out in the same way. This is useful if you want to create another similar product.
Click Save and Create Another to save the product and automatically open a new, blank Create Product page to create another product.