Get Started with Trace

Bamboo Trace offers a complete solution to ensure your company remains fully compliant with the traceability requirements specific to your state. This includes efficient management of everything related to your cultivation needs, covering stages from propagation to harvest. Moreover, you can adeptly oversee inventory, generate and dispatch QA samples, sell and transfer, and create labels for plants, propagations, inventories, products, and QA samples. Additionally, the platform enables easy manifesting for inbound and outbound.

If you navigate to the sidebar, you'll notice a structured arrangement mirroring the typical flow of managing strains, clones/seeds, and progressing through manifests to outbound logistics.

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Helpful tip: The Actions and Filters buttons, along with the kebab menus (represented by three dots at the far right of your screen), serve as invaluable tools (think of them as your best friends) in Bamboo Trace. They provide guidance on the available actions within each module, assisting users in understanding the functionalities in each module and throughout Bamboo Trace.

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Helpful tip: Once you've established categories for your products, navigate to the Category Mappings section and enter expiration dates for your product categories. This step is crucial to ensure the accuracy of dates on labels for fields that rely on date information.
Map Trace Product Categories to State Categories

Map Sales Product Categories to State Categories

Step 1. Add Strains 

Adding strains is the starting point of Trace.  Before cultivation can begin, strains must be added and a strain must be selected when creating propagations.


Helpful tip: To designate specific plants as "Mother" plants, navigate to the Plants module in Bamboo. Choose the desired plant(s) intended for this role and utilize the Actions button or right-click on the Bamboo ID. Then, select the "Make Mother" option. Should you need to, you can select multiple plants to designate them as "Mother" plants using the same process.

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Step 2. Add Rooms 

Various stages of cultivation and inventory management require different rooms. Therefore, it's essential to add rooms before initiating propagation(s). You have the flexibility to create various types of rooms tailored to your cultivation requirements, such as Plants, Propagations, Harvests, Disposal, and Inventories, among others.



Step 3. Create propagation batches 

Whether using plants, seeds, clones, or tissues, cultivation begins by creating propagation batches.



Step 4. Create a Grow Cycle 

After adding propagations, the added propagations can be used to create a grow cycle.  Grow Cycles are a group of plants of the same strain, planted on the same date that will be harvested together.  Creating a grow cycle allows you to bulk manage all plants within the grow cycle.



Step 5. Create a Harvest  

Creating and closing a harvest completes cultivation and creates unlotted inventory. A harvest can include an entire grow cycle or select plants from a grow cycle.  A harvest is closed after harvest wet and dry weights have been confirmed.



Step 6.  Create Inventory Lots 

After a harvest is closed by confirming wet and dry weights, the harvested materials are logged in Trace as Unlotted inventory and the next step is to create source lots from the unlotted harvested materials.



Step 7.  Create QA Samples   

Before lotted inventory can be made available for sale, a sample of the inventory must first be sent for testing and the testing results must be received and entered into Trace.



Step 8. Create Conversions 

After inventory has been lotted, you can start a conversion to create output product lots from the lotted source products.  A conversion allows you to create both intermediate and end-product lots.


Helpful tip: You have the option to bypass the conversion process(es) until your Sales Orders receive approval within Bamboo Sales. This approach is possible because once your orders are approved in Bamboo Sales, they are synchronized with the Manifests (Orders) module in Bamboo Trace. Subsequently, you can make use of the auto-allocate and auto-convert automation functions from there if needed.

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Step 9.  Manifests

Before fulfilling orders, transferring, or shipping QA samples, manifests must be created and declared to the relevant state system. There are three types of Outbound Manifests, Orders, Transfers, and QA Samples.  An order manifest will automatically be created after retailer orders have been approved in Sales.  A transfer manifest is required when transferring products to other licensees, and a QA manifest is required to ship QA Samples to labs for testing. The best practice is to utilize Bamboo Sales for Outbound Orders, transfers, and QA samples within Bamboo Trace.