Get Started with Trace

In Trace, you can batch manage plants from propagation to harvest, manage inventory, create and send QA samples, create and print custom labels, and create and manage manifests.


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.



Step 2. Add room types then add rooms 

The different stages of cultivation and inventory management require different rooms which mean rooms should be added before creating propagations.



Step 3. Create propagations 

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



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  

A harvest completes cultivation and creates unlotted inventory. A harvest can include an entire grow cycle or select plants from a grow cycle.



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, the next step is to 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.



Step 9.  Create Manifests

Prior to shipping QA samples and orders, 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 another licensee, and a QA manifest is required for QA Samples.