Add a Source Product

A source product is the starting point for creating other products. When creating inventory lots, you must select a source product to associate with the lot which means source products must be added prior to creating lots. 

 

Add a source product

  1. Go to the Products menu in the Trace sidebar and click Products.
  2. Click Add to go to the Create Product page.
  3. Type the source product name in the Name field. 

    A SKU will auto-generate after the name, strain, and category have been added.

    name.png
  4. Type an optional source product in the Price field.                                                                               price.png
  5. Click the Strain drop-down and select the required source product strain. 

    To add a strain click the + icon.

    strain.png
  6. Click the Category drop-down and select the required source product category. 

    To add a category, click the + icon.

    Categories must be mapped to the correct state categories.  If categories are not mapped to the correct state categories, you will not be able to create inventory lots.

    category.png
  7. Type an optional source product net weight in the Net Weight field.                                                   net_weight.png
  8. If a net weight was entered, click the UOM drop-down and select an optional net weight unit of measurement.                                                        uom.png
  9. If the product contains more than one piece, type the optional additional pieces in the Pieces field.

    The Pieces field will auto-populate with 1 piece by default.

    pieces.png
  10. Click the Label drop-down and select an optional label to use for the product. 

     Labels must be added prior to creating a source product to be available for selection.  

    label.png
  11. Type an optional source Product Description and source Product Disclaimer.                        prod_desc_and_disc.png
  12. Click Save to add the source product. 
    • The source product will appear on the Products page.  Source products cannot be deleted but can be deactivated.  Inactive source products will not be available for selection when creating lots.