How to Create Other-Assets for Packaging, Delivery and Service Fees
In order to add Non-Cannabis Products to an invoice in GrowFlow you will need to create a Product of Other- Asset.
Service and Delivery Fees
1. Navigate to Admin - Products:
2. Click Product Creator to create a new product:
3. Set your Category to: Asset - Other (each)
4. Set your desired unit price
5. Set your Product Name to: desired fee name or packaging item
Now that the product has been created, inventory of this product will need to be imported so that the fee can be added to an order.
1. Navigate to Inventory - Overview
2. Click the Other button and select Import Packages
3. Select Asset-Each as your Inventory Type
4. Set your Product as the product you just created
5. Set your desired quantity (1000 is good to start with and this number can always be adjusted up later if necessary)
6. Click confirm to bring into inventory
How to Add Other- Assets(Delivery and Service Fees) to an Order
To add a delivery or service fee to an order once you have added all of your other products, use the search bar to search for Asset
Add the desired quantity of fees
Click Preview order
You are now able to add non-cannabis products and delivery or service fees to an order.
1. After converting your products from bulk inventory, copy the new ID for your products.
2. Next, go to your Inventory Overview and locate the "asset" inventory you wish to use. Notice that my asset here is recorded with the order number and cost per unit by product modification.
3. On the line item of your chosen inventory, click "Edit", then chose "Adjust".
4. On the Adjust dialog box, fill in the following fields:
Adjustment Reason: These are prepopulated in your account, choose the reason you feel fits best for your use. Here I chose: Packaging Material
Adjustment Explanation: Include as much detail as appropriate to capture this action. I chose to include the date of production and the product ID that I copied at the beginning of this process.
New Qty: Type in the new quantity after your use.
5. You have now accounted for your packaging materials!