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Add Inventory Manually

This article describes how to create inventory manually without use of a Metrc integration.

Valerie avatar
Written by Valerie
Updated over a month ago

If you are in a state that does not use Metrc, or are entering non-regulated Inventory such as Accessories or Apparel, below is how you will be able to add your inventory manually to Maui without use of the Metrc tab.

If you have a Metrc integration, you can add Inventory using the Metrc tab or the "Import" button.

You will need to create your Product in Inventory -> Products before being able to add the item to your inventory, regardless of whether your dispensary has a Metrc integration or not.

Adding Inventory Manually

  1. Navigate to the pop-out menu on the top-left of the screen and select "INVENTORY"

  2. Select the "NEW INVENTORY" button.

  3. Select "SELECT A PRODUCT" to choose from your PRODUCTS:

  4. You can filter the category, or search from the list of all your PRODUCTS.

  5. Once you've selected the Product you'd like to bring into Inventory you'll want to chose the variant from the drop down on the right hand side and if the product is Med or Rec (when applicable).

    • b. Hit the orange "Select" button.

  6. Set a Quantity for the item.

  7. Select a Room to add the item to.

    • Split the inventory between rooms if you'd like by selecting "ADD ANOTHER ROOM"

  8. Update Batch-Specific Pricing if applicable:

    • The default price and cost information from the Product will be on display in the form on the left for ease of reference.

    • If desired, you can add a new price and/or cost to this specific batch of Inventory.

      • If you leave Batch Specific Price & Cost blank, the Inventory will priced as per the Default Product Price & Cost that is displayed.

    • The Batch-Specific price set at the inventory level will override any and all other price settings on the Product, including med/rec pricing and store-specific pricing.

    • Setting a new Batch-Specific price or cost will not update the default price and costs on the Product.

      • If you need to update the Default Price and Cost values (displayed in the grayed out boxes on the left), you can do so by Editing the Product in "PRODUCTS."

  9. Add Supplier and Batch information if applicable.

    • Supplier name

    • Supplier license

    • Batch number

    • Expiration date

    • Regulatory ID (Package ID)

    • State Reporting UOM

    • Any applicable "Optional Fields"

    • SKU

      • If you do not enter a custom SKU, one will be automatically generated for you.

Editing Existing Inventory

Select an item from the inventory list in "INVENTORY" to view the options in the right panel to edit, move, or adjust an item.

  • Edit - This allows you to edit any batch-specific values on the inventory, be it SKU, Expiration Date, etc.

    • If you need to change the Product that is associated with this Inventory, you will need to Delete the inventory and re-add it, following the steps above with the correct Product chosen in Step 5.

  • Move to Room - This allows you to move inventory from room to room at a specific store.

  • Transfer- This allows you to transfer inventory to another location

  • Audit Qty - This allows you to audit a quantity of an item.

  • Discrepancy - allows you to submit a discrepancy for approval. You can auto-approve discrepancies if you have the correct permissions. You will be prompted to approve the discrepancy if auto-approve is not selected.

Note: If you do not see some or all of these options, you may not have the proper permissions to complete these actions on your Role. Check with your internal Flowhub Administrator that you have the appropriate permissions on your Role.

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