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Reconcile Plants in Cultivation Batch Detail

Quickly adjust plant counts in batches, generating work orders to track changes outside standard workflows.

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Written by Ivan Jelinic
Updated over 5 months ago

Purpose

The Reconcile Plants feature, found on the Cultivation Batch Detail page, allows users to add or remove plants from a batch when actions occur outside of standard workflows. This process generates a work order to record the plant reconciliation.

What can you do with it?

With Reconcile Plants, you can:

  • Add new plants to a batch

  • Remove plants from a batch

  • Track changes with automatically generated work orders

  • Record reasons for adjustments

  • Backdate actions if needed

This feature helps maintain accurate plant counts and provides a clear audit trail for any modifications made outside regular processes.

How is it done?

  1. Select Adjustment Type

    • Choose between Addition or Subtraction

  2. Provide Adjustment Details

    • Reason: Select from predefined options or choose "Other"

    • Other Reason: If "Other" is selected, enter a custom reason

    • Cultivar: Select the cultivar (for additions only, must match batch cultivar)

    • Number of Plants: Enter the quantity to add or remove

  3. Specify Plant Information (for Subtraction)

    • Use Remaining: Check to remove all remaining plants

    • Use Specific Plant IDs: Check to select specific plants

    • Plant IDs: Choose specific plants to remove (if applicable)

  4. Set Plant Stage (for Addition)

    • Select the growth stage for new plants

  5. Add Work Order Details

    • Work Order Description: Enter comments or notes

    • Time: Set the date and time for the action (defaults to current if left empty)

  6. Review and Confirm

    • Double-check all entered information

    • Submit the reconciliation

Important Considerations

  • Additions will create new plants in the batch

  • Subtractions will remove plants from the batch

  • Work order names include the reason for reconciliation

  • Backdating is possible but should be used judiciously

  • Cultivar for additions must match the batch cultivar

Best Practices

  1. Use specific reasons when possible to maintain clear records

  2. Add detailed descriptions in the Work Order Description field

  3. Double-check plant counts and IDs before submitting

  4. Use backdating sparingly and only when necessary

  5. Regularly review reconciliation records to identify patterns or issues

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