Retail | How to Create Sample Products

Here we will go through the steps on how to add Sample inventory.

This can also be applied for promo, display, or fee items.
IMPORTANT: Please ask your vendors to send sample products with their OWN Metrc tag. 

1. Create a Sample Category
2. Create a Sample Product
3. Editing the Sample Product *IMPORTANT*
4. Receiving Inventory
5. Ready for use

Useful Tips

How to Create Sample Products

This can also be applied for promo, display, or fee items.

1. Create a Sample Category 

NOTE: This only needs to be done for the initial set up, skip to step 2 if this category already exists

• Go to Inventory > Manage Categories
• Category Name: Samples
• Category Type: Cannabis (If it is cannabis)
• Metrc Category: Not assigned (you will define the Metrc category within the sample product created)
• Cannabis Type: Default
• Category Unit: Unit (set as grams if all items will be sold as grams)
• Click the + to save

2. Create a Sample Product

• If you already have the original non-sample product in your current inventory, you can go to that product and select "Create Copy." 
• If you do not have an original product to create a copy, you can add a new sample product to the Sample category tab you created in Step 1. 

Create Copy:

3. Editing the Sample Product *IMPORTANT*

Once a sample product is created, you will need to locate the product and edit it to complete important details.

Edit / Update:

• Metrc Category: Shown on your Metrc manifest
• Weight Per Unit: Shown on your Metrc manifest
• Retail Value: Value is based upon the shop
• Sync to Third Party Menus: Be sure to disable to not show product on third party menus
• Show In Online Widget: Be sure to disable to not show product on your online menu

4. Receiving Inventory

After your sample product set up is complete, you can receive/add inventory batches through either one of the following methods (select only ONE option or you will have duplicates): 

• Receive Metrc transfers: Best used when the vendor sends samples as a separate package, not associated with a sellable inventory package tag. This way you can record a Purchase Order.
• Metrc Packages Intake: Best used when intaking individual packages. This will not record a Purchase Order. 
• Purchase Order: Best used when the transfer is not appearing in Receive Metrc Transfers and the vendor sends samples as a separate package, not associated with a sellable inventory package tag. This way you can record a Purchase Order.
• Manually add a batch: This way you can manually add a batch to the product profile. This will not record a Purchase Order.

5. Ready for use

After creating the sample product and adding inventory, this sample is ready for use / sell / display. As long as this product is set to active, it will be available to be tendered in BLAZE 

NOTE: If the online widget & 3rd party sync are DISABLED, they will NOT display to your customers.

Useful Tips

*If you do not want the sample category to be shown on your menu, go to > Inventory > Manage Categories > uncheck the "Active" box to make the category inactive. 
NOTE: This will prevent you from adding or editing items in this category until it is set to active again. 

*If you don't want a specific individual sample product visible on your menu, you can make the product inactive.

*If you want to create a separate inventory to hold samples, go to Global Settings > Inventories > Add Inventory > create an inventory for Samples / Displays > transfer sample products to new inventory.