How to Create Plant Batches in Trym

Batch Creation Introduction

Trym's unified batch creation process allows you to create a single plant batch or multiple plant batches from a single plant/package source or from many sources simultaneously in the same window.

Batch Creation Starting Points: Choose your Source

• Batches Tab ("Add Batch" button or Directly from a Plant)

  • "Add Batch" Button

    • Start in the Batches Tab and Select the "Add Batch" Button on the far right

    • Enter the Batch Entry Details

    • Enter your Source ID (Plant or Package)

    • Choose Batch Creation Options

  • Directly from a Plant

    • Start in the Batches Tab

    • Filter to Plants from Batches or Select a Batch and Plant ID from the batch

    • Choose the "Create Batch" option

    • Enter the Batch Entry Details

    • Choose Batch Creation Options

• Inventory Tab (Create a batch from a Package)

  • Start in your Inventory Tab

  • Select a single or multiple source packages with the checkboxes

  • Click "Create a Batch"

  • Enter the Batch Entry Details

  • Choose Batch Creation Options

Batch Entry Details

Batch Entry Details are required fields entered during batch creation just once. After that, fine-tune each batch with specifics like Source ID, Cultivar, Batch Name, Harvest Date, and Plant Quantity.

• Planting Date: The date the batch was created

• Room: The location the plants will be in

• Zone: The area of the location plants will be in

• Workflow: The tasking workflow applied to the batch (Optional)

• Source: Clone or Seeds

• Source Tag Type: Plant or Package

Batch Creation Options

Regardless of your the source of your batch, you can use the instructions below to configure the amount of batches from each source. Each batch will auto populate the cultivar from the source plant or package, auto populate the estimated harvest date 90 days from the planting date (unless you choose a different estimated harvest date in that entry field), and the Batch Name will auto populate from the date of batch creation and cultivar attached to the source plant or package.

• One Source, One Batch: Keep it simple and direct.

  • Choose your source Plant or Package Source

  • Enter your Cultivar/Plant Quantity and Press Continue

  • Confirm Starting tag or Enter Starting Tag and Press Save

  • Review Batches in your Compliance Tab

• One Source, Multiple Batches: Quickly generate several batches from the same source, no repetitive steps required.

  • Choose your source Plant or Package Source

  • Enter your Cultivar/Plant Quantity

  • Press the + next next to the Plant Quantity

  • Add as many batches from the same source as needed

  • Confirm Starting tag or Enter Starting Tag and Press Save

  • Review Batches in your Compliance Tab

• Many Sources, Many Batches: Combine multiple sources into multiple batches, customizing each one to match your operation’s exact needs.

  • Choose your source Plant or Package Source

  • Enter your Cultivar/Plant Quantity

  • Press the + next next to the Plant Quantity

  • Add as many batches from the same source as needed

  • Confirm Starting tag or Enter Starting Tag and Press Save

  • Review Batches in your Compliance Tab

  • For Multiple Package Sources review

Best Practices/Troubleshooting Batch Creation in Trym

• Best Practices

  • Source ID entry is not needed if creating a batch from a source like a plant or package, only from the "add batch" option will entering the source ID be needed. If you change the source type or source tag type from plant to package or seed to clone the source ID will be cleared and you will want to enter the source ID again or choose your source again to resolve.

  • To remove a source or batch from your batch creation window or a batch from a source you can use the trash can icon to remove that source or batch

  • Select multiple package sources from your inventory tab by clicking each available package source checkbox to have all package sources populated in the same window instead of adding plant sources with the + if all batches are created from packages.

• Troubleshooting

  • If the continue button is grey and you cannot click on it to confirm starting tags make sure a cultivar and plant quantity are entered on the batch when the Continue button is greyed out.

  • If you receive a "No available actions for this selection" make sure all packages selected are packages of clones as the item type as a package of flower or finished product can block the ability to create multiple sources from valid packages items (clone).

  • Creating batches in Oklahoma differences:

    • On 09/13, METRC notified users in Oklahoma of an update to the process of creating immature plant batches that would become effective 09/19. The communication from METRC can be reviewed in Bulletin OK_IB_0041.

      Before the change, immature plant batches were created from a tagged plant, typically a mom in the vegetative phase. Easy.

      As of 9/19, the process has been changed to include creating a package of immature plants from the mom, and then creating an immature plant batch later.

      Important: Make sure to package from a plant in a batch and not the batch specifically. This can be achieved by clicking on the batch name and then clicking on a plant's checkbox in the active plant ID list, then pressing the "package" option.