Guide to Converting Items in Hashio Vault

Created by Customer Success, Modified on Tue, 23 Sep at 12:38 PM by Customer Success

Guide to Converting Items in Hashio Vault

 

1. Navigate to the Vault 0:00

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  • Open the Hashio application.

  • Locate and click on the 'Vault' option on the left-hand side.

 

2. Convert Items Individually 0:11

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  • Find the item you want to convert.

  • Go to the end of the line for that item and click on 'Actions'.

  • Select 'Convert' from the dropdown menu.

  • A conversion drawer will appear: 

    • Enter the required details: 

      • License

      • Tag

      • Product

      • Quantity

      • Location

    • Click 'Submit Conversion' to send the information to Metric.

 

3. Convert Items in Bulk 0:36

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  • Search for the tags or products you want to convert.

  • Select the items you wish to convert (e.g., the top four items).

  • Click on 'Bulk' and then select 'Convert'.

  • Note: There is a legacy conversion option available, but it will be removed in the future.

 

4. Fill Out Conversion Details 1:03

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  • A window will load displaying all selected packages.

  • Hover over packages to view details (e.g., strains).

  • Enter the following information for each package: 

    • Quantity

    • Licenses

    • Starting tags

    • Product to convert into

    • Amount being converted

    • Unit of conversion

    • Location

    • Package date

    • Expiration date

    • If applicable, fill out production batch and final goods yield.

 

5. Submit Conversion 1:42

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  • After filling out all necessary fields, click 'Submit Conversion'.

  • The system will process the conversion and send the data to Metric.

 

6. Handle Success or Error Messages 1:50

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  • If successful, a success message will appear confirming the conversion.

  • If there is an error, an error message will specify the issue (e.g., invalid tag for location).

Link to Loom

https://loom.com/share/b44a23733d1543768b79aacb00ef6106

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