---
title: Digital Facility and Inventory Set Up Guide
description: Follow our roadmap to build your facility's digital twin. From hardware requirements to live inventory, this guide ensures your Cannavigia environment is ready for full production and traceability
---

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1. [Help Center](https://support.cannavigia.com/knowledge?hsLang=en)
2. [Welcome to Cannavigia!](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en)
3. [Onboarding Essentials](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en#onboarding-essentials)

# Digital Facility and Inventory Set Up Guide

## Follow our roadmap below to build your facility's digital twin from the ground up! These essential steps ensure your data foundation is ready before you begin production in our Cultivation or Manufacturing modules.

To maximize your performance from **seed to sale**, the first step is building a digital twin that accurately reflects your physical cannabis operations. However, we understand that creating the first steps may be a bit difficult.

For this reason, we created this article to **outline each step to getting your environment ready for production** - ensuring you have a solid foundation for robust compliance and seamless documentation from day one!

#### **Why this order matters?**

#### By following these steps in order, you ensure that every piece of data has a dedicated "home" before you begin active operations. This sequence allows for **100% supply-chain traceability**, enabling you to monitor and manage all areas, equipment, and products with unparalleled efficiency.

#### This setup process is universal and applies equally whether you are utilizing the Cultivation module, the Manufacturing module, or both.

---

### Setup & Configuration

#### 1. System & Hardware Minimum Requirements

You need to ensure your “foundation” is solid. For optimal performance and integration, first make sure to see our supported operating systems, browsers, hardware (scales and printers), and network requirements

Articles for assistance:

- - [Installation Set Up, Hardware & Integrations](https://support.cannavigia.com/knowledge/installation-set-up-hardware-integrations#main-content)
    - [Minimum System Requirements](https://support.cannavigia.com/knowledge/system-requirements?hsLang=en)

*Key Focus: Internet stability, compatible hardware, IoT integrations (Priva/Aroya), and mobile app compatibility*

 

#### 2. User & Company Profile

You need to define who is “driving” the software. Upload your logo and create your team members, assigning specific Roles (Admin, Quality Manager, etc) to control what they can see and do

Articles for assistance:

- - [User Profile](https://support.cannavigia.com/knowledge/edit-my-profile?hsLang=en) + [Manage Users](https://support.cannavigia.com/knowledge/edit-users?hsLang=en)
    - [User Role Explanation](https://support.cannavigia.com/knowledge/user-role-explantion?hsLang=en) + [Manage User Roles](https://support.cannavigia.com/knowledge/user-roles?hsLang=en)
    - [Company Profile](https://support.cannavigia.com/knowledge/edit-company-profile?hsLang=en)
  
  *Key Focus: Company details, user permissions, and 2FA security*

 

### Facility Setup

#### 3. Map Your Facility (Areas and Subareas)

In order to create a “Digital Twin” of your facility, the software needs to simulate your physical work. You cannot move a plant or a box if the “room” does not exist in the system yet

Articles for assistance:

- - [Areas and Subareas](https://support.cannavigia.com/knowledge/areas-subareas?hsLang=en)

*Key Focus: Creating Rooms (Flowering, Drying) and Subareas (Racks, Grow Tents)*

 

#### 4. Add & Manage Equipment

For compliance, maintenance and usage within the system, make sure to add all machinery and scales. You can later link them to specific areas, cleaning tasks or production steps

Articles for assistance:

- - [Add and Manage Equipment](https://support.cannavigia.com/knowledge/equipment?hsLang=en)
    - [Equipment: Intended Use](https://support.cannavigia.com/knowledge/equipment-intended-use?hsLang=en)

*Key Focus: Add cultivation/manufacturing equipment and maintenance intervals*

 

#### 5. Set Up Containers

To get started, make sure you have your waste containers set up due to compliance. In a later stage, you can come back to create and manage harvest containers

Articles for assistance:

- - <https://support.cannavigia.com/knowledge/containers?hsLang=en>[Waste Container](https://support.cannavigia.com/knowledge/waste-container?hsLang=en)<https://support.cannavigia.com/knowledge/containers?hsLang=en>
    - [Manage Containers](https://support.cannavigia.com/knowledge/containers?hsLang=en)
    - [Harvest Containers](https://support.cannavigia.com/knowledge/harvest-containers?hsLang=en) 

*Key Focus: Harvest containers (with tare weights) and waste containers*

 

#### 6. Print Labels and QR Codes

Don't forget to print out the QR Code labels for: Areas / Subareas, Equipments and Containers and attach them. This way, you can simply scan them and perform actions via the Cannavigia Mobile App in a simplified manner

Articles for assistance

- - [Work With Label Printers](https://support.cannavigia.com/knowledge/label-printers?hsLang=en)
    - [Print Center](https://support.cannavigia.com/knowledge/print-center?hsLang=en)
    - [Print Labels for Areas/Subareas](https://support.cannavigia.com/knowledge/area-label?hsLang=en)

*Key Focus: QR Code labeling for tracking and digital access*

 

### Task Set Up

#### 7. Task Templates for Digital Workflow

Tasks are templates used to document and standardize all types of work performed within a facility. They can include structured work instructions, attached SOPs, and checklists for employees to follow during execution.

Tasks can be created for a wide range of activities, from cleaning and pruning operations to manufacturing processes, and can be selected whenever those activities are performed

**Article for assistance:**<https://support.cannavigia.com/knowledge/test-management-create-manage-tests?hsLang=en>

- - [Create Tasks - Quality Tasks & Work Instructions](https://support.cannavigia.com/knowledge/create-tasks?hsLang=en)
    - [Task Categories](https://support.cannavigia.com/knowledge/task-categories?hsLang=en) 

*Key Focus: quality control tasks, SOPs, checklists, processes*

 

### Inventory Setup

#### 8. Set Up Cultivar

In the next step, when creating articles such as seeds, plants and clones, you will have to select a cultivar. So, first, you need to register the various cultivars (syn. strains) you will be working with

**Article for assistance:**

- - [Manage Cultivars](https://support.cannavigia.com/knowledge/cultivars?hsLang=en)

*Key Focus: Cultivars, Narcotic and Non-Narcotic strains*

 

#### 9. Create Contacts (Digital Address Book)

Traceability requires knowing the source. You must register you suppliers, service providers and customers so that every movement of goods in is linked to a specific partner

**Article for assistance:**

- - [Contacts](https://support.cannavigia.com/knowledge/contacts?hsLang=en)

*Key Focus: Supplier details, service providers, and customer records*

 

#### 10. Define your Articles (Zero Stock at This Stage)

Here, you are creating a master list of what you use – from seeds and fertilizers to office supplies. You cannot “receive” goods and have them in stock until the system knows what the item is

The release specifications are key for product control and compliance

Articles for assistance:

- - [Create a new Article](https://support.cannavigia.com/knowledge/create-new-article?hsLang=en)
    - [Manage Articles](https://support.cannavigia.com/knowledge/articles?hsLang=en)

*Key Focus: Article types, units of measure*

 

##### 10.1 Define Product Control (Release Specifications)

Decide how your inventory batches are released and approved before use. You can either have stock become live immediately after a Goods In or require a controlled quality workflow where batches must meet specific Specifications (like potency or purity) before they can be used for production

**Release:** If enabled, batches enter a "Testing" status when received or produced. Only after a user enters the results and manually approves the batch does it move to your inventory as Released

Articles for assistance:

- - - [How to Create Release Specifications for Articles](https://support.cannavigia.com/knowledge/how-to-create-release-specifications-for-articles-?hsLang=en) 
          - [Testing Methods - Manage Testing Protocols](https://support.cannavigia.com/knowledge/testing-method?hsLang=en)
          - [Test Management - Create & Manage Tests](https://support.cannavigia.com/knowledge/test-management-create-manage-tests?hsLang=en)

*Key Focus: Quality release settings, batch status management (testing, released, blocked)*

 

#### 11. Perform Goods In - Build Your Starting Stock

This is the final step that brings your system to life!

You take the articles created (step 6) and the suppliers added (step 7) to record your inbound delivery, moving your stock from “zero” to being live in the article inventory. Only then will you be able to use these articles in the software

Knowledge Base articles for assistance:

- - [Goods In](https://support.cannavigia.com/knowledge/goods-in?hsLang=en)

*Key Focus: Batch IDs, expiry dates, and printing batch labels*

- [Welcome to Cannavigia!](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en#main-content)

    - [Cannavigia Support Portal](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en#cannavigia-support-portal)
    - [System Core Functionalities](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en#system-core-functionalities)
    - [Digital Badges](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en#digital-badges)
    - [Onboarding Essentials](https://support.cannavigia.com/knowledge/welcome-to-cannavigia?hsLang=en#onboarding-essentials)
- [Settings](https://support.cannavigia.com/knowledge/settings?hsLang=en#main-content)

    - [General](https://support.cannavigia.com/knowledge/settings?hsLang=en#general)
    - [Users](https://support.cannavigia.com/knowledge/settings?hsLang=en#users)
    - [Edit Profile](https://support.cannavigia.com/knowledge/settings?hsLang=en#edit-profile)
- [Installation Set Up, Hardware & Integrations](https://support.cannavigia.com/knowledge/installation-set-up-hardware-integrations?hsLang=en#main-content)

    - [Minimum System Requirements](https://support.cannavigia.com/knowledge/installation-set-up-hardware-integrations?hsLang=en#minimum-system-requirements)
    - [Integrations](https://support.cannavigia.com/knowledge/installation-set-up-hardware-integrations?hsLang=en#integrations)
    - [Installation Setup](https://support.cannavigia.com/knowledge/installation-set-up-hardware-integrations?hsLang=en#installation-setup)
    - [Balances/Weighing Scales](https://support.cannavigia.com/knowledge/installation-set-up-hardware-integrations?hsLang=en#balances-weighing-scales)
- [Facility](https://support.cannavigia.com/knowledge/facility?hsLang=en#main-content)

    - [Containers](https://support.cannavigia.com/knowledge/facility?hsLang=en#containers)
    - [Equipments](https://support.cannavigia.com/knowledge/facility?hsLang=en#equipments)
    - [Areas / Subareas](https://support.cannavigia.com/knowledge/facility?hsLang=en#areas-subareas)
    - [QR Code / Label Printing](https://support.cannavigia.com/knowledge/facility?hsLang=en#qr-code-label-printing)
- [Inventory](https://support.cannavigia.com/knowledge/inventory?hsLang=en#main-content)

    - [Contacts](https://support.cannavigia.com/knowledge/inventory?hsLang=en#contacts)
    - [Articles](https://support.cannavigia.com/knowledge/inventory?hsLang=en#articles)
    - [Goods In](https://support.cannavigia.com/knowledge/inventory?hsLang=en#goods-in)
    - [Goods Out](https://support.cannavigia.com/knowledge/inventory?hsLang=en#goods-out)
- [Cultivation](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#main-content)

    - [Plant Inventory](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#plant-inventory)
    - [Cultivation Projects](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#cultivation-projects)
    - [Plant Batches Actions - Tagged & Untagged](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#plant-batches-actions-tagged-untagged)
    - [Tagged Plant Batches](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#tagged-plant-batches)
    - [Plant Monitoring & Selection](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#plant-monitoring-selection)
    - [Additive & Recipe Application](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#additive-recipe-application)
    - [Harvesting Plants](https://support.cannavigia.com/knowledge/cultivation?hsLang=en#harvesting-plants)
- [Harvesting & Primary Processing](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#main-content)

    - [Harvest Batch Management](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#harvest-batch-management)
    - [Processing & Drying](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#processing-drying)
    - [Batch Logistics & Operations](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#batch-logistics-operations)
    - [Weight & Inventory Adjustments](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#weight-inventory-adjustments)
    - [Container & Storage Handling](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#container-storage-handling)
    - [Packaging & Final Products](https://support.cannavigia.com/knowledge/harvesting-primary-processing?hsLang=en#packaging-final-products)
- [Manufacturing](https://support.cannavigia.com/knowledge/manufacturing?hsLang=en#main-content)

    - [Production Planning & Oversight](https://support.cannavigia.com/knowledge/manufacturing?hsLang=en#production-planning-oversight)
    - [Production Execution](https://support.cannavigia.com/knowledge/manufacturing?hsLang=en#production-execution)
    - [Material & Input Management](https://support.cannavigia.com/knowledge/manufacturing?hsLang=en#material-input-management)
- [Quality](https://support.cannavigia.com/knowledge/quality?hsLang=en#main-content)

    - [Reporting & Data Insights](https://support.cannavigia.com/knowledge/quality?hsLang=en#reporting-data-insights)
    - [Quality Control & Lab Management](https://support.cannavigia.com/knowledge/quality?hsLang=en#quality-control-lab-management)
    - [Workflow & Task Management](https://support.cannavigia.com/knowledge/quality?hsLang=en#workflow-task-management)
- [CV Scale App](https://support.cannavigia.com/knowledge/cv-scale-app?hsLang=en)
- [Release Notes](https://support.cannavigia.com/knowledge/release-notes?hsLang=en)
- [Club](https://support.cannavigia.com/knowledge/club?hsLang=en#main-content)

    - [Club Member Management](https://support.cannavigia.com/knowledge/club?hsLang=en#club-member-management)
    - [Club Dispensing](https://support.cannavigia.com/knowledge/club?hsLang=en#club-dispensing)
- [CDS Manual](https://support.cannavigia.com/knowledge/cds-manual?hsLang=en#main-content)

    - [Handbook for Reference Points](https://support.cannavigia.com/knowledge/cds-manual?hsLang=en#handbook-for-reference-points)
    - [Handbook for Project Managers](https://support.cannavigia.com/knowledge/cds-manual?hsLang=en#handbook-for-project-managers)
    - [FAQs](https://support.cannavigia.com/knowledge/cds-manual?hsLang=en#faqs)

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