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Part 1: SKU Setup

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1. Upload Your SKUs to the CloudBox Web Portal
   
   1. Before setting up a container, visit cloudboxapp.com and log in to the web portal, or go directly to app.cloudboxapp.com.
   2. In the sidebar, select Inventory and click Upload SKU Data.
   3. This allows you to import your entire inventory list into CloudBox so containers can be matched automatically during setup.
   4. You can download a CSV template that shows all the required columns:
      
      • Category: The product type or classification.
      • Name: The actual SKU or product name (required field).
      • Tracking ID: The METRC or BioTrack package ID.
      • Unit Weight: The weight of a single unit (optional).
      • Expiration Date: The product’s expiration date (optional).
      • Description: Any additional product details (optional).
   5. Only the Name column is required; all other fields are optional.
2. Mapping Columns from Other Systems
   
   1. If you already have a SKU list from your POS, METRC, or BioTrack, you can simply drag and drop that file into CloudBox instead of using the template.
   2. When uploading, match your columns to the correct CloudBox fields:
      
      • For example, the Tracking ID field in CloudBox maps to Package ID in METRC or BioTrack.
      • If a column doesn’t apply, select Not Mapped to skip it.
      • Make sure to map Expiration Date and Category when available.
   3. Once everything is mapped, click Continue → Upload All SKUs.
   4. A success message will appear when your upload is complete. If you see any upload errors, review the highlighted cells in your spreadsheet before trying again.

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Part 2: Creating a Container

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1. Attach and Prepare Your Container
   
   1. Attach a CloudBox label (RFID or barcode) to the container you’re setting up.
   2. For best performance, position the label higher on the container to reduce interference from the metal scale.
   3. On your tablet, open the CloudBox app and tap the balance icon to enter the CloudBox Link page.
   4. If prompted to connect via USB, tap Connect to Scale → OK.
   5. Before weighing, make sure the scale is teared (set to zero).
   6. Place the METRC or BioTrack tag inside the empty container, this ensures accurate readings that account for the compliance tag’s weight.
   7. Place the empty container on the scale and record its raw weight.
2. Create and Assign a Container
   
   1. Scan the CloudBox label using your RFID or barcode reader.
   2. When the message “Container Not Found” appears, tap Yes to create a new container.
   3. If your container has a lid and you’ll be performing cycle counts with it on, record the weight with the lid attached. Otherwise, record it without the lid.
   4. Once the raw container weight is recorded, assign it a SKU.
   5. Since your SKUs are already uploaded, you can:
      
      • Search for the SKU name manually, or
      • Simply scan the METRC or BioTrack tag, and CloudBox will automatically find and assign the SKU.
3. Select Weight or Unit Mode
   
   1. If your container will track by total weight, select Weight Mode—setup is now complete.
   2. If you want to track by units, tap Edit SKU → Enable Unit Weight → Calculate Using Scale.
   3. Add 5–10 sample units into the container and enter how many items you placed.
   4. Tap Calculate, and CloudBox will automatically determine the average unit weight for accurate cycle counting.
   5. Once the unit weight is recorded, your container setup is complete.
4. Creating a New SKU During Setup (Optional)
   
   1. If you need to create a new SKU directly from the app, tap Add New SKU.
   2. Enter the product name, select an expiration date (if applicable), and choose Weight Mode or Unit Mode.
   3. For unit tracking, use the Calculate Using Scale option as described above to determine the average weight per item.

• Always tare the scale before capturing container weights.
• Keep the METRC or BioTrack tag inside the container during initial weighing for consistency across compliance audits.
• For lightweight items (like pre-rolls or gummies), weigh at least 5–10 units to improve unit weight accuracy.
• Make sure the search bar is active with the keyboard visible before scanning tags to ensure instant SKU matching.
• Use Category and Description fields in your SKU list to keep reports organized and searchable.
• If CloudBox can’t find a SKU, double-check that the package ID in METRC or BioTrack matches the Tracking ID in CloudBox.
• Avoid setting containers too close to other RFID-labeled containers this can cause misreads during scanning.