METRC - Handling rejected outbound packages

Updated by NIr Malchy

Sometimes you transfer packages out, and the client rejects them. When the client rejects a package, you accept the rejection in METRC.

What should you do in Flourish Software?

The short answer

  1. Click the Sync METRC Packages button in the Inventory > All Packages screen to return packages automatically set to Shipped when found on an accepted outgoing METRC transfer.
  2. Reject the package in Flourish from the outbound order line to return that allocated package to your inventory. Only rejecting the package enables you to allocate it again to a different sales order.

You can easily find the outbound order associated with your Shipped package. Click the number in the ORDER ID column on the All Packages screen from in Inventory module. That will redirect you to the order, making rejecting the package quick and easy.

The long answer

Suppose the package was allocated to an outbound order and shipped:

  • In that case, Sync METRC Packages will not return the package to your available inventory once the rejection has been accepted in METRC. The package will remain in Shipped status, linked to the outbound order it was originally on.
  • To return the package to inventory, the next step is to reject the package on the outbound order.

What does rejecting the package in Flourish Software do?

  1. Captures the Inventory Return Reason and (optional) comment to explain the rejection.
  2. Returns the package to your available inventory, then automatically syncs the current package info from METRC.
  3. Updates the line total, subtotal, and total price on your outbound invoice.
  4. Enables you to allocate the package to a different sales order by removing the link between the package and the original order.
If the package was not allocated to an outbound order in Flourish, but had been set to Shipped status when found on an accepted outgoing transfer in METRC, then when it comes back into active inventory in METRC due to the rejection it will also be automatically returned to Created status in Flourish.

Sync METRC Packages before you reject the package in Flourish Software. This action makes sure you get the right package into your Flourish inventory thus helping you reject the correct package from the outbound order.

Why can't I just Sync METRC Packages?

Flourish will not automatically return allocated packages or update outbound order financials when a package is rejected in METRC. This give you a greater degree of control in handling the flow of inventory out of, and back into, the facility.

Can I Reject the package in Flourish Software before I sync?

Yes!

It does not matter what you do first after you accept the package back in METRC.

You can go to Flourish Software and do the following:

  1. Sync METRC packages
  2. Go to the sales order and reject the package to make sure the total order price is correct.

Or:

  1. Go to the sales order and reject the package to make sure the total order price is correct.
  2. Sync METRC packages

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