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METRC - Handling rejected outbound packages

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. Clic…

NIr Malchy
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.
    Go to Inventory > All Packages in Flourish and click Sync METRC Packages. This will automatically update any packages that were marked as Shipped (after being found on an accepted METRC transfer) and are now returned to active inventory.
  2. Reject the package in Flourish
    If the package was allocated to an outbound order, you must reject it directly from that order line. This returns it to your available inventory and allows it to be reassigned to another sales order. Syncing alone does not handle this.
    1. If the package is in Shipped status, you’ll need to reject it from the associated outbound order. To find the order, go to the All Packages screen in the Inventory module and click the ORDER ID number next to the package. This takes you straight to the related order, where you can quickly reject the package and return it to inventory.
    2. If you did not allocate or ship the package in Flourish Software, and handled the outbound transfer directly in METRC, the package will sync back into Flourish in a Created status automatically.

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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