Inbound Transfers (METRC)
Inbound Transfers (METRC)
For METRC clients, Transfers are enabled, and purchase orders will be used only for items not in METRC. The synced transfers from METRC will be visible for customer on the grid view. If you are a NON-METRC client, transfer will be disabled, and you will have access to your purchase orders through the purchase order Submodule. If purchase orders are not getting created for your synced METRC transfers, please contact Flourish Support.
The grid view can be found through the Inbound module and Purchase Orders Submodule. A user can search via package tags and view the following:
- Transfer number
- Origin
- Status
- Date created
- Date modified
To accept and transfer a package to your license in METRC, follow the steps below:
- Go to Inbound Transfers in METRC and open the transfer manifest
- Verify the packages and quantities on hand
- Look at test results in METRC and make sure they match the COA received from the vendor
- Click on ‘Receive’ to transfer packages to your license
- In Flourish, click Sync Transfers to immediately update inventory. Otherwise the sync will occur at night which, in some cases, might cause an out of sync quantity.
All accepted transfers and packages can be seen in Flourish on Transfers in the inbound module. Use the ‘Sync Transfer’ button on the top right to sync any incoming transfers. Flourish automatically synchs once every 24 hours in case the user forgets to sync.
Once the transfers are synced, they will be visible for customer on the grid view. A user can search via package tags and view the following:
- Transfer number
- Origin
- Status
- Date created
- Date modified
In METRC states, best practice is to retag items as they enter your facility as well as convert them from external items to internal items. The mapping to Quickbooks to your internal item happens on the Purchase Order before syncing, while converting the package after receiving it happens on the package.
The Outbound module helps your business organize its wholesale orders, bundles shipments, and tracks sales overall.
