METRC - Create a Transfer Template

Updated by NIr Malchy

Sync your Flourish outbound shipment to create a transfer template in METRC.

Use the Create Transfer button on the outbound shipment screen to sync your shipment (complete with driver(s), vehicle, route, destination, and packages) to METRC as a transfer template. View the shipment's sync status at the top of the page, which you can click to open a window for additional details.

You must go to METRC to complete the Transfer.

The process

  1. Create a shipment in Flourish Software. The shipment should have one order on it!
  2. Sync the shipment to METRC, creating a transfer template in METRC. 
  3. Go to METRC and generate a transfer from the transfer template. 
  4. Ship the shipment in Flourish Software. 

Sync the shipment to METRC

  • In Flourish Software, please take the usual steps to create a sales order and assign it to a shipment.
  • Follow the steps below to sync the shipment to METRC and ship it:

The Outbound Order

  1. You must select the Transfer Type on an Order before you can create a Transfer.
  2. The Order must have packages assigned (Status = Allocated).
Outbound Order

The Outbound Shipment

  1. Select a Distributor for the Shipment. (Flourish will default this value to the shipping facility if one is not selected.)
    The Distributor in the Flourish Shipment is the Transporter in the METRC transfer template.

  1. Click the Create Transfer button!

  1. The transfer template manifest number will be populated from METRC in Flourish.
  2. In METRC
  • Go to Transfers and select Templates from the dropdown(see here)
  • Click Use to convert the template to a Transfer
  • Verify all the details are correct.
There is a known issue in METRC upon generating the transfer, where certain details on the template are omitted.
  • Click Register
  1. In Flourish Software, ship the shipment!

Is my shipment synced to METRC?

Before you click the Create Transfer button, the Sync Status is Not Synced.

Once the template has been submitted, the sync status will change, and if everything synced successfully, you will notice the following:

  • The Sync Status is In Sync.
  • The template Manifest Number.
  • Instead of Create Transfer, you can Update Transfer by clicking Update Transfer.

If the transfer template fails to sync for any reason, you'll see the following:

Is the shipment out of sync?

  1. Click on the to view the Sync Status Detail:

Flourish displays why the shipment is not in sync in the Context field:

  1. Resolve the issue.
  2. Click Create Transfer again.

Examples of sync errors and resolutions:

The issue and how to resolve it.

The error message.

What is the issue?

You have more than one order on the shipment.

To resolve this, make sure your shipment has one order on it.

What is the issue?

There is no phone number on the shipping facility.

To resolve this, please follow the steps below:

  1. Go to Manage Settings.
  2. Select Facilities.
  3. Click on the pencil icon to CONFIGURE next to the relevant facility.
  4. Click Edit.
  5. Type the phone number in the Phone Number field (if the number is there, skip this step and click Save).
  6. Click Save.

"Cannot insert the value NULL into column 'PhoneNumberForQuestions'..."

Can I change the shipment after creating the transfer template in METRC?

Yes, as long as it is still a template and not a registered transfer.

Once the transfer template has been successfully generated in METRC, the shipment screen's Create Transfer button changes to an Update Transfer button. You can update the transfer template until you register the transfer in METRC.

Once you register the transfer in METRC, update it in METRC. METRC does not allow updates through integrators like Flourish.

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