Metrc - Create a Transfer Template

• Creating a transfer template in METRC is required for outbound processing and METRC Transfers. Because METRC does not let third-party software create Transfers, users must complete this step directly in METRC. View the complete process here.
• Go to METRC, use the Transfer Template to create the Transfer. Wait until the transfer is registered with Metrc before shipping the Flourish shipment. This allows for easy last-minute changes.

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).

The Outbound Shipment

1. Populate the Driver, Vehicle, Planned Route, Departure Time, and Estimated Arrival Time
2. 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. Follow these steps in Metrc:

Steps 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.
• Click Register Transfer

The Transfer is now ready to receive at the receiver location.

1. In Flourish Software, ship the shipment once the inventory leaves the facility.

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