When you receive incoming inventory, you're performing a METRC transfer in which the distributor transfers ownership of the delivered items to you.
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Receiving Transfers in METRC
NOTE: It is vital you complete these steps while a distributor representative is present in the event you need to reject any packages or need distributor assistance with the transfer. Receiving a transfer in METRC is also the transfer of custody for all inventory involved, so it's important you and your distributor are on the same page.
Step 1: Log-in to METRC and navigate to Transfers > Licensed > Incoming.
Step 2: Identify the transfer you'd like to import and click Receive on the far right-hand side of the transfer's row.
TIP: You can use the dropdown arrow on the left side of the row to expand the transfer and see information about its contents.
Step 3: In the 'Received License Transfer' modal that opens, verify the following information for each package:
Package label is physically present
Item entered in METRC matches the physical product
Verify the item on the manifest is accurate and corresponds with the items that are physically present.Quantity entered in METRC matches the physical delivery
If the distributor has the incorrect quantity entered on the manifest, enter the quantity that is physically present at drop-off in the 'Receive Qty.' field. Don't forget to adjust the 'Wholesale Cost' to reflect any missing units/weight.The amount you enter here will be the amount that is imported into Treez and cannot be changed later if it is incorrect except through an Inventory Adjustment.
Use discretion when updating the 'Received Qty' amount. If there's a substantial difference between the quantity listed on the manifest and what's physically delivered, it's in your best interest to reject the entire shipment line and have the vendor create a new manifest that reflects the accurate quantity.
Be sure to follow the regulations for your market as some markets may require licenses reject an entire line item if the physical quantity does not match the shipped quantity while other markets may allow you to partially receive the line item based on the amount you physically received.
Update Pounds and/or Ounces to Grams
When you receive a manifest with flower (in markets where weight based packages are used such as MI, MO, CO etc), those line items will be manifested in the total weight of the package. In the event the line is listed in 'Pounds' or 'Ounces', it's important that you convert that to weight in 'Grams' before hitting 'Receive Transfer'.Physical items have compliant packaging and labeling
Every market has different labeling requirements so be sure to check with your markets regulators to ensure you are up to date on compliant labeling practices.
TIP: Use a permanent marker (or extra Treez mini label) to write the item name, quantity, and date received on the Metrc Package Tag, being careful not to obstruct the barcode. This helps to keep this information available at a glance.
Step 4: After verifying all the information above for every package on the manifest, click the green Receive Transfer button at the bottom of the modal.
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Importing Transferred Inventory into Treez
Step 5: Log-in to your Treez portal and navigate to Inventory > Purchasing > Invoices
Step 6: Now the manifest is ready to be pulled into Treez through our import inventory from METRC flow.