Receiving Inventory (Un-tracked Stores)

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Follow the steps below to receive new inventory into Green Bits and start selling.

These steps are specific to stores operating states that do not yet have a fully operational traceability system. Separate guides are available for Metrc states and Leaf Data Systems.

See also: Receiving Inventory on Vimeo.

1. Navigate to Incoming Inventory in Back Office

Select Inventory (1) > Incoming Inventory (2) > + Add Manifest (3).

2. Fill in the header of your manifest

Fill in the name of your Supplier, a Reference ID for this manifest, and the Transfer Date (the date you received this inventory).

3. Add products

Click the blue Add Item button, then Search for products (1). Select an existing product, or create a new product.

Specify the unit of measure (2). By default, this is set to simple units/"each", and only unit-based products will be shown when you search for products. If receiving a weight-based item, you'll need to select the appropriate unit of measure first.

Enter the Cost Per Unit (3) of each product, and be sure to specify the the correct Quantity (3).

A Barcode (5) will be automatically generated for this product. If you prefer to specify your own SKU or  use a barcode/SKU pre-printed on the product packaging, type the SKU numbers into this field, or place your cursor into this field and scan the product's barcode with a scanner paired to your computer.

Double-check each product and confirm that the total manifest cost (6) is accurate, then click Save.

4. Fill in additional details

From the Products page, look up each of the products for which you've just received new inventory. Click a product name to open the details, then click the Inventory tab. For each of the SKUs/package IDs you've just received, click Actions > Edit.

On the Edit Inventory page, fill in the package details and then click Save. This information will be included on your package labels. If you find that package labels printed for new inventory are missing any required compliance information, check this page and add any missing information.

Manifest statuses

On the Incoming Inventory page, manifests are organized into two separate views.

  • Accepted (Unassigned Lots): If you click Save on a new manifest without assigning every package ID to a product, the manifest will move to this list. You may come back to this list later to complete the manifest.
  • Accepted: Both partially completed and fully completed manifests will be listed here. If you later find that an error was made during the intake process, you can always come back to this view and retroactively edit SKU/product associations and Cost Per Unit for any particular SKU on any manifest, no matter how long ago it was accepted.

Looking up past manifests

If you need to look up a past manifest, either for reference or to correct an error, go to the Incoming Inventory page, select the appropriate status and search by Vendor (1), Reference ID (2), or by SKU number (3).

If you're not seeing the manifest you're looking for, try searching within the other status views. For example, if a manifest was fully accepted, it will be found only when searching under "Accepted".

An alternate way of finding a manifest based on a lot or SKU number is by finding the product within your Products list. From the product details, click the Inventory tab, then Actions > View Manifest.

Note: not all SKUs are associated with a manifest. If you find no results after clicking View Manifest, this means the SKU was created from a conversion.

This will take you to the Incoming Inventory page, where the manifest that this lot number originated from will be shown. Click the manifest to open it and make any changes, then Save.

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