Splitting inventory is necessary when you need to return or transfer a portion of a package or lot. For example, when you need to return 25 of 100 units that all belong to the same traceability ID, or when you're breaking down a larger package and distributing its contents to other locations.
This process varies somewhat depending on your traceability system:
Splitting packages (Metrc states)
Always split packages before transferring inventory, even if you're transferring the entire remaining quantity of a package.
Never transfer a package ID that you have made sales from!
Generally speaking, in order to remain compliant you must maintain all historical sales data under the retail license on which you made those sales. If you transfer a package which has sales associated with it, you are in effect transferring that sales data along with it, taking you out of compliance.
Furthermore, if you accept product returns from customers (such as faulty vape cartridges), transferring a package which has sales associated with it will also prevent you from later processing returns on any sales associated with that package.
Also, before transferring, mark the transfer package Not For Sale or Archived. This will eliminate the possibility of a budtender accidentally making a sale from a package that is soon to be - or in the process of being - transferred.
For more information on Metrc transfers see Transfer inventory in Metrc.
Why should I perform splits in Green Bits instead of in Metrc?
If a new package is created in Metrc rather than in Green Bits, the new package will appear in Incoming Inventory in Green Bits and can be accepted and sold from immediately, however the original package you split from will not update automatically and will still show its pre-split quantity. The only way to fix this is for Green Bits to perform a Metrc sync, which typically takes at least 24 hours to process.
Before you split
Splitting involves taking any quantity from an existing package and using it to create a new package. It is not possible to split onto a pre-existing package ID.
- Prior to splitting, you'll need to identify a Destination Package ID that you'll enter into Green Bits in the steps below. To do so, log in to Metrc and navigate to Admin > Tags > Open > Available and confirm that the tag you're splitting to is Received and present under your active license. Otherwise, Green Bits will be unable to successfully report the split.
- To ensure accuracy, copy this Destination Package ID and paste it into Green Bits - do not manually type it! If you're not able to copy the package ID from the Metrc interface, as a workaround, download the PDF version of the package history and copy from there.
- Check the package in Metrc to ensure that it matches the quantity in Green Bits.
Only active packages with a positive, non-zero quantity can be split. Do not attempt to split packages with zero or negative quantity, or packages that have already been finished.
Navigate to Inventory > Packages, then search for the package ID you intend to split. Select Actions > Split for Return or Transfer.
2. Enter the quantity you're splitting, and a valid Destination Package ID from Metrc
3. Confirm the split
After splitting, log back into Metrc and confirm that the new package has been successfully created (this may take up to 30 minutes). This should be done prior to selling from or transferring this package to avoid potential reporting issues. Once you've confirmed that the new package exists in Metrc, you can create a new transfer.
Once added to an outbound transfer manifest in Metrc, within 24 hours the transferred package ID will be automatically updated in Green Bits to reflect zero quantity and a status of Transferred out. In the meantime, mark all transferred inventory as Not For Sale or Archived, to prevent accidental sales from a package ID that no longer exists under your license, which will lead to reporting errors. See also: Transfer inventory in Metrc.
What if I don't see the new package in Metrc?
Splitting inventory can take up to 30 minutes. Green Bits will always prioritize reporting sales and importing new inventory manifests, so things like adjustments and splits may take a little longer to show up in Metrc.
In the rare cases that the split package has not gone through after 30 minutes, follow these instructions to recreate the split in Metrc just like you did in Green Bits. This is the only circumstance under which you should create a new package in Metrc as opposed to in Green Bits.
4. If applicable, close packages that are now at zero quantity
If you removed the entire remaining quantity from your original package, close the original package in Green Bits. This will also finish the package in Metrc.
Splitting lots (Washington)
Always split lots before transferring inventory, even if you're transferring the entire remaining quantity of a lot.
Never transfer a lot that you have made sales from!
Generally speaking, in order to remain compliant you must maintain all historical sales data under the retail license on which you made those sales. If you transfer a lot which has sales associated with it, you are in effect transferring that sales data along with it, taking you out of compliance.
Furthermore, if you accept product returns from customers (such as faulty vape cartridges), transferring a lot which has sales associated with it will also prevent you from later processing returns on any sales associated with that lot.
Navigate to Inventory > Lots, then search for the lot number you intend to split. Select Actions > Split for Return or Transfer.
2. Enter the quantity you're splitting
3. Confirm the split
Once the split is completed in the state traceability system, a new lot number will be automatically assigned and appear in Green Bits. A notification email will also be sent to the email address of the user who requested the split.
Once your split lot appears in Green Bits, you can immediately add it to a Return Manifest. The lot will be marked Transferred out and will be locked for further editing as soon as it's been added to a pending Return Manifest.