Splitting inventory items (also known as "packages" or "lots") is necessary when you need to return or transfer a portion of an inventory item. 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 retail locations.
Important things to keep in mind
Always split lots/packages before transferring inventory, even if you're transferring the entire remaining quantity of a lot/package.
Never transfer a package 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 Metrc transfers: what to expect
Before you split (Metrc states)
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.
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 under your active license. Otherwise, Green Bits will be unable to successfully report the split.
To ensure accuracy, copy and paste this Destination Package ID in step 4 below - do not manually type it! After splitting in Green Bits, log back into Metrc and confirm that the new package has been successfully created. This should be done prior to selling from or transferring this package to avoid potential reporting issues.
Before splitting, 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.
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 lot 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.
Why should I perform splits in Green Bits instead of 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.
2. Select Packages ("Lots" for Washington stores)
3. Find the package/lot to be split
Select Actions > Split for Return or Transfer.
4. Specify the quantity and SKU of the items you are splitting
Note: If you operate in a state where Metrc is the state reporting system, you will be required to enter a new package ID/lot number (case sensitive!) chosen from the tags you have on hand as the Destination Package ID. Washington users should specify the quantity to be split onto a new lot, and a new lot number will be automatically generated. You will receive an email notification with the new lot number once the process is complete.
5. Confirm the changes
Now that you have split your lot or package, you can return or transfer the inventory now that it has its own ID.
Washington stores can then create a return manifest and complete the transfer process in Green Bits.
Stores operating in Metrc states will at this point create a new transfer in Metrc. Once transferred in Metrc, within 24 Green Bits will automatically update the transferred package ID to reflect zero quantity and "Transferred out. See also: Metrc Transfers: what to expect
6. 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.