You cannot make transfers in Green Bits, so you will manage all transfers in Metrc when you want to do the following:
- Return items to vendors
- Transfer items to other stores
- Transfer items to processing facilities
Green Bits locks and tags as Transferred out any packages that have been added to an outbound transfer manifest in Metrc, though this may take up to 24 hours. Because of this, use careful inventory practices: make sure to mark packages you are transferring as Not For Sale, pull any items you are transferring from the sales floor, and do not sell from them!
Transfer a package
If you need to transfer items from a package that you have sold from, split it first and transfer the new, split package.
- In Green Bits Back Office, mark the package you want to transfer as Not For Sale or Archived.
- In Green Bits, split the package, even if you're transferring the entire remaining quantity of a package.
- In Metrc, transfer the new, split package.
Within 24 hours, Green Bits locks and tags the transferred package as Transferred out.
If I'm transferring an entire package, do I still need to split it?
Most of the time, the answer is yes. If you made any sales or adjustments, you must split before transferring.
If you haven't made any sales or adjustments on the package, here's how to transfer:
- Mark the original package Not For Sale or Archived.
- Transfer the package in Metrc.
Within 24 hours, Green Bits updates this package to zero quantity and tags it as Transferred out. It will also be marked Not For Sale and locked for editing.
Why can't I transfer a package that I've made sales from?
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 transferring sales data along with it, taking you out of compliance.
If I created a new package ID in Metrc without splitting first, what do I do?
Any time a new package appears in Metrc, Green Bits automatically imports it as an incoming manifest in your Accepted (Unassigned) folder in Incoming Inventory. If you created the package yourself, this manifest will list your retail license as the Vendor.
If you created a new package ID and transferred it in Metrc without splitting first, here's how to handle the transfer:
- Associate the package to a Product, just as you would with any incoming inventory. This can be the actual product or you can create a "dummy" product named Transferred out and set it to Not For Sale.
- Within 24 hours, Green Bits updates these packages to zero quantity and tags them as Transferred out. They are also marked Not For Sale and locked for editing.