- All outgoing transfers, including returns to vendors, transfers to other stores, and transfers to processing facilities, are managed directly in Metrc. Green Bits does not have the ability to create an outgoing transfer in Metrc.
- Before transferring packages in Metrc, mark them Not For Sale or Archived in the Back Office. Green Bits will automatically recognize and lock any packages that have been transferred in Metrc, though this does not happen in real time (may take up to 24 hours). This step will prevent accidental sales in the meantime.
- 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
- Unless instructed by Green Bits Support, never split or merge packages 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(s) still reflect pre-merge/pre-split quantity in Green Bits, causing a discrepancy. The only way to fix this is for Green Bits to perform a Metrc sync, which typically takes at least 24 hours to process.
Why can't I transfer a package that I've 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.
I already created new packages in Metrc. Now what?
Any time a new package appears in Metrc, regardless of whether it was an incoming transfer from a vendor or a package you created yourself, Green Bits will automatically import it as an incoming manifest in your Accepted (Unassigned) folder in Incoming Inventory. If you created the package(s) yourself, this manifest will list your retail license as the "Vendor".
What do to with this manifest:
- Assign each package with a product, just as you would with actual incoming inventory. This can be the actual product, if it exists in your Green Bits inventory, or you can create a "dummy" product named "Transferred out" and set to Not For Sale, and use that product to keep these packages separate from actual inventory.
- Within 24 hours, Green Bits will automatically update these packages to zero quantity and tag them as "Transferred out". They will also be marked Not For Sale and locked for editing at this point.
What if I'm transferring an entire package? Do I still need to split it?
Only in cases where you've made no sales or adjustments on the package and don't intend to do so, such as returning unwanted product back to a vendor, no split is needed.
- Mark the original package Not For Sale or Archived.
- Transfer the package in Metrc.
- Within 24 hours, Green Bits will automatically update this package to zero quantity and tag it as "Transferred out". It will also be marked Not For Sale and locked for editing at this point.