If you have Manual State Link, use this article about splitting and transferring instead.
Transferring inventory is one of the few things that you can't do in Green Bits. Create a transfer in Metrc if you need to do any of the following:
- Return inventory to a vendor.
- Transfer inventory to another store.
- Transfer inventory to a processing facility.
If your store is not yet actively reporting to Metrc, you can account for transfers by making an inventory adjustment instead.
If you operate in Washington, you should transfer inventory by creating a return manifest.
Before you transfer
- Remove the items from your sales floor.
- Mark all of the inventory you're transferring as Not For Sale.
- Split each package in Green Bits.
- You can't transfer just a portion of a package. Split the quantity you're returning onto a new package first, then transfer the new package.
- If you're transferring the entire remaining quantity of a package and you've previously made sales or adjustments on this package, you should still split it first.
- If you transfer a package that you've sold from or made adjustments to, you're also transferring sales and adjustment records along with it, which may be a compliance issue. Splitting the inventory onto a new package avoids this problem.
- If you haven't made any sales or adjustments on a package since you received it, you don't need to split it.
Transfer in Metrc
Once you've completed the above steps, create a new transfer in Metrc.
After you transfer
For every package you transfer in Metrc, immediately update the inventory status in Green Bits to Not For Sale.
There is a delay of up to 24 hours from the time you add a package to a transfer manifest in Metrc until Green Bits recognizes that the packages are no longer available. If you sell or adjust these packages in Green Bits during this delay period, you could cause reporting errors and put your compliance at risk. Changing the inventory status to Not For Sale is the best way to prevent this from happening.
During or after this 24-hour period, Green Bits automatically locks all SKUs linked to these packages, changes their quantities to zero, and tags them as Transferred out, preventing any further actions.
Reaccepting a package
In some cases, you may need to reaccept the same package ID in Metrc after previously transferring it out. For example, a vendor makes a mistake and you transfer a package back to them so they can correct the mistake. Then the vendor transfers the corrected inventory back to you using the same package ID as before.
In these cases, after you reaccept the package in Metrc, Green Bits automatically updates the inventory to For Sale and also updates the quantity to match what you just accepted in Metrc.
You do not need to repeat the receive inventory process in Green Bits. The reaccepted inventory is assigned to the same Product and SKU as before.