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.
Create a new transfer in Metrc
Once you've completed the above steps, you're ready to create a new transfer in Metrc.
After you add packages to a transfer in Metrc, Green Bits will automatically lock these packages, change their quantities to zero, and tag them as Transferred out, preventing any further actions these packages.
However, it may take up to 24 hours from the time you added these packages to a transfer manifest in Metrc before Green Bits locks the packages, which is why it's important that you manually mark them as Not For Sale first.