If you receive a manifest in Metrc, but then transfer out one or more of the packages on the manifest without assigning the packages to a Product in Green Bits, the manifest will stay listed under Accepted (Unassigned) in your Incoming Inventory, even though the inventory is no longer in Metrc.
If you want to remove these old manifests, use this guide.
- Why does this happen?
- What do to with these manifests
- How will this affect Metrc?
- Why can't I just delete these manifests?
- Can I just leave old manifests in Accepted (Unassigned)?
Why does this happen?
Any time a new package appears in Metrc – regardless of whether it was received from a vendor, or a package you created yourself – Green Bits automatically imports it and lists it as a new manifest in your Accepted (Unassigned) view. If you created the package(s) yourself, this manifest will list your retail license as the Vendor.
Manifests will stay in Accepted (Unassigned) until you assign each and every package to a Product in Green Bits, even if a package has been transferred or otherwise updated in Metrc.
What to do with these manifests
- Assign each package to a Product. This can be any Product, though for this purpose you may want to create a "dummy" product named "Transferred out", "Returned", or anything else that helps you keep these packages separate from active inventory.
- If the package has been transferred out or finished, Green Bits will automatically update the package to reflect zero quantity, and tag it as "Transferred out". Note, however, that this may take up to 24 hours.
- Because of this potential 24-hour lag time, set the product and/or package to Not For Sale or Archived status to prevent accidental sales in the meantime.
How will this affect Metrc?
You may be reluctant to "accept" inventory into Green Bits if you no longer have it in Metrc or in your physical possession.
Fortunately, assigning a package to a Product in Green Bits does not affect or report to Metrc in any way.
As long as Metrc correctly reflects which packages are/are not in your possession, there's no cause for concern from a compliance standpoint.
Why can't I just delete these manifests?
As a general rule, Green Bits does not allow you to delete or remove historical inventory data that came from Metrc, for any reason.
Even if a package was only in your store's possession for a brief period before it was returned or transferred and there were no sales or adjustments associated with it, Green Bits will keep a record of this package.
Can I just leave old manifests in Accepted (Unassigned)?
Yes! If you prefer not to assign these packages to a Product, you don't have to.
Assigning these packages to a Product is a suggestion to help keep your Incoming Inventory better organized and less cluttered.