NOTE: This option is only available for specific states
New Outgoing Transfer
- Retail > Compliance > Compliance Transfers
- Click on the Outgoing tab
- Click on the New Transfer button
- Transfer Type: required, select from the drop down list
- Delivery Date / Time: enter the delivery date and time
- Product Name: Add an existing product from your shop
- Batch ID: Select the batch
- Parent Compliance Tag: Auto populates after the batch is selected
- Quantity: Auto-populate depending on the batch
- Shipping Quantity: Enter the quantity being shipped
- Outgoing Compliance Tag:
- +Add Product: Click on this to continue adding product
- Template Name: This field will auto-populate
- Choose a Company Name and Contact Name for both the Shipper and Receiver. The Company Type, State License #, Address, Phone Number will auto-populate based on the information contained in the Company Profile.
- Choose a Driver Name from the drop-down to select a driver. Once a driver is chosen, the rest of the Driver Information fields will auto-populate based on the information contained within the Employee Profile.
- Verify the Shipping Address from the drop-down menu.
- Click Save
- Click Send To Metrc
Once the transfer is sent to Metrc, complete the transfer in Metrc by following these steps:
- Log into your Metrc account.
- Click the down arrow next to Transfers and select Templates.
- The Metrc Transfer Template you just created will show here.
- Locate the transfer template and click the Use button on the far right.
- A New Licensed Transfer window will populate.
- Fill in the necessary information and click the green Register Transfer button. The transfer will be sent to your recipient.