Split a Package to transfer inventory in Metrc - Dutchie POS

Examples of why you might need to split packages:

• You receive a package of vape cartridges from a vendor, but some of them are damaged or defective. Because you can't transfer a portion of a package, create a new package for the defective cartridges, then transfer that new package back to the vendor.
• You want to split a large package into smaller packages to distribute to other facilities.

Things to know

• You can't transfer part of a Package, which is why you need to split the quantity you're returning onto a new Package.
• Only split packages in Dutchie, not in Metrc. Packages created in Dutchie are automatically created in Metrc, but not the other way around, so splitting packages in Metrc will cause discrepancies between Dutchie and Metrc.
• This article applies to locations integrated with Metrc, or locations not integrated with a seed-to-sale tracking system. If you're integrated with BioTrack, use the sublot option instead.
• Verify the Grams/concentration value of quantity-based products before creating packages.

Create packages

1. Go to Products > Inventory.
2. Click the three dots … next to the package you want to use as your source package.
3. Select Create packages.
   
4. Select the Product that the new package(s) will be assigned to. 
   • By default, this will be the same product that the source package is assigned to.
   • To choose another product, uncheck the box for Use same product as source package.
5. Enter the Total quantity to package, or the number of units of the selected product you want to create.
6. Enter the Number of packages you want to create. 
   • Dutchie automatically divides the total quantity to package across the number of packages as evenly as possible. For example, if your total quantity is 30 and the number of packages is 3, the system allocates 10 units per package. The weight of one unit is based on the grams/concentration value of the selected product.
   • If you don't see this field and want to create more than one package at a time, contact Dutchie Support to enable the multi-package creator feature.
7. Cost is pre-determined based on the Catalog value or Calculated based on the combined cost of inputs used to create the source package. Select Other to enter your own cost value.
8. Select a Room to assign the new package(s) to.
9. Select a Type:
   • Standard
   • Donation
   • Trade Sample
10. Enter or generate a Package ID:
    • If you’re integrated with Metrc, paste a new Metrc tag number into this field.
    • Or, if you only want to create a new package in Dutchie POS that is linked to the source package's tag number in Metrc, you can select Bypass state system and instead of using a new Metrc tag click Generate or manually enter your own package ID, which will only exist in Dutchie POS. Learn more.
    • If you’re not integrated with Metrc, click Generate or manually enter your own package ID.
    • If this field is grayed out and can't be edited, go to Settings > Location, check the box for Enable Metrc Tag Control, and Save.

Transfer the new Package

1. Go to Inventory > Manifest > Wholesale.
2. Click Add manifest.
3. Enter details of transfer, ensuring that you update the Type field to Transfer.
4. Select Create.
5. Open the newly created manifest.
6. Click the Add item button.
7. From the add item to manifest window, select the new Package.
8. Click Add.
9. Select Edit Driver from the Actions dropdown.
10. Enter driver details and click Save.
11. Select Actions > Complete Order.
12. Click Confirm.

In Metrc:

1. Select arrow beside Transfers > Templates.
2. Select Use.
3. Enter any necessary fields.
4. Select Register Transfer.
5. Switch to the license to which you are transferring to.
6. Select Transfers > Licensed.
7. Select Incoming > Receive. You must receive the manifest first in Metrc before receiving in Dutchie POS.
   Note: Transfer template options pull directly from Metrc. Users attempting to process the transfer has to have their own API key or utilize the Master API Key to process. Once confirmed, ensure the  Master API Key or the Individual User Key has the proper permissions in Metrc. Regenerate the API Key and paste into the Metrc Integration settings in Dutchie.
   
   Master Key: Settings > Integrations > Metrc > Settings > API Key > Paste > Update
   User Key: Settings > Integrations > Metrc > Settings > User Key > select User > Paste > Save in Dutchie POS:

In Dutchie POS:

1. Switch to the location to which you are transferring to.
2. Select Inventory > Receive.

Why is Metrc saying the item does not exist?

If you attempt to create a package and you get an error that the associated item (Metrc's term for what's called a product in Dutchie POS) does not exist, your Dutchie POS Catalog products may not be pushing to Metrc.

1. Search for the item (product) in Metrc.
2. If the item (product) does not exist in Metrc, in Dutchie POS, go to Products > Catalog and select the product in question.

3. Set Sync to METRC item to Yes.

   This should only be set to yes when you are creating or attempting to sync an item (product) that does not already exist in Metrc.

4. Click Save.
5. Go to Settings > Integrations > Metrc.
6. Click the Settings tab.
7. Set Maintain Items to Yes, if it isn't already, and Click Update.
8. Select Push: Inventory to send the latest Dutchie POS product settings to Metrc. This pushes the spelling, capitalization, spacing, etc. from Dutchie POS to Metrc.

How do I compare package history?

If you need to compare Dutchie POS package history to Metrc package history, follow these steps to export Metrc package history:

1. Select Packages.
2. Select Active.
3. Select the Package.
4. Select the History tab.
5. Select the printer icon to export.
6. Export as Excel document.

Learn more

• Learn more about Metrc and Dutchie POS