Learn how to split a package to transfer inventory in Metrc fo Dutchie POS.

You should split the Package(s) in Dutchie POS. 

Things to know

  • Splitting packages is also referred to as creating packages.
  • When you transfer a Package, you are also transferring the sales and adjustment information along with it. Splitting the inventory onto a new Package keeps the original Package (and all sales and adjustment information) on your account.
  • You can't transfer part of a Package, which is why you want to split the quantity you're returning onto a new Package.
  • If your Metrc tag field is grayed out and you are unable to make changes, go to Settings > Locations and enable the settings 'Enable Metrc Tag Control'. 

Tip

If you split a package in Metrc it does not automatically update in Dutchie. However, packages split in Dutchie will automatically update in Metrc. It is best practice to perform all inventory actions in Dutchie because changes made in Dutchie are automatically pushed to Metrc.

Split a Package

  1. Go to Products > Inventory. 
  2. Search for the package that you want to split.
  3. From the Actions dropdown select Create Package.
  4. In the first quantity field, enter the quantity you want for your new Package.
  5. Enter the same amount as you entered in Step 3 into the Create Quantity field and update the measure dropdown.
  6. Choose a Room.
  7. In External Package ID, enter your next available Metrc tag.
  8. You can either copy the Metrc tag into the Created Package ID field, or select Generate.
  9. Select Create.

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. From the Actions dropdown select 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 > SaveIn 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 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 it is not there, in Dutchie POS, go to Products > Catalog and select the product in question.
  3. Set Sync to METRC item to Yes.
  4. Click Save.

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.

MetrcPackages.png

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