Learn how to use the Dutchie POS pending transfer tool to receive inventory in Metrc and BioTrack states.
When using the Pending Transfers Tool to receive inventory, you must first accept the package in Metrc and then receive in Dutchie POS. This applies to inventory received from affiliated and non-affiliated vendors (a location that is not affiliated with your company).
Things to consider
- You will log into two different systems while completing this task, Dutchie POS Backoffice and the state traceability system (Metrc or BioTrack).
- BioTrack users do not need to take any action in BioTrack to receive inventory in Dutchie. When a vendor sends the manifest, it is automatically available in the Pending Transfers Tool in Dutchie POS Backoffice.
Receive inventory from your state traceability system (Metrc)
Order of operations
Inventory received from a non-affiliated vendor (a location that is not affiliated with your company) must first be accepted in the state traceability system and then received in Dutchie POS.
- Access your state traceability system and accept any pending inbound transfers to your license.
- To maintain the best data, confirm physical counts against your transportation manifest before accepting any transfers into Dutchie POS.
- Navigate to Dutchie POS Backoffice.
- Go to Products > Inventory
- Click the Receive inventory button.
- Select a transfer order from the Pending Transfers dropdown.
- Click on the order and fill out the inventory details in the Receive Details window.
- Fields with asterisks are required.
- If the Auto-map products during receive feature is enabled (in Settings > Location) and you’ve received the same product in the past, Dutchie POS can automatically match it with the Catalog product that you assigned it to last time. You can select a different catalog product if needed.
- Optionally, choose whether to Get Metrc Lab Results. Learn more.
- Click OK.
- Click Save to save the order.
- Select the order from the Saved Orders dropdown.
Note: The order is saved as the order title. - Click Receive. It may take several seconds to complete this action. Avoid clicking Receive multiple times as this could cause a duplicate manifest in Dutchie POS.
Receive inventory from your state traceability system (BioTrack)
Order of operations
BioTrack users do not need to take any action in BioTrack to receive inventory in Dutchie. When a vendor sends the manifest it is automatically available in the Pending transfers tool.
- Navigate to Dutchie POS Backoffice.
- Go to Products > Inventory.
- Click the Receive inventory button.
- Select a transfer order from the Pending Transfers dropdown.
- Click on the order and fill out the inventory details in the Receive Details window.
- Fields with asterisks are required.
- If the Auto-map products during receive feature is enabled (in Settings > Location) and you’ve received the same product in the past, Dutchie POS can automatically match it with the Catalog product that you assigned it to last time. You can always select a different catalog product if needed.
- Optionally, choose whether to Get BioTrack Lab Results. Learn more.
- Click OK.
- Click Save to save the order.
- Select the order from the Saved Orders dropdown.
Note: The order is saved as the order title. - Click Receive. It may take several seconds to complete this action. Avoid clicking Receive multiple times as this could cause a duplicate manifest in Dutchie POS.
Receive inventory from an internal transfer between your locations
Order of operations
Internal transfers must be received in the Backoffice of Dutchie POS first and then received in the state traceability system.
- Navigate to Dutchie POS Backoffice.
- Go to Products > Inventory.
- Click the Receive Inventory button.
- From the Source dropdown, select Pending transfers and the manifest you transferred and completed earlier.
- Fill out the necessary fields in the Receive details section, including the room you are receiving the inventory into.
- If the Auto-map products during receive feature is enabled (in Settings > Location) and you’ve received the same product in the past, Dutchie POS can automatically match it with the Catalog product that you assigned it to last time. You can always select a different catalog product if needed.
- Click Receive. It may take several seconds to complete this action. Avoid clicking Receive multiple times as this could cause a duplicate manifest in Dutchie POS.
- Log into your state traceability system (Metrc or BioTrack) and proceed to accept the inventory.
Print labels
After clicking Receive, a Packages successfully received dialog appears, from which you can print labels for the inventory you just received.
- Click Print labels.
- Choose a Label type.
- Choose a Printer.
- Enter the Quantity of labels you want to print for each package. Enter 0 if you don't need labels for a certain package.
- Click Print preview to download a PDF file that shows a preview of your labels.
- Click Print to print all labels.
You can also print labels later for any inventory item:
- Go to Products > Inventory.
- Find an item in the inventory table and click the ellipsis on the right.
- Select Print labels.