Create a manifest for a vendor return or internal transfer in Dutchie POS

To return inventory to a vendor or transfer it to one of your other retail locations, create a record in Dutchie POS for the person picking up the inventory and the vehicle they’re driving, then create a transfer manifest.

• Before you begin
  • Enable Cars and Drivers for Wholesale
  • Create customer profiles for vendors
• Add driver and vehicle information
• Create a transfer manifest
  • Single destination manifest
  • Multi-stop manifest
• Assign a driver
• Add items and complete order
• Additional steps for Metrc transfers

Before you begin

Enable Cars and Drivers for Wholesale

If your location offers retail delivery to customers, you already have the necessary car and driver features and can skip to the next section.

Otherwise, you need to Enable Cars and Drivers for Wholesale:

1. In the Backoffice, go to Settings > Location.
2. Scroll to the Inventory section and check the box for Enable Cars and Drivers for Wholesale.
   
3. Click Save.

Create customer profiles for vendors

Before you can create a manifest to transfer inventory, a customer profile for the destination facility must exist in the Backoffice.

For internal transfers to another location in your LSP, customer profiles for your other locations are typically created on your behalf by the Dutchie POS Implementation Team during your onboarding process. Avoid editing these pre-existing customer profiles.

For external transfers to a vendor or other operator outside your LSP, follow these steps to create a customer profile for the destination facility:

1. Go to Customers.
2. Select Actions > Manage customer types and make sure the relevant vendor types (distributor, cultivator, processor, etc.) are set to Show and click Save.
3. Click Add customer.
4. Select the appropriate vendor Type.
5. If you're integrated with BioTrack, be sure to enter the destination facility's license number in the MJ state ID field.
6. Fill in any other relevant details, then click Save.

Add driver and vehicle information

If your state requires driver and vehicle details on transfer manifests, create profiles in Dutchie POS for each driver and car that is used for physically transferring inventory. Otherwise, skip to the next section.

1. In the Backoffice, select Delivery from the side menu.
2. On the Cars tab, click Add car.
   
3. Enter a Name for the vehicle (this can be a description of the vehicle, the driver’s name, the vendor’s name, etc.) along with the other required fields (Make, Model, and License plate, etc.)
   
4. Click Add.
5. On the Drivers tab, click Add driver.
   
6. Enter the driver’s Name and License number (driver’s license number).
7. If you see an Operated by a 3rd party toggle and the driver you're adding works for a third-party courier, turn on the toggle and enter the courier's license number in the 3rd party license number field. If you don't see this toggle, skip to the next step.
8. Click Add.

Create a transfer manifest

1. In the Backoffice, go to Products > Manifests.
2. On the Wholesale tab, click Add manifest.

You can create a manifest for moving inventory to a single destination, or you can create a multi-stop manifest.

Single destination manifest

1. Enter a Title (Or Shipment title if you have multi-stop manifests enabled).
2. Select the manifest Type:
   • For a vendor return, select Order.
   • For an internal transfer to another location in your LSP, select Transfer.
3. If you have multi-stop manifests enabled but you're creating a manifest for a single destination, leave the Manifest title blank.
4. Select the Customer (vendor you're returning to) or To location (for internal transfers).
5. Enter the Date that the transfer will take place.
6. Click Create.

Multi-stop manifest

1. Enter a Shipment title.
2. Optionally, you can enter a Manifest title to differentiate the manifest itself from individual shipments, otherwise, a manifest title will be auto-generated for you.
3. Select the manifest Type:
   • For a vendor return, select Order.
   • For an internal transfer to another location in your LSP, select Transfer.
4. Select the Customer (vendor you're returning to) or To location (for internal transfers).
5. Enter the Date that the transfer will take place.
6. Click Add shipment. The shipment title appears under the Applied shipments heading. Repeat the above steps for each stop/shipment.
7. Click Create. The new manifest appears in the Wholesale list.

Assign a driver

1. Select the new manifest.
   
2. Select Actions > Edit driver.
   
3. Select a Driver and Car that you created earlier.
4. Enter an estimated Departure and Arrival time.
5. Enter the driving Directions between your location and the destination or click Get directions to automatically generate directions from your facility's address to the receiving licensee's address.

   If auto-generated directions appear incorrect, verify that the receiving licensee's customer profile has an accurate and complete address listed. Otherwise, your own facility's address may be outdated or incorrect in Dutchie POS. Contact Dutchie Support if you need to correct or update your facility's address.
   

6. Click Save.

Add items and complete order

1. Scroll down to the Items section and click Add item.
   
2. Add items and quantities to the shipment.
3. If you created multiple shipments, choose the next shipment from the Select shipment dropdown and add items as in the previous steps.
4. Click Actions to edit the manifest details or add notes as needed.
5. Complete order. See additional steps for Metrc transfers below. 
   

Additional steps for Metrc transfers

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.

Related content

• Resolve missing or incorrect customer information on a Dutchie POS manifest
• Create a manifest in Dutchie POS