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

Things to consider

• Before you can create driver and vehicle records, you need to enable these features for wholesale operations.

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.

• In order to create an order manifest to send out, you’ll need to add the vendor as a customer in the Backoffice.  
• Certain states adhere to state traceability requirements. 

Add driver and vehicle information

Create profiles in Dutchie POS for each driver and car that is used for physically transferring inventory.

1. In the Backoffice, select Delivery from the side menu.
   Note: If you don’t see Delivery in the side menu, go to Settings > Locations and check the Enable Delivery box in the Delivery section. 
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 Make, Model, and License plate.
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. Click Add.

Create a transfer manifest

1. In the Backoffice, go to Products > Manifests.
2. On the Wholesale tab, click Add manifest.
3. Set the manifest Type to Transfer.
4. Fill in the required fields and click Create. 
5. Click the new manifest and select Actions > Edit Driver.
6. Select a Driver and Car that you previously created.
7. Enter an estimated Departure and Arrival time.
8. 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 Otherwise, your own facility's address may be outdated or incorrect in Dutchie POS.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.

9. Click Save.
10. Scroll down to the Items section of the manifest and click Add item.
11. Add items and quantities to the manifest.
12. Click Actions to edit the manifest details or add notes as needed.

Create an order manifest

1. In the Backoffice, go to Products > Manifests.
2. On the Wholesale tab, click Add manifest.
3. Set the manifest Type to Order.
4. Select Customer the manifest is for. 
   Note: When you are creating a manifest for return to a vendor, the vendor must be added as a customer in the backoffice. 
5. Fill in the required fields and click Create. 
6. Click the new manifest and select Actions > Edit Driver.
7. Select a Driver and Car that you previously created.
8. Enter an estimated Departure and Arrival time.
9. 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.

10. Click Save.
11. Scroll down to the Items section of the manifest and click Add item.
12. Add items and quantities to the manifest.
13. Click Actions to edit the manifest details or add notes as needed.

Next steps

After you have created a manifest. You will need to transfer inventory 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 that 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.

Adjust inventory

Once you've given the products on the manifest to the driver you’ll need to adjust the inventory. Go to Products > Inventory and adjust inventory quantities so the transfer is reflected in METRC reporting.