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Syncing Incoming Transfers to Purchase Orders

Azam Khan avatar
Written by Azam Khan
Updated over 3 months ago

OVERVIEW:

  • Once you receive an incoming transfer in Metrc or BioTrack (depending on the compliance software required for your state) first, you will have the ability to generate a Purchase Order from it.

  • Any incoming licensed transfers that were made before a certain time may not show up in the notifications feed. If this is the case, please contact us so that we can backfill your account to an earlier date!

TABLE OF CONTENTS


To import an incoming transfer:

  • Click on the METRC notifications badge on the top right in Distru (depending on your Distru dashboard setup and view, you can also click on the incoming transfer directly from the dashboard)

  • Under Metrc Actions, click Import Incoming Manifests

    • Swap between Metrc licenses to import from via the license dropdown in the top right if you have multiple Metrc licenses linked to the Distru account

  • Specify the required info for the purchase order to be created, including:

    • Supplier

    • Supplier location

    • Receiving warehouse

  • The order line items will populate with the Metrc or BioTrack products present on the incoming manifest. In regards to the Distru product on the purchase order line item:

    • If there is an exact name match, or a Distru product was previously associated to that Metrc/BioTrack product,

    • Otherwise, select the Distru Product that that Metrc/BioTrack item is connected to (see image below)

  • Note: If you do not see the product to match but you know you've created it, it could be because those products belong to a different vendor than the one you've selected. Please double check and fix the vendor on the products prior to doing this instead of creating a new product for the wrong vendor.


Matching an existing Distru purchase order to an incoming transfer

  • To match an existing PO, go to:

    • Purchase table

    • Click the three dots next to the PO > 'Match with Metrc/BioTrack transfer'


Unimported Packages from Skipped Transfers

  • At some point you may find yourself with a long list un-imported packages. Learn how do deal with them in our knowledge base article:

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