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Unmatching Completed Sales Orders

SOs that are matched with Metrc Transfers or BioTrack manifests can be unmatched to allow edits.

Derek avatar
Written by Derek
Updated over a month ago

Overview

In this article we cover the following: 

1. Why unmatch an SO from its Metrc transfer or BioTrack manifest?

You may want to unmatch an order if:

  • You need to remove or add line item(s)

  • You need to change the selling quantity of a line item(s)

  • You need to change the status of the SO to Canceled

Metrc users: Once a Distru Sales Order is matched to a Metrc transfer, it will automatically be set to whichever status is indicated in your Company Settings. You can choose between: Processing, Ready to ship, Delivering, Delivered, Completed, and Leave status as is

BioTrack users: the status of a sales order in Distru matched to a manifest in BioTrack will always correlate to that BioTrack manifest's status in BioTrack. For reference:

  • A BioTrack manifest not attached to a transfer and therefore, not yet sent to a customer, correlates with the Distru sales order status Ready To Ship

  • BioTrack manifests attached to a transfer that has not been received by the recipient in BioTrack is considered Delivering in Distru, and changes to Delivered once the receiver accepts the transfer in BioTrack

2. What does unmatching do?


​Unmatching an SO from its Metrc transfer or BioTrack manifest makes it possible to edit

Using the unmatching feature will change the order's status back to Processing, allowing you to edit it. 

Unmatching does not remove assigned packages from the order. 

All packages will remain assigned for this SO unless they are altered in Distru after unmatching takes place. This will make it easy to manually re-match the Metrc transfer or BioTrack manifest at a later time because the previously assigned packages won't need to be re-assigned. 

Unmatching already happens automatically in some cases
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​ Metrc users: If a SO is matched to a Metrc transfer and then transfer is altered in Metrc, Distru will unmatch the SO automatically. Once an SO is unmatched, you can go ahead and edit it!

3. Which SOs can be unmatched?

Any Sales Order can be unmatched from its Metrc transfer or BioTrack manifest, as long as the recipient has not sent the packages back to you on a Return Transfer.

4. What happens next? 

In order to make it Completed again, the SO must be manually re-matched to the corresponding outgoing transfer or manifest.
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