That's right folks, you can track the status of your orders from start to finish, even once the Sales Order has been matched with its Metrc Transfer!
Utilize the Order Status dropdown:
Unmatched Sales Orders
Sales orders not yet matched with an outgoing Metrc Transfer can have the following statuses manually set by users:
Pending
Processing
Ready to ship
Delivering
Canceled
- upon canceling an order, inventory will return to "Active/Available"
Matched Sales Orders
Once the Sales Order is matched with its Metrc Transfer, its status will automatically be changed to
Delivered
if it had a status precedingDelivere
dA SO matched to a received Metrc Transfer can only have a
Delivered
orCompleted
status.Any package associated to a
Delivered
SO will from now on haveSold
status.
Pro-Tip: If all of the packages on an order were rejected, you can Unmatch the Sales Order from its Transfer and switch its status to Canceled
---
Default Status for Matched Orders
Settings > Company Settings
Select a default status that Sales Orders will be set to once they become matched with their Metrc Transfers.
---
Filter by Matched vs Non-Matched Orders
Considering that a Matched Sales Order could have a status other than Completed, you can use the Sales Order Table's filter to identify Matched vs Non-Matched orders.
Reach out to Distru's Support or your CSR for any questions π