There are a few ways to sync outgoing transfers to Sales Orders:
Creating the SO first and then
Matching with Metrc transfer
Create a transfer templatewith the SO and then register that transfer in Metrc
NOTE: Performing any of these actions will cause the sales order to get matched and completed. Sales orders that have the
Completed status cannot be edited, so if you need to edit, you will have to
Unmatch the Metrc Transfer as explained at the end of this article.
Matching with Metrc Transfer
In Distru, you have the ability to create an SO first and then match that SO with a transfer in METRC once it has been initiated in METRC (this is different than importing an outgoing transfer which only works after you have registered an outgoing transfer, and allows you to generate an SO out of that, which is uncommon and something we don't recommend you do).
Please note that you will NOT be able to manually change the status of an SO beyond
Processing . It will only go from
completed once the SO is matched to a transfer. If you would like to manage your shipment status, we recommend creating a shipment after the SO is matched and marked as
On the Sales Order dashboard view, select an SO that you wish to match with a transfer. All SO's not matched to a transfer will show a yellow shield icon as you can see here:
Then click the 3 dots on the top right and select
Match with Metrc transfer as shown below:
Once you click Match with Metrc transfer it will prompt you to select the transfer. Note that this page doesn't show what's in the transfer until you select the transfer, so you will want to double check which transfer is the one, that matches with the SO, in your METRC account.
Once this is done, all you need to do is to click and select the METRC package which corresponds to the product being shown.
Once it is assigned the METRC shield icon on the Sales Order dashboard view will turn green.
Dealing with Rejections
If your transfer has a rejection (or is entirely rejected) after your Sales Order is matched to it and marked
Completed then please accept the rejected transfer in Metrc, doing this will put your packages back to status
Active in Distru.
Unmatching a Sales Order
If you need to edit the Sales Order after it has been matched and completed, such as if you need to update pricing or account for rejections - check out this article on how to unmatch a Sales Order
NOTE: this only applies if the transfer has not been accepted or doesn't have any rejections