OVERVIEW: Distru supports inline repackaging! You can reserve specific packages based on their batch number/potency, and assemble new packages to match line item quantities without leaving the Sales Order form 🙌You no longer need to create assemblies ahead of time to assign correct size packages. This will save you lots of time spent on communication and corrections from overselling. Everybody wants the good stuff!
TABLE OF CONTENTS:
Note to users repackaging within Distru
⚠️Note: Only users with a Metrc API key or BioTrack credentials entered into Distru settings will be able to make new packages using this feature!
Getting inventory to inline repackage to begin with
Create a new Sales Order
Add Product
Assign Package as usual
If package quantity is larger than line item quantity, you'll see this prompt:
Status initially defaults to Reserved, however can be set to Picked or Packed to reflect which stage of fulfillment has been physically completed.
This allows Sales Reps and Managers to easily see which line items have already been processed by the fulfillment team!
If there are multiple packages, you can click Mark All Picked or Mark All Packed to update the status of all packages on the line item
How to Inline Repackage on a Sales Order
Metrc users:
Click Repackage Now to create an assembly using the reserved package as the source, to make a new package at the quantity requested
If the Metrc Item exists in your license, the field will auto-populate.
Select an available package number to assign to the new package
Once all fields have been filled in, click Assemble and Assign. This is when a new package gets created in Metrc
The Status field will automatically move to Packed after the assembly has completed
BioTrack users:
As BioTrack assigns any new package numbers (barcodes) being created, the inline repackaging window for Distru users integrated with a BioTrack account will allow users to optionally enter:
Batch
Expiration Date
Then click 'ASSEMBLE AND ASSIGN' to initiate a sync to BioTrack and create these inline repackaged packages in both Distru and BioTrack.
The Status field will automatically move to Packed after the assembly has completed
Repackage All
You can also handle all repackage assemblies in succession by clicking the Repackage All button at the top of the Sales Order
Save the Sales Order
Next steps
Metrc users:
You will be able to create a transfer template for the order after all line items have been fulfilled with packages!
BioTrack users:
You will be able to create a manifest and transfer for the order after all line items have been fulfilled with packages!