Receiving inbound manifests is simplified with in Treez with the 66.7+ release! In this release we have added support to view and receive inbound BioTrack manifests directly in Treez, without having to receive the manifest in BioTrack first. Once your license has been migrated to the new inbound manifest workflow, simply use the steps outlined below to receive your inbound manifests.
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Received in BioTrack
If you have already received your Transfer in the BioTrack UI, follow these steps:
TIP: You no longer need to receive your inbound manifests in BioTrack before receiving then in Treez. You can now receive the manifest in Treez and BioTrack at the same time. See the "Not Received in BioTrack" section below for more details.
Receive your invoice in the BioTrack UI
Navigate to the Inventory > Purchasing page in Treez.
Click the "Packages" tab at the top left of the page.
Click the checkbox next to each of the packages you wish to add to the invoice.
Once you have selected all of the packages you wish to add to the invoice, click the green "Import Selected" button at the bottom right of the page.
Select the Distributor you wish to associate with this invoice in the popup using the dropdown list.
Click the blue "Create Invoice" button in the bottom center of the popup.
The draft Treez Invoice will open with each of the line items ready for assignment to a Treez Product. Click the blue arrows (
) to the right of each invoice line to assign the product.Select the Product from the Assign Product page by clicking the radio button on the right side of the desired product, then click the green "Assign Product" button at the bottom right of the page. Repeat this process until each invoice line has been assigned a product.
Enter the base cost for each invoice line in the Base Cost field.
Confirm the Inventory Type is set to Medical or Recreational using the Inventory Type drop down at the top right of the screen.
Click the green "Accept All" button to finalize the invoice.
Not Received in BioTrack
If you have not yet received a manifest in BioTrack, you may use the following steps to receive the manifest in both BioTrack and Treez at the same time:
TIP: If you have already received the manifest in BioTrack, please follow the steps in the section labeled "Received in BioTrack" as you will not be able to use the below steps to receive this inventory into Treez. The following can only be used for manifests that have not yet been received in BioTrack.
Navigate to Inventory > Purchasing.
Click the orange "+" icon in the bottom right of the screen.
Select the "Import from BioTrack" option.
By default, the manifests tab will load. Click the checkbox next to the manifest you wish to receive. This page will show all inbound manifests to your license and display some high level information about each manifest in this view such as:
Manifest Number - This is the manifest number issued by BioTrack
Distributor License - This is the BioTrack license that originated the manifest to your license.
Distributor Name - This is the name associated with the BioTrack license number that originated the manifest.
Transfer Date - This is the date the manifest was originated in BioTrack.
To view the contents of the manifest, you may click the ">" icon to the left of the manifest to expand it and see the following information:
Barcode ID - This is the BioTrack Barcode ID.
Product Name - This is the BioTrack product name associated with the Barcode ID
Product Type - This is the BioTrack inventory type associated with the BioTrack Barcode ID.
Qty - This is the quantity of the BioTrack Barcode ID that was reportedly manifested to your license on this manifest.
You will notice that the checkbox on each individual item is grayed out and not clickable, you can only select all items by clicking the top level checkbox associated with the manifest which will automatically select all line items on the manifest. This is because BioTrack does not allow only part of a manifest to be received. If your physical delivery was missing a Barcode ID, you can mark that Barcode as rejected in the following steps.
Once you have checked the box next to the manifest you wish to receive, click the green "Import Selected" button in the bottom right of the screen.
In the "Confirm Inventory popup, you will select your distributor from the dropdown list (required), confirm the base cost of each line item (this is option at this step, you can enter this on the next screen) and confirm the Qty Received (Required).
It is important that you physically count each unit and enter the accurate information in the Qty Received box as this is the quantity that will be recorded in BioTrack once the manifest is received.
If you received 0 units of any barcode on this manifest or refused that line item entirely for any reason, enter 0 in the Qty Received box for that line item. This will tell BioTrack that you refused that item and will create a return manifest for that line item back to the distributor in the following steps.
If you received LESS units than indicated in the Qty Shipped column of a particular line item, you must enter the actual quantity of units you physically received in the Qty Received box for that line item. This will tell BioTrack that you are partially receiving that line item and will create a return manifest for the unreceived units for that line item back to the distributor in the following steps. Alternatively, you may have the distributor correct the manifest BEFORE you continue receiving it. You will need to cancel the manifest receiving process and restart it once the distributor has corrected the mistake.
If you received MORE units than indicated in the Qty Shipped column of a particular line item, you must contact the distributor and have them correct the mistake BEFORE you receive this manifest. This is because BioTrack will not allow you to receive more units than indicated on the manifest.Once you have verified the Qty Received amounts for each line item, entered the base cost (optional) and selected a distributor, click the blue "Receive in Biotrack" button at the bottom center of the popup.
You will see a message confirming how many packages are being fully received, partially received and rejected in the bottom left of the popup based on the units entered in the Qty Received boxes for each line item. It's important that these values are correct and accurate as these will be transmitted to BioTrack and cannot be undone once confirmed. When you are ready to transmit the receiving of this invoice to BioTrack, click the blue "Confirm" button in the bottom right of the popup.
At this point, the manifest has been received in BioTrack and the draft Treez Invoice will open with each of the line items ready for assignment to a Treez Product. Click the blue arrows (
) to the right of each invoice line to assign the product.Select the Product from the Assign Product page by clicking the radio button on the right side of the desired product, then click the green "Assign Product" button at the bottom right of the page. Repeat this process until each invoice line has been assigned a product.
If you did not enter the base cost for each invoice line in the previous "Confirm Inventory" popup, ensure that the base cost is filled in accurately now.
Confirm the Inventory Type is set to Medical or Recreational using the Inventory Type drop down at the top right of the screen.
Click the green "Accept All" button to finalize the invoice.
