External Transfers in METRC represent transfers received from vendors who have not yet migrated to METRC or otherwise sent you a shipment without using METRC. This is a common occurrence during a market transition to METRC from another Track & Trace Provider. This transfer type is typically only available for a very limited amount of time to onboard existing inventory that originated outside of the METRC closed loop system. Once a market has finalized its transition to METRC, this transfer type will become unavailable.
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Creating an External Transfer
Licensees' who receive a shipment from a a vendor that originated outside of METRC, such as through BioTrack, will need to create an External Transfer so that the inventory can be entered into METRC and later imported into Treez.
NOTE: If licensees' receive a BioTrack Transfer prior to your migration to METRC, you can receive that transfer into Treez as normal and the inventory will be created in METRC on the night of your migration by Treez using an External Transfer.
If licensees' receive a BioTrack transfer AFTER your migration to METRC, you will need to create the External Transfer in METRC and them import it into Treez through the METRC enabled Purchasing flow.
To create an External Transfer in METRC, follow these steps:
Log in to METRC
Select the retail License from the drop down on the upper right corner
Navigate to the "Transfer" > "External" tab from the menu bar.
Click the "Incoming" tab.
Click the "New Transfer" button in the top right of the Incoming tab
In the New Incoming Transfer form, select "Wholesale" from the type drop down or which ever transfer type is most appropriate for the type of transfer you are receiving.
The form will update with some addiotnal fields required for your specific transfer type. Fill in all the fields with the relevant information including entering the package information for each unique package received on the non-METRC transfer.
Click the green "Register Transfer" button to create the incoming transfer.
The transfer will now show in the Incoming tab
Click the "Complete" button on the right side of the transfer row.
In the Complete Incoming Transfer form, add a package tag and location to each package line.
Click the green "Complete Transfer" button at the bottom of the form to accept the transfer.
The packages will now be available in your METRC inventory.
Receiving the Treez Created External Transfer of Beginning Inventory
The night of your migration to METRC, Treez is required to create an External Transfer in METRC consisting of your existing inventory. Once the External Transfer is created via API, licensees are required to assign package tags and accept the External Transfer in the METRC UI. Treez cannot programmatically accept an incoming transfer on your behalf. To accept the Treez created External Transfer, follow these steps:
Log in to METRC
Select the retail License from the drop down on the upper right corner
Navigate to the "Transfer" > "External" tab from the menu bar.
Click the "Incoming" tab.
Locate the Transfer with type "Beginning Inventory and click the "Complete" button.
In the green Template section, locate the Tag Sequence field and click the magnifying glass icon next to the field.
Select the top most package label from the list (it will highlight orange) and then click the green Select button.
Click the green checkmark icon next to the search icon for the Tag Sequence Field to sequentially assign your package tags to each of the packages on the transfer automatically.
In the green Template section, locate the Location field and click the magnifying glass icon next to the field.
Now select your preferred METRC Location where the Packages column says "Yes" and click the green "Select" button.
Click the green checkmark icon next to the search icon for the Location Field to assign this location to each of the packages on the transfer automatically.
Click the green Complete Transfer button at the bottom of the screen to accept the transfer and populate your beginning inventory for your license.
