Returning inventory to a vendor is not an uncommon scenario for more operators. Whether it be due to damages, defectives units or other causes, returning inventory to is simple.

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Returning an entire package (no previous sales)
Returning Units in a Package with Previous Sales

Returning an Entire Package (no previous sales)

Treez

Step 1: Navigate to Inventory > Inventory Management > Inventory Control.

Step 2: Identify the package you'd like to return and check the box on the far left-hand side of the appropriate package's row.

Step 3: On the action bar on the bottom of the screen, select Return to Vendor.

NOTE: Using the Return action in Inventory Management does not send any inventory or transfer information to METRC.

Now that you have removed the inventory from Treez, you need to initiate the transfer in METRC by creating an Outgoing Transfer.

Metrc

Step 1: Log in to your Metrc portal and navigate to Transfers > Licensed.

Step 2: Select the Outgoing tab and then click the New Transfer button.

Step 3: Locate the 'Type' dropdown in the top right-hand corner of the New Licensed Transfer modal, and select the transfer type that best matches your scenario.

Step 4: In the 'Destination #1' field, enter the receiving licensee's license number.

Step 5: In the 'Planned Route' text box, record the route the distributor will take to deliver the shipment with turn by turn instructions. Note: We recommend requesting in advance of the delivery that the distributor email this information to you. You can also use a tool (like Google Maps) to generate the route with the distributor.

Step 6: In the 'Est. Departure' and 'Est. Arrival' fields, record the times the delivery leaves your shop and when it will arrive at the manufacturer. If the shipment will stay overnight at a facility, check the 'Layover' box.

Step 7: In the 'Transport #1' section of the modal, type in the distributor's license.

Step 8: In the fields immediately below, record the delivery information including employee and vehicle details.

If the shipment is transported by more than one distributor or distributor representative, click + (transporter) and repeat Steps 5 and 6 until all the legs of the trip have been recorded.

Step 9: In the 'Package #1' field, type or scan in the package ID # that you're transferring. Repeat this step until all the packages have been added to the transfer.

NOTE: Never transfer a package that's had sales made from it. ALWAYS split the units begin returned into a new package before transferring inventory, even if you're transferring the entire remaining quantity of a package. Transferring a package with previous sales causes 2 main issues:

You're required to maintain all historical sales data on all packages, but because sales records are linked to the package itself, this transfers the sales records out of your license and to the recipient of the transfer.

If you transfer a package out, any units from the transferred package won't be able to be returned by customers (e.g. a defective cartridge) because that package no longer lives in your Metrc, and there's nowhere for the unit to return to.

You can find instructions on how to split a package here.

Step 10: Click Register Transfer.

Step 11: Complete the transfer in the Outgoing Licensed Transfers screen.

Returning Units in a Package with Previous Sales

If you realize a package has a defective product after sales have been made on the package, follow the steps below to return the remaining inventory to the vendor.

Treez

Step 1: Navigate to Inventory > Inventory Management > Inventory Control.

Step 2: Identify the package you'd like to return and checking the box on the far left-hand side of the appropriate package's row.

Step 3: On the action bar on the bottom of the screen, select Return.

Step 4: Then, navigate over to Metrc where you'll split the original package so the units you're returning are in a new package. You can find instructions on how to split a package, here.

You can find instructions on how to split a package, here.

Metrc

If necessary, ensure you have created the new package contained only the return units in METRC before following these steps.

NOTE: NEVER transfer a package that's had sales made from it. ALWAYS split packages before transferring inventory, even if you're transferring the entire remaining quantity of a package. Transferring a package with previous sales causes 2 main issues:

You're required to maintain all historical sales data on all packages, but because sales records are linked to the package itself, this transfers the sales records out of your license and to the recipient of the transfer.
If you transfer a package out, any units from the transferred package won't be able to be returned by customers (e.g. a defective cartridge) because that package no longer lives in your Metrc, and there's nowhere for the unit to return to.