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Returns to Vendor in METRC and Treez
Returns to Vendor in METRC and Treez
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Written by Treez Admin
Updated this week
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Metrc currently doesn't provide an API for outgoing transfers, so when you return products to vendors, you'll always need to create the outgoing manifest for this in Metrc manually. There are 3 distinct scenarios for processing returns to vendors in Metrc and Treez. Click the links below for instructions for each.

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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.

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Metrc

Step 4: If the distributor transporting the package back to the vendor has a temporary license, continue here.
If the distributor transporting the package back to the vendor has an annual license, continue here.


Returning the remaining units in a package with previous sales and no returns

If you realize a package has a defective product after already having made some sales 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.

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.

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

Metrc

Step 5: Determine whether or not the distributor transporting the package back to the vendor is Metrc-enabled or not.


Returning units that were sold and returned by a customer

Treez

Returns to vendors for inventory that was previously purchased by a customer and then returned at the POS can be completed by following the steps outlined here.

Metrc

Step 1: Split the original package so the defective units are in a new package.

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.

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

Step 2: Determine whether or not the distributor transporting the package back to the vendor is Metrc-enabled or not.

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