Skip to:
_________________________________________________________________________
Why would I split a package?
You split a package when you need to return or transfer a portion of a package. For example, if there's a defective unit(s) that you need to send back to the manufacturer, when you need to return 25 of 100 units for some other reason, when a distributor sends you multiple sizes/flavors etc. of a product under the same tag (tsk-tsk) or when you're sending a portion of a larger package to other locations (distribution license required).
Always split packages before transferring inventory, even if you're transferring the entire remaining quantity of a package.
Never, ever, EVER transfer a package that’s had sales made from it!
Remember, a package’s history is linked to the UID itself and to remain compliant, you must maintain all historical sales data under the license where the sales were made. If you transfer a package that has sales associated with it, you’re essentially transferring that sales data along with it. Thus, if a customer later attempts to return and item associated w/ a transferred package (e.g. a defective cartridge), neither Treez nor Metrc will be able to process the return since that package tag no longer lives in your Metrc account and there’s nowhere to return the unit to. Make sense?
DON’T use Metrc’s split function to organize your inventory into batches, that’s what’s Treez is for. If batches are created in Treez they’ll all still be associated with the same package tag and allow you to retain the historical sales data in a more consolidated way.
How do I split a package?
Navigate to Packages > Active.
Click on the parent tag to select it and then click New Package.
Enter information and click Create Package.
New Tag: Assoc. item(s) with a new package tag
Quantity: These fields should match 1 to 1. For example, enter X QTY (each) for the new package, enter X QTY (each) removed from old package. *This workflow is a little backward since you’ll start on the right and work your way left. Pay close attention to this process.
Package Date: Typically, today’s date.
Why would I merge a package?
If you need to combine the contents of multiple packages into one package, you can merge them. For example, if you’re returning multiple defective items to a distributor, you may choose to merge the individual units under a single tag for efficiency. Note: Only active packages with a positive quantity can be merged.
How do I merge a package?
Navigate to Packages > Active.
Select 2+ packages by holding shift to select a consecutive list, or by holding Ctrl/Cmd and selecting individual, non-consecutive lines, then click New Packages. Note: You can only merge packages that have the same item and UOM.
In the modal, enter the information, similar to how as you did when you were splitting. The only difference is that you’ll be entering the sum of all the units included in the newly merged package and click Create Package.
_________________________________________________________________________