How do I return inventory?
Navigate to Inventory > Inventory Management > Inventory Control.
Step 1: Check the boxes on the far left side of the page for each batch you'd like to return.
NOTE: You can only take action on entire inventory batches. To return only certain units from an existing batch, you need to first split these units into their own batch. Review the Split Batches section above for step-by-step instructions.
Step 2: Click Return on the action bar at the bottom of the screen.
Step 3: For each item, select the reason for the return from the 'Reason' dropdown. You can submit additional information by clicking the notes icon.
If you're returning multiple batches, you can apply the same reason and notes to every batch being returned by filling out the fields across the top of the dialog box.
Step 4: Click Return to Distributor. This removes the batch of items from your inventory.
NOTE: If you’re operating on Metrc, any units you’re returning to a vendor will also need to be manifested and transferred in Metrc to the distributor picking them up.
Step 5: When you see the ‘Record Credit Note’ pop-up, select Yes if you want to create a credit note for the returned item(s) with the distributor now, or select No if you want to decide later.
If you select No, the item will appear on the Refunds page in Purchasing and you’ll have a choice to leave a credit note then, or dismiss (remove without creating a credit note).
NOTE: A credit note is used to record when a distributor has granted you a credit for a return. Any credit notes will be available to apply to incoming invoices from that distributor.