What is the difference between moving inventory, transferring inventory and returning inventory to the vendor?
- The Move Function in SellTreez (also known as Location Management) allows you to change inventory locations within your store.
- The Transfer Function in SellTreez allows you to move inventory from a SellTreez store to another licensed entity, such as a distributor or another store. In Metrc states, this also creates a transfer template in Metrc.
- The Return to Vendor function in SellTreez removes inventory from your store but does not automatically report this to Metrc.
TIP: Locations must be created before moving inventory into them. Read more on Location Management.
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 move to a single new location. You can move as many batches as you'd like at once but can only select one destination at a time.
NOTE: You can only take action on entire inventory batches. To move only certain units from an existing batch, you need to first split these units into their own batch. Review the Split Batches section for step-by-step instructions.
Step 2: Click Move on the action bar at the bottom of the screen.
TIP: If you’re operating on Metrc, due to regulations, returned items will only be able to be destroyed.
Step 3: Select the destination in the 'Select New Location' drop-down. You can also include any additional information in the optional 'Notes' field.
Step 4: Click the Move button to complete moving the inventory into the new location.
Once inventory is moved, it will be displayed under the new location in Inventory Control.
The NEW Transfer Management feature in SellTreez allows customers to move (transfer) inventory from their shop to other licensed entities. For larger operators, this feature supports the use of one location as a hub where product can be transferred more easily to other licensed shop locations. Read the HC article to get a detailed overview of this new feature and how to use it.
Return to Vendor
Step 1: Navigate to Inventory > Inventory Management > Inventory Control.
Step 2: 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 3: Click Return on the action bar at the bottom of the screen.
Step 4: 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 5: 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 6: 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.