How do I invoice inventory imported from Metrc?
Navigate to Inventory > Purchasing > Invoices
Step 1: Click the orange + button in the lower right-hand corner, and then select Import from Metrc.
Step 2: Click into either the Manifests (default) or the Packages tab to import an entire manifest with a single click or select packages individually for import. Use the checkboxes on the left-hand side to select which manifests/packages you'd like to import, and then click the green Import Selected button.
TIP: If you have a large number of available packages, you can use the blue filter button to open Product Name and Package Label search.
Step 3: Select the distributor, and then click Create Invoice.
Step 4: Enter the base cost per unit and the number of units you're receiving on each product line.
Step 5: Click the Assign (2 blue arrows) button and select the corresponding Treez product for the Metrc line item you're receiving. If you haven't yet created this product in Treez, you can do so from the invoice by clicking the orange + button in the lower right-hand corner. Click the green Assign Product button.
TIP: Treez will recognize if any Metrc items have been previously assigned to a Treez product and automatically associate the new inventory with that product.
Step 6: Make any edits to the incoming inventory by clicking the vertical 3 dots on the appropriate product line, and then selecting Edit Inventory.
TIP: You can also edit the inventory information after you've completed receiving the invoice. This is editable at any time from the Inventory Control page.
Step 7: Once each line item is complete, click Accept All on the right-hand side of the invoice information.
Step 8: In the 'Print Labels' pop-up that appears, select your desired label size and printer and then click Print. The quantities will be auto filled to the number you're accepting of each product.
Note: For a video walkthrough of this process, visit Back of House Training > Inventory > Videos 3, 4, and 5.