This is the first step in handling incoming inventory.
You can initiate and track the movement of inventory into the facility through a Purchase Order. The inventory can come from a partner organization or another facility within your own organization.
Prerequisites
Before you can complete this procedure, the following prerequisites must be set up:
The partner to receive inventory from, with the following setup:
The "Purchase From" option added to the Partner Type field.
A product master for the inventory to be received, with the following setup:
The We purchase this item checkbox is selected.
The partner you are receiving inventory from is added as a vendor.
The correct pricing information is entered.
The appropriate package sizes.
Creating a Purchase Order
Open the App Drawer, expand the Supply Chain menu and click Create Purchase Order.
Enter the information about the partner you're purchasing from:
From the Partner drop-down menu, select the partner you're purchasing from.
If the partner you're looking for is not displayed in the drop-down menu, you may need to modify the partner profile and add the "Purchase From" option to the Partner Type.
From the Partner Facility drop-down menu, select the facility you're purchasing from.
If the facility is not displayed, you may need to modify the partner's profile and add the facility.
If you are bringing in medicated inventory (such as clones), depending on your jurisdiction, you may have to selected Medicated from the Sales Order Type drop-down menu.
Optionally, fill in the Date Ordered, Date Expected, Time Expected, and Vendor Invoice Number fields. Although these fields are not required, they make it much easier to search and sort through your Purchase Orders later.
Enter the information about the item you're ordering:
From the Item drop-down menu, select the item you're ordering. This displays the Requested Amount field.
If the item is an ingredient and is not displayed in the drop-down menu, you may need to modify the ingredient and set the partner as a supplier.
If the item is a product and is not displayed in the drop-down menu, you may need to modify the product master and select the We purchase this item checkbox, and add the partner as a vendor in that product master.
In the Requested Amount or Total # of Units field, enter the quantity expected. This populates the Total Line Item Price field.
For prepack items, you select the amount by individual package sizes. If the package size is not displayed, ensure you have set up an appropriate pricing group and set up matching package sizes for the facility.
Optionally, select an Expected Storage Location.
If you are ordering more than one item, click Add Another Item.
In the Order Total and Payment Information sections, add any information you want to track about your payment. You can add multiple payments with different dates associated if you're paying in installments. The purchase order will remain active until fully paid.
Save the purchase order:
Click Save and Print to save the purchase order and download a PDF of the purchase order.
Click Save to save the purchase order and display it on the Purchase Orders page under the View Active Purchase Orders tab. You can edit it later to receive the transfer.
Click Save And Receive Transfer if you have already received the items. This saves the purchase order, marks it as received, and displays the Inventory Receipt page. Continue to step 4 of Receiving Inventory from a Purchase Order.
Note: In some jurisdictions you are required to do supply chain mapping to receive the transfer:
➥ METRC Supply Chain Mapping (Not available in most jurisdictions yet)
➥ MJ Platform - Pennsylvania - Supply Chain Mapping
➥ Leaf UT - Supply Chain Mapping
➥ PR - Supply Chain Mapping