This is the first step in handling outgoing inventory through the supply chain.
You can initiate and track the movement of inventory out of a facility through a Sales Order.
Open the App Drawer, expand the Supply Chain menu and click Create Sales Order.
From the Order Type drop-down menu, select the type of partner the Sales Order is for:
Sales Partners: Partners that sell the inventory they receive from you.
Lab Partners: Partners that perform tests on the inventory they receive from you.
Waste Disposal Partners: Partners that get rid of waste products. This is only displayed if waste tracking is enabled.
Select the partner and partner facility.
If the partner is not displayed in the drop-down menu, modify the partner's profile and add the Sell To or Lab option to the Partner Type field.
If the facility is not displayed in the drop-down menu, modify the partner's profile and add the facility.
Note: In Pennsylvania, a closed-loop system is enforced, so the drop-down menu is pre-populated. There is a change to the Lab partners coming to PA. If you are selecting a lab partner, do not select any partner whose name begins with "LF". Look for the partner in the list with the same name excluding the "LF".
Enter the date the order was placed and expected arrival date.
From the Order drop-down menu, select whether the order is for medical or recreational inventory.
You can only send a medical order if the partner receiving the order was entered as a partner through your state system's integration.
This field is only displayed if your state integrator requires this information.
In the Order Items section, specify the details of the products in the Sales Order:
From the Item drop-down menu, select a product. This adds the product to the Sales order and displays a row for it.
If the product is not displayed in the drop-down menu, modify the product master and select the We sell this item checkbox.
For non-prepack products, enter the requested amount and the unit price of the product. For prepack products, enter the requested amount of each prepack and the unit prices.
If the package size is not displayed, ensure you have set up the appropriate package sizes for the facility.
Repeat this to add more items.
Note: There is a limit of 30 items per Sales Order.
In the Status drop-down menu, select the status of the Sales Order.
Select the Paid option to immediately mark the Sales Order as completed.
Optionally, enter the transfer type and transfer fees in the fields provided. Although these fields are not required, they make it much easier to search and sort through your Sales Orders later.
In the Payment Information section, add any information you want to track about the payment. You can add multiple payments with different dates associated if the partner is paying in installments.
Save the Sales Order:
Click Save to save the Sales Order and return to the Sales Orders page. A transfer will not be created until you fulfill the Sales Order.
Click Complete Transfer to save the Sales Order, fulfill it, and go to the Complete Transfer page. Continue to step 4 in Fulfill a Sales Order and Create a Transfer.