Before the driver arrives
Create a Sales Order in the usual way with the following requirements:
If it is a return, select the vendor the item was originally purchased from in the Vendor Facility drop-down menu.
In the Order Type drop-down menu, you can select "Medicated" only if you are transferring to a partner facility that has been entered as a partner through Leaf integration.
In the Transfer Type drop-down menu, select "Wholesale" unless the item is going from a Cultivation facility to an E&I facility in the same building.
When the item is ready to go, fulfill the Sales Order in the usual way with the following requirements:
Fill out the Driver Information and Vehicle Information sections.
Enter the directions.
Specify the departure time and anticipated arrival time.
Set the Transfer Status to Open.
Click Save instead of Save And Print when done.
Note: If an error occurs with the transfer (no tracking ID for example), cancel the transfer and start again. You need to do this on the same day for reporting to be accurate. To cancel the transfer, Open the App Drawer, expand the Supply Chain menu and click Transfers. Find the transfer in the list and click Edit Transfer, then click Cancel Transfer at the bottom of the page.
When the driver arrives
Verify the following are correct:
All the batch numbers & package IDs on the physical items match the numbers on the manifest
Product Names on the Packages Match the Transfer Manifest
Product Names on the Packages Match what was ordered on the Purchase Order
The Quantity received is the Quantity Ordered and on the Manifest
Package Sizes are correct
If any of those are incorrect, fix them before continuing. It is easier to correct the physical items than it is to correct the system. Once the Transfer status is changed from "Open", you cannot correct it and it will need to be redone by both the sender and the receiver.
Update the Transfer to set the status to Out for Delivery in the usual way. Be sure to click Print Labels and print the manifest.
When the order arrives at its destination
Contact the partner facility after the expected arrival date to verify they received the inventory, then update the Transfer to Completed. It will then become inactive. The Sales Order will become inactive once it has been fully paid and the Transfer status is set to Completed.
Note: You cannot cancel the transfer once it is completed.
What to Do at the Receiving Facility
Operators at the receiving facility use supply chain mapping to bring in the transferred inventory.