Metrc requires outgoing transfers to be completed in Metrc. The following steps create a draft transfer template that you can then Accept quickly in Metrc to finish the process (see steps here to use the transfer template in Metrc.)
From the Mobile Application:
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Navigate to Transfers and then click on Create Draft Transfer.
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Enter a Template Name (we suggest the Customer Name - Date.)
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Search the Receiving Facility License Number by selecting the search icon to the right and beginning to type the customer name or last few numbers of the license number.
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Select the Transfer Type (generally Transfer.)
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Search the Transporting Facility License Number by selecting the search icon to the right and beginning to type the facility name or last few numbers of the license number.
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Select a Driver in the drop down, or add a new driver using the icon to the right of the driver field, and add a driver phone number.
Note: If you are transferring between internal licenses, you can enter the vehicle as On Prem. -
Add or select a Vehicle in the drop down.
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Click on the route icon to the right of the Route field to generate and populate Google Maps directions for your route.
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Enter an estimated departure and arrival time.
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Select Add Transfer Contents at the bottom to begin adding package inventory to the transfer.
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After you've started the draft transfer, you are able to view and edit the transfer details on the following page.
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Using the red plus sign, the transporter and you have the option to add packages. You can add a transporter if needed, you can add a package or add multiple packages (bulk) if in sequential tag order.
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After adding the package(s), you can select Create Draft Transfer in Metrc. Navigate to your Metrc account and follow these steps to complete the transfer.
