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Transfer Packages Between Licenses

Sophie Humphrey
  • Updated

If you have multiple licenses, you'll likely need to Transfer Plants or product between them. Canix has a helpful built-in feature that allows you to quickly create Transfers from selected Packages.

In this article, we'll cover how to Transfer Packages internally between your licenses. The first 2 steps will be the same for all customers, but the rest of the process will be slightly different depending on the type of account you have.

All Customers

  1. Package Plants (if transferring Plants)
  2. Create Transfer from Packages

Metrc Customers - Next Steps

  1. Register the Outgoing Transfer in Metrc
  2. Accept the Incoming Transfer in Metrc 
  3. Refresh Metrc Data in Canix
  4. Create Plantings from a Package

Non-Metrc Customers  - Next Steps

  1. Create an Incoming Transfer (in the receiving facility)

All Customers

Anything you transfer must be in the form of a Package. If you're planning to transfer Plants or Clones, first you'll need to package them using the process below.

Package Plants

Create Transfer from Packages

Once packaged, you'll be able to transfer Packages of Plants or product to another license:

  1. Navigate to Inventory > Packages > Active
  2. Select the check box next to the packages you wish to transfer
  3. Click Actions (upper right) > Create TransferCreateTransferFromPackages.jpg
  4. Fill out the transfer completely with all details and click Create

Metrc Customers - Next Steps

Register the Outgoing Transfer in Metrc

To move any inventory out of the first license, you'll need to register the Outgoing Transfer in Metrc.

Accept the Incoming Transfer in Metrc 

To accept any inventory into the second license, you'll need to accept the Incoming Transfer in Metrc.

Refresh Metrc Data in Canix

Data is pulled from Metrc into Canix daily overnight, but to have your transferred inventory show up immediately you'll need to Refresh Metrc data in Canix to update.

  1. Click Refresh Metrc Data in the bottom left corner of Canix
  2. Select the sections you'd like to refresh
  3. Click Sync

RefreshMetrcData1.jpg

RefreshMetrcData2.jpg

Create Plantings from a Package

Once the Transfer has been accepted in Metrc and the Metrc data is refreshed in Canix, the Package(s) will show up in your second license. From there, you can optionally Unpack Plantings from Packages to create new Plant Batches.

Non-Metrc Customers - Next Steps

Create an Incoming Transfer

Once you have created a Transfer from the source facility, you'll then create an Incoming Transfer in the receiving facility.

  1. In Canix, navigate to your connected receiving facility
  2. Go to Inventory > Incoming Transfers
  3. Select + Accept Incoming Transfer
  4. Complete the following fields: Incoming Transfer Name, Source Facility, and Received Date and Time
  5. Select Create Incoming Transfer
  6. Now that you have created the Incoming Transfer, add Packages to the Transfer by selecting Add Package to Incoming Transfer
  7. Now Create the Package associated with the Incoming Transfer. Enter the required fields: Package Tag, Item, Weight and Weight Unit then select Create Package
  8. Once the Package has been created, you can confirm the Incoming Transfer's contents and Submit
  9. Next, you can print new tags to label the Packages with their new tag numbers

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