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Transfer Packages Between Licenses

Sophie Humphrey
  • Updated

If you have multiple licenses, you'll likely need to transfer packages or plants or between them. Canix allows you to quickly create Transfers from selected packages. 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.

In this article, we'll cover how to transfer packages internally between your licenses:

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 packages you wish to transfer
  3. Select Actions (upper right) > Create TransferCanix_2023-05-25_at_1.17.02_PM.jpg
  4. Complete all required fields:
    • Name: We suggest using Facility/Customer Name - Date, such as "Smoke Shop - 5/25/23"
    • Destination Facility: Begin typing the facility name or last few numbers of the license number that will be receiving the transfer
    • Transfer Type: Usually "Transfer"
    • Transport Facility: Begin typing the facility name or last few numbers of the license number
    • Departure Time: Time expected to leave your facility
    • Arrival Time: Will update automatically based on Departure Time, or you can adjust manually
    • Driver: Begin typing to select an existing Driver from the drop down, or add a new one
    • 2nd Driver (optional)
    • Vehicle: Begin typing to select an existing Vehicle from the drop down, or add a new one
    • Note: If you're transferring between internal licenses, you can enter the vehicle as "On Prem"
    • Route: Route will be automatically generated between your facility and the Destination Facility; click the map icon to optionally make changesCreate_Transfer_-_Canix_2023-05-25_at_1.40.51_PM.jpg
  5. If you wish to add additional packages, select + Add Packages
  6. Optionally, package prices can be entered manually
  7. Verify everything looks correct
  8. Select 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 can Refresh Metrc Data in Canix following the steps in the linked article.

  1. Select Refresh Metrc Data in the bottom left corner of Canix
  2. Select the sections you'd like to refresh (in this case, Packages and both Transfers sections)
  3. Select Sync

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. For complete steps, please see Accept Incoming Transfers.

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