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Transfer Packages Between Licenses

Sophie
  • 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. Accepting an Incoming Transfer

Package Information Transferred Between Facilities

  1. Metrc Customers
  2. Non-Metrc Customers

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

An incoming transfer is automatically created in a receiving facility if both the sending and receiving facility are under the same Canix company subscription. This occurs when the outgoing transfer's destination license number matches the receiving facility's license number in facility management in Canix. Follow these steps for managing and accepting automatically created incoming transfers.

  1. In the receiving facility, navigate to Inventory > Incoming Transfers
    • Automatic transfers awaiting receipt will automatically be displayed in this table with a status of Awaiting Receipt, and an Est Transfer Date. To easily find these transfers awaiting receipt, sort the Est Transfer Date column. 
  2. Select the Transfer Name to Accept or Reject the transfer
  3. To Edit a transfer, either Reject the transfer so the Outgoing Transfer can be edited, or select Edit Transfer if the user has permissions to both facilities for outgoing transfers.
    • Packages can be added to the transfer without rejecting or editing the original transfer using the Add Packages to Incoming Transfer button, but this will not update the original outgoing transfer, or remove the added inventory from the sending facility.
  4. Reject a transfer by selecting the Reject button in the incoming transfer modal. The incoming and outgoing transfer will have a Rejected status in the transfer table
    • A rejected transfer can no longer be edited, but it can be destroyed to remove the transfer record.
  5. Accept a transfer by selecting the Accept button in the incoming transfer modal. Once accepted, the incoming and outgoing transfer will have a status of Accepted in the table.
    • Package Tag Numbers - Packages will be received with the same tag number as the outgoing transferred package if the tag number does not already exist in the receiving facility. If a tag already exists in the receiving facility, you will be prompted to confirm the starting tag number for Canix to automatically retag the received packages with conflicting tag numbers.
      Note - the old and new tag will be visible in the incoming transfer modal once changed.
    • Edit Transfer Details will navigate to the original outgoing transfer. The user must have access to both facilities and permissions for outgoing transfers to make edits to the incoming transfer.

Package Information Transferred Between Facilities

Transfers initiated in one Canix facility and received in another Canix facility enable the exchange of package data. Canix transfers essential Canix-only inventory data along with the mandatory compliance information such as packaging date, item name, and item type during these transfers.

Metrc Customers

The following Canix-only package information is transferred between facilities as long as the transfer is started from Canix:

  • COGS
    • Cannabis COGS
    • Non-Cannabis COGS
    • Labor COGS
  • Lot ID
  • Lab Test Results

Non-Metrc Customers

  • COGS
    • Cannabis COGS
    • Non-Cannabis COGS
    • Labor COGS
  • Lot ID
  • Lab Test Results
  • Production Batch
  • Brand
  • Notes
  • Owner

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