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Oklahoma: Making a Transfer to a Non-Metrc Licensee

Sophie H.
  • Updated
Metrc licensees can only transfer to non-Metrc licensees by following the process below.

In order for a Metrc-integrated licensee to transfer product to a non-Metrc licensee, you will need to follow the instructions below to conduct an External Outgoing Transfer with the Type "Licensed Business Non-Metrc Transfer," which is a special transfer created just for this situation.

Making a Transfer to a non-Metrc Licensee

  1. Create the Sales Order (in Canix)
  2. Create or Add Packages to Sales Order (in Canix)
  3. Create an External Outgoing Transfer (in Metrc)
  4. Refresh Metrc Data (in Canix)

Create the Sales Order (in Canix)

  1. Create the Sales Order as normal in Canix by navigating to Sales > Sales Orders > Create Order. For detailed instructions, check out Create and Manage Sales Orders.

Create or Add Packages to Sales Order (in Canix)

  1. For each line item on the Sales Order, add or create the necessary packages
  2. Check and confirm that all information is complete and accurate
  3. Do not create a Transfer in Canix
  4. Save the Sales Order
  5. If you split packages or create new packages for the Sales Order, be sure the Metrc submission goes through before creating the Transfer.
    1. If have Requires Review on Submission turned on:
      1. Navigate to Metrc Submissions > Pending Approval
      2. Click Approve on the associated Package submissions
      3. This will update your data in Metrc for use in the next steps

Create an External Outgoing Transfer (in Metrc)

Note: You must log in to Metrc for this part of the process.
  1. Log in to Metrc
  2. From the top menu bar, navigate to Transfers > ExternalExternal_Transfer.jpg
  3. From the External Transfers page, click on OutgoingOutgoing_Transfer.jpg
  4. Click New Transfer
  5. In the new pop-up window, click the Type drop-down and select Licensed Business Non-Metrc TransferType_of_External_Transfer_Non_Metrc.jpg
  6. Fill in all Transfer details, confirming that all information is complete and accurate
  7. Since you have already created the packages in Canix, and the information is automatically pushed to Metrc, you'll be able to quickly and easily add them directly into the Transfer
  8. Add every Package to the order by typing in the Tag Number for each package
  9. To add more than one package, enter the number of new lines you'd like added and click +
  10. When you're finished, click Register Transfer
  11. Now that you've been returned to the External Outgoing Transfers page, you will see your newly created Transfer listed.
  12. On the far right side of the screen, click Use to activate this Transfer and complete the process.
    1. If you don't see the button, scroll to the edge of the screen as they are often obscured.
  13. Congrats! Your work in Metrc is done and you can joyfully return to Canix for the final step.

Refresh Metrc Data (in Canix)

  • Next, you'll return to Canix to Refresh Metrc Data to ensure your Canix and Metrc account data matches.
  • If you skip this step, your data will be fully updated overnight in our daily Metrc to Canix data sync.
  1. In Canix, click Refresh Metrc Data In the bottom left corner of the screen.
  2. Select the boxes for Packages and Outgoing Transfers
  3. Click Sync to refresh that data
  4. For more detailed instructions, check out Data Sync Between Metrc and Canix
  5. Congrats! Your Canix and Metrc accounts are up to date and your process is complete.

 

If your process included making a Sales Order within Canix first, the final and optional step here will be to reach out to Support requesting they file a ticket with Engineering to associate the Metrc Transfer to the Canix Sales Order. If you do this, please make sure to include all relevant details, including Transfer names and Sales Order numbers to be associated and any screenshots. 

 

 

 

 

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