Your Metrc customers may occasionally reject part of a Transfer instead of the whole thing. When this happens, some Packages will remain Transferred while those rejected will return to Active. When this happens, there are a few steps you'll need to take to keep your records accurate.

1. Refresh Metrc Data
2. Update the Sales Order and Create a New Invoice

Refresh Metrc Data

On the Canix Web Application:

1. 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

Update the Sales Order and Create a New Invoice

On the Canix Web Application:

1. Navigate to Sales > Sales Orders and click on the relevant Order Number to open it
2. Update the Sales Order to remove the rejected Package(s) and Item(s)
3. Click Save in the top right corner to confirm these changes before making a new invoice
4. Click Share Invoice > Create New Invoice to create an updated invoice that excludes the rejected Package(s)

There are currently no actions/steps to take relating to the Transfer. From your force Refresh Metrc Data, Canix will know/recognize which Package(s) are already Transferred and the rejected Package(s) will return to Active. The associated Transfer will still appear the same, with the rejected Package(s) listed, as it does in Metrc. The team at Canix has planned updates to improve this process, so please stay tuned!