Outgoing Transfers can be created quickly and easily in Canix as needed. For Metrc customers, after submitting your Outgoing Transfer in Canix, there will be one more quick and easy step to take in Metrc after submission to complete the compliance process: Register Outgoing Transfer in Metrc.
- 💡 Alternatively, Creating a Transfer from a Sales Order allows you to create Outgoing Transfers much more quickly and easily by prefilling the transfer information and auto-adding the packages from the Sales Order. This allows less opportunity for error and ensures higher accuracy, as well as allowing you the option to have package prices populate automatically on transfers (instructions included in the link above).
In this article we'll cover:
Create Outgoing Transfer
On the Web Application
- Navigate to Sales > Outgoing Transfers
- Select + Create Transfer
- 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 changes
- If you wish to add additional packages, select + Add Packages
- Optionally, package prices can be entered manually
- Note: To have package prices populate automatically, you can instead Create Transfer from Sales Order after using the steps at bottom of the linked bottom to enable the Save Transfer Price from Sales Order setting in Edit Profile.
- Verify everything looks correct
- Select Create
🚨 Metrc customers: after submitting, navigate to your Metrc account and Register an Outgoing Transfer in Metrc (Submit Draft Transfer Template) to complete the compliance process
On the Mobile Application
Outgoing Transfers can also be created from the Canix Mobile Application as needed.
From the Mobile Application:
- Navigate to Transfers > Create Draft Transfer
- Complete all required fields:
- Template Name: We suggest using the Facility/Customer Name - Date
- Receiving Facility: Select the search icon and begin typing the customer name or last few numbers of the license number
- Transfer Type: Usually "Transfer"
- Transporting Facility: Select the search icon and begin typing the facility name or last few numbers of the license number
- Driver: Select an existing Driver from the drop down, or add a new one using the add icon
- Vehicle: Select an existing Vehicle from the drop down, or add a new one using the add icon
- Note: If you are transferring between internal licenses, you can enter the vehicle as On Prem.
- Route: Select the route icon to generate and populate Google Maps directions for your route
- Est. Departure Time
- Est. Arrival Time
- Verify everything looks correct
- Select Add Transfer Contents at the bottom to create the transfer and begin adding packages
- After you've started the draft transfer, you are able to view and edit the transfer details on the following page and add packages
- Select the red + icon in the bottom right and then Add Package or Add Packages (Bulk); adding multiple packages (bulk) at a time can only be done in sequential tag order
- Add Package: Type or scan the package to be added, confirm the package details are correct, then select + Add Single Package; repeat the process to add more packages
- Add Packages (Bulk): Type or scan the first sequential package tag to be added, enter the total number of sequential package tags to be added, then select + Add Packages
- After adding the package(s), verify everything looks correct
- Select Create Draft Transfer in Metrc
- After submitting, navigate to your Metrc account and Register an Outgoing Transfer in Metrc (Submit Draft Transfer Template) to complete the compliance process