Create a Transfer Manifest

A transfer manifest must be created before transporting products to other licensees. 

Before you begin

When creating a transfer manifest a recipient is required which means recipients should be added in Sales under Accounts prior to creating transfer manifests. For delivery and pickup, a driver and vehicle are also required which means they should be added prior to creating the manifest.  

 

Create a transfer manifest

  1. Go to the Manifests menu in the Trace sidebar and click Outbound.
  2. Click the Transfers tab.                                                                                                                  transfer.png
  3. Click Add
    • The Create Manifest pop-up window will open.                                                                            add.png
  4. Click the Recipient drop-down and select the manifest recipient.                                                manifest_recipient.png
  5. Click the Manifest Type drop-down and select the type of manifest.                        manifest_type.png

    For Delivery and Pickup, a Driver and Vehicle selection will be required.
    For Licensed Transporter, the available options will be licensed transporters
    available from the state system.                         

  6. Click Create
    • The manifest will be created with an Open status and you will be taken to the manifest detail page to add manifest items, set the manifest departure and arrival dates, and publish the manifest.
  7. Click the manifest Estimated Departure field and select an estimated departure date and time then click OK.                                                                                                                      estimated_departure.png
  8. Click the manifest Estimated Arrival field and select an estimated arrival date and time then click OK.                                                                                                                                      estimated_arrival.png
  9. If Then
    Using a licensed transporter 

    Click the Licensed Transporter drop-down and select the licensed transporter.

    If the order will be delivered

    Click the Driver drop-down and select the driver that will deliver the order, then click the Vehicle drop-down and select the vehicle in which the order will be transported.

    If the samples will be picked up

    Click the Driver drop-down and select the driver that will deliver the order, then click the Vehicle drop-down and select the vehicle in which the order will be transported.

  10. Click Save to save the manifest details.

 


Add item(s) to the manifest

  1. Click Add Items.
    • The Add Items to Manifest pop-window will open.                                                additems.png
  2. Click the Choose Section drop-down and select a section from which to add items.                   choose_items.png
  3. If Propagations, Inventory - Unlotted, Inventory - Source Products, or Inventory - End Products was selected in the Choose Section field, click the Choose Item Type drop-down and select the item type.

    The Choose Items Type field will not be displayed if Plants was selected in the Choose Section field.

    Item
  4. Click the Choose Items drop-down and select the specific item(s) to add.      Screenshot_2023-03-24_at_9.31.57_PM.png
  5. Click Add

    Click + Add More to add additional items from the selected section to the manifest.         

    To remove an item from the manifest, click the Trash icon.

  6. To set quantities for the manifest item(s), click the Pencil icon in the QTY (Units) column or the QTY (Grams) column.

    The "QTY (Units)" field will not appear for plants since they can only be added individually.  For Propagations, and End Products the quantity set will be the quantity in units.  For Inventory - Unlotted and Inventory - Source Products, the quantity set will be the quantity in grams.                              

    Screenshot_2023-03-27_at_10.03.26_AM.pngScreenshot_2023-03-27_at_10.03.42_AM.png
  7. To set pricing for the manifest item(s), click the Pencil icon in the Price Per Unit column or the Price Per Gram column. 

    The price set for Plants, Propagations, and End Products will be the price per unit.  For Inventory - Unlotted and Inventory - Source Products, the price set will be the price per gram.

    Screenshot_2023-03-27_at_10.03.26_AM.pngScreenshot_2023-03-27_at_10.03.42_AM.png

 


Review and publish the manifest

  1. Click Review & Publish to review the manifest. 
    • To edit the manifest after review, click Back.                                                                                    Screenshot_2023-03-27_at_10.09.38_AM.png
  2. Click Publish to publish the manifest to the state system. 
    • When the manifest is published, the status will change from Open to In Transit and the manifest can no longer be edited but can be canceled.  An auto-generated JSON link will appear on the manifest detail page. The JSON link can be copied, regenerated, and emailed directly from the manifest detail page as needed. The manifest and invoice can also be downloaded directly from the manifest detail page by clicking the DOWNLOAD DOCS button  Screenshot_2023-03-27_at_10.12.04_AM.png