Manifesting in Metrc

Once the order is submitted through Bamboo Sales Menus, you're prepared to manifest it.

The order status will appear as "Submitted" unless the Offer is set to Auto-Approved.

Within the Orders module, you'll find the option to choose the Bamboo ID linked to the specific order you wish to manifest.

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Once the order has been approved, the approved order will automatically sync to Bamboo Trace Manifests for Orders.

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Helpful tip: No need to worry—if you've already approved the order, you can still make edits. Simply switch the order status to Pending in order to modify the order, such as adjusting quantities, pricing, credits, and more. Just toggle the status, and you'll find the options available for modifying the order status.

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Step 1: In the manifest, you'll allocate inventory, and establish delivery details such as type, departure, arrival, driver, and vehicle.

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Step 2: You have multiple options to convert or allocate the products for the manifest:

Manage Allocation: Manually allocate products that have been converted.
Start Conversion: Manually convert and allocate products.
Auto Allocate: Automatically select converted lots for the product(s).
Auto Convert: Automatically convert from source lots for the product(s). 

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Helpful Tip: Before using the "Manage Allocation" feature, you can manually convert products. Navigate to the lotted inventory section, and select "Start Conversion" from the kebab menu or actions button.

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In Metrc states, leaving the Production Batch box unchecked means you will inherit the QA results. However, if you check the Production Batch box, new testing results would be required, following Metrc's Production Batch Best Practices:

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Step 3: Review and publish the manifest to generate the template in Metrc.


Step 4: Within Metrc, under Transfers > Templates, click "Use" to generate the transfer/manifest.

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