Introduction:
For those utilizing METRC for regulatory compliance in the cannabis industry, importing manifests into WebJoint can be accomplished in two primary ways: manual METRC import or automatic METRC import. This article aims to guide users on how to efficiently accept a manifest from METRC using both methods.
Step-by-Step Guide:
Initial Acceptance in METRC:
Before any data can be transferred to WebJoint, ensure that the manifest is accepted within the METRC platform itself.
Accessing Manifests in WebJoint:
Navigate to the "Inventory" tab on the left side.
From the dropdown menu, select "Manifests". Here, you will find a list of your existing manifests.
Automatic METRC Import:
If you have activated the automatic METRC import setting, your manifests from METRC will be readily visible in WebJoint under "Pending Manifests", once they are accepted in METRC.
Manual METRC Import:
For those opting for individual imports:
On the "Manifests" page, locate the button labeled "METRC Import" on the right side.
Clicking on this button will reveal a list of all pending manifests or individual packages from METRC.
Simply choose the desired packages or full manifests and select the "Import" option.
Finalizing the Manifest in WebJoint:
With the manifest now imported into WebJoint, it will still be in a "pending" status.
Review the details of the manifest, ensuring all information is accurate.
Confirm that the "Actual Quantity" of inventory matches the "Expected Quantity" listed in the manifest.
Once reviewed, click "Save and Accept". This step finalizes the manifest acceptance in WebJoint, leading to the automatic assignment of inventory to the associated products.
Conclusion:
Whether opting for a manual or automatic import from METRC, WebJoint offers a streamlined process for accepting and managing your manifests. It's essential to ensure accuracy during this process, guaranteeing that your inventory remains compliant and up-to-date. Regularly reviewing and accepting manifests will aid in maintaining a smooth, efficient, and compliant operation.