Updated 04/20/2023
Use Import External Inbound Transfer to import an Inbound Transfer or Return if the sender does not use GrowFlow or does not provide a WCIA link or JSON file.
Notes:
Be sure to check your pending GF Transfers list before importing an order either manually or with a link or file. The order may already be pending in your account if the sender also uses GrowFlow. If so, you can refer to this article to accept the pending GF Transfer.
If you are able to obtain a WCIA link or JSON file to import the Inbound Transfer, see Inbound Transfer or Return Using a WCIA Link or JSON File
1. Head to Orders > Inbound Orders
2. Click Import External Inbound Transfer
3. Select the Supplier of the Inbound Transfer
4. Complete the External Inbound Transfer form:
A. Enter the External Manifest ID shown on the manifest you received from the supplier. Avoid entering any characters that are not alphabetical, numerical, or dashes for optimal performance.
B. Select the Transfer Date
C. Type: Select the Traceability type from the drop-down
D. External ID#: Enter the From ID noted on the manifest received from the supplier
E. Strain: Begin typing the strain name into the Strain field to populate a search, then select the strain name once located
F. Assign Product or Template: Select the applicable Product or Product Template from the drop-down. Click Create New Product Template to create a new one if no applicable Product is found in the list.
G. Receiving: Enter the number of grams or units received
H. Return: If any items on the order are being returned to you, check the Return box. See the notes about Returns.
I. Total: Enter the total price paid per item
J. Click del to delete the line item, if needed.
5. Click +Add Line Item to create another line item and repeat the above steps E-I until all details are entered for each line item on the inbound transfer
6. Select a room to place the imported inventory into
7. Finish by clicking Import # Line Items. You'll be taken back to Orders > Inbound Orders.
View or Edit Accepted Inbound Orders
A. Invoice tab: Presents the Inbound Order details, as well as the features C-E detailed below
B. QA tab: Presents the details of any lab results transferred with the accepted items
QA Options:
Open PDF: Opens the COA PDF Preview, if the COA was provided in the transfer or if one was attached at a later time
✖ Cert: Delete the attached COA
↑Cert: Upload a COA
C. To ID#: The ID assigned to the accepted inventory once accepted into your account
D. Options > Edit: Edit the Received quantity, the Total price, or Return status. Click save when the edits are complete, or cancel to exit the editing options.
E. Print: Print labels for your new items from this page
F. Click View On Inventory to see only the items from this transfer as they appear on the Inventory Overview
G. Export a list of the transfer's items as a .CSV
H. Print: Print this view of the transfer as an invoice for the Inbound Transfer
You're all set! Nice work!
Notes About Returns:
GrowFlow tracks the value of returned items via Dashboard > Returns.
Totals for items marked as returns reduce your gross sales for monthly tax reporting. See the Dashboard > Taxes report.
As a reference for estimating the prices for any returns from a retailer, you can use the Dashboard > Sales By Product report.
The Sales by Product report shows the average price for each product sold for the selected products, vendor, and date range.
Cash credits are outside of state traceability, but credits can be given on future orders when the sender of returns does not collect cash at the time of the return.
On an Order's invoice, "Return Value" is the name of the field where you enter the amount of the cash credit.