| Transfer Product to Another Dispensary |
| This process covers transferring product from your inventory to another dispensary or processor. You'll move stock to the sales floor, create a delivery customer, and complete a delivery. |
| 1 • Prepare for Transfer |
| a. |
Click Products in the main menu and ensure the stock has been transferred to the sales floor. |
| b. |
Click Sales in the menu to go to the sales page. |
| 2 • Create a New Delivery Customer |
| a. |
On the Sales page, click the New Customer button. |
| b. |
Change the customer type to Delivery. |
| c. |
Enter the recipient dispensary's name as the customer name. |
| d. |
Enter the recipient's license number as the patient number. |
| e. |
Enter a valid date range for the patient card’s effective and expiration dates. |
| f. |
Click Save. |
| 3 • Start a Delivery |
| a. |
Click the Start Delivery button. |
| b. |
On the Delivery page, click Start Delivery next to your recipient company’s name. |
| c. |
When the Point of Sale screen opens, add the inventory to be transferred to the order. |
| d. |
Click on the price to update the value if appropriate. |
| e. |
Click the Print Manifest button at the bottom of the POS screen to print a manifest. |
| f. |
Close the sale and deliver the product. |
| ✔ Product successfully transferred to another dispensary |