Transfers

The following will need to be configured to process transfers in BioTrack:

  • On the Location Card the following fields must be setup:
    • Require Delivery Tracking
    • Track & Trace Enabled
    • Create Outgoing Transfer Templates
    • Mother Receipt Bin
  • Configure Vehicle Information
  • Configure Drivers

In BioTrack, transfers are a multiple step process: first an invoice must be created for the outbound inventory, then a manifest is created for the inventory, and then the outbound entry is created for the manifest. In the integration with Business Central, this will happen when delivery tracking is accepted for Sales Orders, Transfer Shipments and Purchase Return Orders.

When a transfer arrives at the destination the product must be accepted against the manifest. In the integration with Business Central, this will happen when delivery tracking is completed for Purchase Orders, Transfer Receipts and Sales Return Orders.

BioTrack plants have to be converted to inventory to be transferred. SilverLeaf automates the inventory conversions during the transfer process using the BioTrack Room defaults setup for inventory and mothers on the Location Card. Simply enter the mother plant on an outgoing order line and an inventory type room bin where the inventory conversion will take place. On shipment, the plant will be converted to inventory and on receipt the inventory is converted back into a plant. On receipt the Mother Plants are temporarily placed in the inventory type room specified on the receipt line and then converted back into a plant and placed in the Mother Receipt Bin specified on the Location Card of the receiving location. If you are moving plants between companies, intercompany transfers cannot be rejected. To correct the transaction the transfer must be fully received and then sent back to the original company.

Transfers can be manually downloaded from the Track & Trace Transfers page or they can be automatically downloaded from a job queue.

How-to: Create an outgoing transfer manifest from a Transfer Order

  1. Open the Transfer Order and populate the following fields:

    • On the Cannabis FastTab
      • Estimated Departure Time
      • Estimated Delivery Time
    • On the Shipment FastTab
      • Shipment Date
      • Receipt Date
    • Verify the address information on the Transfer-from FastTab
    • Verify the address information on the Transfer-to FastTab
    • Verify the Transfer Order is Released

  2. On the menu, go to Home and choose the Product Delivery Tracking option

  3. On the Product Delivery Tracking page, choose the Create Delivery Tracking Entry option on the menu

  4. Select the Driver and Vehicle Information on the Delivery Tracking Entry and choose the Accept option on the menu

  5. The invoice, manifest and outgoing transfer will be created in BioTrack. Fields on the Transfer Order will capture this information and details can be viewed by going to the Track & Trace Transfers page.

How-to: Receive against an incoming manifest from a Purchase Order

  1. Open the Purchase Order and verify the inventory lines have the incoming tag information on the item tracking lines. The system will compare the incoming manifest to the tags specified on item tracking.

  2. On the Cannabis FastTab select the incoming manifest number

  3. Open the Product Delivery Tracking page and choose the Create Delivery Tracking Entry option on the menu

  4. Select the Driver and Vehicle Information on the Delivery Tracking Entry and choose the Accept option on the menu

  5. Open the Product Delivery Tracking page and choose the Create Delivery Tracking Entry option on the menu

  6. Select the Driver and Vehicle Information on the Delivery Tracking Entry and choose the Complete option on the menu

  7. The inventory will be received in Business Central

Note

If receiving something like delivery devices or clones which do not have a manifest and need new tags generated on receipt - then input a random number into the BioTrack Tag No. field in Item Tracking (that is not an existing CBC Tag) and it will be renamed to the tag BioTrack assigns upon receipt. BC will know that it should get a new tag if Assign Tag on External Purchase is true for the Item's Track & Trace Sub Category. This is automatically set to true when downloading categories for the Delivery Device Sub Category but may need to be conditionally changed for something like clones depending on if they are being manifested in or if the state has given permission to bring in initial clones without a manifest.

See Also