How to Manually Create an Incoming Manifest

Updated 2 days ago

Depending on what traceability system your state uses, you may need to manually generate incoming manifests within POSaBIT. POSaBIT's manual manifest creation allows you to easily enter all necessary manifest data to populate new inventory within your POSaBIT system.

Note: If your state uses Metrc, then you are only required to manually generate an incoming manifest for non-marijuana products.

Follow the steps below to learn how to manually Create and Accept a Manifest in POSaBIT:

1. Log in to the POSaBIT POS portal
2. Select Incoming Manifests from the Inventory menu at the top of the page
3. Click the blue New Manifest button in the top right-hand corner of the page
4. Fill out the following information to create a new incoming manifest:
   • Supplier: Use the drop-down selector to select which supplier is providing the products. If you have never received a product from this supplier, you may need to create a new supplier, learn how to do so HERE
   • Reference ID: Enter the manifest ID or other unique identifier to help you easily locate this manifest if needed
   • Discount $ (optional): Add a discount to the manifest
   • Transfer date: Fill in the date the products were shipped (left the supplier's facility)
   • Delivery time: Fill in the date and time you received or plan to receive the products
   • Notes (optional): A space to add any notes you would like to save to the manifest for future reference

5. After you have entered the required information, click Save to create the new manifest.
6. Now you will need to add the products included in the manifest. Click the New Item button at the bottom of the manifest header to start creating a new product lot/package.
7. Fill out the following information about the first product lot/package in the manifest:
   Product

   Search for an existing product if you have carried this product in the past; otherwise, create a new product by clicking the orange + icon
   Room

   Select which room you wish to add this lot/package to
   Barcode

   Enter the barcode you wish to use for this lot/package. You can also click the refresh icon to automatically generate a random barcode
   Price $

   Enter the price you would like to sell this product at
   Cost Per $

   Enter the cost you paid for each unit
   Qty

   Enter the quantity of units you would like to accept from the manifest (left) as well as the total quantity of units that were included in the manifest (right).
   Producer (optional)

   Change the producer of this specific product if it differs from the manifest supplier.
   Batch number

   Enter the batch number from the manifest
   Test Results

   Enter the product's THC, THCA and Total values. If this is a paraphernalia manifest, ignore these fields
   Description (optional)

   A lot/package specific description for this product. Note: this description is for internal use only.
   COA URL / Upload COA PDF

   Enter the COA URL if it's on the manifest, or click Upload COA PDF to attach the COA file.
   Expires on (optional)

   Enter the product's expiration date. This field only appears after selecting a product.
   Sample

   Checking this flag will make this product a sample, meaning only employees will be able to purchase it. This field only appears after selecting a product.
   DOH Compliant (Washington Only)

   Checking this flag will make this product eligible for DOH tax exemptions. This field only appears after selecting a product.

8. Once you have entered all the required information for the new item, click the green Save button to save and verify that all information was entered correctly
9. Repeat steps 6-8 for any additional lots/packages that you received in this manifest.
10. Once all lots/packages have been entered and saved, click the green Accept button in the manifest header to accept the manifest.

For additional assistance, please reach out to POSaBIT support @ 1 (855) POSaBIT OR SUPPORT@POSaBIT.COM

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