Scheduling a Lot for Destruction or Adjusting Lot with Metrc

Updated 1 week ago

Products will often get damaged or simply expire and are unable to be sold anymore. When this happens it is common for stores to have a process to destroy these unsellable products.

Follow the steps below to learn how to perform a lot destruction:

1. Log in to the POSaBIT web portal
2. Select Lots from the Inventory menu at the top of the screen
3. Using the filters, navigate to the specific lot you would like to destroy products from and click the blue lot number in the corresponding row
4. If you are destroying the entire lot, continue to step #10
5. To only destroy a specific amount of product from a lot, you will first have to split the lot, which generates a new package for the products that you wish to destroy.
6. Split a lot by opening the Other Actions drop-down on the lot details page, then select Split Package

   

7. Enter the quantity of product that you would like to split off for destruction and click Split
   Notice: You will have blank Metrc tags after the split.
8. Scroll to the bottom of the screen and find the section labeled Child Packages
9. Under Child Packages, find the new package that was created with the quantity for destruction and click its lot number
10. You will now be on the lot details page that only has the quantity of products you wish to destroy
11. Open the Other Actions drop-down and select Adjustment. This opens the Inventory Adjustment page.
12. If you are destroying the entire lot, the quantity will go to "0", so enter "0" as the new quantity in the Quantity On Hand box.
    Note: The quantity you enter is the quantity to adjust to, not how much to adjust by.

13. Next, select the Reason that is most appropriate for your state. Then fill out the Note.
14. Click Save. One of two things will happen:
    1. The lot auto-closes at depletion - This is a setting under Inventory Settings that automatically closes the lot once it reaches "0".
       To reactivate the lot, open Other Actions and click Reactivate. Notice that this changes the state to Active, but doesn't change the quantity on hand.
       To change this, repeat steps 11-14, but this time fill in the correct quantity.
    2. The lot doesn't automatically close, so you must close it yourself with Other Actions > Close Package.

To Reactivate a Lot

There are various reasons why you might need to reactivate a lot, here's how you do it:

1. Find the lot you are reactivating and confirm that the lot is Closed, then open Other Actions and click Reactivate
2. Open Other Actions again and select Adjustment
3. Enter the quantity you are adjusting to, select the appropriate reason, and write a note. Click Save
4. If it doesn't automatically reactivate the lot, you will have to reactivate it yourself. Open Other Actions and select Reactivate

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

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