Transfer Budtender Samples (aka Educational Samples)

How to Transfer Budtender Samples (aka Educational Samples)

1. From the Dashboard select Sales.
2. Select Create to start a new B2B Sale.
3. Type in a Name, License or Address for the receiving company.
4. Select + Add Inventory.
5. Select a Lot ID or checkbox each Lot that needs to go on the B2B Sale.
   • Use filters such as Product, Variety, and Section to narrow down the selection.
6. Select Sell
   • Select Sell / Transfer if the checkboxes were used.
7. Select the Modifier dropdown and select Budtender Sample for each Lot listed.
8. Type in a quantity to be shipped in the Shipping column for each Lot listed.
9. Fill out the Driver, Vehicle, and Depart/Arrive Time and review all details.
10. Select Create Manifest to finalize the B2B Sale.