Start on your Order Summary page.
Attach packages to your order line items. Then click the Create Template button.
You will see new buttons appear that you can use to add the driver, vehicle, and route details to the manifest.
LeafLink pulls information about the drivers and vehicles that are already in your Metrc account. If you don’t see any in the pull down menu, you will need to create these profiles in your Metrc account. (Go to Admin/Transporters to make Driver and Vehicle profiles.)
Press the Add Driver to add the driver assigned to the delivery.
Press Add Vehicle to add the vehicle and its license plate number.
Press Add Route Details to add those. You can copy and paste the directions from Google Maps or any other route planning tool.
Press Update Template to push the template, pre-filled with driver, vehicle, license plate and route details information, to your Metrc account.
The template ID is now found in the Order Information section.
If you need to correct any information, you can go ahead and make the edits. Then push the Update Template button. It will push the new information to your Metrc account.
Go to your Metrc account and find the template you just created under Transfers/Template and press Edit.
Notice that the driver information, package ids, and wholesale prices have auto-populated on the template.
Fill in any additional information, save the template, and register as a transfer.
In LeafLink, press Attach Manifest and select the corresponding manifest. This will attach that manifest to the order.
Note that after you click Refresh, it may take up to 30 minutes for the manifest to appear in the Attach Manifest pull down menu due to syncing time.