AI Skill
Compliance
Cannabis Transfer Manifest Precheck
Check a B2B transfer before the driver leaves and get GO or HOLD per line.
This is a starting template. Change the questions, thresholds and output to fit how you work. AI can make mistakes, so check the output before you act on it. Report an issue
The problem it solves
A wrong package or untested product on a manifest gets caught at the buyer's dock, or by the state.
Upload the sales order, the draft manifest and your active package export with lab status. The skill joins all three and returns GO or HOLD for each line, with the fix needed.
Anything it can't check from files, like whether the receiving license is active or driver and vehicle details, goes on a manual checklist with where to verify it. GO means the file checks passed, not that the shipment is compliant.
What you'll need
Have these ready before you start.
- Sales order as CSV
- Draft Metrc or BioTrack manifest as CSV
- Active package export with lab status as CSV
- State and license type
- An AI assistant that can run Python, such as Claude
What the AI does
- Flags packages not on the order and order lines missing from the manifest
- Catches quantity and unit mismatches, and lines above what a package holds
- Flags packages not in active inventory and duplicate tags
- Holds product without a passing lab status you've confirmed
- Groups fixes by owner and never creates or submits the transfer
What you get
A GO or HOLD verdict with fixes, a manual verification list and a sign-off line. In a sample Michigan run on a 9-line order, it returned HOLD with 8 lines needing action: 2 packages not lab passed, 1 line shipping more than the package held, 1 order line missing from the manifest and 1 package not in active inventory.
In Distru, the manifest is built from the same order and inventory, and lab status sits on the package, so most of these mismatches can't happen in the first place. Metrc sync still runs on your command.
Frequently Asked Questions
Let’s answer the most commonly asked questions about Cannabis Software.
What does the transfer manifest precheck catch?
Packages not on the order, order lines missing from the manifest, quantity or unit mismatches, quantities above what a package holds, packages not in active inventory, duplicate tags and product without a passing lab status. Each line comes back GO or HOLD with the fix.
Does it create or submit the transfer in Metrc?
No. It reads your files and never creates or submits a transfer. GO means the file checks passed, not that the shipment is compliant. Anything it can't check from files, like the receiving license or driver details, goes on a manual checklist.
What files do I need to upload?
Three CSVs: the sales order, the draft manifest and an active package export with lab status. Add the state and license type. You'll need an AI assistant that can run Python for the bundled checker.
Does it work with BioTrack transfers?
Yes. Upload a Metrc or BioTrack transfer draft next to the invoice or sales order. Lab status counts as passed for the status values you confirm, nothing else.
