1. Navigate to the Fulfillment section using the left sidebar menu and select Orders.
2. Find the order you want to fill. You can use the filters at the top to search by order number, customer, date range, status, product, or amount.
3. You can start the fill process in two ways:

From the Orders list: Click the three-dot menu (Actions) on the order row and select Fill.

From the Order Detail page: Click on the order number to open it, then click the blue "Fill Order" button at the top.

4. A confirmation window will appear. If the order already has a manifest, Hashio will alert you and show the existing manifest(s). You can choose to create a new manifest or cancel.
5. If you are integrated with LeafLink, you will see an option to update the order status to "Fulfilled" in LeafLink at the same time. Check this box only if you are ready to update the status on LeafLink.
6. Click Create Manifest to proceed.

This will create a new Hashio manifest and take you to the Manifest Detail page.

1. On the Manifest Detail page, review the information at the top of the page. This includes the invoice order total, linked order number, customer name and license, who created it, and the delivery address.
2. Notice the status indicator at the top left of the page. This status updates automatically as you work through the fill process:

• Draft — The manifest has been created but no items have been filled yet.
• In Progress — Items have been filled on the manifest.
• Fulfilled — All items are filled but the transfer has not been sent to Metrc yet.
• External Review — The transfer template has been sent to Metrc.
• Other statuses include Voided, In Transit, and Completed.

You do not need to update the status manually — Hashio handles this for you as you complete each step.

The destination contains all the delivery and transport details that are required by Metrc for the transfer. This must be completed before you can push the manifest to Metrc.

1. Click Add Destination at the top of the Manifest Detail page.
2. Fill out the following fields:

• Transfer Type — Select Unaffiliated Transfer, Lab Sample Transfer, or Affiliated Transfer.
• Recipient License Number — This is auto-populated from the customer record.
• Is Layover — Check this box if the delivery includes a layover. If checked, select the Driver Layover Leg from the dropdown.
• Invoice Number — This auto-populates from the order. You can change it manually if needed.
• Transporter — Select the transporter from the dropdown. These are set up in the Delivery section.
• Driver — Select the driver from the dropdown. These are set up in the Delivery section.
• Vehicle — Select the vehicle from the dropdown. These are set up in the Delivery section.
• Phone Number — Enter a phone number for the driver. This overrides the phone number saved in the driver profile if one was entered.
• Estimated Departure — Select the date and time the driver is expected to leave.
• Estimated Arrival — Select the date and time the driver is expected to arrive.

3. For the Planned Route, you have two options:

Option A: Manually paste directions into the route text box.

Option B: Click Generate Route to have Hashio create directions automatically. An Update Route window will appear.

4. In the Update Route window, click + Add Stop.
5. Select the dispensary location from the dropdown.
6. Repeat steps 4 and 5 to add additional stops if your driver is making multiple deliveries on the same route. Stops should be added in the order the driver will visit them.
7. Click Update Route. Hashio will generate turn-by-turn directions using Google Maps and add them to the route text box.
8. Click Save to add the destination.

All destination fields must be completed before you can push the transfer to Metrc.

The Line Items by Operation section shows all products on the order, grouped by operation (facility). For each product, you can see the amount required, what is on hand in your vault, how much has been filled, and the unit price.

1. To fill an individual line item, click the Fill button next to the product.
2. A side panel will open where you can search for Metrc tags. Scan or type the tag number to find the correct vault item.

Scanning is always recommended over typing to avoid data entry errors.

3. Select the tag(s) you want to add and click Add Selected Items.
4. The tag will appear as a row beneath the product line, showing the tag number, item name, license, quantity, wholesale price, and package weight.
5. To edit any details on a filled tag (such as price or weight), click the pencil icon next to the tag row.

The price and weight values are what get pushed to Metrc. Make sure the weight matches what is actually being shipped for compliance.

Use this option when your facility assigns Metrc tags at the time of shipment rather than in advance.

1. Click Attach Parent Tags on the line item.
2. Search for and select the parent (source) tag.
3. A message will appear stating that this is a parent tag and will need to be converted before the manifest can be sent.
4. Click Convert to open the conversion panel.
5. In the conversion panel, you will see the Source tag with its available quantity. Under Target, fill in:

• New Tag — Select or scan the new child tag that will be created.
• Quantity — Enter the number of units to convert.
• Weight — Enter the weight. If left blank, Hashio will attempt to calculate it automatically.
• Location — Select where the new tag will be stored (e.g., Vault).
• Wholesale Price — Enter the wholesale price for the converted items.

6. Click Convert to create the new child tag. The converted tag will be added to the manifest.

This action sends the conversion directly to Metrc. Make sure the details are correct before clicking Convert.

Bulk Fill allows you to scan or select multiple tags at once without leaving the panel. This is useful when filling orders with many line items.

1. Click Bulk Fill at the top of the Line Items section.
2. A side panel will open showing available tags. You can search by tag number or product name. You can separate them by commas to search multiple tags at once.
3. Select the tags you want to add and click Add Selected Items.

Items must be linked to products in Hashio for Bulk Fill to work. If a product is not linked, the system cannot match the scanned tag to a line item on the order.

1. Add Line Item — Click Add Line Item at the top of the Line Items section to add a new product to the manifest. Search for the product, enter the quantity, cases, and unit price.

Adding line items to a synced order will disable automatic updates from LeafLink or Apex.

2. Remove Prices — Click Remove Prices to clear all pricing from the manifest. This is useful when transferring inventory between your own licenses (for example, from your manufacturing facility to your own dispensary), where pricing is not required.
3. Edit — Click the pencil icon on any line item to adjust the quantity, price, or other details.
4. Delete — Click the red trash icon to remove a line item from the manifest.

Once all line items are filled and the destination is complete, you are ready to review and push the transfer to Metrc.

1. Click the blue Transfer Templates button at the top of the Manifest Detail page.
2. You will be taken to the Confirm Transfer Templates page. Review the following:

• Package Summary — Shows the license, item count, and total wholesale price.
• Destinations — Shows the departure and arrival times and the transfer type. You can still edit or delete destinations from this screen.
• Transfer details — Each transfer is listed by destination license and date, with a table showing every tag, product, quantity, wholesale price, and weight.

3. When everything looks correct, click Send to Metrc.
4. A final confirmation window will appear. You will also have the option to update the order status to "Shipped" for all associated orders at the same time.
5. Click Send to Metrc to push the transfer template.

After sending, the transfer will appear under Transfer Templates in Metrc. You will still need to register the transfer in Metrc to finalize it.

1. Navigate to the Manifests tab in the Fulfillment section. This shows all manifests that have been created, along with their status, customer, manifest number, and Metrc transfer number.
2. Click on any manifest to open the Manifest Detail page and review the destination, line items, and tags that were included.

The manifest status will update automatically as you move through the process. Once pushed to Metrc, the status will show External Review.

1. Navigate to the Transfers tab in the Fulfillment section. This shows all outgoing transfers that have been sent to Metrc.
2. Click on any transfer to view the full Metrc transfer details, including the manifest number, destination license, transporter, driver, and all packages on the transfer.

If a transfer was rejected by the receiving facility, it will appear in the Rejected section of the Transfers tab.