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 in Legacy View.

1. On the Manifest Detail page (Legacy View), look for the message near the top that reads: “Click here to try our new manifest page that’s in beta: Beta View.”
2. Click the Beta View link to switch to the updated interface.

You can switch back at any time by clicking the “Back to Legacy” link at the top left of the Beta View page. Any changes you make in either view will carry over.

1. At the top of the Beta View page, review the manifest information. This includes the total, linked order number, customer name and license, Manifest ID, who created it, and the delivery address.
2. Notice the status indicator at the top right 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 in the Destinations section on the right side of the 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 Create to save the destination.

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

1. Expand the operation to see the product list.
2. Click the Fill button next to the product you want to fill.
3. A new window will open showing the product name, package size, fill progress, and remaining quantity.
4. Use the Search Tags field to search by tag number or product name. You can also use the Filter, Location, and Sort dropdowns to narrow your results.

The Recently Updated section at the bottom shows the most recently created tags for quick access.

5. Select the tag(s) you want to add by clicking the checkbox on each tag card.
6. Click + Add Selected Tags to fill the line item.
7. The filled tag will appear beneath the product row, showing the tag number, product name, license, quantity, price, weight, and who filled it.

To edit a filled tag, click the pencil icon next to the tag row. To remove it, click the trash icon.

You can also click Unfill on a product row to remove all filled tags from that line item.

Bulk Fill allows you to search for and select multiple tags across all line items at once, without filling products one at a time.

1. Click the Bulk Fill button at the top of the Line Items section.
2. The Bulk Fill Manifest panel will open. Use the Search Tags field to search by tag number or product name. You can also use the Filter, Location, and Sort dropdowns.
3. Each tag card shows a green Match badge if the tag matches a product on the order, or an orange No Match badge if it does not. Matching tags also show which product they will fill (e.g., “Will fill: Alpine Watermelon Gummies 5mg”).
4. Select the tags you want to add by clicking the checkbox on each tag card.

The Preview section at the top shows how many tags are selected and a summary of each product being filled, including the selected count, remaining quantity, and any overfill warnings.

If a selected tag does not match any line item, an orange warning banner will appear: “X tags won’t match any line items and will be skipped.”

5. Click the + Add Tags button to fill all matched line items at once.

Use Attach when your facility assigns Metrc tags at the time of shipment rather than in advance. You can attach parent tags individually or in bulk.

1. To attach to a single line item, click the Attach button next to the product.
2. The Attach Parent Tags panel will open. It shows the number of Parent Tags Attached and a note that says “Attach tags to convert.”
3. Use the Search Tags field to find the parent (source) tag, or select from the Recently Updated tags.
4. Select the tag(s) and click + Attach Tags.

To attach parent tags across multiple line items at once, click the Bulk Attach button at the top of the Line Items section instead. This works the same way but lets you select tags for all products at once.

After attaching parent tags, you will need to convert them before the manifest can be sent to Metrc. See the next step.

After attaching parent tags, you must convert them into individual child tags before the manifest can be sent to Metrc.

1. Click the Bulk Convert button at the top of the Line Items section.
2. The conversion panel will show the attached parent (source) tags. For each tag, fill in the Target details:

• 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.

3. Click Convert to create the new child tags. The converted tags will be added to the manifest.

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

Scan Mode allows you to continuously scan tags using a barcode scanner. Hashio will automatically match each scanned tag to the correct line item on the manifest.

1. Click the Scan Mode button at the top of the Line Items section.
2. The Scan Mode panel will open with two tabs:

• Scan Child Tags — Use this to scan finished (child) tags that are ready to ship. Tags will be attached as filled tags.
• Scan Parents — Use this to scan parent (source) tags that will need to be converted before sending.

3. Place your cursor in the “Scan or Paste Tag” field and scan or paste the tag number.
4. If a matching tag is found, it will automatically attach to the correct line item on the manifest.

Products must be linked in Hashio for Scan Mode to work. If a product is not linked, the system cannot match the scanned tag to a line item.

1. Add Item — Click + Add 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 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 trash icon to remove a line item from the manifest.
5. Remove All Items — Click the red Remove All Items button on an expanded operation to clear all filled tags from that operation at once.

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 Transfer Templates button at the top of the page.
2. A Transfer Templates Preview window will appear. Review the summary at the top, which shows the number of Templates to Create, Total Tags, and Destinations.
3. Below the summary, the Transfer Templates are grouped by license. Each group shows a table with every tag, product, quantity, wholesale price, and weight.
4. When everything looks correct, click Send to Metrc next to the license group.

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.