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The Metrc-integrated transfer feature allows you to pull received transfers from Metrc and map it to one of your MJ Platform product masters. After mapping it, MJ Platform auto-creates the Purchase Order for you (and auto-populates the cost of the inventory) for your records.
You can save mapped Metrc products so that whenever inventory comes from the same vendor's Metrc product in the future, it will automatically map to the correct product master in your facility.
Note: This is a new feature that we are rolling out in phases. It may not be available to you yet.
In this article:
Enabling Metrc-Integrated Incoming Transfers
Contact your support agent and request the feature be turned on for your facility. Once enabled, you can start using it!
Setting Up
Make sure you have the following set up before continuing.
Ensure proper information is set up for partners
Make sure the facility names and state license numbers are properly filled out in any partner profiles you will accept inventory from.
Open the App Drawer, expand the Facility Settings menu and click Partners.
Click the partner in the list, then click Modify Partner. This opens the Update Partner Profile page.
In the Partner Type field, ensure the Purchase From option is present.
Check the information for each of the partner's facilities:
In the applicable facility's information section, ensure the Partner Name is exactly the same as the name in Metrc. We recommend copying and pasting the name to be sure. Remove any trailing spaces at the beginning and end of the name.
In the facility's Documentation section, ensure the proper state license number is entered.
If the State License row says No files were added, select State License from the Add File drop-down menu.
Click Save at the bottom of the page.
Ensure proper information is set up for product masters
Make sure product masters for any incoming inventory has the proper vendor and cost per gram/unit information set up.
Open the App Drawer and click Products.
Find the product master in the list and click its Edit button.
Look under the Item Subcategory field. If you see a warning about the subcategory being unmapped, map it to a Metrc category before continuing.
Ensure the We purchase this item checkbox is selected.
In the Purchasing Information section, ensure all applicable information is present:
Check that the appropriate Vendor is selected.
Ensure the Cost Per GR or Cost Per EA is correct. (This is the cost to you per gram or unit for this product from this vendor).
Note: Do not set the cost to zero or a negative number.
If you need to add another vendor, click Add Another Vendor (+) in the bottom corner of the section.
Click Save and Return at the bottom of the page.
Accepting Metrc-Integrated Incoming Transfers
When you receive transfers from vendors whose Metrc products have not yet been mapped to one of your MJ Platform product masters, complete all the steps below. Once you have mapped incoming Metrc products, you will able to skip most of the steps for future incoming transfers, as indicated in the procedure below.
Receive the transfer in Metrc:
Log into Metrc.
Click Transfers in the top menu, then select Incoming Transfers.
Click Receive for each transfer to receive.
Verify the quantities and accept each transfer.
In MJ Platform, Open the App Drawer, expand the Supply Chain menu and click Purchase Orders.
Click Retrieve Incoming Transfers from Metrc. This pulls the received transfers from Metrc.
Open the App Drawer and click Supply Chain. Then click Metrc Partner Product Mapping. From this page you will indicate which product masters the inventory from each transfer should be assigned to.
Any transfers from vendors whose Metrc products you've already mapped (if any) will appear on the Mapped tab; not on the Unmapped tab. If the Unmapped tab is empty, skip to step 8.
On the Unmapped tab, select the mapping for each incoming transfer:
From the MJP Partner Facility drop-down menu, select the partner facility that corresponds to the vendor from Metrc.
If the correct partner facility is not displayed, ensure its information is properly set up.
From the MJP Product drop-down menu, select the product master to map the vendor's Metrc product to. The incoming inventory will be assigned to that product master.
If the correct product master is not displayed, ensure its information is properly set up.
Make sure the unit of measure for the Metrc product matches the unit of measure for the MJ Platform product you select.
Click Save. The mapping is complete and saved for any future transfers from this vendor's Metrc product.
Note: You are currently required to click Save after filling out each mapping because it will blank out all other fields as a side effect. This side effect will be removed in a future release.
Open the App Drawer, expand the Supply Chain menu and click Purchase Orders.
Click Retrieve Incoming Transfers from Metrc again.
For each incoming transfer whose Metrc product has been mapped to one of your product masters, a Purchase Order is automatically created with the cost automatically calculated based on the product master's cost per GR/EA field. Complete the inventory receipts to receive the inventory:
Open the App Drawer, expand the Supply Chain menu and click Inventory Receipts.
Click Receive for the transfer you want to receive from Metrc. This opens the inventory receipt with most of the fields automatically filled out based on the information from Metrc.
Complete the inventory receipt in the usual way (start from step 5; most of the information is already populated).
Repeat for each applicable active inventory receipt.