The procedure outlined in this article is part of the initial Metrc integration process. For an overview of the process, see METRC Integration.
The product masters created in the previous step need to be given the same inventory that their original counterparts have, adding Metrc tags to them in MJ Platform the process. Due to Metrc API limitations, this inventory needs to be entered into Metrc as well. Once that is complete, you will zero out inventory from the original product masters that were incompatible with Metrc.
1. Add existing inventory from incompatible product masters to Metrc
In this procedure, you will work in Metrc. To make the process quicker, consider having a list of packages for all product masters that required you to create a new version of the product master. You will be entering those packages into Metrc and assigning them to the corresponding new product masters.
Log into Metrc.
Go to Transfers tab > External > Incoming.
Click New Transfer.
Fill out the required fields:
Type: Select "Beginning Inventory Transfer".
Phone No.: Enter your business phone number.
Planned Route: Enter the following message, inserting your license number where necessary: “All packages were weighed and/or counted at License Number <your license>. Verified by Metrc Admin.“
(Do not click Register Transfer yet.)
Add your inventory package by package for each product master you needed to create a new version of:
Click the magnifying glass button to open a window and search for the product master.
Select the new version of the product master and click SELECT to close the window.
In the Quantity field, enter the package weight or quantity.
Next to the Package Date field, click today.
If you have another package to add, click the Add button
and repeat from step 5a.
Click Register Transfer to close the window and add it to the list.
Click Complete in the rightmost column of the listed transfer. This opens the Complete Incoming Transfer window.
Add the required tag and location information:
In the Package # field, click the magnifying glass and click the first tag that hasn’t been used yet.
Take note of the tag number and package. You will need to apply the same tag number to the same package in MJ Platform in the next section.
In the Location field, click the magnifying glass and select the location of the package.
Repeat steps a to c for each package.
Click Complete Transfer.
2. Add existing inventory to the new "(count)" product masters in MJ Platform
In this procedure, you will work in MJ Platform. You will be adding the same inventory as you did in Metrc, this time through a Purchase Order in MJ Platform.
Open the App Drawer, expand the Supply Chain menu and click Create Purchase Order.
Fill out the required fields in the top section:
Partner: Select your own organization.
Partner Facility: Select your own facility.
Partner Facility Type: Select your own facility type.
Vendor Invoice Number: Enter "initial Metrc inventory for COUNT product masters".
In the Order Items section, add each new "(count)" product master that needs inventory:
From the Item drop-down menu, select the item you're ordering. This displays the Requested Amount field.
If the product master is not displayed in the drop-down menu, you may need to modify the product master and select the We purchase this item checkbox, and add your own facility as a vendor.
In the Requested Amount or Total # of Units field, enter the quantity you have for each package size.
Set the Price Per GR or Unit Cost according to the cost to you per unit/gram. If you set this to 0, your reports will not show accurate cost data.
Click Add Another Item (+) to add inventory to the next new product master.
Scroll to the bottom of the page and click Save And Receive Transfer. This opens the Inventory Receipt page.
Assign the appropriate information to each of your packages. They are grouped by product master.
Batch: Enter the original batch ID.
Package Id: You can either paste the package's original ID and append a suffix of "M" for Metrc, or a new package Id altogether. (Relabeling is inevitable due to the fact that a Metrc tag is now going to be attached to it.)
Tracking Id: Enter the same ID as the one you entered for this package in Metrc.
Storage Location: Select the storage location of the package.
Click Save And Print Labels, then print and attach the new labels. Inventory is now added to the new product masters.
3. Remove inventory from the original incompatible product masters
Now that the new compatible product masters have the proper inventory assigned to them, remove inventory from the original product masters that were incompatible. Be sure to only select the incompatible old product masters.
Open the App Drawer and click Reconciliations.
Click the applicable product category tab.
Browse the list to find the page with the applicable item names. You can enter a product master name in the search field to narrow the list.
Click a row to expand it. For each package associated with an old incompatible product master, set the Package QTY to 0, set the Adjustment Reason to "Other", and click Adjust. (Leave the METRC fields blank).
Repeat this procedure until all packages associated with the old product masters incompatible with Metrc are zeroed out.