Metrc Integration

GreenPOS integrates with Metrc to maintain compliance with state regulations. All inventory and sales data syncs automatically.

What is Metrc?

Metrc is the state-mandated track-and-trace system for cannabis. It tracks:

• All cannabis products from seed to sale
• Inventory movements and adjustments
• Sales transactions
• Transfers between facilities

Setting Up Metrc

Prerequisites

Before connecting to Metrc:

1. Active Metrc license
2. Metrc API credentials
3. User key from Metrc account

Connection Steps

1. Go to Settings → Integrations → Metrc
2. Enter your credentials:
   • Software API Key
   • User API Key
   • License Number
3. Select your state
4. Click Connect
5. Verify connection successful

Sync Overview

What Syncs Automatically

Data	Direction	When
Products	Metrc → POS	Hourly
Packages	Metrc → POS	Hourly
Sales	POS → Metrc	Real-time
Adjustments	POS → Metrc	Real-time
Incoming Transfers	Metrc → POS	Hourly

Sync Status

Check sync health:

1. Go to Compliance → Metrc Status
2. View:
   • Last successful sync
   • Pending items
   • Failed items
   • Error messages

Sales Reporting

Every sale automatically reports to Metrc:

1. Sale completed in POS
2. Data sent to Metrc immediately
3. Package quantities updated
4. Transaction logged

Required Data

Each sale reports:

• Customer type (medical/recreational)
• Patient ID (if medical)
• Products and quantities
• Package tags used
• Date and time
• Price and payment

Receiving Transfers

Accept incoming transfers from Metrc:

1. Go to Inventory → Incoming Transfers
2. Find your transfer
3. Review packages
4. Accept or reject each package
5. Inventory updates in POS and Metrc

See Receiving Inventory for detailed steps.

Inventory Adjustments

All adjustments sync to Metrc:

1. Make adjustment in POS
2. Select Metrc-approved reason
3. Add required notes
4. Adjustment posts to Metrc

Adjustment Reasons

Use only approved reasons:

Reason	When to Use
Theft	Product stolen
Damage	Product damaged
Moisture Loss	Weight loss from drying
Lab Sample	Sent for testing
Quality Control	Failed QC check
Administrative	Data correction

Package Management

Viewing Package Tags

Every package has a unique Metrc tag:

• Visible on package detail page
• Required for all inventory actions
• Printed on labels

Package Actions

Actions that sync to Metrc:

Action	Metrc Impact
Sell	Reduces package quantity
Adjust	Updates quantity, logs reason
Transfer	Moves to new facility
Combine	Merges packages (same product)
Finish	Marks package as empty

Troubleshooting

Common Sync Issues

"Package not found"

• Package may not have synced from Metrc yet
• Click Sync Now to refresh
• Verify package tag is correct

"Quantity mismatch"

• Metrc quantity differs from POS
• Do inventory count to reconcile
• Adjust to match physical count

"Invalid license"

• Check license number in settings
• Verify license is active in Metrc
• Contact state if license issues

Viewing Error Log

1. Go to Compliance → Metrc Logs
2. Filter by status (success/error)
3. Click error for details
4. Follow resolution steps

Manual Retry

If sync fails:

1. Find failed item in logs
2. Click Retry
3. If still fails, check error message
4. Fix issue and retry

Compliance Reports

Generate Metrc-ready reports:

1. Go to Reports → Compliance
2. Select report type:
   • Daily Sales Report
   • Package Inventory
   • Transfer Manifest
   • Adjustment Log
3. Export for records

Best Practices

1. Sync often - Don't let pending items build up
2. Check daily - Review sync status each morning
3. Document issues - Screenshot errors for support
4. Stay current - Keep package data accurate
5. Train staff - Everyone should understand basics

Multi-Location

For multi-store operations:

• Each location has own license
• Separate Metrc credentials per location
• Transfers between locations tracked
• Reports available per location or combined

Next Steps

• Receiving Inventory - Accept Metrc transfers
• Cycle Counts - Verify inventory accuracy