The state of Illinois has begun transitioning their Seed-to-Sale provider (also known as Track & Trace provider) from BioTrack to METRC and will complete the transition by July 1st, 2025. While BioTrack and METRC both serve to track cannabis products through the states' supply chain, from cultivation through sale to the end consumer or patient, they are different software providers. There will be changes coming that impact all parts of the supply chain and a migration period where all current BioTrack inventory must transition to METRC.
TIP: The information provided in this article will be updated frequently as we learn more about the rollout. This is for informational purposes only and does not constitute legal or regulatory advice. Always consult your counsel and regulatory authority. Check back regularly for changes and updates!
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The information in this article will be updated as we learn more about the rollout for informational purposes only and does not constitute legal advice. Always be sure to
Timeline
NOW - Testing labs, transporters, cultivation centers, craft growers and infusers are currenting migrating to METRC.
June 2nd - June 17th - All retail licensees must transition to METRC between June 2nd and June 17th. Retail licenses are in process of getting METRC credentials (username and password) to prepare for their migration.
July 1st - BioTrack access will terminated.
What Are My Frist Steps
In order to begin the transition process, there are 2 important steps you must take.
Get Credentialed - Licensees will need to complete METRC training before they will be issued METRC login credentials. Licensees must have METRC login credentials before they can completed step 2.
Without access to METRC, licensee's will be unable to order their METRC Package Tags and will not be able to migrated to METRC.
Order Package Tags - All licensees will need METRC package tags (package tags are equivalent to BioTrack Barcode IDs.
Licensee's will need 1 METRC package tag for EACH unique BioTrack barcode in their inventory, plus about 10% more to account for any transfers, External Transfers or inventory growth between the time your order your packages tags and the night of the migration. Not 1 per unit, 1 per unique BioTrack Barcode ID. Contact your Treez Customer Success Manager for help deciding how many package tags to order
You can calculate the number of package tags you need by exporting the Inventory Valuation Report and running a count of unique barcode IDs in your current inventory. Then add at least 10% to that number.
Do not begin tagging existing inventory with your package tags as Treez will do this during the External Transfer process.
Ensure you maintain frequent and accurate inventory counts.
Treez will migrate your inventory to METRC using the inventory counts in Treez. If your inventory is incorrect in Treez the night of the migration, the inventory quantities migrated to METRC will be inaccurate and will require inventory adjustments to correct.
Limit ordering of new inventory before the migration.
If your inventory grows beyond the number of package tags ordered, licensees will not be able to migrate their inventory to METRC.
Changes to be Aware Of
Inventory Changes
BioTrack tracks inventory using unique a "Barcode ID" while METRC tracks inventory using a unique "Package Tag". These are conceptually the same, however, your Treez inventory and your METRC inventory will reflect the METRC Package Tag after the migration and will no reflect the BioTrack Barcode ID.
Migrated inventory will have the BioTrack barcode ID associated with it in METRC but it will no longer be tracked by this ID.
The previous BioTrack Barcode ID will be stored as an Inventory Barcode in Treez to maintain the ability to scan old BioTrack Barcode IDs in POS and Fulfillment.
METRC has more inventory types available for final form inventory than BioTrack did previously, as such inventory will be categorized slightly differently in METRC. Inventory types approved for retail sale (called categories on METRC) are as follows:
"Useable Cannabis" (BioTrack)
"Packaged Flower (Final Form)" (METRC)
"Packaged Pre-Roll (Final Form)" (METRC)
"Marijuana Mix Infused (mixed concentrates)" (BioTrack)
"Enhanced Pre-Roll (Final Form)" (METRC)
"Marijuana Extract for Inhalation" (BioTrack)
"Concentrate (Final Form)" (METRC)
"Vape Cartridge (Final Form)" (METRC)
"Liquid Marijuana RSO" (BioTrack)
"RSO (Final Form)" (METRC)
"Marijuana Infused Liquid" (BioTrack)
"Beverage (Final Form)" (METRC)
"Tincture (Final Form)" (METRC)
"Marijuana Infused Solid" (BioTrack)
"Capsules and Tablets (Final Form)" (METRC)
"Edible Food (Final Form)" (METRC)
"Marijuana Infused Topicals" (BioTrack)
"Topical (Final Form)" (METRC)
It is possible that vendors will begin sending inbound transfers via METRC BEFORE retail licensees have migrated to METRC as the supply chain will be migrating before retailers. Licensee's MUST check their METRC inbound transfers each time they receive a shipment to verify if the transfer was entered in METRC. If you receive a licensed transfer in METRC before Treez has migrated you to METRC, you must receive the transfer in METRC and set the transfer aside in a designated physical space inside your retail premises. You may NOT sell these products until you have migrated to METRC. Once you have migrated to METRC, you can import these manifests into Treez through he Purchase module and begin retail sales.
If you receive a transfer vis BioTrack AFTER you have migrated Treez to METRC, you must enter this transfer into METRC as an External Transfer (unavailable until 6/2/2025). Once the External Transfer is entered into METRC and received, you may use the Purchasing Module to receive the METRC External Transfer into Treez.
It is currently unclear how Infused Flower such as Moon Rocks will be categorized in METRC. METRC is working with the state of IL to verify how this should be handled as it was previously handled under the same inventory type as infused prerolls, "Marijuana Mix Infused (mixed concentrates)", in BioTrack.
Purchase Limit Changes
Infused prerolls will now be categorized in METRC as "Enhanced Pre-Roll (Final Form)" which contributes to the flower purchase limit, not the concentrate limit as previously categorized by BioTrack.
RSO Oil previously contributed to the Concentrate purchase limit in BioTrack and will now contribute to the THC purchase limit in METRC. This means AU customers will no longer be able to purchase 1g products categorized as RSO Oil in METRC as they will be limited to 500mg in the THC Infused category.
The Edible conversion conversion rate for edibles will now be the same as concentrates, allowing medical patients to purchase 21.3grams (equivalent to 2.5oz of Flower) of edibles.
The value used to apply purchase allotments for concentrates will no longer be the THC content as it was in BioTrack, it will now be the net weight of the product. Meaning a 1 gram vape cart will now attribute 1 gram towards the concentrate limit, just like flower. This applies to the following METRC Item Categories:
Vape Cartridge (Final Form)
Concentrate (Final Form)
Purchase limits will apply based on the METRC Item Category as follows for Adult Use Sales:
Flower Limit (Net Weight)
Packaged Flower (Final Form)
Packaged Pre-Roll (Final Form)
Enhanced Pre-Roll (Final Form)
Concentrate Limit (Net Weight)
Concentrate (Final Form)
Vape Cartridge (Final Form)
THC/Infused Limit (Total THC)
RSO (Final Form)
Beverage (Final Form)
Tincture (Final Form)
Marijuana Infused Solid
Capsules and Tablets (Final Form)
Treez Changes
Treez purchase limits will be enforced based on METRC Item Categories, regardless of how the Treez Product is categorized, as described above.
The Compliance - Error Control module will become unavailable after your migration to METRC and will be replaced by the METRC Compliance Management module within SellTreez. These modules serve the same purpose but each module was purpose built for the respective Track & Trace provider.
Licensee's will now have access to METRC True Up which allows adjustments to be sent to METRC which will make your METRC inventory counts match your Treez Inventory counts. Treez will calculate the "delta" discrepancy between Treez and METRC and the adjustment sent will result in the METRC quantity matching the Treez quantity.
Inventory Adjustments made through the Inventory > Inventory Management > Inventory Adjustment page can now be sent to METRC through a configuration available in the Config Page > Inventory > Traceability page. By default this configuration will be OFF to replicate the Treez experience you are used to today. However, to make the inventory adjustment process more efficient, we suggest you turn this configuration ON to reduce the double entry necessary to make adjustments in both Treez and your Track & Trace provider.
It's important to understand that inventory adjustments made on the Inventory > Inventory Management > Inventory Adjustment page will send an equal inventory adjustment to METRC. If there is a discrepancy between METRC and Treez, this will not correct the discrepancy as both systems will be adjusted by the same number. To correct discrepancies, its best practice to first check Compliance Management for unsent sales or adjustments and address those first. If the discrepancy still exists and the Treez quantity is accurate, use the True Up page to make METRC match Treez.
When receiving an inbound manifest, licensees MUST first accept the manifest in METRC, confirming the inventory quantities received, before you will see the inbound manifest appear in the Purchase Page of Treez. You can still import the whole manifest at 1 time and will not have to import package by package, however, METRC requires that manifests are accepted in METRC first.
What Will the Migration Process Look Like?
The migration window is between June 2nd and June 17th for retail licensees. Treez will not migrate all licensees to METRC at the same time and will work with you to schedule your migration during the 2 week migration window.
NOTE: Currently operating licensees who require existing BioTrack inventory to be migrated to METRC cannot migrate before June 2nd as METRC will not allow the required External Transfer to be created before that date.
Work with your Treez Customer Success Manager to schedule your migration date.
Keep your Treez inventory accurate leading up to the migration date.
Provide your Customer Success Manager your METRC API key and METRC license.
The API key provided MUST have full admin permissions in METRC, including ALL "Manage" permissions.
If you regenerate the API key provided before the migration date, you must provide your updated API key to your Treez Customer Success Manager as soon as possible. Invalid API keys will prevent the migration to METRC.
After the close of business on your migration date, be sure to abandon all draft and saved sales. Check Error Control for any outstand BioTrack failed sale and address them as appropriate by resending them, creating the manually in BioTrack and/or dismissing them.
Once all usage of Treez has completed for the night, inform Treez that you are ready to migrate to METRC.
Treez will begin analyzing your current inventory and configuring your Treez instance to integrate with METRC. Once configured for METRC, all BioTrack functionality will be removed and communication with BioTrack will cease.
Treez will begin creating Strains and Items in METRC based off of your current Treez inventory with quantity greater than 0 which will be used to create an External Transfer in your METRC license.
Once the External Transfer is created in METRC, the licensee is required to login to METRC and accept the External Transfer. The process of accepting the External Transfer will require the licensee to assign a METRC Package Tag and a METRC Inventory location to each of the inventory items on the External Transfer. This can be done quickly using the METRC Template functionality.
If there are not enough METRC Package Tags in your license for each of the inventory lines, you will not be able to migrate to METRC as you will be unable to assign the package tags required to accept the External Transfer.
If you have not already created a METRC Inventory Location, you will need to create one now.
Once the External Transfer has been received, notify Treez to continue the migration.
Treez will begin copying your current BioTrack Barcode IDs associated with your current inventory as Inventory Barcodes so you may continue scanning any barcodes affixed to your product currently.
Treez will begin replacing the BioTrack Barcode ID associated withy our current inventory with the METRC Package Tag assigned during the External Transfer step above.
Learn more about how Treez interacts with METRC in our Help Center: