The state of New York has reassigned their Track & Trace provider (also known as Seed-to-Sale or STS) from BioTrack to METRC and will complete the transition by December 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 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!
Timeline
October 7th - By October 7th, 2025 licenses must designate their STS (METRC) Admin using OCM's Mandatory Survey
This will be the user that is initially credentialed in METRC and will receive an Industry Admin account in METRC.
October 22nd - METRC UAT Sandbox is available for Third Party Integrators (TPIs) to begin building and testing their METRC integrations.
October 31th - Lab Testing Facilities can begin requesting METRC credentials once they complete the "New Business Training" in METRC Learn.
If you need help with this process, please contact METRC at 877-566-6506
November 7th - All licensees can begin requesting METRC credentials once they complete the "New Business Training" in METRC Learn.
If you need help with this process, please contact METRC at 877-566-6506
November 7th - Start UID (also known as Package Tags) order.
It is important that licensees purchase enough tags for every unique lot or batch of inventory on hand (NOTE you do NOT need package tags for each unit, only each unique batch/lot of inventory items). These package tags will be required to import your existing inventory into METRC during the transition. An insufficient amount of package tag will result in only a partial migration or a delay in your migration date until sufficient tags can be acquired.
November 14th - December 17th - Licensees begin importing inventory into METRC.
In most METRC migrations, Laboratory licensees will migrate first, followed by cultivation/distribution and retail licensees migrate last. This allows the supply chain to to get inventory into the tracking system before it is moved to retail.
Treez estimates to being migrations the first week of December for retail licensees.
December 1st - December 17th - Treez will being processing migrations for Retail licensees.
December 17th - All licensees must be integrated with METRC.
What Are My Frist Steps
In order to begin the transition process, there are several 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 migrate 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 batch/lot in their inventory, plus about 10% more to account for any transfers, External Transfers or inventory growth between the time you order your packages tags and the night of the migration. NOTE: Not 1 package tag per unit, 1 per unique batch/lot Barcode ID. You can think of this as a unique line item on an invoice for all inventory that is currently in stock. 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 (Filter out MERCH and NON-INV items as these do not require METRC package tags) 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.
Keep in mind that once you are on METRC, ALL inventory adjustments are reported to METRC automatically and are visible by OCM in real time.
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. We suggest keeping your on hand inventory to a minimum in the weeks leading up to your METRC migration.
Changes to be Aware Of
Inventory Changes
Treez currently tracks inventory using the "Ext Batch ID" users enter when receiving an invoice while METRC tracks retail 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 longer reflect the Ext Batch ID.
The previous Ext Batch ID will no longer be available in Treez.
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 the Purchasing module and begin retail sales.
If you receive a non-METRC transfer of cannabis goods from an unintegrated vendor (meaning the vendor did not send this transfer through METRC) AFTER you have migrated Treez to METRC, you must enter this transfer into METRC as an External Transfer. Once the External Transfer is entered into METRC and received, you may use the Purchasing Module to receive the METRC External Transfer into Treez.
Purchase Limit Changes
TBD
Treez Changes
Treez purchase limits will be enforced based on METRC Item Categories, regardless of how the Treez Product is categorized, as described above.
Licensees will gain access to the METRC Compliance Management module within SellTreez. This module will allow users to view Sales and Adjustments that have been sent to METRC as well as view sale and adjustments that have failed to send to METRC.
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 will be automatically sent to METRC. This can be turned on or off through a configuration available in the Config Page > Inventory > Traceability page. By default this configuration will be ON by default after your migration. Adjustments made while this configuration is off will need to be manually reported in METRC directly.
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 Purchasing Page of Treez.
What Will the Migration Process Look Like?
The migration window is estimated to be between December 1st and December 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 migration window.
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 number.
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.
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.
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.
Depending on inventory size, this process may require multiple External Transfers as METRC limits the transfers to 500 packages at a time. However, in our experience, the METRC UI is very slow to load anything more than 200-300 packages per transfer.
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. If you do not create a METRC inventory location, one will be created for you during the migration.
Once the External Transfer(s) have been received, notify Treez to continue the migration.
Treez will begin replacing the Ext Batch ID associated with your current inventory with the METRC Package Tag assigned during the External Transfer step above.
Tips
Get tags ordered as soon as possible and there are processing and delivery delays. Tags are physical and digital, unlink BioTrack's digital only tags.
Do not begin creating external transfers prior to your migration
Do not begin tagging your inventory prior to your migration
Learn more about how Treez interacts with METRC in our Help Center: