Please Note: This article pertains to the METRC Delivery functionality in the Latest Version of Treez, available in:
California
Massachusetts (Adult Use Only)
Michigan (Beta)
New Jersey
Nevada
Question:
How does the METRC Delivery feature work with True Up? Will there be discrepancies?
Answer:
When a delivery is created in METRC, either from the METRC UI or through the Treez METRC Delivery integration, the METRC packages on the delivery sale is deducted from the METRC quantity immediately. The inventory is reserved in Treez but is not officially deduced from inventory until the delivery ticket is completed through the Fulfillment Dashboard. This means that while you have active delivery manifests open in METRC, the METRC quantity of any packages on an open delivery manifest will will appear lower than the Treez quantity, which does not reduce the quantity for the purposes of True Up.
TIP: We do not recommend performing True Ups during business hours or while you have active deliveries open in METRC. Please ensure all deliveries in METRC are voided or completed prior to making any True Ups in Treez.
If you must perform a True Up while you have active deliveries open in METRC, be sure you exclude all packages on open deliveries to avoid creating discrepancies.
Using the METRC delivery feature properly will help ensure no discrepancies are created between METRC inventory and Treez inventory. When the order is completed and subsequent METRC delivery is completed, the inventory will be deducted from Treez and remain the same in METRC since the quantity was removed from METRC when the delivery sale was created.
If an order is cancelled through the fulfillment dashboard, the associated delivery manifest in METRC will be voided, returning the packages inventory quantity to its be delivery state.
Note: If a change needs to be made to a delivery order, updates to METRC must also be made, and this is manual. Best practice is if a change to an order must be made when it is in the "Out for Delivery" status, cancel the order and make a new one.
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