Question:
How do I add my METRC License and API to Organization Management?
Answer:
If you are updating an existing license API key, skip to: Updating Your METRC API Key for Existing License(s)
Login at app.treez.io
Navigate to "Organization Settings" by hovering or clicking the collapsed primary navigation menu on the left side of your screen. Organization Settings will be at the bottom of the menu.
By default, users will land on Organization Management after clicking Organization settings.
Click the 3 vertical dots to the left of the store you wish to configure a license for.
Select Edit Info from the available options.
If you do not see “Edit Info” you may be missing the Organization Management > Edit Stores permission. Navigate to Role Management to add this permission to your role.
Navigate to the “Customer type and license” screen by clicking it from the left-hand menu or by clicking the “Next” button at the bottom right of the screen.
Click the “+ Add credential” button.
in the "New state tracking credentials" popup, enter the METRC API Key associated with this stores METRC license, then click "Fetch licenses".
Select this stores license(s) from the list of licenses associated with the provided API key by checking the "Use this license" box to the right of the license(s).
You will also want to select the default inventory type for each of the selected licenses. This will determine the inventory type that is automatically assigned to inventory received from this license in purchase.
Some states use comprehensive licenses in which a single license allows the license to sell to both Adult Use and Medical customers. Other states issue separate, independent licenses for each customer type. This designation is typically reflected accurately in METRC, however, some markets that have switched licenses to a comprehensive license from sperate licenses such as NV and MD have not updated the METRC designations for the comprehensive license.
Treez will automatically select Recreational for licenses that are designated as Retail only in METRC.
Treez will automatically select Medical for licenses that are designated as Medical only in METRC.
Treez will automatically select Custom for licenses that are designated as both Retail and Medical in METRC.
When the default is set to Custom, users much select the inventory type manually on each invoice received in Purchasing.
Verify you have selected the appropriate license(s) and inventory type, then click Verify and Save.
Once the correct license information has been saved, click the “Next” button at the bottom right of the page.
Click the “Save” button at the bottom right of the following page.
You will receive an “Entity Saved” popup confirmation once the updates to your store have been applied.
Updating Your METRC API Key for Existing License(s)
Login at app.treez.io
Navigate to "Organization Settings" by hovering or clicking the collapsed primary navigation menu on the left side of your screen. Organization Settings will be at the bottom of the menu.
By default, users will land on Organization Management after clicking Organization settings.
Click the 3 vertical dots to the left of the store you wish to configure a license for.
Select Edit Info from the available options.
If you do not see “Edit Info” you may be missing the Organization Management > Edit Stores permission. Navigate to Role Management to add this permission to your role.
Navigate to the “Customer type and license” screen by clicking it from the left-hand menu or by clicking the “Next” button at the bottom right of the screen.
Click the "Edit Credentials" button in the METRC section of the State Tracking & License Credentials panel.
In the Edit METRC Credentials popup, enter your new METRC API Key in the METRC API Key input.
Click the "Fetch License" button to check the license(s) associated with the new METRC API Key.
Ensure the current licenses associated with this Treez have the Use this license checkbox checked and click the Verify & Save button.
Once the correct license information has been saved, click the “Next” button at the bottom right of the page.
Click the “Save” button at the bottom right of the following page.
You will receive an “Entity Saved” popup confirmation once the updates to your store have been applied.
