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Each Metrc tag is associated with a specific batch of that product. It's assigned to the item at the time of creation (or when the item is added to Metrc for starting inventory) and is carried through the product's lifecycle. Manufacturer barcodes (known as UPCs or Product Barcodes) usually remain the same on all shipments of the same product, carrying insufficient information for Metrc package tracking.

Treez barcodes are unique and associated with each item's package tag, so when you scan an item with a Treez barcode, the transaction will be recorded on the proper Metrc package. (e.g. You have multiple packages of Kiva Milk Chocolate bars and want to sell one. Scanning the manufacturer barcode on one of the bars will tell you what the item is, but does not include other required Metrc information — most importantly, which package the individual chocolate bar originated from. With a Treez barcode, scanning the chocolate bar will automatically recognize which package the item came from.)

Assuming each unit is labeled with a Treez inventory barcode that gets scanned at the point of sale, you never need to worry about what package you’re selling from. Since we automatically associate each Treez inventory barcode with its originating Metrc package tag, every time a Treez inventory barcode is scanned, we’ll know exactly which package it came from — no guesswork required.

In the event you manually added an item to the cart (i.e you didn’t scan the barcode) and you have multiple packages of the same product available in your inventory at once, we’ll add the inventory using First in, First Out methodology by default. This means the oldest sellable batch of that prodcut will be added to the order. Its best to always scan products to avoid selling a different Metrc package than the one physically given to a customer.

Most markets require that sales are reported in real-time or reporting within 24 - 48 hours from the time of sale. Treez pushes sales data to Metrc within seconds of the sale occurring. If Metrc experiences an issue (such as an outage or slowed performance) it may block sales from being uploaded. In these cases, Treez safely stores your sales data within Trace Treez — our own intermediate traceability layer between your Treez POS and Metrc. Our Compliance Management module will show sales that could not be sent to Metrc and allows retry attempts or export options for manual reporting to Metrc via CSV uploads.

Most markets require licensees to perform a full inventory reconciliation at least once every 30 days. When you submit inventory counts through the Inventory Adjustment page, Treez will immediately push the inventory adjustments to Metrc within seconds. Typically we do not suggest making any manual inventory adjustments in the Metrc portal, as this may cause a discrepancy between the systems. If you routinely perform cycle counts (highly recommended) and are submitting counts by product category on a daily/weekly basis, this will fulfill the rolling 30-day reconciliation requirement.

The only type of adjustment that doesn’t require action to be taken through the Inventory Adjustment page in order to be sent to Metrc is the destruction of a returned cannabis product. Regulations typically require any returned cannabis items be destroyed (and it's best practice to do this on camera) and cannot be resold. In Treez, any customer returns will automatically populate in the ‘POS Return’ location within Inventory Control and can be destroyed from there. When an item has been destroyed, the action will automatically be sent to Metrc without requiring any additional adjustment in Metrc.

As soon as you ‘receive’ a licensed transfer or ‘complete’ an incoming external transfer in Metrc, those packages can immediately be imported into Treez through the Purchasing module.

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