Compliance & Traceability
Metrc, BioTrack, and state-specific requirements
93 articles
- Consumption Lounge SOPConsumption lounges are licensed on-site spaces where customers can purchase and consume cannabis products in a controlled environment.
- Traceability: Send Inventory Adjustments to Metrc or BioTrackConfig determines whether inventory adjustements are sent to Metrc or BioTrack
- SellTreez: How Do I Disable a License in SellTreez?
- SellTreez: Handling Out of State Medical IDs in METRC Control - MO ONLY
- Setting Up Individual User Traceability CredentialsLearn how to setup individual API Keys for METRC Sales and Adjustment reporting!
- Illinois Medical Sales in Treez
- What is a Discrepancy Report?
- How Do I Sync Inventory Between Treez & BioTrack?
- What Do I Do if I Have a Discrepancy Between Treez and BioTrack?
- How To Identify What BioTrack Inventory Type is Assigned to a Product
- Error Control - BioTrack Error GlossaryFind out what the BioTrack errors in Compliance - Error Control mean
- All About BioTrack DeliveryLearn about the BioTrack delivery feature!
- Infused Flower & Preroll Product CardsThis guide outlines how to configure product cards for infused flower and infused prerolls to ensure accurate purchase-limit calculations across Treez Markets.
- SellTreez: Performing a Metrc True UpLearn how to perform a METRC True Up!
- SellTreez: Navigating Metrc True Up
- SellTreez: How to Remove Packages from True Up
- SellTreez: Manual Package Import via Metrc CSV
- SellTreez: Investigating Inventory Discrepancies Between Treez and Metrc
- SellTreez: What should I do if I transferred a package with previous sales out of my license?
- Troubleshooting Tasks Stuck on METRC ControlLearn how to upload sales & adjustments that could not be resolved in METRC control using a CSV export!
- SellTreez: All About Compliance Management - METRC
- SellTreez: Inventory vs. Package vs. Product
- SellTreez: Creating a New Item in MetrcLearn how to create new items in METRC!
- SellTreez: Creating a New Strain in MetrcLearn how to create new strains in METRC!
- SellTreez: Manually Creating a Metrc Package (Starting Inventory ONLY)
- METRC Error GlossaryLearn more about the METRC errors you see in Compliance Management!
- Outgoing Transfers in METRCLearn how to create an Outgoing Transfer in METRC!
- Splitting a Package in METRC When Creating a Package from an Existing PackageLearn how to create a new package in METRC from an existing package, also referred to as "Splitting a Package".
- Using METRC - Special Circumstances
- Returns to Vendor in METRC and TreezLearn how to return inventory to a vendor in METRC and Treez!
- Using METRC - Transfers
- Using METRC - BasicsLearn the basics of using METRC!
- Receiving Inventory in METRC (Incoming Licensed Transfers)
- Repackaging in METRC and Invoicing Packages in Treez
- METRC Packages and Tags
- METRC Basics and Definitions
- SellTreez: Looking Up a Patient’s Purchase Limit (MI & MO)
- Compassion/Donation Packages (CA)
- SellTreez: Importing a METRC Package that Has Been Previously Imported
- Ensuring Compliance When Your License Changes - SOPLearn about the steps required when your METRC license changes!
- SellTreez: METRC Medical Updates Colorado 2022
- SellTreez: Compliance Management Nuances for the Massachusetts Market
- SellTreez: Metrc Training - Understanding the Basics
- Syncing METRC Lab ResultsLearn more about syncing lab results from METRC!
- How Do I Split a Package in METRC?
- Why are Adjustment Notes Sometimes "Hidden" in METRC?
- CA ONLY - How Should I Record Trade Sample Units in METRC and Treez?
- Why are My METRC Packages Being “Finished” and "Unfinished” by Treez?
- Retail ID (METRC)Learn about Retail ID and how you can use Retail ID today!
- METRC Permissions ExplainedLearn METRC permissions and how they impact Treez!
- Generating a New Metrc API KeyLearn how to generate a new Metrc API key when errors occur or you're setting up a new shop. Pitfalls to consider when generating a new key.
- Splitting and Merging Packages in Metrc
- How Do I Add My METRC License to Stores in Treez?Learn how to add your cannabis business license(s) to you stores in Organization Management!
- SellTreez: Pre-Count SOP
- What to Do in the Event of a Product Recall or Administrative HoldLearn how to handle products that have been recalled or otherwise put on administrative hold by a state regulatory agency.
- Reciprocity for Out of State Medical SalesEnsure your out-of-state patient sales are reporting correctly to METRC by recording the State that issued the patients Medical Card.
Metrc Delivery
Navigating the Metrc Delivery Feature
- All About Metrc Delivery Cash Order Workflow
- All About Metrc Delivery Pre-Paid Order Workflow
- How To Enable Delivery Driver Permissions for METRC DeliverySelf-service enablement of Delivery Driver Permissions for use with METRC Delivery is now available in the Latest Version of Treez.
- Common Errors in the METRC Delivery Feature
- How Do I Cancel Orders in the METRC Delivery Feature?Learn how to cancel an order when using METRC Delivery and its impact on the METRC Leger or Manifest.
- How Do I Edit or Delete Group Orders in the METRC Delivery Feature?
- How Do I Create New Delivery Groups in the METRC Delivery Feature?
- How Do I Send Orders to METRC with the METRC Delivery Feature?Learn how to send delivery orders to METRC using the METRC Delivery feature.
- All About the METRC Delivery Feature (CA Only)Learn all about the METRC Delivery feature from Treez as it relates to the California market.
- What Information is Required to Enable the METRC Delivery Feature?
- How Do I Close Delivery Groups in the New METRC Delivery Feature?Learn more about closing Delivery Groups when using the METRC Delivery feature.
- All About the METRC Delivery Feature (Excluding CA)Learn about the METRC Delivery Integration in METRC markets outside of California!
- How Do I Enable METRC Delivery?
- How Do I Complete an Order in the METRC Delivery Feature?
- How Does the METRC Delivery Feature Work with True Up?