How Do I Send Orders to METRC with the New CA Delivery Feature?

Please Note: CA Delivery Feature is currently in Limited Availability.

Question:

How do I send orders to METRC with the New CA Delivery feature?

Answer:

To send your completed orders to METRC with the New CA Delivery feature follow the steps below:

• Send to METRC: Once the order is ready to depart the facility, the user will select the group card (same as above), verify everything looks correct, and hit “Create in METRC.” This will both move the group to OFD and create the delivery group in the METRC manifest under status = “departed.” This can be searched in the client’s METRC portal under “Deliveries” > “Active”

Please Note: Once an order is created in METRC, it can NOT be adjusted in Treez. If necessary, the client will need to make adjustments directly in their METRC portal.

• Complete Orders: Finally, to complete orders within a group, the user must select the group fulfillment card (in OFD) and launch the group modal. From here, a user can select the desired order and hit “Complete Order,” launching POS (business as usual). Once “paid” and “Complete” the individual order will be removed from the group and populate under “Complete” in fulfillment. After all individual orders have been completed, the group card will no longer be present.

Completed METRC delivery sales can be viewed in the client’s METRC portal under “Deliveries” > “Inactive.”

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