Please Note: This article pertains to functionality in the Latest Version of Treez.
Question:
How do I add my METRC License to Organization Management in the Latest Version of Treez?
Answer:
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.
or
Click the “+ Add License” button.
Fill out the 4 required fields. If your business has separate Medical and Recreational licenses, you will add 2 licenses here. If your business operates both Medical and Recreational under a single license, you can enter the license once and select both license types in the following steps.
Select License Type.
License types can be Medical, recreational or Both. Check the box(s) of the relevant license type for the license you are entering.
License Number
Enter the exact METRC license number here.
License Start Date
Enter the state date of your current license using the calendar selector. If you are unsure of your license start date, you can use the California State license search found here: http://search.cannabis.ca.gov
License End Date
Enter the expiry date of your current license. If you are unsure of your license start date, you can use the California State license search found here: http://search.cannabis.ca.gov
Click the “Done” button to apply the license details.
Confirm the license details you have entered.
Once the correct license information has been entered, 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.