SellTreez: Manually Creating a Metrc Package (Starting Inventory ONLY)

Any inventory in your store at the time of your switch onto Metrc is considered your starting inventory. We'll provide you a sheet to import your inventory, but if you accidentally leave products off, you can still create these manually in Metrc afterward.

NOTE: This process should only be used for inventory that was on-site and in your possession at the time of your switch to Metrc. Any new incoming inventory after the switch must be accepted through a Metrc Transfer.

If the Item in this package isn't in your Metrc portal yet, you'll need to create it before starting this process. Because this Item is part of your Starting Inventory, be sure to include the prefix "SI" before the actual item name. This is required so the state can identify what was part of the beginning inventory. Click here for instructions on Creating a New Item in Metrc.

Step 1: Log in to your Metrc portal and navigate to Packages > Active > New Package.

Step 2: Scan an unused package tag into the 'New Tag' field.

Step 3: Enter the item name in the 'Item' field and select the appropriate option with the 'SI' prefix in the name.

Step 4: In the 'Quantity' field:

• For Flower, Kief, and Plant items, enter the total weight (in grams) you're including in this package.
  e.g. If this new package is of 10 jars of 3.5g flower, enter 35 in this field.
• For all other item types, enter the total count of units you're including in this package.
  e.g. If this new package is 15 packs of gummies, enter 15 in this field.

Step 5: In the Unit of Measure dropdown:

• For Flower, Kief, and Plant items, select grams.
• For all other item types, select Each.

Step 6: In the 'Package Date' field, enter the date you're creating the package (today's date).

NOTE: Do NOT check the 'Production Batch' checkbox as this option is only intended for use by Manufacturers.

Step 7: If you left more than one product off of your Starting Inventory import, click the blue + button and repeat Steps 2-6 until all the packages are entered.

Step 8: Click the green Create Packages button.

Step 9: Now this package is ready to be pulled into Treez through our receiving invoices flow.