Below we have curated some basics of using METRC as it pertains to the day to day interactions licensees have with the Track & Trace provider. However, licenses should always refer to METRC help center for the most up to date information provided directly by METRC.
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How do I find my Metrc API Key?
Your Metrc API Key allows Treez to communicate with Metrc on behalf of your license when syncing inventory, reporting sales/adjustments and any other interactions with METRC. Follow these steps to locate your Metrc API key.
Login to Metrc
In the upper right corner of the screen, locate your username and click the downward arrow to open the user menu.
Select the "API Keys" option.
If you have never generated an API Key, you will see a green "generate" button and no API key will be listed. If this is the case, click the generate button.
If you have previously generated an API Key you will now see a screen that lists your API key and a QR code. The QR code can be scanned to obtain your API key or you can double click on the API key to copy it. Note that when you hover your mouse over the API key, your cursor will turn into a prohibition sign icon (
) but you can still copy your key after highlighting it.
TIP: You can always regenerate your API key if you believe it has been compormised. Keep in mind that anytime your generate a new API Key, the previous key will no longer work, causing integrations with your METRC account such as the Treez Metrc integration. You will need to update all integrations with your updated API Key to restore your integrations. Its best practice to only regenerate an API key after hours to avoid connectivity issues.
How should I be naming any new items I create?
Some markets have strict naming requirements and approval process for METRC items. Its always best to reach out to your regulatory authority to confirm their requirements. When there is not a specific required naming convention, we suggest using a consistent naming convention across all your items for easy identification. We recommend Brand, Flavor/Strain, Product Type, Classification (if applicable), THC/CBD ratio, amount.
EXAMPLE: Flow Kana Strawberry Preroll Indica 1g.
When do I need to create ‘items’?
Whenever you receive a new product that’s never been a part of your inventory, you’ll create a new item to map the packages to. You can find instructions on creating a new item here. (During your migration, we'll create these for each item in your inventory at the time of the switch onto Metrc.)
When do I need to create 'strains'?
Some item categories in Metrc (Typically categories pertaining to Flower, Pre-Roll Flower, Pre-Roll Leaf, Kief, Leaf, and all Plants) require you to assign a Strain before you can finish creating the item. You can find instructions on creating a new strain here. (During your migration, we'll create these for each strain in your inventory at the time of the switch onto Metrc.)
Once I create a strain/item can I reuse it again?
Yes, for data consistency you should reuse Metrc strains and items for each new shipment of product when they are exactly the same. Keep in mind though that any Items with "SI" in the title are for starting inventory only. Any product brought into your store's possession after the switch onto Metrc should be manifested with the Item name without "SI" in the title.
Do I have to add all my employees into Metrc?
Not typically, licensees usually only need to enter employees who will be working with the interface. Always check with your states regulatory agency to confirm your responsibilities regarding maintaining Metrc users. However, most markets require licensee's to keep an up-to-date employee record at all times, so, for the sake of ease, operators can use Metrc’s ‘Employees’ module (Admin > Employees > Add/Edit Employees) to keep that information centralized. If an Employee's role changes, their profile can be edited directly in Metrc by another staff member with the proper permissions.
TIP: You’ll see this blue + sign peppered throughout Metrc. It allows you to take “bulk actions” by populating another section of whatever you’re looking at below it so you’re able to create multiple employees, strains, items, packages, etc. with fewer clicks.
By default, Industry Admins (the main account administrators) have all permissions enabled, but other employees of a licensed facility may also be given permissions to edit employee information.
How do I suspend or remove an employee’s access to Metrc?
There are two ways to suspend the access of an employee from a Metrc portal:
1.) If the employee is on temporary leave and/or you do not want them accessing Metrc for a limited duration of time, you can 'Lock' the employee (Admin > Employees > Select the employee > Lock). This will keep them associated with your license and facility but will prevent them from accessing your Metrc portal. You can unlock the employee once access should be restored from the same screen.
2.) If the employee is no longer working for you, you should use the disable button to terminate their access to your Metrc portal. Once an employee is disabled they will no longer appear in the employee list, but will still be listed in the history list for the facility. If an employee whose account has been disabled is rehired, their information will need to be reentered into Metrc.
NOTE: If you have more than 1 facility, you can use the "all" button instead of removing access 1-by-1. In Metrc terms, a 'Facility' refers to each unique license. In California, micro/vertically-integrated businesses are all nested under the same license. So this would only apply if an operator holds separate, unconnected licenses eg. Cultivation & Retail.
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