It is imperative that you contact [email protected] and let us know your migration plan and date of the new license so that we can assist you in a timely manner.
After contacting [email protected] you will need to ensure that all sales and adjustments are sent to METRC before your METRC API key, license and packages can be updated to the new license. If you do not take this step, the send to METRC action in Compliance Management will fail after the switch as the packages will no longer be associated with your previous license. You can review this article to ensure you are performing this needed step correctly: All About Compliance Management
NOTE: You should make sure to the time range of your search on METRC Control includes your time on Treez under that license to ensure you are seeing all possible errors. By default Compliance Management will show a 30 day time range when the page loads and will not include error which occurred more than 30 days ago that remain unaddressed.
Once you have verified all Sales and Adjustements have been sent to METRC, dismissed and/or manually uploaded, you may proceed to update your store's licenses by following these steps:
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.
Click the "Remove" link on the existing license(s).
Confirm the license removal by clicking the "Remove" button.
Click the “+ Add credential” button.
in the "New state tracking credentials" popup, enter the METRC API Key associated with this stores METRC license, then click "Fetch licenses".
Select this stores license(s) from the list of licenses associated with the provided API key by checking the "Use this license" box to the right of the license(s).
You will also want to select the default inventory type for each of the selected licenses. This will determine the inventory type that is automatically assigned to inventory received from this license in purchase.
Some states use comprehensive licenses in which a single license allows the license to sell to both Adult Use and Medical customers. Other states issue separate, independent licenses for each customer type. This designation is typically reflected accurately in METRC, however, some markets that have switched licenses to a comprehensive license from sperate licenses such as NV and MD have not updated the METRC designations for the comprehensive license.
Treez will automatically select Recreational for licenses that are designated as Retail only in METRC.
Treez will automatically select Medical for licenses that are designated as Medical only in METRC.
Treez will automatically select Custom for licenses that are designated as both Retail and Medical in METRC.
When the default is set to Custom, users much select the inventory type manually on each invoice received in Purchasing.
Verify you have selected the appropriate license(s) and inventory type, then click Verify and Save.
Once the correct license information has been saved, 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.
