This information applies to our existing customers in Oklahoma, who are beginning to track their cannabis sales via Metrc track-and-trace system.
All customers in Oklahoma must migrate the current product quantity to Metrc. In order to facilitate this process, the "Inventory Migration" section must be organized, in which companies indicate the correct categories and the products to be migrated.
Following our guidelines will help you to prepare for Metrc and ensure compliance, as well as to avoid inventory errors, manual migration work for you and your employees, fees for professional services, and possible shutdown.
Audit your inventory
Make sure you have a consistent naming convention for your products in IndicaOnline and check for any duplicate product profiles. Merge them into one profile and hide the duplicates if there is a sales history. Complete a live inventory count and make sure IndicaOnline matches what you have on the floor and in your storage.
Once you have completed your inventory audit, you can begin to connect the products you have in IndicaOnline to the correct package quantity type and category in Metrc. To simplify this process we have built a widget into IndicaOnline.
NOTE: Access to the "Inventory Migration" page is only available to those employees:
- who has access to all Metrc Facilities;
- whose Metrc key is specified in IndicaOnline;
- who has IndicaOnline "Safe/Shelf Management" permission.
On your computer go to Config ->Inventory Migration
Here you can:
- view the number of the products ready for migration and the expected amount of tags you have to order for the packages;
- view and sort the product collection by its product name (default);
view the quantity of MMJ products available. Products with available quantities of "0" are not visible;
- view Product Category;
- view Quantity Type (Weight/Count);
- view Metrc Category;
- view Facility Name;
- view Package Quantity;
- toggle on/off if your product is "Ready For Migration";
- open and assign Metrc Category under "Actions".
Go through one product at a time and click Assign Metrc Category to open the pop-up window. It contains basic product information and some mandatory text fields that depend on the product type.
If you have a weight product, only the weight category can be assigned.
Unit and Unit-Weight Product
If this is a unit product with or without weight, it can be made as a unit or unit weight product.
Use this form for weight-based products.
Use this form for count-based products.
Use this form for the weight-based products that are sold as units and contain the Net Weight of a product.
As you complete each product, toggle the Ready for Migration switch to ON. You will need to do this for every product on this list.
Once the product is assigned to the Metrc category, options "Edit" and "Erase" will appear instead of the "Assign Metrc Category" button.
Edit and Erase actions
Click the Edit button to open the "Assign Metrc Category" menu.
Click Erase ->OK to erase Metrc category.
Entered data will be erased, and the "Assign Metrc Category" button will appear again.
To learn how to add your staff in Metrc, see How to Add My Staff in Metrc guide.
To learn how to work with pending packages, see Pending packages guide.
We are open to your suggestions and feedback. Thank you for using IndicaOnline. If you have more questions regarding this article, you can submit your request to tech support.