How to Work With Purchasing Limits

According to the legislative system of the State of California, purchasing and selling of marijuana products should be limited to a certain extent. In order to comply with the law, IndicaOnline enables the feature that will allow keeping track of the products purchased and will notify you along with the Potify users in case the limit has been exceeded.

 The limits value suggested further in the article is provided by the Bureau of Cannabis Control (BCC). We strongly recommend you refer to BCC in a timely manner for any changes in the amount of cannabis allowed to be sold and purchased.  

Purchasing Limits

To set up purchasing limits for your IndicaOnline account, do the following:

1) Make sure that you have the Manage Purchasing Limits permission under the General section enabled. Admins will have the permission checkbox checked by default. In case it is unchecked, you will not have access to the Purchasing Limits tab.

2) Go to Config -> Purchasing Limits. 

3) Switch the Enable Purchasing Limits toggle on (YES) to start setting up the limits.

4) Specify the following information:

• Limit Name. Think of a limit name that would be understood by the users on Potify in case they exceed the purchasing limit. An easy-to-understand name of the limit will help them with deciding what products they should exclude from the order.
• Calculate by. Select one of the three ways the limits will be calculated by: Weight, Unit, or Total Weight of Cannabis Concentrate (TWCC). 
  
  PLEASE NOTE. In order to set the limit for the total weight of cannabis concentrate (TWCC) the product contains, make sure this information is filled out in the product profile under the Inventory section for Unit and Unit Range products.  Please refer to your manufacturer if you do not know the total weight of cannabis concentrate in a product.

• Product Type. Select product types you would like to include in the limit and set the amount of marijuana a recreational or medical patient can purchase.
• Recreational and Medical.  Specify the limits for Recreational and Medical customers. Leaving the Recreational or Medical checkboxes unchecked means that no limits are applied to these types of patients.

Click + Add New Rule to create one more limit.

Click the Save button to save your Purchasing Limits setting.

 Remember that the Product Type selected for one limit will not be possible to use for another. It means that if you have 11 product types and used 6 of them for the limit calculated by weight, you will have 5 product types left for other limits. 

Decline sales on exceeded Purchasing Limit

To be compliant with the Cannabis Control Authorities you can enable the Decline sales on exceeded Purchasing Limit setting, which prevents the possibility to commit a sale in case any Purchasing Limit is exceeded in the Cart.

Please note, that if this setting is on, then a Manager's PIN will be required to disable the setting.

On POS, Settings -> Patients, and enable the Decline sales on exceeded Purchasing Limit setting.

California

For California, we suggest the following product type division according to the way the limits are calculated, and the following daily limit for the recreational and medical patients to comply with the law:

Weight (Weight, Weight Range products, Unit, Unit Range products with the Net Weight field filled out and the Each Only toggle turned off):

Product Type	Recreational	Medical
Usable marijuana Cannabinoid edibles Cannabinoid topicals Cannabinoid tinctures Cannabinoid capsules Cannabinoid suppositories Cannabinoid transdermal patches Cannabinoid product other than product listed above	28.35 g	226.8 g

Unit (Unit, Unit Range products):

Product Type	Recreational	Medical
Immature marijuana plants	6 pcs	12 pcs

TWCC (Unit, Unit Range products):

Product Type	Recreational	Medical
Cannabinoid concentrate in solid form Cannabinoid concentrate in liquid form Cannabinoid extract in solid form Cannabinoid extract in liquid form	8 g	226.8 g

Please note, that Infused Pre-Rolls is a new Product Type. As Infused Pre-Rolls are infused with Concentrate and contain both Flower and Concentrate, separate Purchasing Limits are set and calculated for both Flower and Concentrate amounts. When creating a new product, you are able to input Flower amount into the "Net Weight" field and Concentrate amount into the "Total Weight of Cannabis Concentrate" (TWCC) field.

After the limits have been set, the following can happen on POS registers:

As you start creating an order for the patient, the system checks the patient's types and immediately calculates the limit for them as you add products one by one to the cart. Once the amount of Weight, Unit or TWCC in the order exceeds the limit a notification pop-up is displayed. 

If you have not made any adjustments to the order and are ready to proceed to payment or save the order to be picked up or delivered, the last warning notification will appear. You can choose to reduce the amount of product in the cart to comply with the law or continue without changes making it your own responsibility. 

You will be also notified if the patient has already exceeded any of the daily limits in the previous orders.

The limits will be calculated for the patients placing orders on Potify as well. In case the limit is exceeded,  it will be impossible to make a purchase and the patient will have to reduce the amount of product will have to be reduced to comply with the purchasing limit. 

 It is our responsibility to notify you if the quantity of MMJ products in the order exceeds the allowed amount. However, in case of any Metrc related issues (e.g., Metrc being unresponsive or patient recommendation information update being late, etc.), you may still proceed with the order on your POS register without receiving information on limits.

To learn about Purchasing Limits in Oklahoma, please refer to this article.

Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team.