Adding Strains and Items (Metrc Manual)

Each facility will add strains and items which will be used to enter beginning inventory or transfer inventory. Strains should be entered first as some items will need to use the strain names created from this step. Items created for the facility will correspond to the products the facility produces.

Adding Strains

  1. Strain Name. Enter the strain name of all strains currently grown in each facility (required field).
  2. Testing Status. Select whether or not this strain has been tested, and if so was it done in-house or by a third party (optional field). This field does not have any effect on State testing requirements.
  3. THC and CBD Content. Enter the THC and CBD content (optional field).
  4. Indica vs. Sativa. Indicate the level of Sativa vs. Indica for each plant.
  5. Add More Items. Select this button to add multiple strains from this page at one time.
  6. Create Strains Button. Select this button to save entered data and create strains.
  7. Cancel Button. Select this button to exit the page without saving any changes.

Adding Items

Items are used to track the licensee’s inventory through the supply chain life cycle. The Item Names are used to identify what type of item is packed into a package. An inventory list of a licensee’s current plants or packaged product is a good starting point to create the items in Metrc.

When adding items into Metrc using the page shown in Exhibit 8, keep in mind that:

1.    When creating packages, the term Items identifies what type of item is in a Metrc package.

2.    Items in Metrc allow each industry facility to have their own item names.

3.    An item name cannot be just simply a category name. It must be specific to the item in that package or production batch. 

4.    Unlike Employees, Strains and Rooms, Items cannot be created for multiple facilities at one time.

5.    See Section 3.2 below for information on switching between facilities.

6.    Each facility creates its own items that are unique with item name, category and strain. A facility cannot create duplicate item names.

7.    Each item requires a category selection and these categories are determined by the State of California. 

8.    The purpose of the categories is for grouping similar items for reporting purposes.

9.    The item name will identify what is in the package and the category the item belongs in. 

10. The facility that packages an item will assign the item name to the package. The package will retain that item name unless it is re-packaged. 

11. When creating a package, the item name will be chosen from the list of items previously created. 

 

California has defined the item categories to be used by the industry.

Add Items

  1. Add Item's Name. Enter the item's name to identify what type of item is packed into a package. Items must be uniquely named, even if they are in different categories. For items that are in a Category requiring a strain designation, create a unique item name for each strain (i.e., Bud’s Blue Dream, etc.).
  2. Category.
    Use the drop-down to select a Category for each item. Categories are defined by the State of California and are shown in Exhibit 9 with the associated tracking requirements.
     
                     
     

    Category

    Quantity Type

    Strain

    Required

    Unit

    Volume

    Required

    Unit

    Weight

    Required

    Capsule/Tablet

    CountBased

    NO

    NO

    NO

    Concentrate (liquid)

    VolumeBased

    NO

    NO

    NO

    Concentrate (liquid-each)

    CountBased

    NO

    YES

    NO

    Concentrate (solid)

    WeightBased

    NO

    NO

    NO

    Concentrate (solid-each)

    CountBased

    NO

    NO

    YES

    Edible

    WeightBased

    NO

    NO

    NO

    Edible (each)

    CountBased

    NO

    NO

    YES

    Extract (liquid)

    VolumeBased

    NO

    NO

    NO

    Extract (liquid-each)

    CountBased

    NO

    YES

    NO

    Extract (solid)

    WeightBased

    NO

    NO

    NO

    Extract (solid-each)

    CountBased

    NO

    NO

    YES

    Flower

    WeightBased

    YES

    NO

    NO

    Fresh Cannabis Plant

    WeightBased

    YES

    NO

    NO

    Immature Plant

    CountBased

    YES

    NO

    NO

    Infused Pre-Roll

    CountBased

    NO

    NO

    YES

    Kief

    WeightBased

    YES

    NO

    NO

    Leaf

    WeightBased

    YES

    NO

    NO

    Liquid

    VolumeBased

    NO

    NO

    NO

    Liquid (each)

    CountBased

    NO

    YES

    NO

    Pre-Roll Flower

    CountBased

    YES

    NO

    YES

    Pre-Roll Leaf

    CountBased

    YES

    NO

    YES

    Seeds

    CountBased

    NO

    NO

    NO

    Seeds

    WeightBased

    NO

    NO

    YES

    Suppository (each)

    CountBased

    NO

    NO

    YES

    Tincture

    VolumeBased

    NO

    NO

    NO

    Tincture (each)

    CountBased

    NO

    YES

    NO

    Topical (liquid)

    VolumeBased

    NO

    NO

    NO

    Topical (liquid-each)

    CountBased

    NO

    YES

    NO

    Topical (solid)

    WeightBased

    NO

    NO

    NO

    Topical (solid-each)

    CountBased

    NO

    NO

    YES

    Vape Oil

    VolumeBased

    NO

    NO

    NO

    Vape Oil (each)

    CountBased

    NO

    YES

    NO

    Waste

    WeightBased

    NO

    NO

    YES

  3. Unit of Measure.
    Use the drop-down to select the unit of measure.  Depending on the Quantity Type defined for the Category selected, the available drop-down values may vary, as shown in Exhibit 10.  Depending on the Category selected, Unit Weight or Unit Volume may also be required.  See Dynamic Fields below.
     

    Weight

    Volume

    Count

    Grams

    Kilograms

    Metric Tons

    Milligrams

    Ounces

    Pounds

    Fluid Ounces

    Gallons

    Liters

    Milliliters

    Pints

    Quarts

    Each

  4. Add More Items. Select this button to add multiple items from this page at one time.
  5. Create Items Button. Select this button to create items, save the work and exit.
    1. Dynamic Fields (Shown based on prior data entry):

Strain. This field displays when the Category requires a strain designation.

Unit Weight. Use this drop-down to enter a unit weight (based on Category).

Unit Volume. Use this drop-down to enter a unit volume (based on Category).


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