Importing CSV Files to Record Sales (Metrc Manual)

Importing CSV Files to Record Sales

Metrc package ID numbers must be associated with one or more SKU items in the user’s Point of Sales (POS) system.

Use the POS system to export a CSV file to your computer. The file can then be imported manually into Metrc using the Data Import feature described in Section 9.  Alternatively, the Third-Party system can automatically upload the file using Metrc’s secure API (see the API Third Party Vendor list to see which firms can interface with Metrc on the Metrc website).

Sales (New)

Use the information below when building a Sales (new) CSV file for upload to Metrc.

Fields:

<Sales Date/Time>,<Customer Type>,<Patient Number>,<Caregiver Number>,<Package Tag ID>,<Quantity>,<Unit of Measure>,<Total Price>

Example:

2018-01-23 12:30,Patient,,,ABCDEF012345670000011229,5,Grams,20.52

Please note that the commas are just to designate the next column in the file. These commas should NOT be placed in your file if you are using a .csv file/excel spreadsheet. If you are using a .txt file, however, the commas are NEEDED.

Field

Format

Required

Description

Sales Date/Time

YYYY-MM-DD HH:MM

Yes

ISO 8601 Date

Customer Type

Alphanumeric

Yes

Valid Values:  Consumer , Patient or Caregiver

Patient Number

Alphanumeric

No

Numeric value.

Not required in California.

Caregiver Number

Alphanumeric

No

Numeric value.

Not required in California.

Package Tag ID

Alphanumeric (24)

Yes

Tag ID of Package involved in the sale

Quantity

Alphanumeric

Yes

Amount sold from the package

Unit of Measure

Numeric

Yes

Unit of measure for package in Metrc.

Valid values are:  Each, Fluid

Ounces, Gallons, Grams, Kilograms,

Liters, Milliliters, Ounces, Pints,

Pounds, Quarts

Total Price

Numeric

Yes

Alphanumeric (do not include $sign). Total amount before tax and after discounts

Sales (Update)

Use the information below when building a Sales (Update) CSV file for upload to Metrc.

Fields:

<Receipt Number>,<Sales Date/Time>,<Customer Type>,<Patient Number>,<Caregiver

Number>,<Package Tag ID>,<Quantity>,<Unit of Measure>,<Total Price>

Example:

0000123456,2018-01-23 12:30,Patient,,,ABCDEF012345670000011229,5,Grams,20

Please note that the commas are just to designate the next column in the file. These commas should NOT be placed in your file if you are using a .csv file/excel spreadsheet. If you are using a .txt file, however, the commas are NEEDED.

Field

Format

Required

Description

Receipt Number

Numeric

Yes

Numeric

Sales Date/Time

YYYY-MM-DD HH:MM

Yes

ISO 8601 Date

Customer Type

Alphanumeric

Yes

Valid Values:  Consumer , Patient or Caregiver

Patient Number

Alphanumeric

No

Numeric value.

Not required in California.

Caregiver Number

Alphanumeric

No

Numeric value.

Not required in California.

Package Tag ID

Alphanumeric (24)

Yes

Tag ID of Package involved in the sale

Quantity

Alphanumeric

Yes

Amount sold from the package

Unit of Measure

Numeric

Yes

Unit of measure for package in Metrc.

Valid values are:  Each, Fluid

Ounces, Gallons, Grams, Kilograms,

Liters, Milliliters, Ounces, Pints,

Pounds, Quarts

Total Price

Numeric

Yes

Alphanumeric (do not include $sign). Total amount before tax and after discounts


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