Package Adjustments (Metrc Manual)

Package Adjustments is a tool to adjust the weight, volume, or quantity of a Metrc package. Adjustments are not used to correct sales in a store. Package adjustment reasons are set by the State. A note section is available for the licensee to explain why that package adjustment was made.

The Adjust Packages page shown in Exhibit 69 is accessed by selecting the Adjust button option the Packages page.

  1. Package. Use this field to identify the Package Tag ID to be adjusted.  The Package must be selected before entering values in any other fields on the page.
  2. Item Drop Down. Quantity is a read-only only field displaying the current quantity in the selected Package.
  3. Adj. Quantity. Use this field to increase or decrease the quantity in the selected Package.  Use a negative number as shown in the example to decrease the quantity and a positive number to increase the quantity.
    The user can choose to enter an Adj. Quantity or a New Quantity.  When a value is entered in the Adj. Quantity field, the amount in the New Quantity field is automatically calculated when the user clicks out of the Adj. Quantity field.
  4. New Quantity. Use this field to specify the New Quantity in the selected Package.
    The user can choose to enter a New Quantity or an Adj. Quantity.  When a value is entered in the New Quantity field, the amount in the Adj. Quantity field is automatically calculated when the user clicks out of the New Quantity field.
  5. Reason Drop-Down. Use the Reason drop-down to indicate why the Package is being adjusted.  See Section 6.5.1 below for the list of Adjustment Reasons defined by the State of California.
  6. Optional Note. Use the Optional Note field to provide further explanation of the circumstances that lead to the need to adjust the package.
  7. Adj. Date. Enter the date the package is being adjusted (or use the today button to enter the current date).
  8. Add Button. Select this button to record another package adjustment simultaneously.
  9. Adjust Packages Button. Select this button to process the package adjustment in Metrc.
  10. Cancel Button. Select this button to disregard the entries made on the Adjust Packages page and return to the Packages page.

Adjustment Reasons

All adjustment reasons shown in Exhibit 70 are defined by the State of California, not Metrc.

Adjustment Reason

Reason Usage

Display Sample

Any amount of cannabis or cannabis product used for display purposes in a licensed designated retail area. 

Enforcement Testing

Under order of state and/or local jurisdiction, samples removed from a licensee’s inventory for enforcement related analysis.

Free Medicinal Cannabis Goods

Cannabis goods that are provided to a medicinal cannabis patient or primary caregiver without compensation.

Incorrect Quantity

Package received via transfer that was not correctly weighed or counted. This should not be used to correct sales. If the package quantity varies significantly, it should be rejected.

Notes section should be used to explain the error.

Adjustment Reason

Reason Usage

Mandated Destruction

Cannabis plant(s) or package(s) destroyed as a result of a State– or local authority–mandated or –supervised process, a response to a health department advisory, or another similar circumstance.

Onsite Testing

To indicate testing on a licensed premise for the purposes of quality assurance of the product in conjunction with reasonable business operations.

 

Note: Not to be used for official state testing

Over Pulled

Too much product was placed in a new Metrc package, resulting in less product remaining in the originating package than is reflected in Metrc. This requires a note indicating the corresponding package that was under pulled.

Notes section should be used to explain the error.

Oversold

Over reported sales from the package.

Notes section should be used to explain the error.

Sample Tested 

Used by laboratories during official state testing to report quantities of a sample used during the testing process.

FOR LAB USE ONLY

Scale Variance 

When there is a measurable difference in the weight of the product due to a scale.

Theft

Discrepancy in cannabis product inventory due to theft; State should be notified.

Under Pulled

Too little product was placed in a new Metrc package, resulting in more product remaining in the originating package than is reflected in Metrc. This requires a note indicating the corresponding package that was over pulled. 

Notes section should be used to explain the error.

Undersold

Underreported sales from the package.

Notes section should be used to explain the error.

Voluntary Surrender

In coordination with state and/or local jurisdiction, indicates that the cannabis product was voluntarily surrendered and no longer in the licensee’s possession.

Waste (Unusable Product) 

Cannabis or cannabis product rendered and disposed of per licensing authority regulations.

Weight Change Due to Moisture

Packaged cannabis product’s weight has increased or decreased due to moisture content change.

Importing CSV Files to Record Package Adjustment Information

Metrc provides the option of making data entries for Package Adjustments using a comma separated value (.CSV) files which is uploaded to Metrc using the Data Import feature described in Section 9.

The CSV file is most commonly generated from third party software, but can be created manually as well.  The Metrc Mobile application also creates a Package Adjustment CSV file for upload using the Data Import feature.

Package Adjustment CSV File Format

Use the information below when building a Package Adjustment CSV file for upload to Metrc.

Fields:

<Package Tag ID>,<Quantity>,<Unit of Measure>,<Reason>,<Optional Note>,<Adjustment

Date>,<Employee ID>

Example:

1A4FF0100000022000000710,-25.25,Grams,Spoilage,Severe Heat,2017-07-15,John.Jones@CanFarm.Com

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

Package Tag ID

Alphanumeric (24)

Yes

Tag ID of Package being adjusted

Quantity

Alphanumeric

Yes

Amount of package adjustment - positive (+) to increase quantity and package and negative (-) to decrease quantity

Unit of Measure

Numeric

Yes

Unit of measure for adjustment

Reason

Alphanumeric

Yes

Reason for the adjustment.  See Exhibit 70.  Must match exactly.

Optional Note

Alphanumeric

Optional

Explanation of the adjustment

Adjustment Date

MM/DD/YYYY or YYYY-MM-DD

Yes

US Short Date or ISO 8601 Date

Employee ID

Alphanumeric

Yes

Metrc Username of the employee taking the adjustment action

NOTE: Once a CSV is imported successfully, there is no way to automatically reverse the import. Any corrections will have to be performed manually.

 


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