In this article, we'll cover the required steps you'll need to take in your Canix account to ensure your data is accurate and ready for upload through our Metrc Onboarding tool.

Onboarding Process

1. Order Plant and Package Tags in Metrc
2. STOP! Do not enter any additional information into Metrc.
   • To make this process as smooth as possible, the team at Canix has built a comprehensive Metrc Onboarding feature. This will allow Canix to upload your beginning inventory directly from Canix into Metrc, including Facility Data (Locations, Items, and Strains) and all active Plant Batches, Plants, and Packages inventory.

To avoid encountering errors during Integration Onboarding that will cause delays, you must follow the complete Auditing Checklist below to comb through your Canix inventory and confirm that everything is accurate and ready to be uploaded into Metrc.

Auditing Checklist

1. Plant Batches
2. Plants
3. Harvests
4. Packages
5. Sales Orders
6. Facility Data

Plant Batches

• Review all Active Plant Batches, ensuring they are fully up to date
  • Update Growth Phase as needed to reflect your actual inventory
  • Destroy any non-active Plant Batches so they aren't uploaded to Metrc

Plants

• Review all Active Plants, both Vegetative and Flowering, ensuring they are up to date
• Destroy and Waste any non-active Plants so they aren't uploaded to Metrc

Harvests

Your Active Harvests cannot be uploaded to Metrc, but your Packages will be.

• Package all sellable material for Active Harvests
  • Package the Total Wet Weight if needed, even if still drying, as you can adjust the Package weight later to account for moisture loss
• Finish/deactivate all Active Harvests after Packaging

Packages

• Bring your total Package count to 200 or less - (Metrc requires this for upload)
  • Combine like Packages to bring your total to 200 or less (Metrc's max upload allowance)
  • If you can’t combine them down to 200 packages, you’ll have to manually enter every Package directly into Metrc after integrating. If you choose to go this route, please alert Customer Support.
• Any Packages of Seeds must be count-based "Each" - (Metrc requires this for upload)
  • Update any Active Packages of Seeds to use the count-based Quantity of "Each" (do not use weight-based "Grams") and adjust Quantity/Weight to reflect the correct number.
    • Refer to the Facility Data section down below for info on updating Seeds Item Types
• Audit Inventory Amounts
  • After combining like Packages together, check your Inventory Availability page to check the total inventory amounts shown for each Item Type - compare these numbers with what you physically have on hand to ensure accuracy
  • Adjust Packages as needed to correct any discrepancies you find
• Finish/deactivate any Packages with 0 quantity - (Metrc requires this for upload)

Sales Orders

• Audit all Sales Orders for accuracy
  • Ensure that each Line Item on your Sales Orders has the correct Package(s) attached
  • Ensure that a Transfer is attached to each one
• Archive any Sales Orders that have been fulfilled

Facility Data

• Review your Facility Data to confirm accuracy (Locations, Items, Strains)
  • All Items must have Strains assigned to them - (Metrc requires this for upload)
    • Especially those related to Immature Plants or Seeds
  • Any Items for Seeds will need to be count-based - (Metrc requires this for upload)
    • In Facility Data > Items, filter by typing "Seeds" into the "Type" column text box
    • Ensure all Seeds Items use the "Seeds (count)" Item Type (do not use "Seeds")
    • Ensure all Seeds Items use the Quantity Type/Weight Unit "Each" (do not use Grams)
      • Refer to the Packages section above for info on updating Active Seeds Packages
• Delete any Facility Data you no longer use

When you have finished auditing your entire Canix inventory, please reach out to Customer Support for access to our Metrc Onboarding tool!

Additional Resources

Preparing for Metrc

Canix + Metrc Integration Onboarding

Metrc Oklahoma Official Page