In the article, we'll cover the main changes to your Canix account and differences in daily workflows as a result of completing your Metrc Onboarding.
Overview of Changes to Workflow
- Incoming and Outgoing Transfers
- Refresh Metrc Data
- Review Submissions
- Metrc Tags
- Changing Locations
Incoming and Outgoing Transfers
You should always use Canix to create both Incoming and Outgoing Transfers. However, there is an additional step that must be taken in Metrc in order to register those Transfers.
- When a customer sells you product, you’ll first accept the Incoming Transfer in your Metrc account. Canix will automatically pull the new inventory into your Canix account during our nightly refresh. If the incoming Packages need to be used in Canix that same day, after the Transfer has been accepted in Metrc, you’ll return to Canix and Refresh Metrc Data to have the reporting sync the new inventory at that moment.
- How to Accept Incoming Transfers into Metrc
- After creating a Sales Order in Canix, you'll create an Outgoing Transfer from the Sales Order as normal. After the Transfer is created, you'll log into your Metrc account to register the Transfer Template so that the receiving company can accept it into their inventory.
- How to Register an Outgoing Transfer in Metrc (Submit Draft Transfer Templates)
- External - Transfering to a Non-Metrc Licensee
- In order for a Metrc-integrated licensee to transfer product to a non-Metrc integrated licensee before the June 30th deadline has passed and all Licensees are on Metrc, you will need to follow the instructions below to conduct an External Outgoing Transfer with the Type "Licensed Business Non-Metrc Transfer," which is a special transfer created just for this situation.
- Oklahoma: Making a Transfer to a Non-Metrc Licensee
Refresh Metrc Data
Canix has a two-way data sync with Metrc, which ensures that your data is always up-to-date and the state has access to your most recent records.
- Canix to Metrc - New data submitted in Canix is pushed to Metrc in real-time, except in two instances:
- Metrc to Canix - Canix pulls in Metrc data daily on a nightly basis, which allows Canix to pulls in any changes you've made in Metrc throughout the day and reconciles your records.
- If you're ever missing data in your Canix account, you can easily Refresh Metrc Data with the click of a button.
More information here: Data Sync Between Metrc and Canix
As mentioned above, Canix pushes data to Metrc in real-time. In order to help you avoid mistakes and maintain compliance, we offer the ability to Review Submissions in a high-level view before going live in Metrc.
- You can turn this feature on for individual users under Admin > User Management.
You can review any Pending Submissions under Admin > Metrc Submissions > Pending Approval.
More information here: Review Metrc Submissions
Many types of Waste will be automatically synced to Metrc upon submission from Canix, but there is one situation that requires you to log into Metrc to submit it directly. After creating Plant Waste without destroying the plants, Canix will email you a CSV file that you will download and then open Metrc to upload.
- When submitting Plant Waste alone, without the destruction of the Plant, you will need to save the CSV file Canix emails you and upload it to Metrc (no need to open this file after download). It is not submitted automatically due to Metrc restricting access to this action outside of Metrc.
- Canix automatically submits through the Metrc API any time you create “Harvest Waste”, “Plant Waste + Destroy” with the destroy option checked, or “Plant Destruction”.
More information here: How to Upload Plant Waste to Metrc
Canix makes it easy to ensure all packages have associated testing records by automatically syncing your test results from Metrc, as well as enabling you to upload COAs directly into Canix so that you can provide these records on your future sales.
- Check out our new Canix feature that allows you to easily view all Packages and their associated test results by navigating to Inventory > Packages > Lab Tests.
Once integrated, you're required to use Metrc's Plant Tags and Package Tags for all of your inventory moving forward. Your designated Metrc account owner/manager will follow the steps in the link below to order both Plant and Package Tags electronically (more than enough for your entire inventory) and then open Metrc to receive them into the Facility once they've arrived.
- Order enough Plant Tags and Package Tags to cover your entire inventory plus a few months.
- 1 individual Plant Tag is required for each Plant in Vegetative and Flowering stage.
- 1 individual Package Tag is required for each Package.
- Use the Retagging Reports you downloaded at the end of your Metrc Onboarding to reference which new Tags need to be attached to each Plant and Package.
- As time passes, keep an eye on your remaining available Plant and Package quantities to ensure you place your next order at least a week before running out to maintain compliance.
More information here: Ordering and Receiving Metrc Tags
In OK, Changing Locations of your assorted inventory is currently only allowed through the Canix-Metrc API via certain methods, except when it is included as part of a separate action.
- Change Location as the only submitted action - Canix provides this functionality through the mobile app only
- If your account is connected to Metrc and you need to Change Location of a Plant Batch or Plant without making any additional updates to that object at the same time, you'll need to use the Canix Mobile App to complete this action.
- If you need to Change Location of a Package without making any additional updates to it at the same time, currently you'll need to open Metrc to complete this action.
- Change Location submitted within other changes - Canix supports this functionality on both mobile and web apps
- If you need to update a Package, Plant Batch, or Plant in another way, such as Update Growth Phase or Split Package, you can also Change Location at the same time you take that action in the Canix web app, which will then be sent to Metrc.
More information here: Changing Locations - Plant Batches, Plants, and Packages