In the article, we'll cover the main changes to your Canix account and differences in daily workflows as a result of completing your Canix + Metrc Integration Onboarding.

Overview of Changes to Workflow

Refresh Metrc Data
Review User Submissions
Review All Metrc Submissions
Metrc API Keys
Incoming and Outgoing Transfers
Waste
Testing
Metrc Tags

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:
- When working in "Offline Mode" on the mobile application OR when a user has "Requires Reviews on Submissions" applied to their permissions, new data is not immediately pushed.
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.

For any changes made directly in your Metrc account that you wish to see in Canix same day or immediately, you'll need to Refresh Metrc Data in Canix by following the easy steps in the link below. Otherwise, your changes will be pulled into Canix overnight in our daily sync.

More info: Data Sync Between Metrc and Canix

Review User Submissions

As mentioned up 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. This is intended for Admins to review their employee's submission before they go into Metrc, but can also be used by Admins to get comfortable with the new processes once on 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.

Please note: Using this feature requires that a Canix Admin is available to approve submissions whenever a user submitting updates for review is working on consecutive actions.

For example, if a user submits a Plant Batch Creation for approval and then wishes to Update Growth Phase for Plants in the batch immediate after, an Admin would first need to approve the initial Plant Batch Creation submission to have it submitted to Metrc and created before the user could proceed with editing it.

More info: Review Metrc Submissions

Review All Metrc Submissions

Once you are connected to Metrc, all Canix submissions to Metrc will be logged in your Metrc Submissions page.

Navigate in Canix to Admin > Metrc Submission > All to view them
- Once there, we recommend clicking the ⭐️ star icon next to the Metrc Submissions page title to add it to your Favorites for easy access at the top of the navigation menu
It is best practice to navigate there to view your submission after every time you submit in Canix
Each submission will display its status in the Status column
- Status = "Success" if your submission to Metrc is successful
- Status = "Running" if your submission to Metrc is still running, Canix is actively submitting it
- Status = "Retrying" if your submission to Metrc was interrupted and Canix is still retrying it
- Status = "Failed" if your submission to Metrc failed because of an issue with your submission
  - If it failed, click on the name of the submission to expand more information; this will display the exact error message from Metrc so that you know what was incorrect and needs to be fixed when you redo the work to try again
  - If your failed submission was one where you were creating new Packages, those Packages will be reserved in Canix to ensure no other users accidentally take them from under you; navigate to Inventory > Packages > View: Unsubmitted to view all Unsubmitted Package Tags (not yet sent to Metrc or used) and delete the Packages so that you can use them on your new attempt

Metrc API Keys

Once integrated, your Canix facility remains connected to Metrc via your Metrc API Key, which was added at the start of the onboarding process. This key must come from the Metrc account owner to provide your entire facility with full Metrc access.

Your Metrc account owner must user their Metrc API Key for the Canix Facility Key.
Each Canix User with permission to submit from Canix directly to Metrc must have their own Metrc API Key assigned to their Canix User to track their submissions. They will provide their Metrc Key to a Canix Admin who will then update their profile in Canix User Management.
- Any Canix Users who do not have their own key assigned will have all their submissions show in Metrc as if they were submitted by the Metrc account owner's name, which is uncompliant

More info: Find and Update Metrc API keys for Users and Facilities

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.

Incoming
- 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.
  - Accept Incoming Transfers
Outgoing
- 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 May 26th 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

Waste

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 info: How to Upload Plant Waste to Metrc

Testing

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.

More info: Syncing Test Results with Canix and Best Practices for Testing

Metrc Tags

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 the 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 in Metrc to ensure you place your next order at least 1-2 weeks before running out to maintain compliance.