For an overview of how Green Bits and Metrc integrate with each other, see Guidelines for working in Green Bits and Metrc. For inventory management guidelines, see Tips for managing inventory in Metrc.
Metrc is the cannabis traceability system for several states. Green Bits and Metrc integrate and sync with one another, automating many processes that would otherwise need to be done manually.
- What does and does not sync from Metrc to Green Bits
- What does and does not sync from Green Bits to Metrc
- Deli-Style vs. Pre-Pack Sales
- Adjusting and comparing package quantities
- Discrepancies resulting from conversion errors
Metrc → Green Bits
What you should always do in Metrc
The following are the only actions that Green Bits pulls from Metrc.
Always do the following in Metrc:
- Accept manifests
- It may take up to 1 hour before you can see the manifest in Green Bits.
- Green Bits automatically pulls in any new active packages that appear under your license in Metrc. Most commonly, this happens when you accept a manifest in Metrc, but also includes packages that you create yourself in Metrc. After accepting a manifest in Metrc, complete the receiving process in Green Bits.
- Set/change a package's unit of measure prior to receiving
- It is best practice to accept weight-based inventory in grams.
- Transfer inventory to another location
- It may take up to 24 hours for the package status to change to Transferred out after you transfer inventory in Metrc.
What you should never do in Metrc and always do in Green Bits
You should never do any of the following in Metrc, unless Green Bits Support advises you. If you do any of these actions in Metrc, they will not be reflected in Green Bits.
Always do the following in Green Bits:
- Adjust package quantities
- Split packages
- Merge packages
- Close packages
- Creating Products and Product Types
- Receive inventory and associate inventory to Products (you will first accept manifests in Metrc)
- Create or report sales (Green Bits does this automatically!)
If you do any of those actions in Metrc or if you notice a discrepancy between Green Bits and Metrc, contact Support. In most cases, Green Bits Support can resolve discrepancies between the two systems with an inventory sync.
Green Bits → Metrc
Green Bits pushes the following information into Metrc:
- Sales and associated package IDs
- Package ID and sales associated with that package
- Changes in quantity
- Price of product
- Closed packages
- Split/merged packages
Deli-style vs. pre-pack flower sales
If your store is in Alaska, Colorado, or Oregon, you can decide how you want to sell cannabis flower:
- Deli-style (tracked and sold by weight, typically in grams).
- As pre-weighed and pre-packaged units of flower or pre-rolled joints.
- A combination of the deli-style and pre-packaged units.
If you want to sell cannabis flower deli-style, accept the manifest in grams in Metrc, receive inventory, and start selling.
If you want to sell cannabis flower as pre-packaged flower and pre-rolls, you must convert them to units before you can sell them. If you do not convert, your budtenders will have to enter the weight of each individual unit. See What do I do if a unit-based item appears on my Metrc manifest as weight-based? for more information.
Flowchart for deli-style and pre-packaged sales:
Adjusting and comparing package quantities
As a result of weight-to-unit conversions, you will have multiple SKUs and product names associated with a single package. For instance, if your store does both deli-style and pre-packaged flower sales, you could have all of the following separate SKUs/products, all associated with the same package ID:
- Bulk flower for deli-style sales
- Pre-packaged flower - 1 gram
- Pre-roll - 0.5 gram
- Pre-roll - 1 gram
- Pre-packaged flower - 3.5 grams (eighth)
- Pre-packaged flower - 7 grams (quarter)
- Pre-packaged flower - 14 grams (half)
- Pre-packaged flower - 28 grams (ounce)
As you order more a Product, each of those will have multiple active packages associated with it. Green Bits tracks the quantity on hand for each product and SKU individually, while Metrc tracks sales and quantity based on package IDs only.
Why are there two different quantities in two different places within Green Bits?
When auditing or adjusting packages, or when there is an apparent discrepancy between Green Bits and Metrc, check the Packages page instead of the Products page. The Packages page shows all products and SKUs associated with a single package ID and also the total package quantity.
As an example, Metrc shows a package quantity of 15 ounces for package ID ABCDEF012345670000010042, containing Jack Herer flower. But, Green Bits shows a quantity of 122.2428 grams, or 4.31199 ounces, for Jack Herer bulk flower on the Products page.
In this case, Green Bits shows the package quantity in ounces because it was accepted in Metrc as ounces. The inventory and the Product you associate it to do not have to be the same weight unit of measure (for example, you can accept it in ounces and associate it with a Product where the unit of measure is grams). Green Bits automatically converts the unit of measurement when Products are weight-based, which is why it's listed both ways. You cannot change the unit of measure after you accept a manifest.
There's still a discrepancy, with Metrc showing 15 ounces, and Green Bits showing only a little more than 4.3 ounces.
Look up the package ID ABCDEF012345670000010042 on the Packages screen, and the quantity matches Metrc - 15 ounces.
The Product page only shows a single SKU/product. After it was accepted, the Products associated with this package ID have been converted into pre-packaged flower and pre-roll joints.
To see a detailed breakdown of this 15 ounces of Jack Herer after it was converted, select the Jack Herer Product and then select Actions > Adjust Quantity.
The remaining quantity of the bulk flower is listed at the top, plus each other associated product/SKUs, the number of units on hand for each SKU, and each SKU's weight per unit. Green Bits automatically converts between weight units to arrive at 15 ounces total quantity on hand for the entire package, which matches what is shown in Metrc.
Discrepancies resulting from conversion errors
The Packages section of Back Office can also help you keep track of conversions and spot errors made during the conversion process.
In this example, an inventory manager converted Jack Herer bulk flower into 100 units of Jack Herer 1g pre-packaged flower, shown below as SKU 04522568. Due to an entry error, the inventory manager inadvertently created just one unit with a weight of 100g:
Even though this product has a weight of 1 gram, this specific SKU created in the conversion process is now set to a weight of 100 grams. If a budtender sells one unit from this SKU, Green Bits would report to Metrc that there was a sale from this package ID in the amount of 100 grams.
If the inventory manager looked at the Jack Herer 1g in the Product view, they would see that only 1 unit of SKU 04522568 was created when they intended to create 100 units:
If the inventory manager makes a quantity adjustment and increases SKU 04522568 to 100 units, each unit sold from this SKU would be reported to Metrc as 100 grams. If budtenders sell the entire SKU without correcting the error, the package quantity in Metrc would be negative 10,000 grams!
If you notice conversion errors, stop sales of the affected SKU immediately and follow the steps for un-doing a conversion. If sales of an affected SKU have already occurred, contact Green Bits support.