This information applies only to states that use Metrc as their traceability system.
If you need to merge multiple packages into one, merge them in Green Bits. Merging packages in Metrc can lead to discrepancies between the two systems.
Important things to keep in mind
Merging involves taking the entire quantity from two or more existing packages and using the combined contents to create a new package. It is not possible to merge a partial quantity from an existing package (this can only be done by splitting packages), nor is it possible to merge into a pre-existing package.
In order to perform a merge, you'll need to identify an available package ID/tag that you'll enter into Green Bits in the steps below. To do so, log in to Metrc and navigate to Admin > Tags > Open > Available and confirm that the tag you're merging into is "received" and under your active license. Otherwise, Green Bits will be unable to successfully report the merge.
To ensure accuracy, copy this tag in step 2 below and paste it into Green Bits - do not manually type it! If you're not able to copy the package ID from the Metrc interface, as a workaround, download the PDF version of the package history and copy from there.
After merging in Green Bits, log back into Metrc and confirm that the new combined package has been successfully created. This should be done prior to selling from or transferring this package to avoid potential reporting issues.
Before merging, check each package in Metrc to ensure that it matches the quantity in Green Bits. Discrepancies on merged packages can result in reporting failures.
Only active packages with a positive, non-zero quantity can be merged. Do not attempt to merge packages with zero or negative quantity, or packages that have already been finished.
What if I don't see the new package in Metrc?
Merging can take up to 30 minutes. Green Bits will always prioritize reporting sales and importing new inventory manifests, so things like adjustments and merges may take a little longer to show up in Metrc.
In the rare cases that the merge lot has not gone through after 30 minutes, recreate the merge in Metrc just like you did in Green Bits. This is the only circumstance under which you should create a new package in Metrc as opposed to in Green Bits.
Why should I perform merges in Green Bits instead of Metrc?
If a new package is created in Metrc rather than in Green Bits, the new package will appear in Incoming Inventory in Green Bits and can be accepted and sold from immediately, however the original packages you merged will not update automatically and will still show pre-merge quantity. The only way to fix this is for Green Bits to perform a Metrc sync, which typically takes at least 24 hours to process.
1. Select the packages to be merged.
- Navigate to Inventory > Packages.
- Check the box to the left of each of the packages that you want to merge.
- Select the Merge Selected button.
2. Enter the new package/SKU information.
- Enter an active, available Metrc package ID in the New Package ID field.
- Enter a SKU. This SKU will only exist in Green Bits. Only the package ID from the previous step is reported to Metrc. You may also use the package ID as the SKU.
- Select a Green Bits product name to associate with the new merged package.
- Select OK.