- A package must be unfinished and active in Metrc before Green Bits can report to it.
- Double-check package IDs to make sure they are valid, "received" in Metrc, and free of typographical errors.
- Regular inventory audits can help avoid selling from packages that have been transferred out of Metrc. If a package exists in your dispensary, it should also exist in Metrc. One way to keep a handle on this is with regular inventory audits.
- Splitting packages is necessary if you need to return or transfer a portion of a package.
- If you transfer the original lot or package from which items have been sold and a customer comes back to return an item that originated from a lot or package that has been transferred out, you will be unable to accept the return because your store would no longer own the lot or package in question.
- By splitting your inventory before you transfer/return it, you ensure that any products that have already been sold can be reported in Metrc.
- Merging packages involves taking inventory from all products assigned to that package ID.
- If you attempt to merge 2 or more packages that have converted products, Green Bits will pull inventory from all products with the same package ID (including converted products). Converted products may show negative inventory if the front of house continues selling from a product after it has zero quantity.
- Making an adjustment on the Packages page in Green Bits to reflect the correct amount will fix this issue.
- Don't sell from packages that you are Transferring. This will prevent sales from reporting.
What could cause reporting issues?
- Transferring a package in Metrc before Green Bits has had a chance to report all sales or adjustments from that package.
- Issues with your Metrc API key. The user who generates your store's API key must have certain permissions in Metrc.
- A package was split or merged into an invalid package ID.
- Strain names and details that do not match between Green Bits and Metrc.
- Green Bits uses the product details you enter like weight and strain name and reports those to Metrc. If a product exists in Green Bits a corresponding item should exist for it in Metrc.
- Typos, extra spaces, and differences in capitalization
- For example, SpaceQueen in Metrc vs. Space Queen in Green Bits
- Attempting to merge a package with zero quantity in Metrc.
- Merging packages with different products or units of measure
- For example, attempting to merge a .5 gram cartridge of Bubba Kush with .5 grams of Bubba Kush flower
Preventing reporting errors before they start:
- After splitting or merging in Green Bits, check to make sure that the split or merge appears with correct quantity in Metrc. Packages created by a split or merge in Green Bits will usually appear in Metrc in 30 minutes or less.
- Check to make sure the last sale or adjustment for the package appears in Metrc before transferring the package out of Metrc.
- Pull an audit log in Green Bits and compare to the package history in Metrc.
- The last reported transactions should match between the two systems.
What if a tag has been destroyed or the package isn't in Metrc?
Reach out to your state regulatory body for instructions on how they would like you to fix this.
Keep and save good notes about any actions you take on your Green Bits account in case they have questions.