As a licensed provider, you can avoid these common Metrc mistakes.
This guide has been created by the Montana Cannabis Control Division (the department) to address the commons issues/errors that providers are currently making with respect to their Metrc account.
Addressing these issues in a proactive manner can assist in with time, effort, and finances for providers with respect to these errors.
- There are certain Item Categories that require the provider to select a pre-existing strain and enter relevant information.
- It is strongly recommended to use proper naming conventions at the very beginning stages.
- Remain consistent with these naming conventions to avoid confusion and disruption of business operations.
- Every provider requires a certain type(s) of Metrc tag to operate.
- Providers should ensure they always have a sufficient supply of tags.
NOTE: When Metrc tags arrive, be sure to mark them as received in Metrc.
- Providers may create transfers up to 24 hours before the time of actual departure.
- Voiding an outgoing transfer after it has left its departure location results in its cancellation. All the associated packages are then returned to the originating provider’s inventory.
- Voiding an outgoing transfer after it has left its departure location may result in the provider being issued a deficiency. Per Montana Administrative Rule 42.39.413 (5): the transport manifest may not be voided or changed after leaving the departure location.
- It is ill-advised to accept a transfer before ensuring the manifest matches what is in the physical packages as there could be missing and/or damaged product(s).
- Providers should confirm/account for all inventory in the transfer before accepting it and entering it into their Metrc.
- If the inventory’s contents do not match the manifest, the provider may reject all of the inventory contained in the manifest or a portion of the inventory.
- Sample packages are created directly in Metrc. Providers will select this by choosing the Submit for Testing button at the times the samples are going to be received by a licensed testing lab for testing.
- Packages that are then created from the Source Package with test results inherit the test result unless the Production Batch box is checked.
- Checking the Production Batch box on an existing package that has already been tested and passed will reset the test results back to Not Submitted on the package.
- If a provider makes this error: Discontinue the package, and then create it again.
- There are diverse scenarios where a provider may wish to discontinue a package. Users can change the item the package belongs to by selecting Changing Item on the package within 24 hours of its creation.
NOTE: If a provider adjusts their packages too often, Metrc does note this on the account. The department has access to these reports and may violate the provider accordingly.
