Packages (Metrc Manual)
Metrc is a reporting system with a chain of custody. The packages ID numbers are what allows the product to be tracked from a harvest batch though a transfer to a point of sale system. In order to move any product it must be in a package. You will see, in the transfers section of the manual, it is actually not possible to create a transfer without a package. The following Graphic shows how and where packages are created as well as where packaged product can move to and from
There are two types of tagged inventory in metrc; Plants and Packages and these two forms of tagged products allow metrc to accurately manage and report the chain of custody between the grow and the sale. The two key terms in the previous sentence are “report” and “chain”. Let us first focus on the word “Chain”. From the immature plant all the way to the final transfer received at the MMC, metrc will always be able to track a product from one ID number to another. If you can not see a connection from one point to another the chain is broken and the process is incorrect. Please see the graphic below.
The only place where a metrc tag does not represent a point in the process is in the OPC, in the Harvest Batch as we saw in the plants section. The harvest batch does not have a tag but still has an ID. The harvest batch ID, is assigned by the OPC or metrc will assign it automatically. The harvest batch ID connects the plant ID number to the package tag ID number. In this way we have connected all of the points of the chain of custody tracking from one point to the next. Because of this chain of custody metrc allows the person(s) handling the plant, batch or package to “report” on the movement of the product from one stage to the next. Remember, a harvest batch can be made up of many plants. In this way the harvest batch is a many to one relationship. Conversely the harvest batch is a one to many relationship with 1 harvest batch equaling many packages. As we saw in the plants section packages in an OPC are always created from the harvest batch.
When creating a package it is also important to remember that packaging is based on the shipping rules. The MED requires that Bud or Shake product be limited to 1Lb. So, each pound of Bud or Shake would require a package tag. However, that does NOT mean that every individual item needs to have a tag on it. For example: 1/4'squarters, 1/8'ths or Ounces can be bundled together to make up a 1lb package that would receive a tag. If a business prepackages product into ounces, eighths, or quarters, each pre-pack could be bundled into a 1lb package with one unique package tag. Infused products can have multiple, mixed items in each package. Each individual item does not require a unique tag. Remember metrc does not set rules so please refer to the regulations to ensure your packages are in compliance.
When you are creating a package for new Bud or Shake products it should NOT be done in this area. Creating new packages for Bud or Shake should come from the harvest batch. This is accomplished from the Plants Section, Harvested Tab, Create Packages (see create package page). The chain of custody requires the package be associated to the harvest batch and by creating a package in this area it will NOT refer to the harvest batch.
- Active Tab. Active Tab shows what active packages are currently in a business facility.
- On Hold Tab. On Hold Tab shows what packages are currently on Administrative hold by the MED.
- Inactive Tab. Inactive Tab shows all packages that have been discontinued or finished and are no longer active in a business facility.
- New Packages button. The new package area in practice is a re-package used for Infused Products or repackaging of existing products. Select New Packages in this area for the following reasons:
- Create a New Package by combining other existing packages like shake from bud jars.
- Create an intermediate package for use in other packages (Example: MIP creates butter from shake or brownies from butter)
- Submit for Testing button. Submit for Testing button is used to create test samples of a product that is to be sent to a testing lab. For more information regarding testing samples see the Testing for more details.
- New Transfer. New Transfer is used by clicking one or multiple packages that need to be transferred, then clicking on the New Transfer button. This will put those packages onto a manifest transfer for you. See Transfers for more details.
- Adjust Packages button. The Adjust Packages button is used to adjust existing packages a user has either created or received via a transfer that had an error. The use of the adjust package button should not be used to change the quantity after a sale or when splitting a package. See adjust package page for more details.
- Finish Packages button. Finish Packages button is used to finish an active package(s). In order to finish a package, the quantity or weight must be zero and the package cannot be on administrative hold by the MED.
- Package Details. These fields will show you the corresponding information for that particular package. Each of these fields can be searched, sorted or filtered.
- Drop Down Arrow. The Drop Down Arrow to the left of the package ID number will show all of the details for that package. Details include:
- The type of transaction that occured Ex. package movement, package adjustment, sale etc.
- User that made the transaction.
- Date and time the transaction occured.
- Discontinue button. The Discontinue package button is to remove a package that has been created in error. Once a package has been been modified in any way or transferred it can no longer be discontinued.
Package Definition - The amount of marijuana or marijuana infused product that may be sold, processed or transferred and must be placed into one or more containers, each container having its unique RFID tag.
- There are two types of tagged inventory in metrc; Plants and Packages.
- Packages are created from immature plants, harvest batches or other packages.
- An immature plant can be packaged and transferred to an MMC for sale.
- The system allows for any package to be “re-packaged” into smaller units for sell or combined into larger packages for transfer.
The new package area in practice is a re-package used for Infused Products or re-packaging of existing products. This is not used for rolling packages together. You would not create a new Package without selecting the additional package in this area. When you first open the package screen you will see the window below. You should first select the existing packages that you are pulling from in order to make the new product for your package.
This form creates the fields for the new package you will be creating. You can choose to enter the information before or after you select the Blue Add (plus) button. Please notice next to the Add button the word contents. The word contents lets the user know that when you select the Add button, additional package fields will become available for you to choose the contents from which you will be making the new package. A user can select as many existing packages as required to make the new package by selecting the Add (plus ) contents button at the bottom of the page. Every time a new package is added another Add button will appear at the bottom of the page. The expanded form is shown below.
- New Package Tag ID. Select the new Package Tag ID number from the pull down menu.
- New Package Item. Select the New Item the package will become. This will be populated from the items you created in the Admin section.
- New Package Quantity. This will be the new quantity of the package. If you will be making this from multiple packages take extra care in making sure the units of measure match and the quantity is correct.
- New Package Date. Select the date for the new package.
- Existing Package ID. This will be the package the material is being pulled from to create the package. Please take extra care to make sure the package is the correct package you wish to pull from.
- Existing Package Item. This field describes the contents of the package the materials are being removed from. This field is fixed and cannot be changed and reflects the package contents when it was created.
- Existing Package Quantity. This is the quantity of material you are pulling from the existing package. Please take caution to ensure this is correct. Please note the contents removed from this package are not done automatically. The user will need to put the content amount in the field. When putting the amount in the the user should not use - Negative numbers.
- Remove Package button. This will remove the package from the form. This would typically be used if the wrong package was chosen.
- Add Another Package button. The Blue Add (plus) button is used to add an additional content package if needed. A user can add as many packages as required to create the new package.
- Add Another New Package button. If you are creating multiple packages from multiple packages you can add another new package. When using this feature, you must add the contents package you are pulling from even if it is identical to the the package previously entered in the new package above.
- Create Packages button. Once you have finished creating the package you will select the Create Packages button to save your entries and record the new package.
- The only time you would combine packages in a Dispensary/Retailer would be when you are creating a pre-roll package.
- Create an intermediate package for use in other packages Example: MIP/Processor creates butter from shake or brownies from butter. The package ID numbers can be used to act as a Lot or Batch number.
- From the existing package, the contents removed from this package are not done automatically. The user will need to put the contents amount in.
- When putting the amount for removal into the existing package the user should not use - Negative numbers.
- The chain of custody may not be broken. So if you repack a product you must indicate the contents.
- All packages from a Harvest Batch are created from the Harvested Tab under the Plants area.
Splitting packages is very similar to re-packaging. In this case you will need to reverse the process as shown in the re-packaging section. Simply select the package you wish to split and create as many new packages as desired from the original package as shown in the graphic below.
- Origination Package. Select the package you wish to break into new package. Remember the quantity you will enter into the origination package will be the entire quantity for all of the packages you will be creating. As an Example shown above. If you were creating 3 new packages of 4 ounces each from a 16 ounce package you would create 3 new packages of 4 ounce and enter 12 ounces in the original package. This would leave the original package as 4 ounces.
- Drop-Down. Select the new package and complete all of the fields including: New Tag ID, New Item, New Quantity and Date.
- Remove button. The Remove Button (Minus) will take away a package that has been added to the form.
- Add button. The Add Button will add a new package to the form.
- Create Packages button. Once the new packages are created, select the Create Packages button to complete the transaction.
- You can make multiple packages from multiple packages. For example, if you had 10 partial bags of strain specific shake you could create 2 new full bags of non-strain specific shake.
- You cannot combine multiple strain specific bud packages into a single package.
- As an infused product manufacturer, you can add multiple items into a single package as long as they are the same category. This is where you can create a shipment of multiple items from a large batch or lot of products.
- The first package from a Harvest Batch is created from the Harvested Tab under the Plants area.
Adjustments to a package are available when something has occured to a package that causes the package to be in a state that conflicts with what has been recorded in Metrc. A package should not be adjusted for sales or re-packaging reasons. The reasons categories for packages adjustments were created by the State and cannot be changed or altered without the guidance of the State.
- Package ID Number. This is the field you will choose when you have found a package with an error that requires an adjustment.
- Quantity. The Quantity Fields are where you will select the weight or item count adjustment you want to make to the package. Please remember you must keep the unit of measure consistent to the package.
- Adjust Date. The adjust Date button will indicate the date the package was adjusted. You can select the date button or enter manually.
- Adjustment Reason. From the drop down menu Select the reason for the package adjustment. Please see your State Supplemental for package adjustments/action reasons.
- Note Section. Note section is an optional section that will allow you to explain the adjustment to the State and the circumstances the adjustment was needed.
- Adjust Packages button. Select adjust packages to record an adjustment to a package.
- Discontinuing a package will eliminate it permanently.
- A package can be adjusted in the receive transfer area as well. See receive transfer for more details.
- Adjusting a package is only meant to adjust a package that has an error, not for use to reconcile inventory or your POS system.
Discontinuing a package will clear the package and it will disappear from the user screen. You may use the discontinue package when you need or want to permanently eliminate a package. You cannot use this option if you have recorded any transaction out of the package such as a sale, transferred the package or made an adjustment. You will be prompted one final time before the package has been discontinued. See image below.
The following information may be helpful to some Infused Products Manufacturer's. Franwell is providing this as assistance for use as functionality that may prove helpful for Lot or Batch tracking in Metrc. It is required that the chain of custody exist between the marijuana product and final infused product through to the final sale. This chain of custody must be visible through the Metrc system.
For incoming packages used by a Processor, in an intermediate step such as making concentrate to be used in multiple infused product batches, create a new package for the concentrate. The new packaged concentrate may then be partially used in an infused product, making it more easily recorded as content to the finished infused product package.
The Processor process is similar to a harvest batch only a bit more complex. In the typical plant harvesting process, the Harvest Batch exists as one intermediate step in between the package and sellable product. In the case of a Processor we may have multiple intermediate steps. Please see graphic below.
In this graphic you can see how several bags of Flower and Trim were transferred into the Processor from another location via the transfer process. The shake was then converted to an intermediate product (Production Batch of Concentrate) for use in a larger batch. In the example above we could call it butter. The butter then is used to bake a large batch of cookies say, 1000. The larger batch of 1000 cookies is then broken down and packaged with other products to be transferred and shipped. Using this example it is critical to understand that each intermediate step requires a new package tag. If you follow the process above you can see how each tag ID is connected to each tag ID that preceded it and how the “chain” is kept intact.
Accomplishing this task is done by using the packaging function in Metrc. Selecting the package function will bring up the new package form. Creating the new package will provide the chain of custody.
- New Package. New package to become a concentrate or other production batch like butter or oil shown in the example
- Production Batch box. Production Batch box is used when you create a package of a new Production Batch. A Production Batch is a group of weight or count based product that is created from either raw marijuana material or marijuana infused concentrate which produces a new and completely different product.
- Existing Package 1. Existing bag of Flower or Trim
- Existing Package 2. Existing bag of Flower or Trim
- Existing Package 3. Existing bag of Flower or Trim
- Create Packages button. Create Packages button will create the package of the new concentrate or production batch.
If we use the example of a cookie as discussed above we would have many ingredients, oil, flower, water, sugar etc. With this in mind it is important to understand the Metrc system is only designed to track one of these components, the Marijuana. This process can be repeated multiple times to allow for as many multiple intermediate steps as required accounting for the Processor's process. Because Metrc only tracks the one component, the ID numbers attached to the batch of cookies and the concentrate (in the use case above butter) that made up the batch will chart the chain of custody. In this way the Metrc system accounts for the entire chain of custody from seed to sale for the marijuana component of the finished product.
The item detail area of Metrc provides extensive detail about a specific item, be it a package, transfer or plant. Because Metrc is a chain of custody system, each transaction that occurs regarding an item with an ID number has a record along with the characteristics of the transaction. Information included in a package event store can include the harvest batch the package came from, the person who created the package, any edits or adjustments to the package and the transfer history of the package. It is for this reason that anyone with Metrc access should not allow anyone to perform any data entry tasks under their profile.
The screen below shows a typical series of transactions for a package.
- Drill-Down Arrow. The Arrow next to a plant or package tag will open up to show additional details about the particular ID number. Selecting the arrow once will open it and selecting the arrow twice will close it.
- Tool Bar. The tool bar across the top of the Drill Down Feature allows the user to identify the different attributes for viewing of the particular item being shown.
- Filter button. The filter button allow you to search for more information about that particular area. For more information about the search function chapter of this manual.