Operate Metrc integration in Batch Mode - Dutchie POS
This article applies to Dutchie POS.
Learn how to enable Batch Mode, operate in Batch Mode, use Batch Mode logs, and enable Batch Mode summary emails.
Batch Mode makes it so Dutchie POS reports sales and inventory data to Metrc in periodic batches instead of on a constant, real-time basis. This can help keep your business up and running when Metrc is experiencing service issues. See our operation guide for a breakdown of Batch Mode vs. Real-time operation.
Things to know
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However, users in the following states should not use Batch Mode because they require real-time reporting:
- Maryland
- Colorado
- Oklahoma
- Montana
- Missouri
- Massachusetts
- Michigan
- Washington, DC
- Minnesota
- West Virginia
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Real-Time vs. Batch Mode Reporting.
- Real-Time Reporting: Operators in the states listed above must use Real-Time reporting for sales. Batch Mode is not permitted in these markets.
- Batch Mode: In states where Batch Mode is allowed (i.e., all other states not listed), it is often the preferred option. Always confirm your state's reporting requirements with your local cannabis regulatory agency to ensure compliance with reporting time thresholds.
- Batch Mode applies only to Register Sales. Delivery workflows always require Real-Time reporting.
Enable Batch Mode
You must have the Edit Metrc Integration permission to enable Batch Mode.
- Go to Settings > Integrations > Metrc.
- Select the Settings tab.
- From the Mode dropdown, select Batch.
Batch Mode prevents Metrc service issues from interrupting front-of-house operations. With Batch Mode enabled Dutchie POS “batches” sales transactions together for later processing, typically within 5 minutes. If the Metrc API is not functioning, batch mode’s retry logic will re-attempt up to 3 times. If a transaction cannot be completed, the Batch Mode Logs make it easy for users to review and reprocess.
Nothing should change for front-of-house operations once Batch Mode is enabled. However, because Batch Mode obfuscates most Metrc error messaging at POS, managers will need to review the Batch Mode Logs at the close of business each day.
Operate in Batch Mode
To activate Batch Mode, go to Metrc settings and select Batch from the Mode drop. In order to edit Mode in the Metrc Settings, you are required to have the Edit Metrc Integration permission. Your Metrc system will show a toggle for Mode and a second new setting dropdown describing Batch Mode Error Behavior:
- If set to Attempt Once, all failed postings will be written to the Metrc Batch Mode Log and must be manually re-queued.
- If set to Attempt up to 3 times, the system will attempt transmission up to three times. Within a few minutes; again after an hour; again after another hour. If the third attempt fails, the transaction will need to be re-queued from the Batch Mode Log.
It’s recommended that users select Attempt up to 3 times.
Using Batch Mode Logs
Once enabled, transaction status logs can be reviewed and transactions re-queued by selecting Traceability from the main navigation, then Logs, and then choosing the Batch Mode tab.
Set the date range you’d like to review, and click Search. If transmission could not be communicated successfully to Metrc, the logs will contain a status and any error logs associated with a given transaction. Note the Status column. There are five possible statuses:
- Queued - Receipt processed in Dutchie POS but not yet sent to Metrc. It should be transmitted in 5-10 minutes.
- Processing - It is currently being transmitted to Metrc, or it failed and is waiting to retry.
- Error - Failed to send to Metrc, and Dutchie POS will not attempt again. Users can re-queue receipts that are in Error. If a transaction needs to be re-attempted, select it and click the Requeue button.
- Success - Metrc confirmed they received the receipt. Dutchie POS will fetch the Receipt ID from Metrc shortly after.
- Requeued - A user has requeued the receipt, and Dutchie POS is double-checking that the receipt is not in Metrc already. It will next move to Processing.
Enable Batch Mode summary emails
You can receive a daily summary of posts made to Metrc when Batch Mode is enabled.
To configure this setting:
- Go to Settings > Integrations > Metrc > Settings.
- Select Yes for the Enable Batch Mode Emails field.
- Add emails to the distribution list. Select Add Managers to automatically add emails for users with Admin or Edit Metrc permissions.
The first email will be sent the morning following enablement to the emails listed. The summary includes:
- Number of successful POSTs to Metrc.
- Number of failure POSTs to Metrc.
- Number of unique errors received.