Dutchie POS + Metrc overview
This article applies to Dutchie POS.
Integrate Metrc with Dutchie POS.
Dutchie POS's real-time integration with Metrc increases operational stability, provides peace of mind, and helps maintain compliance by automatically reporting actions performed in Dutchie POS to Metrc.
With Dutchie POS + Metrc integration, you can:
- Share certain types of information such as rooms, product catalogs, batch information, packages, and plant ID numbers.
- Report sales, voids and returns from the POS.
- Use Dutchie POS to create clone batches in Metrc.
- Send inventory adjustments to Metrc in real-time.
TOC
Integration requirements
- Must be operating in a state that uses Metrc as its state traceability system.
- Metrc integration enabled in Dutchie POS Backoffice.
- Always ensure your API Key is valid and consist of 24 characters.
Integration field mapping
The chart below shows how each field maps from Metrc to Dutchie.
Dutchie POS | Metrc |
Strains | Strains |
Catalog | Items |
Batch | Batch |
Plants | Plants |
External Package ID | Package |
Rooms | Locations |
Metrc integration settings
Metrc settings control your integration behavior.
Setting | Description |
Enabled | Allows you to enable or disable your Metrc integration by selecting Yes or No. |
Mode |
Batch reports sales and inventory data to Metrc in periodic batches instead of on a constant, real-time basis. This can offer greater stability and resiliency if your connection to Metrc is disrupted. However, some states require Real-time reporting and should not use Batch Mode. Learn more. |
API Key1 | API keys are tied to users who are granted permissions for specific licenses. When a key is assigned to a user with correct access to Metrc, the API key can be used to modify records through the Dutchie POS integration. |
License # | Optional field to enter your dispensary license number. |
State | State that issued your license. Should match the license holder. |
Require individual user API Keys | If set to Yes, users must be assigned an individual API key to use the Metrc integration. |
Prevent overselling | Block sales that exceed purchase limits or patient allotments. Contact support before enabling this setting. |
Enable allotment check | Supports overselling settings and only available in certain states. Contact support before enabling this setting. |
Automatically create new products on transfer | Enable this setting to automatically generate new products in the Catalog based on Metrc items. |
Maintain rooms | When enabled, Rooms created in Dutchie POS will also be reflected in Metrc. |
Maintain strains | When enabled, Strains created in Dutchie POS will also be reflected in Metrc. |
Maintain items | When enabled, new products added to the Catalog will also be added as Metrc items. |
Capture ReceiptIDs |
When enabled, Dutchie POS transactions wait for Metrc receipt IDs before closing out. If operating in Real-time mode, select No. |
Compare inventory rooms | Supports Rooms setting. When enabled, Dutchie POS will share inventory room assignments with Metrc. |
Treat moisture loss as harvest waste | Allows you to record the difference between wet weight and dry weight. This is entered during harvesting. |
Use transfer templates | When enabled, Dutchie POS will create a transfer template in Metrc when manifests are marked complete. You will still need to transfer the template out of Metrc directly. |
Use external ID | Set to Yes by default. Controls Metrc Items and Product Catalog license mapping. |
Prevent Metrc Package Location Moves | Prevents users from moving cannabis packages to another location without a manifest. Learn more. |
The master API key for the location enables the Metrc integration. Users that have their API key tied to this field will log all actions taken in Dutchie POS and record as that user in Metrc. If we set individual API keys on each user, then those keys will log accordingly based on user actions performed. If the user has no API key set in 'User Keys' all actions taken will tie to the Master API Key.
Supported features
- Cultivation integration
- Inventory package integration
- Adjust inventory
- Covert inventory
- Create packages
- Move inventory
- Inventory reconciliation
- Receive inventory directly from Metrc via Pending Transfers.
- Use Dutchie POS to build transfer templates in Metrc.
- Use the Metrc sales integration to pull patient allotment details into Dutchie POS customer profiles.
- Batch mode allows Dutchie POS to batch sales transactions together for processing later and avoid interruptions to Dutchie Register operations.
Frequently asked questions
Why aren’t my Metrc Items and Catalog products synced?
Metrc doesn’t allow the creation of a package when the products in the package exist in Dutchie POS, but not in Metrc. This can happen if the product names don’t match between Metrc and Dutchie POS.
- Check whether the product has the same name in Metrc and Dutchie POS.
- If the product doesn’t exist or the names are different, go to Products > Catalog and select the product.
- From the Details tab, set the Sync to Metrc? field as Yes.
- Go to Settings > Integrations > Metrc.
- Click the Settings tab and set the Maintain Items field to YES.
- Click Update to save the settings.
- Select the Sync tab.
- Select Push: Inventory to send the latest Dutchie POS product settings to Metrc. This pushes the spelling, capitalization, spacing, etc. from Dutchie POS to Metrc.
Why can’t my dispensary use Batch Mode?
Batch Mode doesn’t post at the time of the transaction, so operators in states that require real-time sales reporting can’t use the feature.
Why didn’t my delivery driver information carry over to Metrc?
If your driver information is incomplete in Dutchie POS it won’t sync to Metrc. To edit driver information:
- Go to Products > Manifest.
- Click the Wholesale tab.
- Select Edit Driver from the Actions dropdown.
- Add driver information as needed.
I created a Metrc manifest to virtually transfer some product back to the cultivation facility. They accepted the manifest, but the inventory is still showing in Backoffice. It's already pulled out of my inventory on the Metrc side.
After checking the recent manifests created in Backoffice, there is no Dutchie manifest to reflect the deduction of product associated with the transfer that was built in Metrc.
You will need to create a manifest for the products that you returned to your cultivation facility to reflect the proper inventory quantities for the packages associated. In the future, it is best practice to always create the manifest in Dutchie first and Metrc will sync via the API. Any actions taken in Metrc first will not sync to Dutchie.
I am integrating to Metrc, do I need to create my Catalog and Inventory items that are currently in Dutchie, in Metrc?
All cannabis packages that are available in Dutchie POS should also reflect in your Metrc state traceability. If there are discrepancies in package IDs, quantities, or any variance between systems, it is recommended that you reconcile these prior to integration so that sales can track and process correctly between systems.
Some products are ringing up with an allotment that is too low. For example, 1/8 and 1/4 of flower show up with an allotment of less than 1 gram.
Check if your shop has "Use Package Based Potency" enabled. This calculates the flower equivalent on packages when lab data is entered. To resolve this, disable the Metrc Integration Setting "Use Packaged Based Potency" and the allotment pulled from the Flower Equivalency entered in the inventory.
You will need to update items with the incorrect flower equivalency. If you have a large number of items to correct, contact support to assist you with a bulk upload to wipe any inventory items with incorrect flower equivalencies.