Rhode Island | Metrc migration guide for Dutchie POS

Training, Credentialing Access into Metrc Accounts, and Ordering Metrc Tags

• Once the New Business Training is completed by the individual who will be reaching out for credentials, they should contact Metrc Support (877-566-6506) and request the credentials.
• Once all prerequisites are verified by Metrc Support, the industry admin will receive their welcome email. This welcome email includes a link to complete the Metrc account set up, please note the link will expire 24 hours after it is generated. If the link expires, the admin will have to reach out to Metrc Support for a new link.
• Once the industry admin can log in, they will be able to order Metrc package tags for both adult use and medical plants and packages.

Metrc migration step-by-step guide

Things to consider 

• You must enable the Metrc integration in Dutchie POS to perform certain tasks in this article. 
• To best perform the actions in this article, log into Dutchie POS and Metrc systems in separate tabs or windows.
• Licensees who are vertically integrated and approved for adult-use cultivation and adult-use retail sales will receive two Metrc licenses: one for retail and one for cultivation.
• A Metrc retail license will be permitted to sell both adult-use and medical product from a single Metrc license. A Metrc retail licensee must order both medical and adult-use Metrc tags to differentiate their products.
• Rooms are called Locations in Metrc.

Integrating your Dutchie POS system with Metrc will prepare you for seed-to-sale traceability. The following sections detail how to integrate Dutchie POS with Metrc and to perform specific functions between the two systems:

• Enable Metrc in Dutchie POS.
• Build out rooms in Dutchie POS (Locations)
• Create and edit Product Catalog in Dutchie POS
• Manifest products into Metrc 
• Tag products in Metrc 
• Receive inventory in Dutchie POS

Enable Metrc integration in Dutchie POS

1. In Dutchie POS go to Settings > Integrations.
2. Select Metrc.
3. Click the Settings tab.
4. From the Settings tab, change the Enable dropdown to Yes. 
5. Enter the API Key in the API Key field, and enter your facility license number in the License # field.
   Note: Your API Key is found in Metrc. 
6. Click Update to save your settings.
7. Click the Validate Key tab to ensure your items are successfully validated.

Build out rooms in Dutchie POS (Locations)

1. From the Dutchie POS side navigation go to Settings > Rooms.
2. Select a Location Type for each room that has inventory.
3. Click Update to save your Location Type settings.

Creating and edit Product Catalog in Dutchie POS

1. From the Dutchie POS side navigation go to Products > Catalog.
2. Select the items you want to edit. Selecting multiple items will allow you to perform bulk actions.
   Note: Dutchie POS recommends tagging products by Vendor and Room.
3. From the Bulk actions dropdown, select Bulk edit Product details. 
4. Select the categories you need to bulk edit by adding fields.
   Note: Every medicated product will have the External Category field and the Sync to Metrc Item field set to Yes. 
5. Click Save. 

Manifest products into Metrc

1. From the Dutchie POS side navigation go to Products > Manifest.
2. Click the Metrc Onboarding tab.
3. Click the + button to create a new Manifest.
4. Complete the required fields in the Create Manifest window.
5. Click Add to create the manifest. 
6. Go to Products > Inventory to add items to the manifest. 
7. Use Filter Inventory to narrow your search for items. Select a Room and a Vendor to narrow down to specific products. 
   Note: Dutchie POS recommends manifesting products by Vendor and Room to make it easier to receive your products.
8. Select the inventory you want to add to the manifest.
   Note: You can manifest a max of 50 items at one time.  
9. Click Add. 
10. Return to the Metrc Onboarding tab to complete the order. 
11. Click the Actions dropdown and select Complete Order to complete the manifest. 
12. Open Metrc and go to Admin > Tag Orders to access your transferred Manifest.
13. Click the Transfers dropdown and select External.
14. Select the Incoming tab to view the manifest.
15. Click Complete.

Tag products in Metrc

1. Open Metrc and navigate to the Template section. 
2. Enter the number 0 in the Tag Sequence field to get the first Metrc tag available. 
3. Click the check button to automatically assign a Metrc tag to all of your packages. 
4. Use the Location field to enter the room you want to assign the inventory to.
   Note: Rooms are referred to as Locations in Dutchie POS.  
5. Click the green checkmarks to automatically assign tags and rooms for each package in your Manifest.
6. Complete your transfer in Metrc to move your Manifest into Dutchie POS.
   Note: Auto-assign only works for one room. Therefore, if you are assigning packages to multiple rooms it has to be done manually.

Receive inventory in Dutchie POS

1. In Dutchie POS go to Products > Inventory. 
2. Click the Receive Inventory button.
3. Under Pending Transfers, select the manifest you created in Metrc.
4. Enter the Vendor and Room your items were assigned to in the Vendor and Room fields.
   Note: If you did not filter your products by vendor and room when moving them to Metrc, you will need to go into each item individually and assign a vendor and room. 
5. Click on each of your products to verify the Package ID, External Package ID, and Batch ID.