Louisiana | Metrc migration guide - Dutchie POS

Table of contents

• Enable Metrc integration
• Create Rooms in Dutchie POS
• Create Strains in Dutchie POS
• Push Rooms and Strains to Metrc
• Edit the Product Catalog
• Receiving inventory
• Tag your inventory physically and upload package IDs
• Create patient allotments

Enable Metrc integration

In the Dutchie Backoffice, go to Settings > Integrations > Metrc.

On the Settings tab, select/enter the following. For any settings or options not listed here, use the defaults.

Create Rooms in Dutchie POS

Locations in Metrc correspond to Rooms in Dutchie POS. Follow these steps to set up a Room in Dutchie POS for each of your Metrc Locations.

1. In the Backoffice, go to Settings > Rooms.
2. Select a Location Type for each room that has inventory.
   • In a Retail environment, your Location Type is Default Location Type.
   • In a Cultivation environment, your Location Type is Indoor Facility or Outdoor Facility.
3. Your Room name and Location name in Metrc must match exactly between Metrc and Dutchie POS.
4. Click Update to save your Location Type settings and automatically report them to Metrc.

Create Strains in Dutchie POS

1. Go to Products > Strains > Add Strain.
2. Fill in the required fields marked with an asterisk.
3. Click Save.

Repeat for each additional strain in your inventory.

Push Rooms and Strains to Metrc

Once you’ve created your Rooms and Strains in Dutchie POS, go to Settings > Integrations > Metrc and select the Sync tab. Select Push : Rooms and Push : Strains.

Edit the Product Catalog

Each cannabis product in your Catalog must have certain field values specified. You can do this with the bulk editing tool in the Catalog

1. In the Dutchie Backoffice, go to Products > Catalog .
2. Use the Category filter to show only products of a certain category, such as Flower.
3. Use the checkbox in the header row to select all products in that category.
4. From the Bulk actions dropdown, select Bulk edit product details. 
   
5. Click + Add field until you have four field rows: 
   

6. Select the following and click Save:

   Sync to Metrc item	Yes
   External category	Select the appropriate external category from Metrc
   Grams/concentration	Leave blank. For individual flower products, edit this field later to reflect the per-unit weight of the product. For all other products, this field should remain blank.
   Flower equivalent	Leave blank. This field does not apply to Louisiana, but must be left blank to ensure purchase limits for flower are correctly enforced. Once you've verified that this field is blank for all products, you can hide this field from products and inventory.

7. Repeat for each other product category until you've updated your entire Catalog.
8. For Flower products, the Grams/concentration field should be the per-unit product weight in grams. Be sure to go back and fill in the specific weight of each flower product in this field.

Receiving inventory

Louisiana operators should follow the standard inventory receiving workflows for Metrc, with one key exception.

For flower packages, enter the per-unit weight in the Grams/concentration field. Make sure Flower equivalent is blank.

For non-flower packages, make sure both fields are blank. 

Tag your inventory physically and upload package IDs

We’ll provide you with a spreadsheet template that you’ll use to record and upload Metrc package IDs for each package in your inventory.

1. Physically attach Metrc RFID tags to each inventory package.
2. For each inventory item, populate the tag number (package ID) in column D (“ExternalSerialNumber”).
3. Send the .csv file to your implementation specialist for upload

Create patient allotments

To add a patient allotment:

1. In the Register, look up an existing patient or create a new one.
2. On the patient profile, select Edit Allotments: 
   
   
3. Fill in the following fields in the Edit Allotments window for each patient. Recommended and allowed amounts may vary for specific patients, but you can configure default allotment values in your Backoffice Metrc settings.
   • License Effective Start Date
   • License Effective Start Date
   • Recommended Plants
   • Recommended Smokable Quantity
   • Flower Ounces allowed
     
4. Leave all other fields blank and click Save.

The patient record will be automatically created in Metrc, and the centralized allotment will appear as Current Allotment on the patient profile.