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NY Metrc: Virtual Lab Samples

How to create and send virtual lab samples for initial inventory

Madie avatar
Written by Madie
Updated this week

After your GrowFlow account is migrated and connected to Metrc, Metrc assumes that all beginning inventory is untested. This default setting enables labs to enter your initial lab results directly into Metrc for traceability reporting.

For any inventory that was tested before your Metrc connection, reach out to your testing laboratory to inquire if they are willing to accept and process virtual lab samples for your migrated inventory. If they agree, follow the steps below.

Inventory Tested Before Metrc Migration

Even after migrating to Metrc, your GrowFlow Inventory Overview maintains visibility for previously tested items, but you should note the differences in status reporting:

GrowFlow QA Status

On your Inventory Overview, you will still see the original QA Status (Pass, Pending, Fail) in the QA ID column. This status is maintained in GrowFlow to help you identify which inventory was previously tested. However, these statuses are not reported to Metrc.

Metrc Test Status

Now that your account is connected to Metrc, you will notice a second test status, just below the GrowFlow QA Status. This status will read "Untested" until you submit and the lab processes your virtual lab samples.

Traceability Note

1. Click on the Inventory ID to open the Inventory Detail page.

2. On the Detail page, look at the bottom section for the Traceability Note.

3. This note was synced to Metrc during migration and contains two vital pieces of information:

  • The Lab Name that performed the original testing.

  • The QA Sample Batch ID (e.g., 7890000000000001001).

This Traceability Note can help you identify the specific lab you need to reach out to regarding their virtual lab sampling process, and it allows you to double-check with your lab that the QA Sample Batch ID listed here is the one they have on file for your results.

Submitting Virtual Lab Samples

If your testing laboratory has agreed to accept virtual samples, follow the steps below to create and transfer the samples in GrowFlow and Metrc:

Create the QA Sample Order

1. In your navigation bar, click Orders > New QA Sample

2. Locate and select your lab as the recipient

3. Click Show Only QA'd. This filter will display all inventory items that had a recorded test result before your Metrc migration.

4. Enter the sample weight in the Qty fields for every item that needs to be sent as a virtual sample

5. Click Preview Order, then Confirm your order

6. For each line item in the created order, click Click to Set in the Lab Test Type column

  • A window will appear listing lab test types (a Metrc requirement). Select the lab test type that applies to the original sample you had sent for testing.

  • Scroll down and click Confirm

7. Click Mark Order as Ready to Pack

8. Click Package/Repackage and Fill All Items, then confirm the Metrc tags to use

Note: A Metrc tag is required for each virtual sample to represent the QA result in Metrc. Once this transfer is sent to your lab, these Metrc tags cannot be used physically for any other package.

Add the Traceability Note to the New Sample

You must add the original QA Sample Batch ID to the new virtual sample package so the lab can tie the transfer to the existing test results.

9. Click on the Parent ID (the original package) to open its Inventory Details

10. Copy the Batch ID listed under the Traceability Note

11. Exit the Parent's Inventory Details, then click on the New ID #

12. Click View on Inventory (this takes you to the Inventory Overview)

13. Select the item on your Inventory Overview, then click Modify

14. Under Add Traceability Note, type: QA Sample Batch ID: Then, paste the previously copied Batch ID here.

Note: If your lab confirmed a different Batch ID is tied to your results, use the Batch ID the lab provided instead.

15. Click Modify Inventory

16. Return to your QA order and repeat steps 9–16 for all other virtual sample items on the order

Complete the Manifest and Transfer

17. Once the Traceability Notes have been entered for all items, click Mark Sales Order as Labeled

18. Click Select Delivery Options (Manifest).

19. When filling out the manifest details, you can process this as a Self-Delivery. Select a driver and vehicle from your facility's options. Keep the start and end addresses as your facility and the lab, respectively.

20. In the Delivery Route field, delete any existing text and enter the following: Beginning Inventory Virtual Test Sample Then, paste all the relevant Batch IDs immediately following the text.

21. Click Confirm

22. After the manifest is generated in GrowFlow, you will need to register the transfer in Metrc. Click "Take me there"

See Register Outbound Transfers in Metrc for more information.

23. Once the transfer is registered in your Metrc account, return to the QA order in GrowFlow and click Register Complete

Finalize with the Lab

24. Reach out to the lab to let them know the transfer has been created and is ready to be received electronically.

25. The testing facility will electronically receive the sample and use the provided Batch ID to enter the passed test results into the sample.

26. Once the results are entered, the source package in your Metrc inventory will update with a Test Passed status, and the test results will be visible, allowing the package to be transferred or sold. The updated status will also sync back into your GrowFlow account.

Adjust Inventory Quantity

27. On your Inventory Overview, locate the original packages you created the virtual samples from.

28. Use the Adjust tool to account for the quantity that was removed for the virtual samples, thereby correcting the physical inventory count.

See Adjust Inventory for more information.

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