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Metrc: The Modify Tool

Use Modify to update inventory or plant details, change a strain name, add supplier details, etc. in GrowFlow Wholesale

Madie avatar
Written by Madie
Updated over 6 months ago

Modify is a great tool for changing plant or inventory details such as the strain name or product name to report these changes to Metrc. Here’s everything you can do with this powerful tool!

Notes:

Modify Inventory

Modify general inventory, clones, and sellable plants from the Inventory Overview

The Modify tool is located in the middle of the blue actions bar at the top right of the inventory table, shown below

1. Select one or many items of the same traceability type that you wish to modify to the same details with the rightmost checkboxes

2. Click the Modify button

In the Modify Inventory window, you have 4 modification types to choose from:

  • Details

  • Vendors

  • Product

  • Special

Modify Details

A. Select Grade: This is for modifying the Grade of flower harvested and cured or stored as fresh or fresh-frozen. Grade is an inventory control feature used to help set tiered pricing.

Note: The Grades feature is currently en route to being deprecated as this was a V1 feature, and is replaced with Product Categories. For best practice, please continue with the use of Categories.

B. Select Category: Category refers to the grouping of a product within a traceability type

Example: Popcorn and Premium Buds are examples of categories within the Flower & Buds traceability type. See Wholesale: Product Categories for more information.

C. Birth Date: Birth Date is the date an inventory package was created in that traceability type. Use this to change the date a package was created

D. Add Note: Add a note to the inventory item which will show on the Inventory Details window when an item’s ID number is clicked (not reported to Metrc)

E. Add Traceability Note: Add a note to the package which is reported to Metrc

Modify Vendors

A. Produced By: Set the vendor who produced (cultivated) the clone or plant material

B. Supplier: Set the vendor who supplied the item, such as if a facility cured plant material that was harvested at another facility. This will be automatically set for imported items for the supplying vendor

C. Manufacturer: Set the vendor who manufactured the item, such as a bulk extract, packaged Pre-Rolls, or edibles

D. Owner: Set a vendor as the owner of the item, such as if you are an edibles manufacturer holding extract from another vendor to manufacture their edibles

Removing Vendors

When a Producer, Supplier, Manufacturer, or Owner has been assigned, any of these values can be removed from the item by clicking the blue ✖ in its applicable field or by clicking Clear All Data to remove all assigned vendors

Modify Product

Modify > Product allows you to change an inventory item's product and/or strain name. The item can only be changed into a product of the same traceability type.

Select from Product Templates, then select the strain in the next step

Or, select from Existing Products, which are strain-specific. When an existing product is assigned, the strain name of that product will be applied to the inventory item, and you will not have the option to select a strain name separately.

You can also select a new product of a different unit size if a mistake was made during the conversion.

Example: A batch of Flower & Buds was made into 1g Pre-Rolls product, but it actually was made into 3.5g jars. Rather than undoing your conversion, you can simply use Modify > Product to assign the correct product and size.

Modify Special

A. Assign Lab Result to Inventory: If a QA Sample tag is already applied to a package in Metrc but is not applied in GrowFlow, use this box to paste the complete QA Sample tag ID as shown in Metrc to have the QA result details show on the package in GrowFlow

Hint: Try a QA Samples sync first! See Metrc: How to Sync for more information.

B. Remove QA Result from Inventory: Check this checkbox to remove a QA Sample tag from the package

Note: This will not remove the testing status or QA sample from the package in Metrc, only the QA information in GrowFlow will be removed, such as potencies.

After any modification is made, click Modify Inventory to apply the changes

Modify Plants

Modify plant details as well as clones and sellable plant inventory from the Grow > Plants Overview.

In the Plants tab, select your Vegging or Flowering plants and click to open the More drop-down on the far right, then select Modify:

Modify Plants

A. Select a Strain: Choose a new strain by searching or browsing the strain dropdown. If you don’t see the strain you need, click Create New Strains Here

Notes:

B. Is Mother: Check Yes or No to designate the Mother status of the selected plants

C. Reassign Metrc Tag: Check this box to re-tag the plant with a new Metrc tag.

D. Set Dates: Set the Birth Date, Vegetative Date, Flower Date, or Harvest Date for the selected plants

Note: Metrc does not allow integrators to set custom growth phase dates through their API so this will also need to be done in Metrc. See our help article Metrc: Change Vegging and Flower Growth Phase Dates in Metrc for these steps.

After any modification is made, click Modify Plants to apply the changes.

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