Metrc: How to Package Bulk Inventory Using the Package Tool

Updated 7/28/22

Now that you have your bulk inventory dried, tested, and ready to sell, it's time to start making packages from that inventory! In this article, we will look at what it looks like to convert bulk inventory into a new package such as Small Buds. and also how to create Pre-Packaged products such as Pre-Rolls. Let's get started!

Scenario 1: Converting Bulk Flower into Small Buds

Navigate to your Inventory Overview page, then click "Package".

When the package screen pops up, you will then select:

1. Bulk Inventory

2. The Traceability Type

3. The specific product

• Note: If you do not already have the specific product created in your account, click “Create New Product Template" below this field.

Once you enter these first three selections, the rest of the window will populate. Here you will:

1. Select the Strain

2. Use Filters or the search bar to easily find the Parent Package you are using for this conversion

3. Enter the amount of the weight you are pulling from the Parent Package.

4. Enter in the total product produced

   
   Note: If there is no waste from the conversion, you can enter the same quantity you entered in step 3

5. Enter the waste quantity, if you have any from the conversion

   Note: If you do enter waste here, it will be sent to the Inventory Waste Bin to await final disposal within your account and facility, and will not be created as a new package. See the help article on How to Enter Medical and Non-Medical Waste to learn more about the waste workflow.

6. Select which Room you would like the package to be placed in

7. Click "Preview Convert"

On the Preview screen, it will show you a preview of what the package will look like, you will then click "Confirm" if everything looks correct.

• TIP! On the bottom right-hand side, it will show you which Metrc tag the system will use next and assign it to the Pre-Rolls.

Scenario 2: Package Bulk Inventory into a Pre-Packaged Product

In this example, we will look at how to convert to Pre-Rolls.

Navigate to your Inventory Overview page, then click "Package".

The package screen will look very similar to the conversion above. Only this time we will:

1. Select Pre-Packaged Items

2. Select the Traceability Type (Pre-Rolls Flower)

3. Select the Specific Product

• Note: If you do not already have the specific product created in your account, click “Create New Product Template below this field.

Next, you will:

1. If you did not select a Product Template and a Strain is already associated with the product it will populate in the Strain field automatically. If not, select the strain name here

2. Enter in how many Pre-Roll units you are making

3. Enter how many grams you pulled from the parent package. Since I am making 100 1g Pre-Rolls, I am going to enter 100

   

Now you can check the box that states "This product requires QA re-testing" which will bring up the field to enter your own Production Batch Name.

1. Enter your Production Batch Name

• Note: This will be the new Batch Name that will represent this production batch, since it’s been converted from its original form, requiring testing once more.

2. Select the room you wish to place the item in

3. Click "Preview Convert"

NOTE For Colorado Users: According to the state rules in CO, a new test is not required for Pre-Rolls made from a single strain harvest batch that has already been tested.

TIP! On the bottom right-hand side, it will show you which Metrc tag the system will use next and assign it to the Pre-Rolls.

Congratulations! You now know how to use the Package function!