Skip to main content

Item and Category Configuration for New York State Compliance

Item category mapping and configuration rules for Metrc in New York

Admin CG
Updated by Admin CG

This document outlines the process for setting up items in New York State to align with Metrc compliance requirements.

Flourish Category Migration

Flourish automatically did the following:

1. Removed unmapped legacy and biotrack categories from your instance.

2. Imported the Metrc Categories into your instance

Ahead of the Metrc integration, use this document set up your items properly.

Term

Definition

Class

A high-level organization of the categories.

Category

A grouping of items with similar characteristics. Typically, all items in a category follow consistent labeling, testing, and handling procedures. The state compliance system defines a list of categories. Flourish allows you to organize your inventory as needed for business purposes and map the custom category names to the state-defined categories.

Metrc

Metrc is the State Compliance System, also known as the State Tracability System or Seed-to-Sale system, is the software used by the state government to trace inventory through the regulated state supply chain.

Bulk Update

Using a spreadsheet in CSV (Comma Separated Value) format to change many items at once

E-Commerce Category

Secondary mapping for e-commerce purposes. NOTE: Not all integrations use these fields. See this help document for more details.

Finance Accounts

Mapping to the company's General Ledger, typically through the QuickBooks Online integration. See this help document for more details.

Unit THC Percentage

Metrc requires a pre-designated THC percentage on an item. We understand that in practice, this may vary from testing batch to batch, so the recommendation is to use your best estimate.

Unit THC Content

Metrc requires a pre-designated THC content on an item. We understand that in practice, this may vary from testing batch to batch, so the recommendation is to use your best estimate. It is common to have this for edibles to represent the amount of cannabis in the package.

100mg Chocolate Bar = 80g Unit Weight, but the Unit THC Content is 100mg

Unit Weight

This is the total cannabis weight of an item.

1 Gram Vape Cart = 1 gram unit weight

3.5g Gram Jar of Flower = 3.5g Unit Weight

100mg Chocolate Bar = 80g Unit Weight, but the Unit THC Content is 100mg

Ingredients

The list of inputs that were used to make an item. Note: Regardless of if you track your ingredients within Flourish, you'll need to put a list of ingredients on the item.

Allergens

List any state-required allergen disclosures.

Create a Class or Category

When Flourish deploys your instance with an integration turned on, we automatically import the available classes and categories. You can manually create a class or category to meet your business needs.

  1. Click on Settings
  2. Navigate to Inventory
  3. View the Classes & Categories
  4. Use "Add New Class" to add a new class. All cannabis inventory that will be compliantly tagged will be of the "Cannabis" inventory type.
  1. Use the "Add New Category" to add a new category within a defined class. Immature Plants and Seeds require the "Can Create Plants" toggle to be on.

Map a Custom Category to the State Compliance System

When you create a custom category name, you will need to map it to the Metrc state compliance system. All items assigned to the category will sync to the Metrc state compliance system with that specified state compliance category. Click on the category name, and then click "Edit" to select the Metrc category to which you want to map the custom category.

Example Video:

Update an Item's Category within the Edit Item Screen

Edit the item's category within the Edit Item screen.

  • You can always change the category if you have not used the item to create any inventory.
  • After you've created inventory with an item, you can not make a weight or volume item an "Each" based item. Ex: Bulk Flower with a UOM of Pounds can not be changed to a Packaged Flower category with a UOM of Eaches.
  • After you've created inventory with an item, you also can not make an "Each" based item into a Weight or Volume UOM category.
  • If an item is synced to the Metrc state track and trace system, you can not change the category. The state system does not allow changes.

Update an Item's Category with the Bulk Update

Use Flourish's "Bulk Item Update" feature to export the existing item list, update the category name, and import the update.

The same validations still exist as described above.

  1. Navigate to Settings
  2. Navigate to Inventory
  3. Click "Bulk Update Items"
  4. Follow the on-screen instructions to export existing items and import updates.

NOTE: If you want assistance creating a set of items using a spreadsheet, please fill out the exported CSV and email it to support@flourishsoftware.com. We can help you import a set of new items.

Category Specific Requirements

The state compliance system often requires specific attributes based on the item's category. When the state integration is turned on, Flourish will highlight these within the Edit Item screen.

  • All items must be configured in the sellable unit of measure. The retailer will sell out of the transferred package. Every unit scanned at the point of sale must represent the unit that the customer leaves with.

Allowed: Super Sour Diesel - 1g AIO. UOM = Each, Unit Wight = 1g

Not allowed: Super Sour Diesel - 1g AIO Case. UOM = Each, Unit Weight = 20g. The item can't represent 20 vape carts. It needs to represent one vape cart.

  • All finished goods going to retail must be each based. You can not sell pre-packaged eighths as 3.5g of flower. You can sell 1 each with 3.5g unit weight.

Class

Category

QuantityType

Requires Strain

Requires Unit Thc Percent

Requires Unit Thc Content

Requires Unit Weight

Requires Public Ingredients

Requires Allergens

Buds

Bud/Flower - Bulk

WeightBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

Buds

Bud/Flower - Each

CountBased

TRUE

TRUE

FALSE

TRUE

FALSE

FALSE

Concentrate

Concentrate/Extract - Bulk

WeightBased

FALSE

FALSE

FALSE

FALSE

TRUE

FALSE

Concentrate

Concentrate/Extract - Each

CountBased

FALSE

TRUE

FALSE

TRUE

TRUE

FALSE

Buds

Hemp - Bulk

WeightBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

Concentrate

Hemp Concentrate - Bulk

WeightBased

FALSE

FALSE

FALSE

FALSE

FALSE

FALSE

Plants

Immature Plants

CountBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

InfusedEdible

Infused Edible - Bulk

WeightBased

FALSE

FALSE

FALSE

FALSE

FALSE

FALSE

InfusedEdible

Infused Edible - Each

CountBased

FALSE

FALSE

TRUE

TRUE

TRUE

TRUE

Buds

Infused Flower - Bulk

WeightBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

InfusedNonEdible

Infused Non-Edible - Bulk

WeightBased

FALSE

FALSE

FALSE

FALSE

FALSE

FALSE

InfusedNonEdible

Infused Non-Edible - Each

CountBased

FALSE

FALSE

TRUE

TRUE

TRUE

TRUE

Concentrate

Infused Pre-Roll - Each

CountBased

TRUE

TRUE

FALSE

TRUE

TRUE

FALSE

Concentrate

Kief - Bulk

WeightBased

FALSE

FALSE

FALSE

FALSE

FALSE

FALSE

Concentrate

Kief - Each

CountBased

FALSE

TRUE

FALSE

TRUE

FALSE

FALSE

ShakeTrim

Raw Pre-Roll - Each

CountBased

TRUE

TRUE

FALSE

FALSE

FALSE

FALSE

Plants

Seeds

CountBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

ShakeTrim

Shake/Trim (by strain) - Bulk

WeightBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

ShakeTrim

Shake/Trim - Bulk

WeightBased

FALSE

FALSE

FALSE

FALSE

FALSE

FALSE

Concentrate

Tincture - Each

CountBased

FALSE

FALSE

TRUE

TRUE

TRUE

TRUE

InfusedNonEdible

Topical - Each

CountBased

FALSE

FALSE

TRUE

TRUE

TRUE

TRUE

Concentrate

Vape Cartridge - Each

CountBased

FALSE

FALSE

TRUE

TRUE

TRUE

FALSE

Plants

Wet Whole Plant

WeightBased

TRUE

FALSE

FALSE

FALSE

FALSE

FALSE

How did we do?

Creating a Custom Category

Manage Item Ecommerce Names

Contact