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Manage METRC Tags

METRC Connect States. Sync your METRC package and plant tags directly from METRC and manage them in Flourish. You must receive the plant and package tags in METRC before you sync them to Flourish. Pa…

METRC Connect States

Sync your METRC package and plant tags directly from METRC and manage them in Flourish.

You must receive the plant and package tags in METRC before you sync them to Flourish.

Package Tags

Access Package Tags
  1. Click on the Inventory Module
  2. At the top right of the screen, click on Manage Package Tags.
    Manage Package Tags
Manage Package Tags
  • The default view of the tags is Available. You can also select Consumed or All.
  • To Sync the Package tags from METRC, click Sync METRC Tags.
  • To delete a tag, click the Delete text next to it.
  • Click the "Export To Excel" button to export the list.
    Package Tags

Plant Tags

Access Plant Tags
  1. Click on the Inventory Module.
  2. At the top, Click Plants and select All plants.
  3. On the right, Click Action and select Manage plant tags.
    Plant Tags

Manage Plant Tags

  • The default view of the tags is Available. You can also select Consumed or All.
  • To Sync the Plant tags from METRC, click Sync METRC Tags
  • To delete a tag, click the Delete text next to it.
  • Click the "Export To Excel" button to export the list.

METRC Legacy

For METRC customers, managing your METRC tags can be done a few places. While METRC tags must be purchased from METRC, you can initialize which starting tag to use when creating plants and packages within Flourish. By default, Flourish will use First In First Out (FIFO) unless manually selected.

For states that are on METRC Connect, please visit this page.

Cultivation

Plant tags are assigned at plant level in the Grow module, but the tags are not synced to METRC until the appropriate phase. For example, for California METRC customers, these tags would be reported to METRC when moved in the Flowering stage. This configuration is determined during implementation; to alter this, please contact Flourish support.

Access Plants Tags
  1. Click on the Inventory Module.
  2. At the top, Click Plants.
  3. Form the Dropdown Click All plants.
  4. On the right, Click Actions.
  5. Click Manage Plant Tags.

Inventory

In Inventory for METRC live customers, look to the top right and click Manage package tags. Here, you can enter the starting tag number and the number of tags ordered. This lets Flourish know which tags are available for use in tagging plants and packages. Delete package tags as needed in this screen as well.

Access Package Tags

  1. Click on the Inventory Module
  2. Up at the top right of the screen click on Manage Package Tags

Outbound

New packages can be created on the fly when allocating packages to items on an Outbound Sales Order. When allocating an order, click the green (+) button to create or split an existing package on the fly.

From here, choose the source package and then the new package tag to be assigned to the newly created package.

Tags Mangement

Upload tags
  1. Count the number of tags.
  2. Type the first tag into the Starting Tag Box.
  3. Type in the number of tags you counted in step one in the No. of Tags box.
The system will give you a preview of the first and last tag number before uploading

Delete tags
  1. You can simply click Delete next to the tag list on the left
  2. You can search by a tag number and delete it from there

Import CSV

Once you export a CSV from METRC, you can import the CSV into Flourish Software.

Export the tags from METRC
If you have a Cultivation facility, you have both Plant and Package tags to export and unload. Make sure you fiter for the Type of tag before you export from METRC.
  1. Log in to your METRC account.
  2. From your homepage, click on the Admin tab on the page's navigation bar.
  3. From the drop-down menu, click Tags.
  4. On the Tags screen, click Available.
  5. Filter for what type of tag you need to export (plant or package)
  6. To export, hover your mouse over the printer icon and choose the Excel Sheet option.
  7. Convert the Excel to a CSV.

Upload the CSV Flourish Software

If you imported all the available tags from METRC, you might need to delete available tags in Flourish before you import the CSV.

Once you click Manage Package Tags or Manage Plant Tags:

  1. Click Upload via CSV
  2. Drag and drop the CSV file or click and locate the file to upload. To cancel, click Cancel.
  3. Click UPLOAD.
  4. Click CLEAR to cancel.

How did we do?

METRC - Inbound a package and use it to create clones

Creating Outbound Shipments and METRC Transfers

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