Navigating in Metrc

Once you are in the software, you will notice a long black navigation bar at the top of the screen. The functions available to you on the navigation bar are based on facility type and employee permissions.

Navigation Bar

Item 1: Metrc Navigation Bar

The Metrc Navigation Bar is the long black bar that runs from left to right at the top of your screen when you’re logged into Metrc.  You will select from the functional areas on this bar to conduct your data entry. 

Item 2: Information Envelope

The Information Envelope on the far left of the navigation bar will display Metrc Support holiday hours and/or closures and other important information.

Working In/Switching Between Facilities

In the upper right-hand corner of the screen, just under the long black navigation bar, will be your facility/location.

Item 1: Current Facility

This is the facility in which you are currently working.  

If your organization only has one facility, or if you are an employee who will only have access to one facility, that facility/location information is what you will see here.

Item 2: Down Caret  

If your organization has multiple facilities and you have access to more than one of them, a drilldown arrow will be available to the right of the facility information. You will click on this to populate the list of facilities to which you have access.

Item 3: Other Available Facilities

Once the list has populated, you can toggle between facilities, clicking to select the facility you need to work in. The selected facility will then appear as the Current Facility.

Sort and Filter Functions

Hitting the drilldown arrow to the left of an item anywhere in the system will list the history for that item. 

You can sort the data in any column by clicking at the top of the column. One click sorts the data in ascending alphanumeric order, two clicks sorts the data in descending alphanumeric order, and a third click clears the sort. Sort by one column at a time. Sort functionality is also available under the three-button menu icon to the right of each column name.

By clicking on the three-button menu icon to the right of each column name, you can select Filter functionality and filter the data in the corresponding column. You can filter multiple columns at a time, but please remember to clear your filters when you’re finished using them.

Refer to the Metrc Manual/User Guide for additional information.

Templates 

Green template check buttons are available in multiple places throughout the software to save you time. Using these templates, you can populate the common information for Plants you’re phasing, Harvest or Manicure batches you’re creating, Packages you’re creating, etc.

In the example above, you could populate your Harvest Name, Unit of Measure, Drying Room, and Harvest Date and then select each green template check next to the items to populate that same information for every plant you’ve selected to be a part of the Harvest batch.

Licenses & Permissions

Permissions for each type of facility

Craft Marijuana Cooperative

Functions available on the navigation bar for Craft Marijuana Cooperatives include: Admin, Packages, Plants, Reports, and Transfers. 

Cultivation/Grow

Functions available on the navigation bar for Cultivations/Grows include: Admin, Packages, Plants, Reports, and Transfers. 

Independent Testing Lab

Functions available on the navigation bar for Independent Testing Labs include: Admin, Packages, Reports, and Transfers. 

Manufacturer/Processor 

Functions available on the navigation bar for Manufacturers/Processors include: Admin, Packages, Reports, and Transfers. 

Micro-business

Functions available on the navigation bar for Micro-businesses include: Admin, Packages, Reports, and Transfers. 

Research Facility

Functions available on the navigation bar for Research Facilities include: Admin, Packages, Reports, and Transfers.

Retailer

Functions available on the navigation bar for Retailers include: Admin, Packages, Reports, Sales, and Transfers. 

Transporter

 Functions available on the navigation bar for Transporters include: Admin, Packages, Reports, and Transfers.


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