Packages (Metrc Manual)

Information relating to the package process includes the following:

1.    An immature plant can be packaged and transferred for sale. Only Nursery Licensees can cultivate immature plants for sale.

2.    When a manufacturer is creating a concentrate that will then be used in multiple infused production batches, the concentrate must be created as a new package. The infused production batches will then be created from the concentrate package. 

A.   The new package of concentrate is a production batch and will then be partially used in an infused product or sold to a customer.

B.   This makes it more easily recorded as connected to the finished infused product package.

3.    Packages made at a manufacturer facility that creates concentrates must be created by pulling from other packages. 

4.    A package must exist in order for it to be selected for transfer. Transfers are real-time inventory dependent. 

5.    There must be a contents section for each new package created from an existing package. 

6.    When adjusting a package, use the appropriate adjustment reason.

7.    In order for a distributor to send a sample for testing, a test sample package must be created. A new test sample must have a new RFID package tag and be pulled from an existing package. 

8.    Package tags may only be used once and may not be reused.

Package Tag

The Package Tag is designed to identify and track the chain of custody of cannabis and cannabis products.  It breaks into two (2) pieces as described below, and uses a pressure sensitive adhesive so the tag can be affixed to the associated package.

  1. Perforation. The Package Tags are perforated, as shown in Exhibit 61.
  2. Upper Portion. The Upper Portion stays with the package as shown in Exhibit 62 below.
  3. Lowe Portion. The Lower Portion can be used to label a display container or lab paperwork in order to identify the associated Package.  All buds must be in final package form. Bud jars are not allowed.

Package Tag Details

The detailed information printed on each Package Tag as marked in Exhibit 63 is described below.

  1. License Facility Name. The License Facility Name is identified on the package tag.
  2. Facility License Number. The Facility License Number is printed on the package tag. 
  3. Package Tag Order Number. The Package Tag Order Number is printed on the Package Tag. This identifies which order number this particular Package Tag was a part of.
  4. Unique Tag Number. The unique individual ID (UID) number is encoded on the tag in numeric, barcode, and radio frequency ID (RFID) formats.  The barcode printed on the tag is a standard UCC 128 barcode.  Metrc generates the ID numbers automatically and assigns them to a facility.
  5. Cannabis Identifier. Cannabis is printed on the package tag to easily identify that the package contains cannabis or a cannabis product.

The Packages page is accessed by selecting Packages in the top navigation bar.  Clicking on the Active tab displays active packages in the inventory of the licensee as shown in Exhibit 64.

A user can search for a package in the license inventory by filtering and sorting on the columns in the package grid.  See Section 3.5 for information on using the filter functionality in Metrc.

  1. Package Tabs. Only packages in the inventory of the licensee may be viewed. The available tabs include: Active, On Hold and Inactive.
    The Active tab shows the active packages currently at the facility.
    The On Hold tab displays any packages that have been placed on administrative hold by the State of California.
    The Inactive tab displays packages that have been discontinued or finished and are no longer active at the facility.
  2. Package Information. Each of these fields can be used to sort and filter the package data.  The UOM (unit of measure), Packaged By and Received From columns are hidden by default, but can be shown using the Columns Settings menu.  See Section 3.5.2 for information on changing the Column Settings.
  3. Expand Arrow. This arrow indicates that there is additional detail available for the row.
    Selecting the expand arrow next to a Package displays tabs containing Lab Results (if applicable) and the History of the package.  The Lab Results tab is selected in the example shown in Exhibit 65.

Lab Result. The Lab Results tab displays the details of each individual lab test performed on the package.  A Document Download button is available on each row on the Lab Results tab to view the associated certificate of analysis (which the laboratory staff uploads when test results are recorded).

History. The History tab displays a log of every event related to the package.

Req’d (Required) Lab Test Batches. The Req’d Lab Test Batches tab displays only for packages containing lab test samples.  This tab shows the list of Lab Test Batches marked as required by the licensee when creating the test sample.  California is not currently utilizing this feature of Metrc, so no data will be populated on the Req’d Lab Test Batches tab.

  1. New Packages Button. Select this button to launch the New Packages page to record starting inventory during initial transition, to re-package an existing package, to split a package into multiple packages, or to combine multiple packages into a single package.  This button is also used to record product remediation when the package that failed laboratory testing is remediated and re-packaged.
  2. Submit Testing Button. Select this button to launch the Submit for Testing page to create a sample package for laboratory testing.  This button is enabled only for Distributors and Microbusinesses.
  3. Remediate Button. Select this button to launch the Remediate Packages page to record the remediation of a package that failed laboratory testing if the product and remediation method did not require the remediated product be re-packaged. Otherwise, select the New Packages button to record the product remediation.  This button is enabled only for Manufacturers and Microbusinesses.
  4. Create Plantings Button. Select this button to launch the Create Plantings from Packages page to create a new immature plant lot from a package of immature plants.  This button is enabled only for Cultivators and Microbusinesses.
  5. New Transfer Button. Select this button to launch the New Transfer page to transfer a package(s) to another annual licensee.
  6. Change Items Button. Select this button to launch the Change Items page to update the Item designated for the package.
  7. Adjust Button. Select this button to launch the Adjust Packages page to update the quantity contained in a package.
  8. Finish Button. Select this button to launch the Finish Packages page to inactivate a package with a quantity of zero.
  9. Discontinue Button. Select this button to discontinue a package that was created in error.  Once a package has been modified in any way or transferred it can no longer be discontinued.

Creating Packages from Harvest Batch

Creating packages from a harvest batch is initiated by selecting the Create Packages button on the Plants page - Harvested tab 

  1. Tag. Use this field to identify what item the new package contains.
  2. Item Drop Down. Use this field to identify what item the new package contains.
  3. Unit of Measure Drop Down. Use this drop-down to choose the weight basis unit of measure for this package.
  4. Package Date. Enter the date the package is being made (or use the today button to enter the current date).
  5. Add Button. Select this button to create another package simultaneously.
  6. Batch. Specify the Harvest Batch this particular package should be pulled from. Use the magnifying glass to display a list of all active harvest batches. 
  7. Quantity. Enter the weight of the product being taken from the harvest and put into the current package.
  8. (clear)Button. Select this button to clear the current information that has been entered into the fields for this package being created.
  9. Create Packages Button. Select this button to create the package(s) in Metrc.
  10. Cancel Button. Select this button to cancel the Create Packages area and return to the previous page.

Creating Packages from Existing Package(s)

Creating packages from an existing package(s) is initiated by selecting the New Packages button on the Packages page - Active tab.

  1. New Tag.
  2. Magnifying Glass Button.
  3. Item.
  4. Quantity.
  5. Unit of Measure Drop Down.
  6. Package Date.
  7. Today Button.
  8. Production Batch check.
  9. Add Button.
  10. Package #1.
  11. Subtract Button.
  12. Quantity. Enter the quantity of weight-based, volume-based or count-based product(s) being used to create the new package.
  13. Unit of Measure. Use this drop-down to identify the current unit of measure for the package being pulled from to create the new package.
  14. Add Button. Select this button to add another contents package, if pulling inventory from multiple packages.
  15. (clear)Button. Use this button to clear all entries that have entered into the current sections.
  16. Create Packages Button. Select this button to create the new package(s) that need to be created. 
  17. Cancel Button. Select this button to exit the current page without making any new packages and return to the previous page. 

Manufactured Batch Process

Exhibit 68 shows how several bags of flower and leaf were transferred into the manufacturing facility from another location via the transfer process. The flower and leaf were then converted to an intermediate product (Production Batch of Concentrate) for use in a larger batch. In the example above, we could call it butter. The butter is then used to bake a large batch of peanut butter cookies, say 1000. The larger batch of 1000 cookies is then broken down and packaged to be transferred and shipped. Using this example, it is critical to understand that each intermediate step requires a new package tag. Follow the process above and note how each unique ID number is connected to each unique ID number preceding it, and how the chain is kept intact.

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