Subject:
New Enhancements in Metrc
Bulletin Number:
CO_IB_NFR_1.23.20
Distribution Date:
January 22, 2019
Effective Date:
January 23, 2020
Contact point:
Metrc® Support
Reason:
Metrc is providing an update on our newest enhancements for Locations, Multiple Drivers, Editing Transporters, and Sales Deliveries.
Hard copy of Bulletin:
Download PDF

Greetings Metrc Users,

Metrc is pleased to provide information on our newest enhancements within the software that will be available on January 23rd, 2020.

Users who have the ability to create and associate a Room to Plant Batches, Plants, Harvests, or Packages will now see these columns referenced as Location. A Location will function in the same way a Room has in Metrc. Initially, users will see a new field in the Location grid that is referenced as Location Type. This will automatically be set as “default” and any Locations that have already been created will be associated to the “default” status. If there is a change to a Location Type configuration, users will be notified in advance with a bulletin.

When creating Licensed Transfers, users will now be able to designate multiple drivers per transporter. Once a transporter is designated and the transfer is saved, users with access to the Transfers Hub in Metrc will now be able to utilize the “Lookup” feature for saved driver and vehicle information when editing a transfer.

Users who have the permission to conduct Sales Deliveries will now be able to designate a Recipient Name on the Sales Delivery Manifest.

Please find on the following pages a detailed description of the enhancements:

New Enhancement: Locations

Any user with permissions to the Rooms grid in Metrc will now see that it has been replaced by Locations. All areas in Metrc that were previously referenced as a Room will now show as a Location. All existing entries will not be affected by this change. Each existing Location will be associated a “default” Location Type as seen in Figure 1 that allows for the usage of that Location in any area of Metrc.

Figure 1: New Location Grid

All buttons and columns in Metrc where a Room was utilized will now be referenced as a Location. Figure 2 provides an example of these changes will look once updated. All existing inventory will automatically be associated to the same Location it was in prior to the change.

Figure 2: New Change Location Buttons and Column

New Enhancement: Add Multiple Drivers

When creating a licensed transfer, users will now see a new + (details) icon in Figure 3 beneath the driver’s information. When selected, a second row will populate allowing a user to record multiple drivers within a single transporter as seen in Figure 4. The – icon allows for the user to remove the row as needed.

Figure 3: Updated Licensed Transfer Layout
Figure 4: Multiple Drivers for a Single Transporter

New Enhancement: Transfers Hub Lookup

Users with access to the Transfers Hub grid in Metrc will now be able to utilize the same “Lookup” feature which has been available when creating a Licensed Transfer. Once used, the Lookup will store either a Driver or Vehicle information so that it can be auto populated for future use when selected.

Figure 5: Transfers Hub Selectable Buttons
Figure 6: New Lookup Feature when Updating Transporter Info

New Enhancement: Sales Delivery Recipient

Users with the permission to conduct a Sales Delivery will now see a Name field within the Record Deliveries dialog box. This name is supposed to indicate the individual who was the recipient of the delivery. When entered, this will populate on the Sales Delivery Manifest as the Recipient Name as seen in Figure 8. The Patient No. Field should indicate the identification that was used to verify the Patient.

Figure 7: Updated Sales Delivery with Recipient Name
Figure 8: Updated Sales Delivery Manifest Fields

Update: User Guides

Metrc has updated both the Manual and Colorado Supplemental Guides which can be found underneath the Support dropdown menu.

Figure 9: Support Menu Dropdown

Please feel free to contact support at support@metrc.com or 877-566-6506 with any questions.

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