15 States have selected metrc as their state’s track-and-trace system used to track commercial cannabis activity and movement across the distribution chain ("seed-to-sale").
Does Odoo have an App that can be used to integrate with metrc?
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15 States have selected metrc as their state’s track-and-trace system used to track commercial cannabis activity and movement across the distribution chain ("seed-to-sale").
Does Odoo have an App that can be used to integrate with metrc?
Odoo, as well as some US Odoo Partners, have integrated v11, v12 and v13 with metrc.
Odoo Inc. is a certified metrc developer and has received full certification for California and Michigan - see https://www.metrc.com/validated-integrators/.
We have developed metrc integration for cultivation, distribution, retail, retail non-storefront and manufacturing license holders.
Specifically, the features are:
metrc Product Catalog Sync.
metrc Strain Sync / metrc Item Category Sync.
Facility / Customer metrc Licenses.
metrc retail Receipt reporting.(Via POS/Sale Order)
External Outgoing Transfer Manifest.
Incoming metrc transfer Syncing/Processing (must be accepted in metrc.)
Outgoing metrc transfer Syncing/Processing (must be in shipped state in metrc.)
Product Alias.
Package tracking between facilities.
metrc Package Adjustments.
metrc Package Manufacturing.
metrc Package Batch Splits (Single/Multi).
There is currently not an App.
The major reason is that each Customer operates in a different way and therefore has different requirements. It is better to think of Odoo and our Partners having "libraries" of code that can be reused to create Customer specific metrc Apps based on the different requirements.
Other reasons include:
the metrc API has undergone changes (as recently as this month) and not all users believe they were given adequate notice to prepare - in some cases the integration "broke" due to the API updates and users were caught completely by surprise;
the concept of a "location" was recently introduced in the API, but isn't always required to be used with a transaction;
in California parts of the metrc API are disabled and users are instead required to use the metrc website for some operations - and there is no sandbox to test these parts - so how users want to comply with this additional component of regulation differs from Customer to Customer - even depending on the type of transaction they need to register with the CDFA;
some users find the performance of metrc to not meet their expectations and are not happy using it in real-time.
Odoo or one of our Partners can connect you to an Implementation Engineer who can start a conversation with you about the kinds of things you need to consider and give you a range of the scope needed to build YOUR App.
There are many things to think about, here are JUST A FEW:
- Are users allowed to "skip" reporting to metrc in the case of connectivity issues?
- Do you want real-time or batch integration? (some workflows are error-prone and require review of the data since variances of inventory value greater than 3% of revenue could trigger audits)
- What requirements do have for transactions to be reported to financial institutions using third parties such as Hypur, MetricStream, Compliance 360, Sopra, Navex, RSA, Printec, Logic Manager, Q2?
- Do you need orders reported (for financial compliance purposes) with or without line item details ?
- Do you want Point of Sale / Retail Delivery / Wholesale Orders / eCommerce Pickup Orders to be aggregated or reported separately?
- Do you need orders segregated by payment method?
- Do you have all licenses "active" with the State, or are you staggering which licenses become active over time?
- Is the Odoo reservation logic and removal strategy logic compatible with the way you manage your warehouse?
- Do you need last-mile delivery or require "warehouse on wheels" capabilities?
- Do you have separate Inventory Control and Fulfillment teams?
- Are your Inventory Control and/or Fulfillment teams performing one, two or three step workflows and at which point do you want the metrc call to take place?
- Is the manifest being generated from the Sales Order or Delivery Order?
- When are you creating the Customer Invoice?
- What is your workflow for dealing with partial returns?
- What is your workflow for dealing with backorders?
- What is your workflow for dealing with inter-company inventory transfers?
- What is your workflow for splitting lots? When do you do it? When do you report it?
- Do you manufacture products, and if so, when do you report to metrc?
- Do you allow packages to be renamed? relabelled?
- Do you need package tag information on your labels?
- Do you integrate with OnFleet, Leafly, Weedmaps, Greenbits, Trellis also?
- Do you work with third parties (ie: Eaze) that also report to metrc, so don't want to also report the same transaction?
There are other questions, but these should give you a sense of how complicated the integration is at this point in the evolution of both the industry and the oversight regulations.
Simply put, it is a very new and highly competitive industry with few best practices and little sharing of information about what is working and not working. Everyone we work with has MAJOR differences in how they plan to meet the track and trace requirements.
Everything that Odoo has learned from the Customers that Odoo and our Partners have worked with so far has confirmed that a one-size-fits-all App for metrc is very complex. It is not on the roadmap of any Company that we know of.
Please reach out to Odoo or one of our Partners if you want to start a conversation about how Odoo can work with metrc (or other mandated track and trace systems such as BioTrackTHC, MJ Freeway, Agrisoft, etc)
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