Metrc Users' Guide for OMMA Commercial Licensees

Updated 6.1.2023Oklahoma.gov/OMMA

Metrc Users' Guide for

OMMA Commercial Licensees

Updated 6.1.2023Oklahoma.gov/OMMA Page 2 of 3

Metrc Users' Guide

OMMA assembled this guide to help licensees navigate common issues in Metrc.

If you need more help with Metrc, contact Metrc Support at [email protected] or 877-566-6506. Metrc will

contact OMMA directly on your behalf if Metrc needs OMMA’s help on your issue.

If you reach out to OMMA, our staff will ask for your Metrc ticket number ﬁrst. If you haven’t yet contacted Metrc,

OMMA will refer you to Metrc – this process has improved response times.

Metrc Resources

At metrc.com/partner/oklahoma:

• New Business Training for businesses just getting started in Metrc

• Metrc Learn is Metrc’s training and information platform.

• Metrc Bulletins are messages to licensees from Metrc with updates, tips and other important information.

• Training videos from Metrc help explain how to use the platform.

• Metrc’s FAQs have background information speciﬁc to Oklahoma.

• Validated integrators for Oklahoma are software providers approved by Metrc that provide additional tools to

OMMA-licensed businesses using Metrc.

At omma.ok.gov/s2s:

• Basics about the seed-to-sale program in Oklahoma

• Comprehensive list of FAQs

Harvest Batches

All harvested medical marijuana must be separated into harvest batches. Harvest batches must be uniform in

strain, cultivation practices, grow location, harvest time, and dried or cured under uniform conditions. Inventories

must be reconciled each day in Metrc at the close of business, if not already done. Samples from each harvest

batch must be tested.

Batch size is very important when harvesting. Harvest batches must be no more than 15 pounds. An exception is

plant material that will be transferred to a processor for concentrate production, which may be in batches of no

more than 50 pounds.

Please review Metrc Bulletin 15 and Metrc Bulletin 19 in the Appendix for details.

Harvest and Production Batch Packaging

For proper harvest and production batch packaging, review user guides available under the “Support” tab on

your Metrc account homepage. Other resources include OMMA’s Metrc FAQs at omma.ok.gov/s2s, and links at

metrc.com/partner/Oklahoma to Metrc bulletins and Metrc Learn.

Primary and Reserve Testing Samples

Samples from each harvest and production batch are required to be submitted for testing. Samplers are required

to collect both primary and reserve samples from each harvest or production batch. Retests requested by the

licensee are required to be performed on the reserve sample ﬁrst.

Please review Metrc Bulletin 9 in the Appendix for details.

Updated 6.1.2023Oklahoma.gov/OMMA Page 3 of 3

Metrc Users' Guide

Tags for Samples

Testing samples sent to labs MUST have the Metrc package tag afﬁxed to the container/product. This applies to

both the primary and reserve testing samples.

Virtual Transfers

OMMA will not grant permission for virtual transfers prohibited in our rules or state laws. We are unable to make

exceptions for errors or mistakes like accepting delivery in Metrc before physical delivery and or accepting a

delivery with missing or damaged products either digitally (in Metrc) or physically. It’s important to check the

entire delivery for accuracy before accepting it in Metrc and physically. Licensees must accept or reject each

package on a manifest in its entirety – you can’t accept only part of a package.

When a product is missing or in similar cases when a licensee chooses to refuse a delivery, the licensee must

refuse the entire package on the delivery manifest and return the products with proper documentation on the

physical and digital manifests. Licensees cannot accept only part of a package.

If your company’s physical and digital inventory do not match after a transfer has already been completed and

you have product on hand that is unaccounted for in Metrc, please ﬁll out the contact form at

omma.ok.gov/contact and select “Seed-to-Sale (Metrc)” in the ﬁeld for “Regarding.”

Compliance

Being credentialed in Metrc and using it to track your inventory is required by state law and OMMA rules.

Licensees are responsible for ensuring all information and actions in Metrc are also compliant with OMMA rules

and state law – Metrc is a tracking system, not a compliance tool, and some actions or information allowed in

Metrc may not be compliant. You may consider seeking legal advice if you’re unsure about compliance

requirements.

Re-Testing

OMMA rules allow re-testing of products only for failures that allow a product to be decontaminated or

remediated.

Products with failures for heavy metals, pesticides or mycotoxins can’t be remediated or decontaminated and

must be legally disposed of as waste. Products may also not be re-tested for potency. Licensees may not take

products that have already been tested to a second lab for a new test – it’s commonly referred to as “lab

shopping,” and it’s against OMMA Rules.

Item Categories

Metrc and OMMA compiled tables to help licensees determine which Metrc product categories to select for

different products or stages of production, and the required testing. The production stages and products

include ﬁnished plant material, concentrates/extracts and infused products.

Please review Metrc Bulletin 19 in the Appendix for details.

Plant Waste

There are different procedures within Metrc to properly designate material as waste. Metrc compiled guidance

on how to create waste items, create waste packages for different types of plant material, clone waste packages

and transferring waste packages.

Please review Metrc Bulletin 10 in the Appendix for details.

Oklahoma - Metrc Support Bulletin

Bulletin Number: OK_IB_09

Distribution Date: 07/01/22

Effective Date: Ongoing

Contact Point: support@metrc.com

Subject(s): Creating Test Samples and Reserve Samples

G

reetings Metrc Users,

This bulletin is intended to clarify the process for (1) Creating and submitting a Test Sample, and (2)

Reserving sample(s) for testing in Metrc.

In

addition to information provided in this bulletin, a video will be available next week in the

Metrc

Knowledge Center that explains the process.

Test Samples vs Reserve Samples

A

Test Sample must be created from the correct source package and transferred from the license where

the source package is located. In addition, all Test Sample Packages must be created using the “Submit

for Testing” button. Examples include:

Test Sample of useable marijuana after it has been packaged into a 15-pound raw plant material

package:

1. Create the Test Sample as a “Test Sample Package” using the “Submit for Testing” button.

The

Item Name for the Test Sample should be identical to the Source Package.

T

est Sample of a Production Batch of Concentrate, Infused Edible, or Infused Non-Edible:

1. W

hen creating a Test Sample from a production batch, create the Test Sample using the “Submit

for Testing” button. The Item Name for the Test Sample should be identical to the Source

Production Batch Package.

P

lease follow the process below when creating a Test Sample:

Creating a Test Sample

When creating a Test Sample, first select the Source Package then select the “Submit for Testing” button

as shown below in Figure 1. This is the same process for all products being tested. This will open an

action window.

Oklahoma - Metrc Support Bulletin

Figure 1: Select Source Package & Submit for Testing button to create a Test Sample

Once the action window is open, indicate the new Test Sample tag number, Location, Item Name,

Quantity, and Package Date. The next step is the selection of the “Required Testing” Test Batch. In this

step, check the box that matches the Product Type of the Source Package and Test Sample, or the

appropriate batch for the R&D Testing. This will indicate to the testing facility which Test Type(s) are

required for the test sample. In Figure 2 (below), the test sample “Pineapple Express Buds” test batch

“Raw Plant Material” should be selected.

Oklahoma - Metrc Support Bulletin

Figure 2: Select Required Test for Package Based on Item Type

Oklahoma - Metrc Support Bulletin

In Figure 3 below, the “Brownies 40mg” test sample shows as the required Lab Test Batch of “Infused

Edible” that is selected.

Figure 3: Selecting Required Test for Infused Edible Test Samples

Oklahoma - Metrc Support Bulletin

Please remember to select only the Test Batch that correlates with the Product Type being tested for

state required testing. If the incorrect Test Batch is chosen, the product will be locked and show a

“Testing in Progress” status once all test results have been entered by the testing facility. If this occurs,

please contact Metrc Support for next steps.

Note for all testing facilities: If there are test samples in your Active Packages Inventory that are locked

after entering all test results, please reach out to Metrc Support with the sample information.

Creation of Reserve Samples

A Reserve Sample must be created and transferred from the correct license where the Source Package is

located and must be created using the “New Packages” button (NOT the “Submit for Testing” button).

Examples include:

Reserve Sample of useable marijuana after it has been packaged into 15-pound raw plant material

packages:

1. Create the Reserve Sample as a Regular Package from the correct Source Package. The Item Name

for the Reserve Sample should be identical to the Source Package.

2. Manifest the Reserve Sample Package to the testing facility that will be testing the sample(s).

Reserve Testing of Concentrates, Infused Edibles, or Infused Non-Edibles from Production Batches:

1. If R&D testing is to be done on a specific production batch package, create a Regular Package from

the Lot Package that contains the quantity of product to be submitted for R&D testing. An Item

for this purpose will need to be created under the Admin functionality. The Item Name should

read “R&D [production run number]” - Please use the correct production run number.

2. Manifest the R&D package to the Testing Laboratory that will transport the sample(s) for testing.

Please follow the process below when creating a Reserve Sample:

Creating a Reserve Sample

When creating a reserve sample, first select the Source Package, then select the “New Packages” button

(as shown below in Figure 3). This same process applies for all products being tested.

Oklahoma - Metrc Support Bulletin

Figure 3: Select Source Package & New Packages button to create a Reserve Sample

Once the action window is open, indicate the new Reserve Sample Tag Number, Location, Item Name,

Quantity, and Package Date. In Figure 4 (shown below), the reserve sample of “Pineapple Express Buds”,

the package being created is a non-test sample package.

Figure 4: Creating Reserve Sample

Oklahoma - Metrc Support Bulletin

In Figure 5, the “Brownies 40mg” reserve sample, the package being created is a non-test sample

package.

Figure 5: Example of Creating Reserve Sample for Infused Edible

In addition to information provided in this bulletin, a video is available in the Metrc Knowledge Center

that explains the process.

Please contact Metrc Support at support@metrc.com or call 877-566-6506 with questions.

Metrc Support Bulletin

Bulletin Number: OK_IB_010 Distribution Date: 7/14/22 Effective Date: Ongoing

Contact Point: Metrc

®

Support Subject: Packaging Plant Waste

Reason: Metrc is providing guidance on the functionality that should be used to package all

MMJ waste, transfer it to a waste permit facility, and adjusted it down to zero and finished.

Greetings Metrc Users,

Metrc in conjunction with OMMA, is providing guidance on the process that should be

used in Metrc to record waste disposal transfers. The bulletin explains the following

steps:

I. Create MMJ Waste Items

II. Create MMJ Waste Packages from Trimming

III. Create MMJ Waste Packages from Harvests

IV. Create MMJ Waste Packages from Packages

V. Packaging Clones into Clone Waste Packages

VI. Transferring MMJ Waste Packages

VII. Adjusting and Finishing MMJ Waste Packages (Waste Permit Only)

Any questions on what must be packaged as waste and transferred to a waste disposal

facility should be directed to OMMA compliance.

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

Metrc Support Bulletin

Create Waste Items

Before MMJ Waste packages can be created in Metrc, items will need to be assigned to

them. Items will need to be created in order to properly assign waste to include “MMJ

Clone Waste”, “MMJ Package Waste” and “MMJ Plant Waste”. To do this, navigate to

the Items page under the Admin area shown in Figure 1. Once there, utilize the “Add

Items” button to trigger the action window as shown in Figure 2.

Figure 1: Navigate to Items Screen

Figure 2: Add Items Button

This button will trigger the action window to create their MMJ Waste items. Users should

be creating MMJ Waste items for Packages and Plants while utilizing the “MMJ Waste”

item category. For Clones, use the item category “MMJ Clone Waste”. The name

should clearly indicate for which type of waste the item is intended to be used as shown

in Figure 3.

Metrc Support Bulletin

Figure 3: Create MMJ Waste Items

Once the information is complete, use the green “Create Items” button to complete the

item creation process.

Metrc Support Bulletin

Create MMJ Waste Package from Trimming

To create an MMJ Waste package from trimming, navigate to the Plants area using the

top navigational bar and select the “Waste” tab within that page. Once there, select the

waste that is being packaged and use the “Package Waste” button to begin the process.

This step is shown below in Figure 4.

Please Note: When creating the waste entry, ensure that you are using the “Waste

Disposal Transfer” as the waste method.

Figure 4: Select the Plant Waste for Packaging

The “Package Waste” button will trigger an action window to input the information about

the waste package. The user should use the plant waste item created previously the

intended location, package tag number, and weight of the waste package. Once the

information is entered, use the “Create Plant Waste Packages” button to complete the

process. This step is shown below in Figure 5.

Metrc Support Bulletin

Figure 5: Create Plant Waste Package Action Window

Create MMJ Waste Package from Harvest

To create MMJ Waste packages from a harvest batch, navigate to the Plants area and

select the “Harvested” tab and then select the harvest that has already recorded plant

waste and drill down on the harvest using the caret (arrow) on the left-hand side and

click the “Waste” tab under the harvest. Then, select the waste entry being packaged

and use the “Package Waste” button. This step is shown below in Figure 6.

Metrc Support Bulletin

Figure 6: Select Harvest Plant Waste for the MMJ Waste Package

This button will trigger the action window to record the same information entered for

non-harvest plant waste in the section above and create the MMJ Waste package. This

step is shown below in Figure 7.

Figure 7: Create the MMJ Waste Package from Harvest

Metrc Support Bulletin

Create MMJ Waste Packages from Packages

To create MMJ Waste packages from other packages, navigate to the Packages area

using the top navigational bar and select the package to be packaging waste from and

use the “New Packages” button. This step is shown below in Figure 8.

Figure 8: Select the Package to Create the MMJ Waste Package

This button will trigger an action window to create a new package by indicating how

much is being removed from the selected package on the right side of the action

window and fill in the new package information on the left side. Once all the information

is entered, use the “Create Packages” button to complete the process, as seen below in

Figure 9.

Metrc Support Bulletin

Figure 9: Create Package MMJ Waste Action Window

Packaging Clones into Clone Waste Packages

To create MMJ Clone Waste packages from an immature (Clone) batch, navigate to the

Plants area and select the “Immature” tab and then select the plant batch you wish to

package into Clone Waste.

Next, select the “Create Packages” button. This step is shown below in Figure 10.

Figure 10: Select Immature Plant Batch to Create Waste Package

Metrc Support Bulletin

This button will trigger an action window to assign a tag to the selected immature plant

batches, a location, and the new item “MMJ Clone Waste”. Input how many plants are

being disposed of, followed by selecting the date.

Once all the information is entered, use the “Create Packages” button to complete the

process, as seen below in Figure 11.

Figure 11: Create “MMJ Clone Waste” Package from Immature Plants Batch

Transferring MMJ Waste Packages

Once the MMJ Waste packages have been created, they should be transferred to a

Waste Permit facility to be destroyed. To create the transfer, select the packages that

will be included in the transfer on the packages grid and use the “New Transfer” button.

This step is shown below in Figure 12.

Metrc Support Bulletin

Figure 12: Select MMJ Waste Packages and Create a Transfer

This button will prompt an action window to create the outgoing transfer. The “Waste

Disposal” transfer type will need to be used and enter the destination and transporter

license number for the Waste Permit facility. Additionally, indicate the employee badge

number of the agent and vehicle information for the agent picking up the transfer.

Once the information is input and reviewed for accuracy, use the “Register Transfer”

button to create the transfer as seen in Figure 13.

Metrc Support Bulletin

Figure 13: Create Waste Disposal Transfer Action Window

Metrc Support Bulletin

Receiving and Finishing MMJ Waste Packages

For the Waste Permit facilities, Waste Disposal transfers will need to be received, then

adjust and finish these packages in Metrc as they are physically destroyed. To receive

the MMJ Waste packages, navigate to their Transfers area by using the top navigational

bar and selecting the Incoming tab.

Then, select the incomplete transfer and use the “Receive” button on the right-hand side

as seen below in Figure 14.

Figure 14: Select Transfer and Receive Button

This button will prompt an action window to indicate acceptance of all packages and

locations where these packages were being stored. This step is shown below in Figure

15.

Figure 15: Accept Transfer Action Window

Metrc Support Bulletin

Once the transferred packages have been accepted into your inventory. Then adjust the

package down and finish as the contents are physically destroyed. To perform this

action, navigate to the package page, select the package, and use the “Adjust” button to

begin the process as seen below in Figure 16.

Figure 16: Select MMJ Waste Package for Destruction

This button will prompt an action window to deduct the package down to a zero-quantity

and finish the package. The “Waste Destruction” reason should be used and enter the

destruction method in the required note field as seen below in Figure 17.

Figure 17: Waste Destruction Adjustment Action Window

Please feel free to contact support at [email protected] or 877-566-6506 with any questions.

Metrc Support Bulletin

Bulletin Number: OK_IB_15 Distribution Date:

11/2/22

Effective Date:

11/3/22

Contact Point: Metrc® Support Subject: New Update in Metrc

Reason: Metrc is providing an update on our upcoming feature release.

Greetings Metrc Users,

Metrc is pleased to provide information that on November 3

rd

, 2022 our newest updates

will be available within the software. These enhancements, fixes, or document updates

include:

I. New package detail tab for source harvest batch information

II. New package detail tab for lab test batch results

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

Metrc Support Bulletin

Source Harvest Tab

Metrc has added a new tab within the packages drilldown for users to view information

on a source harvest(s) that contributed to the creation of the package. This information

includes the license that created the harvest, harvest name, and date of the harvest.

This will also allow you to view all the harvest information for packages created from

multiple harvests.

To view this information, you will drill down on the package details and select the

“Source Harvests” tab. This is shown in Figure 3 below.

Figure 3: Source Harvest Tab

Lab Test Batch Package Details

Metrc has added a new tab under within the packages drilldown to provide users more

concise information on the lab test batches for which the package was tested. To view

this new tab, you can drill down into the package details using the carrot on the far-left

side of the package entry, and select the “Lab Test Batches” tab. The information

provided will be the lab test batch name, the number of test types performed and

required, and the pass/fail status of the results.

If you would like to view the individual tests performed under the test batch, you can drill

down on each one to see the results. Figure 4 is an example of how this information is

displayed.

Metrc Support Bulletin

Figure 4: Lab Test Batches Tab

Please feel free to contact support at suppo[email protected] or 877-566-6506 with any questions.

Metrc Support Bulletin

Bulletin Number: OK_IB_19 Distribution Date: 1/09/2023 Effective Date: Ongoing

Contact Point: Metrc® Support Subject: Lab Test Batch and Item Category Guidance

Reason: This bulletin provides guidance to industry users on the categorization of different products

and the corresponding required lab test batches

Greetings Metrc Users,

Provided below is industry guidance regarding the usage of item categories and corresponding lab test

batches. The chart groups the products under each stage of packaging and production in the first column.

In each stage, the list of item categories includes common products that would be associated to each item

category in the second column. The third column indicates what required lab test batches must be chosen

when creating test sample packages.

This guide does not constitute legal advice and OMMA licensees are encouraged to seek private legal

counsel.

Please see the following pages for details:

Metrc Support Bulletin

Production

Stage/Product

Product Category in Metrc

Lab Test Batch & Required Testing

Finished Plant

Material

Raw Plant Material

• Flower & Buds

(Single Harvest,

Single Strain)

• Shake/Trim (Single

Harvest, Single

Strain)

• Kief (Single or

Multi-Harvest)

Whole Wet Plant

• Flash Frozen/Fresh

Frozen/Whole Wet

Plant

Raw Plant Material

• Microbial

• Heavy Metals

• Pesticides

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Foreign Material

• Water Activity

• Moisture Content

Flash Frozen/Whole Wet

PlantMaterial

• Microbial

• Heavy Metals

• Pesticides

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Foreign Material

Metrc Support Bulletin

*Growers producing non-infused pre-rolls from a single harvest batch of flower, bud, shake, or

trim grown on the licensed premise which has passed full compliance testing are required to

conduct additional testing on such non-infused pre-rolls only for heavy metals, filth and

contaminants and potency. OAC 442:10-8-1(s)(1)(B).

Production

Stage/Product

Product Category in Metrc

Lab Test Batch & Required Testing

Finished Plant

Material

•

Raw Pre-Rolls (Non-

Infused Flower Only)

– Single Harvest

(Previously Tested

Flower/Shake/Trim –

Test Passed)

• Raw Pre-Rolls (Non-

Infused Flower Only)

– Multiple Harvest

Raw Pre-Rolls (Non-

Infused Flower Only)

– Single Harvest –

(Untested Flower or

Shake/Trim) *

Raw Pre-roll (Single Harvest Batch)

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Heavy Metals

• Foreign Material

Raw Pre-roll (Multi-Harvest

Batch)

• Microbial

• Heavy Metals

• Pesticides

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Foreign Material

• Water Activity

•

Moisture Content

Metrc Support Bulletin

Production

Stage/Product

Product Category in Metrc Required Testing

Cannabis

Concentrate/Extract

Production Batch A

Concentrate

Including but not limited to:

• Live Resin

• Rosin

• Hash

• Shatter

• Oil (Not Vape Oil)

• Wax

• Budder, Batter, Badder

• Crumble

• Tinctures- (Final Form

Infused Edible or Non-

edible category tested

as a Concentrate)

• Distillate

• Vape Carts (Final

Form Infused Non-

Edible tested as a

Concentrate)

• Isolates & Crystalline

Diamonds

• Sap

•

Sugar

Solvent Based Concentrate & Non-

Solvent Concentrate

• Microbials

• Mycotoxins

• Residual Solvents

• Heavy Metal

• Pesticides

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Foreign Material

Metrc Support Bulletin

Production

Stage/Product

Product Category in Metrc Required Testing

Marijuana Infused

Products

Production Batch B

Infused Edible

Including but not limited to:

• Cookies, Cakes,

Brownies

• Gummy products

• Beverages–Non-Dairy

• Syrup

Infused Non- Edible

Including but not limited to:

• Metered Dose Nasal

Spray Products

• Pressurized Metered

Dose Inhaler Products

• Rectal/Vaginal

Administration

Products

(Suppositories)

• Topicals (Salves,

Balms, Pain Patches)

• Capsules/Lozenges/

Pain Pills

• Transdermal Patches

• Oral Sprays

• Caviar

• Moon Rocks

• Flower (Infused)

Infused Edible†

• Microbials

• Mycotoxins

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Pesticides

• Foreign Material

Infused Non-Edible†

• Microbials

• Mycotoxins

• Potency (including)

 Total THC

 Terpenoid Type and

Concentration

• Pesticides

• Foreign Material

Metrc Support Bulletin

†Assumes the same licensed processor is not creating both the concentrate and the final product.

Licensed processors creating both the concentrate and the final product are not required test for

solvents, chemical residue, metals where the concentrate used to make the infused product was

tested for solvents, chemical residue and metals previously and the lots was found to be within

established limits. OAC 442:10-8-1(i)(3) and (i)(4)(C).

†† Infused pre-rolls are required to undergo additional testing for metals regardless of whether the

concentrate used to make the infused pre-roll was previously tested for heavy metals and found to

be within established limits. OAC 442:10-8-1(i)(4)(C).

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

Marijuana Infused

Products

Production Batch B

Infused Non-Edible

• Pre-Rolls (Infused)

Infused Non-Edible (Additional Heavy

Metals ††

• Microbials

• Mycotoxins

• Potency (including)

 Total THC

 Terpenoid Type and Conc.

• Pesticides

• Foreign Material

• Heavy Metals