Marijuana Software Knowledge Base

FAQ

• Frequently Asked Questions

Getting Started

• Signing Up
  • How to Create an Account
  • How do I login?
  • What is my MMD number, and where do I find it?
  • How do I add a new facility to my account?
  • How to Change Your Account Time Zone
  • How to enable tax exemptions?
  • Set Scale Variance

METRC

• METRC Setup & API Access
  • How do I register for METRC?
  • How do I connect METRC in Marijuana Software?
  • How do I activate automatic METRC reporting?
  • How do I receive packages in METRC?
  • How do I import my METRC inventory?
  • How Many METRC Tags do I need?

Employees

• Add/Edit Employees
  • Add an Employee-Level METRC API Key
  • How do I add/remove an employee?
  • How to Add a New Employee to METRC
  • How do I change my 4-digit login pin
  • Troubleshooting: Blank Employee Selection Screen
• Timecards
  • How do I clock in and clock out?

Customer Management

• Customer Management
• How do I add contact information to a customer?
• How To Export Customer Data
• How do I delete a customer
• How do I bring back a deleted customer?

Category Management

• State Categories vs Store Categories
• How To Add, Edit Or Delete A Store Category
• Package from Metrc created a new category, how do I move it?

Packages

• Importing
  • When importing products from a METRC manifest, will it automatically recognize an existing product?
  • Fix Duplicated Metrc Import In Products Page
  • Duplicated Products Appearing On The New Page
• Renaming
  • Rename an Imported Package by Creating a New Product
  • How do I rename a Product?
• Changing Weight Based to Units
  • What is the unit weight and package weight
  • Update Unit of Measure on Inventory Jar
  • Convert Weight-Based Packages to Pre-Packaged Units
  • How to Change a Metrc Package to Units
• Conversions & Pre-Rolls
  • How do I create a Metrc pre-roll?
  • How To Transfer Inventory From Jar to Back Inventory (For Conversions)
  • How to Create Pre-Roll Pre-Packs
  • How do I create a pre-roll?
  • How do I convert one product into another?
• Adjustments
  • How To Make Adjustments
  • How do I adjust a package in METRC?
  • Adjust METRC Package From the Products Page
  • Adjust METRC Package from the Product Details Page
  • How do I waste product?
• Adding & Restocking
  • Creating a New Product
  • How do I add stock to a product?
  • How do I add a non-marijuana product?
  • Add a UPC to a Non‑METRC Product
• Deleting/Archiving
  • How To Delete (Archive) A Product
  • How do I unarchive (and unfinish) a package?
• Sync & Troubleshoot
  • Products Not Showing In POS
  • Sync Product Data
  • New Products Page Troubleshooting
  • Archived Products Appearing On The New Page
• Transfers
  • How do I transfer product from my dispensary to another dispensary
• Pricing & COGS
  • How do I set Cost of Goods on my products?
  • How To Update Product Prices
  • Smart Pricing (Smart Price Match)

Label & Barcode Printing

• What do I have to have on my labels?
• How do I create compliance labels
• How do I print barcodes?

Sales

• Basics
  • How do I add inventory to the sales floor
  • How To Edit/Update An Order
  • Incorrect “You’ve Reached Your Limit” Warning With A Patient’s Order
  • How do I reprint a receipt
  • How do I VOID an order
  • How to perform returns and exchanges?
  • How To Add A Customer To A Finished Sale
  • Workflow: Import METRC Packages, Set Pricing & Sell Products
  • Why are my products not appearing on the sales screen?
• Loyalty/Rewards
  • Set Up Loyalty Point Tracking
  • How do I add customer loyalty points?
• Discounts
  • Discount Management
• Reporting Sales to Metrc
  • Daily Compliance SOP for METRC Reporting
  • How do I use the METRC Sales and Reconciliation tool?
  • How to use the METRC Discrepancy Report
  • How do I report sales to METRC
• Troubleshooting Variances/ Reconciliation
  • Troubleshooting METRC Sales Uploading
  • Archiving Orders/Items In Metrc Upload Queue
  • Troubleshoot Discrepancies Between METRC and Marijuana Software
  • How to find active package history in Metrc
  • How do I fix an over sold product (product in the negative)?

Printers

• How do I configure wireless printing on my Star Printer?
• Make Your Cash Drawer Pop When a Receipt Prints
• Set Up PromoPRNT for Custom Receipts
• Troubleshooting
  • How do I troubleshoot my wireless printer problems?
  • How to Change the Paper Type for Star Micronics Receipt Printers (Windows)
  • How do I perform a printer test on my Star Micronics printer?
  • How do I start a Star Micronics Support Ticket?
  • How to perform an internet speed test
  • Clear Browser Cache

Website, Web Menus & Online Ordering

• Website Integration Options with Marijuana Software
• Free Websites
  • How do I create, update, and publish my free website?
• Web Menus
  • How do I activate auto-sync for API data?
  • How do I add pictures to my products and web-menus?
  • How To Show/Hide Products In Web Menu
  • How do I remove products from/sync products with the API?
  • How To Turn On Online Ordering And CanPay
  • How to Access and Use Website Plug-In Settings
  • Use the Built-In Display Screen to Show a Scrolling Live Menu
• Weedmaps & Leafly
  • How do I update my Weedmaps menu?
  • How do I update my Leafly Menu?
  • How do I update my Weedmaps WMID key?
  • How do I update my Leafly API Key?

Reports

• Inventory Reports
  • How do I run an inventory report by category?
  • How do I view my OMMA Report?
• Sales Reports
  • How do I run a sales report for an entire year?
  • How do I see my daily sales report?
• Budtender Report
  • Budtender Discounts Report
• Event Log
  • How do I use the event log?
• Tax Reports
  • How do I file my quarterly tax returns to the Oregon Department of Revenue?
  • How do I create a monthly tax voucher?

Farm

• Getting Started
  • How do I put in my initial inventory?
  • Why use a 3rd party software like Marijuana Software's Farm Tool when I can comply using METRC directly?
• Plants
  • Create A Plant Batch (Clones)
  • When do I attach a METRC tag to a plant?
• Tagging
  • Changing Plants To Veg Stage, Tagging Them
  • Can I print tags from Marijuana Software farm tools?
• Harvests
  • How To Harvest/Manicure
  • How do I weigh my plant when it's ready for harvest?
  • How do I record the dry weight of my harvest?
  • How do I package up my harvest?
• Transfers & Sales
  • How do I transfer farm inventory to my dispensary in Marijuana Software?