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Rename an Imported Package by Creating a New Product

Rename an Imported Package by Creating a New Product
When importing from METRC, if a product with the same name and type already exists, Marijuana Software will automatically assign the incoming package to that existing product.

If you need to rename one of those packages, you cannot change it individually because it uses the same product template. To rename it, you must create a new product and move the package into it.

Video walkthrough:

1 • Create a New Product
a. Go to the Products page.
b. Click New.
c. Enter the new product name exactly how you want it displayed.
d. Select the Store Category (the state category will auto-fill).
e. Click Create.
2 • Copy the Original Package Batch Number
a. Return to the Products page.
b. Find the package you want to rename.
c. Copy the Batch Number for that package.
3 • Re-Intake the Package Under the New Product
a. Locate the new product you created (it will appear on the Inactive Products page).
b. Click the Product Name to open it.
c. Click New Package Intake.
d. Paste the copied Batch Number into the intake form.
e. Complete all required fields:
• Vendor
• Ordered Quantity and Unit of Measure
• Label Information
• Cost
• Any other required details
f. Click Save.
4 • Finalize and Clean Up
a. Return to the Products page and confirm the package now appears under the new product.
b. Verify the original product now shows a quantity of 0.
c. Archive the original package.
d. Do NOT check the option to archive in METRC.
✅ The package has been successfully renamed by moving it to a new product.