Marijuana Software Knowledge Base

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How do I use the METRC Sales and Reconciliation tool?

Steps:

  1. Log in to your Marijuana Software account.
  2. Navigate to the Reports page from the main navigation.
  3. Select the METRC Sales Reconciliation report.
  4. In the Query Tools section, select the date you want to reconcile (typically the previous day's sales).
  5. Click Search to load sales data.
  6. Review the totals displayed under Search Results:
    • The dollar total from METRC should match the total from OMMPOS (Marijuana Software).
    • A small variance (a few pennies) due to rounding is acceptable.
  7. If totals match closely, no further action is required; your daily sales are reconciled.
  8. If totals differ significantly, further investigation is needed:
    • Review unmatched transactions to identify discrepancies.
    • Adjust or correct sales entries as needed.

Note:

  • Run this reconciliation report daily for compliance assurance.
  • Contact support for assistance with persistent discrepancies.