How to find active package history in Metrc
| How to find active package history in Metrc | |
|---|---|
| This guide explains how to search for an active package by its batch number in Metrc and view its history to reconcile discrepancies with your POS. Video Walkthrough: |
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| 1 • Locate the Active Package | |
| a. | Log into Metrc and navigate to the Packages page. |
| b. | Select the Active tab. |
| c. | In the Tag column header, click the three dots (⋮) and choose Filter. |
| d. | Under Ends With, enter the last 4–5 digits of the batch number to locate the package. |
| 2 • View Package History | |
| a. | When the package appears, click the tiny black arrow at the far left of the package name to expand its details. |
| b. | Select the History tab that appears to view the package’s history. |
| c. | Review the history entries for the initial packaging, vendor delivery acceptance, and all recorded sales transactions. |
| 3 • Compare Transactions | |
| a. | Compare the sales transactions listed in Metrc with those in your POS to identify any discrepancies. |
| b. | Look at the API/User column: entries marked User were performed directly in Metrc and must be mirrored in the POS. |
| c. | Remember: the POS pushes information to Metrc, but Metrc does not push updates back to your POS, so ensure both systems match. |
| ✅ You’ve accessed the package history in Metrc and can now reconcile any differences between Metrc and your POS. | |