What Are Reconciliations?
Reconciliations let you manually update the stock level of a product.
A note explaining the reason for the adjustment.
The quantity change (positive or negative).
Selection of the appropriate package.
The admin user who made the change and the date are automatically recorded.
How to Create a Reconciliation
You can create a new reconciliation in two ways:
Option 1: From the Inventory Tab
Go to the Inventory section and select Reconciliations.
Click on "Create New Reconciliation."
Use the search bar to find and add the product manually.
Fill out the required fields:
Enter the quantity you want to add or subtract—not the final total you want in stock.
Provide a note explaining the adjustment.
Select the correct package.
Click "Create Reconciliation" to save the changes.
Option 2: From the Product Page
Navigate to the product in your inventory.
Click on "New Reconciliation."
The reconciliation form will load with the selected product and its associated pricing options. Ensure you select only the product you need to reconcile.
Fill out the required fields:
Enter the quantity change.
Provide a note explaining the adjustment.
Select the correct package.
Click "Create Reconciliation" to save the changes.
Note: admin user who created a reconciliation and date is tracked.
Example Uses
Lost Product: A delivery driver loses a product. Use a reconciliation to remove the lost stock from inventory.
Damaged Return: A customer returns a damaged product and receives a replacement. Remove the damaged item from inventory.
Customer Return: A customer returns a product in good condition. Add the returned item back to inventory.
Inventory Miscount: Two products were stuck together and counted as one. Adjust the inventory to reflect the correct quantity.
📋 CA Metrc Adjustment Reasons
All adjustment reasons below are defined by the State of California, not Metrc.
Adjustment Reason | Reason Usage |
Display Sample | Any amount of cannabis or cannabis product used for display purposes in a licensed designated retail area. |
Enforcement Testing | Under order of state and/or local jurisdiction, samples removed from a licensee's inventory for enforcement related analysis. |
Free Medicinal Cannabis Goods | Cannabis goods that are provided to a medicinal cannabis patient or primary caregiver without compensation. |
Incorrect Quantity | Package received via transfer that was not correctly weighed or counted. This should not be used to correct sales. If the package quantity varies significantly, it should be rejected. Notes section should be used to explain the error. |
Mandated Destruction | Cannabis plant(s) or package(s) destroyed as a result of a State- or local authority–mandated or supervised process, a response to a health department advisory, or another similar circumstance. |
Onsite Testing | To indicate testing on a licensed premise for the purposes of quality assurance of the product in conjunction with reasonable business operations. Note: Not to be used for official state testing. |
Over Pulled | Too much product was placed in a new Metrc package, resulting in less product remaining in the originating package than is reflected in Metrc. This requires a note indicating the corresponding package that was under pulled. Notes section should be used to explain the error. |
Oversold | Over reported sales from the package. Notes section should be used to explain the error. |
Research & Development | Adjustment used to indicate product was used for Research and Development. |
Sample Tested | Used by laboratories during official state testing to report quantities of a sample used during the testing process. FOR LAB USE ONLY. |
Scale Variance | When there is a measurable difference in the weight of the product due to a scale. |
Spoilage | Deterioration of packaged product. |
Theft | Discrepancy in cannabis product inventory due to theft; State should be notified. |
Under Pulled | Too little product was placed in a new Metrc package, resulting in more product remaining in the originating package than is reflected in Metrc. This requires a note indicating the corresponding package that was over pulled. Notes section should be used to explain the error. |
Undersold | Underreported sales from the package. Notes section should be used to explain the error. |
Voluntary Surrender | In coordination with state and/or local jurisdiction, indicates that the cannabis product was voluntarily surrendered and no longer in the licensee’s possession. |
Waste (Unusable Product) | Cannabis or cannabis product rendered and disposed of per licensing authority regulations. |
Weight Change Due to Moisture | Packaged cannabis product’s weight has increased or decreased due to moisture content change. |
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