SellTreez: Using Treez with METRC

Each Metrc tag is tied to a specific product batch. It’s assigned when the item is created (or entered as starting inventory in Metrc) and remains with it throughout its lifecycle.
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In contrast, manufacturer barcodes (UPCs or product barcodes) stay the same across all shipments of the same product. While they identify the product, they don’t provide the detailed tracking information Metrc requires.

Treez barcodes, however, are unique to each package tag. When you scan an item with a Treez barcode, the sale is automatically recorded against the correct Metrc package.
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For example, if you have multiple packages of Kiva Milk Chocolate Bars:

When every unit is labeled with a Treez inventory barcode and scanned at the point of sale, you never need to worry about which package it’s coming from. Each Treez barcode is automatically linked to its originating Metrc package tag, so every scan ensures the correct package is recorded — no guesswork required.
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If, however, you manually add an item to the cart (without scanning) and multiple packages of the same product are in stock, Treez will default to a First In, First Out (FIFO) method. This means the system will pull from the oldest sellable batch available.
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To prevent discrepancies — such as selling from a different Metrc package than the product physically given to the customer — it’s always best practice to scan the product barcode at checkout.
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In most markets, sales must be reported to Metrc in real time or within 24–48 hours of the transaction. Treez automatically pushes sales data to Metrc within seconds of the sale.
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If Metrc experiences an outage or slowdown, it may temporarily block sales from being uploaded. In these cases, Treez securely stores your sales data in Trace Treez — our intermediate traceability layer between your Treez POS and Metrc.
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Through the Compliance Management module, you can view any sales that weren’t successfully sent to Metrc. From there, you’ll have the option to either retry submission or export the data to CSV for manual upload into Metrc.
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Most markets require licensees to complete a full inventory reconciliation at least once every 30 days. When you submit counts through the Inventory Adjustment page in Treez, the adjustments are pushed to Metrc within seconds.
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We generally recommend avoiding manual adjustments in the Metrc portal, as these can create discrepancies between Metrc and Treez. Instead, we suggest performing regular cycle counts — ideally daily or weekly by product category. Submitting these counts through Treez not only keeps your inventory accurate but also satisfies the rolling 30-day reconciliation requirement.

The only adjustment that does not require action through the Inventory Adjustment page is the destruction of returned cannabis products. Regulations generally require that all returned cannabis items be destroyed (ideally on camera) and prohibit them from being resold.
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In Treez, any customer returns automatically populate in the ‘POS Return’ location within Inventory Control. From there, you can complete the destruction process. Once destroyed, the action is automatically reported to Metrc, with no additional adjustments required.

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As soon as you ‘receive’ a licensed transfer or ‘complete’ an incoming external transfer in Metrc, those packages can immediately be imported into Treez through the Purchasing module.