Category: Metrc

Categories
Medical Metrc Recreational

Online Ordering Registration

Patients or Customers can self register for online ordering in a few easy steps. Instructions below.

Instructions:

  1. In the login page, users will need to click on the Register Now to Start Ordering button as shown in the image gallery below.
  2. Then Select Medical or Recreational or Non-MMJ Customer, fill in the blanks and then click on the Register My Account Now button.

3. Users will receive an email for verification. Upon clicking on the verification link in their email, their account will be verified and they can proceed to log in and order online. You will receive online ordering notifications upon new online orders and your customers will receive an order confirmation email.

Medical Patients and Recreational Customer Validations are Required.

For Medical Patient registration, the patient’s medical recommendation license must be valid to register. The Patient# will be verified with Metrc (MMMP) upon registration. Registration will fail if their patient# is not valid.

For Recreational Customers registration, their age must be over 21 to register.

Categories
API Sync Metrc

Add Employee’s Metrc API Key in IMMJPOS

For Metrc and IMMJPOS Data Sync, all employees must have an API Key generated in Metrc and then added to the employee’s IMMJPOS Profile.

Here is a quick video that shows how to add an API Key to your profile.

s://youtu.be/gM6Inc-6UdI

Instructions:

  1. Log in to your IMMJPOS account.
  2. Click on the drop down arrow next to your name in the top right corner of the dashboard.
  3. Click on My Profile, then click on Metrc API Settings.
  4. Copy your API Key from Metrc and Paste it into the API Key field. Also add your Employee number.
  5. Click Save and you’re done.

Categories
API Sync Metrc Permissions

Metrc Permissions for API Sync

In order for your Metrc Data and IMMJPOS Data to be in Sync, all employees must have an API key in IMMJPOS.

An employee’s Metrc permissions must be set up correctly so that Metrc allows access to the correct data that is needed for the employee to perform their required tasks.

IMPORTANT: If employee permissions are changed in Metrc, then their Metrc API key must be regenerated and the new API Key must be added to the employee’s profile in IMMJPOS.

What are the different Metrc permissions needed for different user types?

Cashier, Budtender, Sales Staff Permissions:

Cashier, Budtender, Sales user types will require at least the Sales Menu and Search Menu permissions enabled in Metrc as shown in the image below.

The Sales Menu permissions will enable Cashiers to Report Sales to Metrc in realtime as required by Metrc in the state of Montana.

The Search Menu permissions will enable them to Search for Patients and Verify the Patient License Status as well as the Patient Daily and Monthly Limits.

Manager, Inventory Manager, Packaging Staff Permissions:

Manager, Inventory Manager, Packaging Staff user types will require at least the Packages Page, Transfers Menu, Sales Menu, and Search Menu permissions enabled in Metrc as shown in the image below.

The Packages Page permissions will enable Managers to view, manage, and adjust Packages in IMMJPOS and not have to log in to Metrc.

The Transfers Menu permissions will enable them to view Package Transfers in IMMJPOS.

The Sales Menu permissions will enable them to Report Sales to Metrc in realtime as required by Metrc in the state of Montana.

The Search Menu permissions will enable them to Search for Patients and Verify the Patient License Status as well as the Patient Daily and Monthly Limits.

Owner Permissions:

Owners will require all permissions other than Patients Menu, Financials Menu, and Reports Menu.