DC METRC

Your Daily METRC Reconciliation Checklist

Keeping Marijuana Software and METRC in sync is easier when you complete a short reconciliation routine every day.

Daily review helps you catch rejected sales, incorrect package quantities, missing transactions, and other discrepancies before they become harder to resolve.

1. Review Upload Sales to METRC

Open Upload Sales to METRC from the Marijuana Software main menu.

If automatic reporting is enabled, this page should normally be empty. Any transactions still listed may contain an error or may not have successfully reached METRC.

Click Sync Sales with METRC, then review any warning messages. Correct the problem and upload the sale again.

How to Report Sales to METRC

Troubleshooting METRC Sales Uploading

2. Run the METRC Sales Reconciliation Report

Go to Reports and open the METRC Sales Reconciliation Report.

Select the date you want to review—usually the previous business day. Compare the sales total from Marijuana Software with the total reported by METRC.

A difference of a few cents may be caused by rounding. Larger differences should be investigated. Look for rejected uploads, sales entered directly into METRC, edited receipts, returns, voids, or an incorrect date range.

After making corrections, rerun the report and confirm that the totals match.

How to Use the METRC Sales Reconciliation Tool

3. Run the METRC Discrepancy Report

Next, run the METRC Discrepancy Report to find packages with different quantities in Marijuana Software and METRC.

Do not make an adjustment only to clear the report. First compare the package history in both systems and determine what caused the difference.

Common causes include:

• A sale recorded in only one system

• A direct METRC adjustment

• A transfer, conversion, split, or return

• An incorrect package tag

• A package that was archived or finished

• A sale recorded against the wrong package

Troubleshoot METRC Discrepancies

Daily Checklist

Before considering the day reconciled, confirm that:

• The METRC upload queue was reviewed

• Pending sales were uploaded or investigated

• Daily sales totals match

• Package discrepancies were reviewed

• Corrections were made in both systems

• Unresolved issues were documented

For the complete procedure, see our:

Daily Compliance SOP for METRC Reporting

Completing these three steps every day keeps the number of transactions you need to investigate manageable and helps keep your sales and inventory records accurate.

Contact Marijuana Software Support when you encounter a discrepancy you cannot resolve.

We Grow With You®

Happy 4th of July

NEW Free Website Templates Upgraded

Marijuana Software customers can now choose upgraded free website templates designed for dispensaries and cannabis retailers. Get a modern, mobile-friendly site with fast setup, e-commerce-ready options, and one hour of complimentary customization on upgraded templates. Choose from styles built for deals, delivery, wellness, luxury, medical, menu-first shopping, and more. Add online ordering, payment integration, business email, display screens, or API connections as your business grows. Build a stronger online presence with Marijuana Software.

We Grow With You®.

Updates and Fixes 5-27-26

🌿 Product, Inventory, and POS Menu Updates

We’ve released a focused set of improvements to make Marijuana Software faster, more reliable, and easier to use during everyday store operations.

This update improves POS menu loading, strengthens product and inventory workflows, and adds behind-the-scenes reliability improvements to help your system run more smoothly.

🚀 Faster, More Reliable POS Menu Loading

We improved the way menus load inside the POS to increase speed, stability, and consistency when staff are ringing up customers, viewing products, and working with menu items.

These changes help reduce menu loading issues and improve reliability during active sales.

🧩 Improved Category and Menu Compatibility

We also improved how product categories are handled behind the scenes.

This helps products display more consistently across menus, reports, and POS workflows, especially for stores using state-specific category mappings.

🛒 Product and Inventory Workflow Improvements

We cleaned up several product and inventory workflows to reduce friction for staff.

• 🌱 Improved product page reliability
• 📦 Improved inventory item handling
• 🏷️ More consistent menu item naming
• 🔍 Better support for rebuilding product indexes
• 🧾 Updated the Products page so special characters no longer break the product table
• ⚖️ Fixed discrepancies when comparing ounces and pounds in the METRC Discrepancy Report
• ⌨️ Improved barcode field behavior when using the Enter key

🔧 Behind-the-Scenes Reliability Improvements

Some of this release focused on technical cleanup customers may not see directly, but should benefit from.

We improved database update reliability, product indexing stability, and menu data handling so the system is better prepared to support larger menus, cleaner product data, and ongoing performance improvements.

✅ Bottom Line

This release is focused on making product, inventory, and POS menu workflows faster, cleaner, and more reliable.

Your staff should see fewer interruptions, smoother menu loading, and better consistency when managing products and inventory.

💚 Thank You from the Marijuana Software Team

We appreciate every dispensary, processor, farm, and team member who relies on Marijuana Software to keep business moving.

Your feedback helps us continue improving the tools you use every day.

Thank you for growing with us. 🌿

— The Marijuana Software Team

Happy Spring

Accept Payments with GreenMoney

Green.Money delivers a reliable and secure eDebit gateway—with simplified bank-to-bank payments, Plaid-powered login, and same-day deposit support—empowering businesses with seamless, lightning-fast cash flow.

Send Text Message Marketing Campaigns with BlackLeaf

Marijuana Software is teaming up with BlackLeaf.io to bring powerful, compliant text message marketing straight from your POS.
💬 Send promos, reminders, and deals that keep your customers coming back

Sign Up

Why Your Dispensary Should Switch from Gmail to Secure Branded Email

Many dispensaries still use Gmail for their company email. While Gmail is easy to set up, it comes with risks that can hurt your business:

• 🕵️ Spoofing – Scammers can send emails that look like they’re from you.

• 🔓 Hacked passwords – If a password gets stolen, someone can read your private business emails.

• 🚪 Staff changes – When employees leave, they can take the login with them.

💡 The solution? Secure, branded company email.

With our Microsoft 365 Business Premium service, your email will be tied to your own domain (like you@yourdispensary.com), not Gmail. This gives you:

• 🛡️ Strong security with built-in spam and phishing protection

• 🔐 Easy account control when staff change roles

• 🤝 A professional, trustworthy email address for customers and suppliers

We can set up Microsoft 365 Business Premium for just $23.50 per seat (annual commitment, billed monthly).

📲 Protect your dispensary’s reputation and data — switch to branded email today.

✉️ Email us at support@marijuanasoftwarellc.com to get your new branded email inbox set up today!

Happy OIL Day

Happy Independance Day

Smart Pricing and Price Matching

New AI Help Bot Update Next Monday

Meet Sage — Our New AI HelpBot

Sage is the first of several AI chat avatars now live inside Marijuana Software. Ask her anything — she answers instantly with current, compliance-safe guidance pulled straight from our knowledge base.

• Always Accurate – Source-locked to official docs.
• Instant – No tickets, no wait.
• Cannabis-Savvy – Tuned for dispensary workflow & regulations.

Click the Chat icon (bottom-right), choose the Sage avatar, and type your question. She’ll return the exact steps or article you need — day or night.

“Every bud has its season. Let Sage guide yours.”