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Creating Lab Test Samples

Metrc flow for creating sample packages to be taken by lab reps.

Azam Khan avatar
Written by Azam Khan
Updated over a week ago

TABLE OF CONTENTS


What is a Lab Test Sample?

Some states dictate that distributors (and microbusinesses) are uniquely responsible for conducting lab tests of products, and for quarantining those products until the tests have passed.

In order for a package to be considered a lab test sample, it must be specifically created as a testing package rather than a regular child package. This can be done using Distru's "Create Test Sample" function and will result in a package recognized by Metrc as one deemed for testing.

These test sample packages have some special limitations in Metrc and BioTrack, but one of their most important characteristics is that once they are sampled by a lab, their test results are applied to the packages they were sourced from. This allows those source packages to be broken down and shipped off by the distributor to retail destinations.

We now show whether a package is a lab test sample in the package lists using a flask icon:


Creating Test Sample Packages in Metrc

  • While viewing packages from most areas of Distru, click on the three dots next to the package > Create Test Sample

  • Fill in the fields that appear in the Create Test Sample Package window

    • The form is a simplified assembly, which allows you to assign a batch ID and expiration date to your source tag while creating your Test Sample Package

  • Hit submit when all required fields are filled in to create the package in Distru and sync its creation to Metrc as well

Metrc Test Sample FAQ:

  • Once you have created your Test Sample Package in Distru, go directly to Metrc to create and register the transfer to the lab. The package you just created will be available to send on an outgoing transfer.

  • Since this package wasn't technically sold, creating a Sales Order for it would skew sales reports.

    • To avoid creating a Sales Order for outgoing transfers to the lab, go from the Main Menu > Metrc > Transfers > Unimported.

    • From there you can check off transfers that you do not wish to sync as Sales Orders or Purchase Orders and skip their import notifications.

    • If you change your mind or make a mistake, not to worry! Click into the Skipped tab and un-skip the notification.


Creating Test Sample Packages in BioTrack

  • While viewing packages from most areas of Distru, click on the three dots next to the package > Create Test Sample

  • Fill in the fields that appear in the Create Test Sample Package window

    • The form is a simplified assembly, which allows you to assign a batch ID and expiration date to your source tag while creating your Test Sample Package

    • BioTrack requires the BioTrack Lab be specified at the time of creating a test sample package (barcode)

  • Hit submit when all required fields are filled in to create the package in Distru and sync its creation to BioTrack as well


BioTrack Lab Manifests for Test Samples

Distru's integration with BioTrack allows users to create BioTrack lab manifests from directly within Distru! Users can create and manage these specific manifests via three line menu > BioTrack > Lab Manifests

To create a lab manifest:

  • Click on Create Manifest in the top right corner

  • Specify the lab the manifest is being sent to, in order to choose the packages to be sent to that lab

  • Fill in the BioTrack-required Transport Info section

  • Add any packages to send on the lab manifest

  • One all required fields are filled out, scroll to the bottom and click 'Sync to BioTrack'

  • The manifest will now sync to BioTrack and appear on the Distru lab manifest page

    • Check the status of any BioTrack activities via three line menu > BioTrack > activities

      • Pending that manifests' progress in BioTrack, users can click the three dots next to a manifest to:

        • manage the details of a manifest

        • void a manifest

        • void a manifest along with its transfer


BioTrack Test Sample FAQ:

  • If there are plans to later convert a test sample package into 'Usable Cannabis', ensure the 'QA Sample for Usable Cannabis' checkbox is checked

  • Samples must be created before a user splits or assembles in order for child packages (barcodes) to receive test results from a parent package

    • Testing status does not need to be 'passed'!

  • The lab testing the package must be chosen at the time of the test sample creation

  • BioTrack determines and automatically assigns a package tag (barcode) to the test sample packages created

  • BioTrack requires a minimum quantity to be tested based on specific inventory types

  • BioTrack does not allow all inventory types to be tested

  • BioTrack does not allow users to create test sample from packages that have passed/pending testing

  • BioTrack requires that the quantity removed from the source package is equal to the test sample quantity

  • BioTrack requires that the test sample has the same product as its source

  • Since this package wasn't technically sold, creating a Sales Order for it would skew sales reports.

    • To avoid creating a Sales Order for outgoing transfers to the lab, go from the Main Menu > BioTrack > Transfers > Unimported.

    • From there you can check off transfers that you do not wish to sync as Sales Orders or Purchase Orders and skip their import notifications.

    • If you change your mind or make a mistake, not to worry! Click into the Skipped tab and un-skip the notification.

Happy Testing!

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