Once your product is in its final form and packaged you will need to submit it for regulatory compliance testing. To do this you will create a test sample, initiate a transfer in BLAZE and complete the transfer template in Metrc. First, you will want to enable Compliance testing for your account.
Overview:
- How to Enable Compliance Testing
- Navigating in BLAZE
- How to Move a batch to Batches in Testing in your BLAZE account
- How to Create a Test Sample
- How to Create a Transfer to the Lab
- How to Complete the Transfer Template in Metrc
- How to Check the Status of Packages Submitted for Compliance Testing
- How to Add the Package Test Results in BLAZE and Upload the COA
How to Enable Compliance Testing
1. Log into your BLAZE account using your username and password.
2. Navigate to the menu by clicking the sandwich icon in the top left corner.
3. Click Settings at the bottom of the menu.
4. You will now be on the Shop Information page; click EDIT on the top right corner.
5. Scroll to the bottom of the page to find Compliance Testing. Click on the toggle switch to set it to the on position.
6. Scroll back up to the top of the page and click SAVE on the top right corner.
Navigating in Blaze
Now, you will be able to see the new sections under Inventory; Compliance Testing and Test Samples.
- The Batches (Packages) section can be used to view all of your batches. This page will default to show all batches with the BLAZE status Ready for Sale. You can clear this filter at the top of the page to show all batches or sort for batches In Testing and Received.
- In the Compliance Testing section, you will find Batches that are Received (pending testing) and In Testing. The Lab Test Status showing here is directly from Metrc and will get updated each time you click the Sync button. This is where we will be creating the test samples.
- Lastly, the Test Samples section is where you can see each sample package created and send to a lab. The sample packages will not be in your Metrc so the status of the test package will not be updated but you can see the source of each package that will be able to provide this detail when located under Compliance Testing.
How to Move a batch to Batches in Testing in your BLAZE account
1. Log into BLAZE using your email and password.
2. Navigate to Batches found under Inventory. The Batches Received tab will be preselected.
3. Select the checkbox to the left of the batch you are submitting for testing and click Move to Testing. Now, the batch will be found under the Batches in Testing tab.
How to Create a Test Sample
1. Log into your BLAZE account using your email and password.
2. Navigate to the menu by clicking the sandwich icon in the top left corner.
3. Navigate to Compliance Testing found under Inventory.
4. Locate the package you want to create a sample package by using the filters at the top of the page.
5. Select the ⋮ to the right of the package and click Create Test Sample.
6. Complete the Create Test Sample pop-up window.
Sample QTY: The amount of product sampled.
Metrc Tag: Using the drop-down menu select the available Metrc tag you want to assign to the test package.
7. Click SAVE when done.
How to Create a Transfer to the Lab
1. Log into your BLAZE account using your email and password.
2. Navigate to the menu by clicking the sandwich icon in the top left corner.
3. Navigate to Test Samples found under Inventory.
4. Using the checkboxes to the left of each test sample select all of the samples you are transferring to the lab and click Transfer. (If you are only sending one sample you may click the ⋮ to the right of the package and click Transfer to Lab)
5. Complete the newly generated METRC Transfer Template.
Transfer Type: Select Transfer.
Delivery Date: Enter the expected date of the delivery.
Delivery Time: Enter the expected time of the delivery.
Template Name: Name your template.
Shipper Information: Enter the shipper Company Name, Contact Name, and State License #.
Receiver Information: Enter the receiver Company Name, Contact Name, and State License #.
Driver Information: Using the dropdown menu select the Driver Name.
Shipping Address: Using the dropdown menu select the address you are shipping the sample to.
6. Click Submit Template to save.
7. Click Send to Metrc to post the transfer template to your Metrc account.
How to Complete the Transfer Template in Metrc
1. Log into your Metrc account using your email and password.
2. Click the ⏷ next to Transfers and select Templates.
3. Locate the transfer template and click the Use button on the far right.
4. A New Licensed Transfer window will populate.
5. Fill in the necessary information and click the green Register Transfer button. This will send the transfer to the lab to accept.
How to Check the Status of Packages Submitted for Compliance Testing
1. Log into your BLAZE account using your email and password.
2. Navigate to the menu by clicking the sandwich icon in the top left corner.
3. Navigate to Compliance Testing found under Inventory.
4. Click the Sync button to update the Lab Test Status.
5. Using the filters at the top locate the source package related to the test sample.
Note: The Source Package Unique ID can be found by looking at the Test Samples section.
How to Add the Package Test Results in BLAZE and Upload the COA
Once the lab has completed the testing the results will be posted to Metrc and will automatically be associated with the source package. Now we will want to add the results into BLAZE.
1. Navigate to your previously created test sample. Go to your Batches, found under Inventory in the menu, and select the Batches in Testing tab at the top of the page. Click the Batch ID and select the Test Results tab at the top of the Batch Detail page.
2. Select the under actions to the right of the test sample to bring up the Edit Test Sample window.
3. Now, you can update the Notes, drag and drop the COA from the lab to Attach Document(s), and select if it was a Pass or Fail.
4. Enter the Test Results and any additional Notes. Click Update to save.