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05.01.05. Oregon Medical and Recreational Compliance

05.01.05. Oregon Medical and Recreational Compliance / Compliance Settings

Navigate to: Admin > Settings > Compliance / Compliance Settings

Both the dropdown menu as well as Compliance Settings under the Settings manager will bring you to your Oregon Medical Compliance settings homepage.

 

COMPLIANCE SETTINGS

This will bring you to your Compliance settings home page.  Notice this article is based on batch tracked compliance settings. Notice, you are given the confirmation that Batch Tracking has been enabled.

Bulk Transaction Customer License Type: Business License / State MMJ License / State Sales Tax License; This is the bulk transaction customer license type to use on compliance forms. Select which option bet suits your requirements.

Restrict Batch Tracked Contributions to Active Budtender Station?: Checkbox; Check this box to prevent a budtender from selling a package that is not currently located in the Budtender Station they have selected. This is an additional inventory control option to utilize if you are wanting your budtenders to only access the inventory in which they can sell from. 

Allow Medicated Sales for Patients with Expired Cards: Checkbox;  Check this box to allow if you want to allow sales to proceed for patients with expired cards.  We would not recommend this for medical sales compliance.

Allow Anonymous Medicated Sales: Checkbox; Should you wish not to capture customer information, and allow for anonymous orders, this checkbox should be checked.  This works in combination with Patient Groups and Transaction Limits within each Catalog term for Oregon specific compliance.

 

Inventory Limits

Inventory Limits do not apply in the state of Oregon, as it is not a Caregiver state. Please verify your compliance needs for this section.

 

Patient Contributions Limits

Make sure you are logged in as an Administrator user to adjust these settings. If you are not an administrator these areas will not be available for you to access.

Weight Limits: Ignore, Warn, Block; By Selecting either Warn or Block, this data field will open up and reveal an option to limit weights. We suggest that these settings are set to block for overall compliance limitations.

Warn: This will provide a warning each time a product is added to an order that would put a patient over the limit you have set, but will not prevent the sale. The warning will appear on the sales screen. You can limit to either ounces or grams per days, calendar month, or static days from last purchase.

Block: This will prevent a sale from completing that would put a patient over the limit. This will not warn when products are added but when user attempts to complete the sale. The warning will appear on the sales screen. You can limit to either ounces or grams per days, calendar month, or static days from last purchase.

Count sales from: all locations (within your MJ freeway site) / this location only (which ever location you are in at that time in your dropdown menu at the top of your site).


In order for patient weight limits to be correctly observed, it’s very important to have weights configured for all medicated products in your inventory.

How Sales are Counted Against the Limit

Non-batch:

Simple / No Tracking

These will not count against patient weight limits

Price by Weight / No Tracking

If the product is in a medicated product category, the system will count "Qty to deduct from inventory" from the sale towards the net MMJ sold to this patient.
If "Qty to deduct from inventory" is 0, but "amount sold" is not, the system will use the "amount sold".

Simple / Simple

If the product is in a medicated category, the system will count the "Default MMJ per Unit", times the units sold on an order towards the Net MMJ sold to this patient.
If "include edibles" on compliance settings screen is not checked, and this product is a marked as a marijuana infused product, the system will not include this MMJ towards the total.

Price by Weight / Simple

If the product is in a medicated category, the system will count the actual quantity from the pricing weight times the units dispensed of that pricing weight on an order towards the net MMJ sold to this patient.


This takes extra care because of manual splits.

Simple / Bulk

If the product is in a medicated category, the system will count "Bulk Inventory Quantity" times the units sold on an order towards the net MMJ sold to this patient.

Price by Weight / Bulk

If the product is in a medicated category, the system will count "Qty to deduct from inventory" from the sale towards the net MMJ sold to this patient.


Batch:

Simple/No Tracking

Not a valid combination in batch

PBW/No Tracking

Not a valid combination in batch

Simple/Simple

If the product is in a medicated category;

If the package sold on the order has a net MMJ weight per unit, use quantity sold from that package times the units towards the Net MMJ sold to this patient.


If there is no "net mmj per unit" on the package, count "Default MMJ per Unit", times the units sold on an order towards the Net MMJ sold to this patient.


If "include edibles" on compliance settings screen is not checked, and this product is a marked as a marijuana infused product, do not include this MMJ towards the total.

PBW/Simple

If the product is in a medicated category;


If the package sold on the order has a net MMJ weight per unit, use quantity sold from that package times units towards the Net MMJ sold to this patient.


If there is no "net mmj per unit" on the package, count the actual quantity from the pricing weight times the units dispensed of that pricing weight on an order towards the net MMJ sold to this patient.


This takes extra care because of manual splits.

Simple/Bulk

If the product is in a medicated category, the system will count "Bulk Inventory Quantity" times the units sold on an order towards the net MMJ sold to this patient.

PBW/Bulk

If the product is in a medicated category, the system will count "Qty to deduct from inventory" from sale towards the net MMJ sold to this patient.

 

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