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05.01.05. Washington Medical Compliance / Compliance Settings - Harvest Tracked

05.01.05. Washington Medical 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 Washington Medical Compliance settings homepage.

COMPLIANCE SETTINGS

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

 

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

Restrict Harvest Tracked Sales 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 Customers with Expired Cards: Checkbox;  Check this box to allow if you want to allow sales to proceed for customers with expired cards.  We would not recommend this for medical sales compliance.

Allow Anonymous Medicated Sales: Checkbox;

 

INVENTORY LIMITS

Inventory Limits should be set manually for Washington. Please verify your compliance needs for this section.

 

Maximum # of plants in Veg per Patient: Check state compliance

Maximum # of plants in  Flower per Patient: Check state compliance

Maximum # of plants in any stage: Check state compliance

Maximum finished MMJ per Patient: check state compliance

Max Finished MMJ Weight Preference: Grams / Ounces; This selection here will apply to the way your max finished MMJ per patient is calculated and reported. 

Include MIP (Edibles) in MMJ Maximum: Checkbox; This is up for debate, but currently the MMED's position is that the net MMJ weight for MIPS should be included if known.

 

CUSTOMER SALES 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.

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).

Order Limits: Ignore / Warn; This setting limits patients to a specified number of orders per how many days or calendar month that you preset here.

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).

WA LCB

To integrate your MJ Freeway site with the Washington Liquor Control Board (LCB), you may enter your credentials here.  These credentials will have been issued to you from the WA LCB.

 

How to Enable Patient Sales Limits by weight over a period of time. 

  1. Log in as an Administrator user.
  2. Navigate to Admin > Settings > Compliance.
  3. Expand the Patient Sales Limits group.
  4. Click the checkbox "Limit the total MMJ sold."
  5. To warn a user each time a product is added to an order that would put a patient over the limit, click the "Show a warning message" checkbox.
    1. This will provide a warning each time a product is added, but will not prevent the sale.
    2. This setting can be used in combination with the setting below. This will be displayed on the sales screen with this message: 

  1. To prevent a sale from completing that will put a put a patient over the limit, click the "Prevent completion" checkbox.
    1. This will not warn when products are added, but will warn when the user attempts to complete a sale.
    2. This setting can be used in combination with the one above. This will be displayed on the sales screen with this message:

 

  1. You must configure the setting for how much a patient may obtain over what period of time.
  2. You must also configure whether or not this limit applies to each location in your system, or across all locations in your system.


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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