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Metrc Bulletins

Metrc MA Vendor Sample Transfer Guidance

TL;DR

• Massachusetts operators must flag packages as Trade Samples before using the new Vendor Sample Transfer type for $0 transfers.

• Trade Sample flags cannot be removed after transfer, so verify package details before flagging and shipping.

• This workflow separates vendor samples from revenue inventory, improving compliance tracking and audit readiness in Metrc.

This bulletin applies to Metrc (Massachusetts) and explains how to document $0 vendor samples using Metrc’s Trade Sample flag and the new “Vendor Sample Transfer” transfer type, including what to select in the Packages grid and what operational rules apply after transfer.

Bulletin details and compliance intent

Bulletin number: MA_IB_0108

Distribution date: 2/24/2026

Effective date: Ongoing

Subject: Vendor Sample Transfer Type

Purpose: Metrc, in collaboration with the Massachusetts Cannabis Control Commission, issued guidance on how to mark packages as trade/vendor samples and transfer them with no monetary value using a dedicated transfer type.

What changed in Metrc: vendor samples should use a dedicated transfer type

Going forward, when a vendor sample needs to move between facilities without monetary value, Massachusetts operators should use the Vendor Sample Transfer transfer type in Metrc. This transfer type is intended specifically for packages that have been flagged as Trade Samples.

How to flag a package as a Trade Sample in the Packages grid

In Metrc, the Trade Sample indicator is applied at the package level from the Packages grid.

• Navigate to the Packages grid and select the package you want to designate as a trade/vendor sample.

• Open the Trade Sample dropdown option.

• Select Flag to mark the entire package as a trade sample.

How to visually confirm it: Metrc displays a trade sample indicator (shown in the bulletin as a suitcase icon) on the package once it is flagged.

Important operational rule: Once a trade sample package has been transferred to another facility, the trade sample indicator cannot be unflagged.

How to register a Vendor Sample Transfer in Metrc

After the package is flagged as a Trade Sample, the transfer is created from the Packages grid.

• In the Packages grid, go to the Active tab and identify the flagged Trade Sample package you intend to send.

• Select the package and choose New Transfer.

• In the New Transfer window, set Transfer Type: Vendor Sample Transfer.

• Complete all standard transfer fields required by Metrc for your operation, including destination, planned route, departure and arrival times, and transporter information.

• Select Register Transfer to complete the transfer.

Restriction from the bulletin: The Trade/Vendor Sample transfer type should only be used when the packages in that transfer have been flagged as Trade Samples and the transfer has no monetary value.

Practical implications for Massachusetts cannabis operations

Inventory and audit trail accuracy

Using the correct package flag and transfer type creates a clearer compliance record showing that product moved as a sample rather than a sale. This improves traceability during internal audits and regulator reviews because the intent of the movement is explicit in Metrc.

Preventing downstream workflow problems

Because the trade sample flag cannot be removed after a transfer occurs, operators should confirm internal approvals, sample policies, and recipient details before registering the transfer. Treat the “Flag” action as a point-of-no-return once the package leaves your facility.

Avoiding misuse of the transfer type

Operationally, teams should avoid selecting Vendor Sample Transfer for non-sample product movements or any transfer involving consideration/value. Misclassification can create reconciliation issues between sales, invoicing, and inventory systems and may raise compliance questions if the movement doesn’t match business records.

Metrc support and official resources

Metrc Support portal: Submit support requests via support.metrc.com or from within Metrc using the Support area in the navigation toolbar.

Portal access note: First-time access requires your state, facility license number, and a valid email to set a password.

Metrc Learn: Training and interactive courses are available through Metrc Learn to help staff build system proficiency.

API support (for integrators): Contact Metrc API Support at api-info@metrc.com.

Labeling and system tools that support Metrc-ready operations

DistruLabels: DistruLabels is a 100% free tool for creating compliant packaging and retail labels, and it can help teams stay aligned with Metrc Retail ID expectations by producing clear, consistent label outputs for regulated workflows.

DistruERP: For larger operators that need end-to-end supply chain management, DistruERP is Distru’s comprehensive Cannabis ERP platform designed to support purchasing, production, inventory, sales, and compliance-aligned operations alongside Metrc workflows.

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