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NY Metrc Cannabis Showcase Event Sales Workflow

New York
June 3, 2026
Link to Metrc Bulletin
TL;DR

• New York retailers must use Metrc's Retailer Deliveries workflow exclusively for Cannabis Showcase Events to track sales and inventory.

• Enter the event permit number in the Consumer ID field for each sale to properly link transactions to authorized events.

• Download the delivery ledger before returning to your facility and end the delivery with accurate arrival times and returned quantities.

This bulletin provides Metrc (New York) guidance for tracking sales that occur at Cannabis Showcase Events using the Metrc “Retailer Deliveries” workflow. It explains how to initiate the event delivery, record on-site consumer sales, download a ledger to use as your return transfer paperwork, and properly end the delivery back at your licensed facility.

Bulletin details (Metrc New York)

Bulletin number: NY_IB_0016

Distribution date: 06/03/2026

Effective date: 06/03/2026

Subject: Cannabis Showcase Events Workflow

Reason: Guidance on how to properly record sales transactions at Cannabis Showcase Events.

What changed operationally: “Retailer Deliveries” is event-specific

Metrc clarifies that the Retailer Deliveries functionality is only allowed for Cannabis Showcase Events at this time. For day-to-day operations, this means your team should treat Retailer Deliveries as a special workflow used to move sellable inventory to an approved event, transact sales at the event location, and reconcile unsold product back into on-hand inventory when you return.

Step 1: Initiate the Retailer Delivery for the event

Where to start in Metrc: Go to Sales and select Retailer Deliveries.

Choose the correct view/action: Select Active and then Record Retailer Deliveries.

Enter event timing: Record the Cannabis Showcase Event start date, start time, and the time of departure from your facility for the event.

Enter driver information: Provide the driver’s Employee ID (the employee’s Metrc login), name, driver license number, and phone number.

Enter vehicle information: Provide vehicle make and model, license plate number, and registration number.

Add event inventory packages: Add all packages you plan to sell at the showcase event to the Retailer Delivery record.

Metrc notes you can add multiple packages by using the “+ Package” action in the Retailer Delivery window.

Save the record: Select Record Sales Deliveries to create the Retailer Delivery.

Editing window: After creation, navigate to Sales > Retailer Deliveries > Active to review the delivery. The delivery can be edited up until the vehicle departs from the facility premises, so operationally it’s important to finalize packages, driver, and vehicle details before departure.

Step 2: Record on-site sales at the Cannabis Showcase Event

Locate the active delivery: Go to Sales > Retailer Deliveries > Active and find the delivery you created for the event.

Start the delivery upon arrival: When you arrive at the event, select Start on the right side of the Retailer Delivery. The record updates to show three actions: Sale, Restock, and End.

Record a consumer sale: Select Sale to enter a specific consumer transaction at the event.

Consumer ID field requirement: In the sale window, Metrc instructs operators to enter the event permit number (the permit granted for the event) into the Consumer ID field. Practically, this is the key data element Metrc is using to tie the recorded “consumer” sale activity back to the specific authorized event.

Date/time requirement: Enter the date and time of the sale in the field labeled Estimated Arrival Date/Time.

Event location requirement: Enter the event’s address, city, county, state, and zip code in the corresponding recipient/location fields to document where the sale occurred.

Add the sold package(s): Use the package add action (the green plus icon) to select the package in the Package #1 field.

Record quantity and price: Enter the quantity sold and the total price for that package line.

Multiple items per sale: Add additional packages to the same consumer sale as needed using the same add-package action.

Commit the sale: After completing the fields for each package in that sale, select Record Sales Deliveries to save the transaction.

Step 3: Download the ledger to support the return transfer

Why the ledger matters: After sales conclude, Metrc instructs operators to download the View Ledger output and keep it on hand as the documentation for physically transferring remaining product back to the facility.

How to access: Navigate to Sales > Retailer Deliveries > Active, select the delivery you are completing, and choose View Ledger.

Return-trip requirement: Metrc specifies you should physically drive the same vehicle that initiated the transfer back to your facility.

Capture arrival time: Metrc emphasizes that you must note the arrival time back at your facility, because you will need it when you end the delivery in Metrc.

Step 4: End the Retailer Delivery and reconcile remaining inventory

Where to finish: Once back at your facility, go to Sales > Retailer Deliveries > Active.

End the delivery: Select the End action on the right side of the Retailer Delivery.

Enter actual arrival time: Input the arrival time for when you returned to the facility.

Enter returned quantities: Record the quantity of each package returning to your facility (the unsold remainder).

Finalize: Select End Delivery to complete the workflow.

Practical implications for New York operators

Event workflows must be scheduled and staffed: Because edits are allowed only until departure, operators should plan who is responsible for final package selection, driver/vehicle accuracy, and last-minute adjustments before leaving the facility.

Consistency of event identifiers: The bulletin’s instruction to place the event permit number in the Consumer ID field means teams should standardize how they store and communicate that permit number internally to avoid mismatches across sales entries.

Location accuracy supports defensibility: Recording the event address details on each sale documents where transactions occurred. This is especially important when multiple events or venues are used over time.

Return reconciliation is not optional: Ending the delivery with accurate arrival time and returned quantities is what closes the loop between event inventory and facility on-hand counts. Operationally, this reduces investigation risk tied to unexplained shrink, missing packages, or inconsistent sales totals.

Time zone handling (especially for integrators): Metrc’s API notes repeatedly emphasize that date/time fields must be recorded in the facility’s local time zone (not UTC). If you use integrated systems, ensure your event sales timestamps are not unintentionally converted when syncing.

Metrc API (TPI) notes for integrators supporting showcase events

API base server (New York): https://api-ny.metrc.com/

Active Retailer Deliveries endpoint: GET /sales/v2/deliveries/retailer/active returns active retailer deliveries for a facility and can be filtered by last modified timestamps.

Inactive Retailer Deliveries endpoint: GET /sales/v2/deliveries/retailer/inactive returns inactive retailer deliveries for a facility and can be filtered by last modified timestamps.

Retrieve a delivery by ID: GET /sales/v2/deliveries/retailer/{id} retrieves a retailer delivery record by ID, optionally validating against a provided license number.

Create a Retailer Delivery: POST /sales/v2/deliveries/retailer records retailer delivery data (including destinations). Metrc notes the DateTime must be the actual local date/time (no time zone value) in the facility’s time zone.

Update a Retailer Delivery: PUT /sales/v2/deliveries/retailer updates retailer delivery records, with the same local-time requirement.

Void a Retailer Delivery: DELETE /sales/v2/deliveries/retailer/{id} voids a retailer delivery for the facility and license number.

Depart processing: POST /sales/v2/deliveries/retailer/depart processes the departure of retailer deliveries.

Restock processing: POST /sales/v2/deliveries/retailer/restock records restock deliveries and follows the local-time requirement.

Record a sale from a Retailer Delivery: POST /sales/v2/deliveries/retailer/sale records a sale delivery originating from the retailer delivery, and Metrc specifies SalesDateTime must be the actual local date/time (not UTC).

End a Retailer Delivery: POST /sales/v2/deliveries/retailer/end ends the retailer delivery and requires ActualArrivalDateTime in local facility time (no UTC conversion).

Permissions (high level): The bulletin references permissions such as View Retailer Delivery and Manage Retailer Delivery, plus relevant TPI scopes for sales deliveries write access. For day-to-day operations, this means your Metrc admins should confirm that the staff and any third-party vendor integrations supporting showcase events have the correct roles before event day.

Labeling and Retail ID: where Distru tools fit

DistruLabels (free): DistruLabels is a 100% free tool for creating compliant packaging and retail labels. For operations participating in event sales, it can help teams produce consistent, compliant labels and support Metrc Retail ID requirements by reducing formatting errors and improving label standardization across SKUs.

DistruERP (enterprise): For larger operators that need end-to-end inventory, purchasing, manufacturing, distribution, and compliance workflows, DistruERP is Distru’s comprehensive Cannabis ERP platform designed to manage the full supply chain while aligning operational data with Metrc reporting needs.

Where to get help

Metrc Support portal: Use https://support.metrc.com/ (also accessible from the Metrc UI via the Support dropdown). First-time access typically requires your established username, state selection, facility license number, and a valid email to set a password.

Metrc Learn training: Metrc Learn provides role- and facility-specific training content to improve user competency and reduce data-entry mistakes during specialized workflows like showcase events.

API support: For TPI questions, contact Metrc API Support at api-info@metrc.com.

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