This document outlines the instructions for retail cannabis store licenses that are necessary to comply with the requirements for tracking and reporting on cannabis products in the state of Oklahoma. The guidelines listed below must be followed when calculating values submitted on the monthly Cannabis Retailer Compliance Report.Retailers (licensees) must read and understand the content of this article before they set up their cannabis retail operations. This is necessary to comply with state legislation related to the sale of medical cannabis.If the commercial licensee fails to submit the required monthly report and fails to correct this deficiency within 30 days of the written notice of the Department, the license may be withdrawn.Keep in mind: May report (reporting period is due June 15) shall be submitted using the current template. Starting June, the report (reporting period is due July 15), the OMMA Monthly Reporting Template provided by IndicaOnline will contain only untagged inventory.Beginning Inventory shall be completed by the 26th of May.To migrate your inventory to Metrc, please refer to this article: Metrc Inventory Migration for Oklahoma.For compliance information, please refer to the Monthly Reporting page on the OMMA website. Table of Contents:Product TypesSample PackagesPatient ProfileTax-Exempt PatientsAdding a Recommendation to the Patient ProfileAdding a Caregiver to the PatientAdding & Editing Vendor Information Product TypesFor companies registered in the state of Oklahoma, IndicaOnline has created a list of product types to select from while creating new products. It can be done both on IndicaOnline Web and Indica POS. Every product should fit into a preexisting product type in the system. Only the following types are available in the Product Type dropdown list:EdibleTinctureTopical Trans-dermal PatchExtractConcentrateCapsuleSuppositoryCombined categoryImmature Plant (seedling)Flower/BudShake/TrimMature PlantWasteNew Product Type  We strongly recommend avoiding creating new product types. Once you have created a product, you will not be able to change its type. Note that you cannot create more than two product types.Restrictions on adding or editing product typesWhen compliance reports are generated, the key is to avoid errors and achieve long-term consistency. For this purpose, there are some restrictions within IndicaOnline when creating Edibles and Immature Plants (Seedlings)/ Mature Plants product profiles.EdibleSelect Edible under the Product Type dropdown. Once you have done that, the Weight and Weight Range options will be disabled. Since OMMA requires Edibles to be reported both as count and weight, make sure to switch the Each Only toggle to OFF and specify the net weight.  Immature Plant (seedling)/Mature PlantFor both Immature Plant (seedling) and Mature Plant product types the Weight and Weight Range options will be disabled.Please pay attention to how OMMA requires you to report the other product types (weight or count; weight only) to set them up properly within IndicaOnline.Pay attention to the Other Informationsections while configuring your product settings. Please study the setting definitions below.Tax Exempt - if you want to subject a product to tax, simply switch this toggle on/off when creating or editing a product. The tax is disabled by default. Self Distributed - for California dispensaries only. Print Label - this setting will allow product labels to be printed automatically when added to the cart. We suggest keeping this setting off for non-marijuana products (you don't need a label for a pipe).Weight Validation - allows you to use your scales to check if the weight of the product you have added to the cart is what you are actually handing to the customer. Publish on Sweede - this toggle should be enabled for products that you want to sync with your online store (Sweede or Website). Products with this setting will be synced to the online store automatically.Free Shipping - this setting is only used for online store integration. When enabled, this product, when ordered by itself, will be processed with free delivery/shipping. It appears when the Publish on Sweede toggle is enabled.Publish on Weedmaps -  to avoid double-entry and help save enormous amounts of time you can sync your IndicaOnline menu with Weedmaps automatically. Enable this setting for all products that you want to display on your Weedmaps menu and follow the instructions on how to sync the menus.Publish on Leafly - enable this setting for all the products that you want to display on your Leafly menu and follow the instructions on how to sync the menus.Once all the required information has been entered, click the Save button at the bottom of the page to bring up the pop-up. This confirmation window makes you aware that there are certain fields you will not be able to change after you save the new product, such as Marijuana Product, Product Type, Net Weight, and the Each Only toggle. Click OK if you want to proceed.  In IndicaOnline there is no possibility to transfer between MMJ products and non-MMJ products. Transfer to another product for MMJ products can only be carried out between the same product type.It is possible to transfer:Weight to WeightWeight to Weight RangeWeight Range to WeightUnit to Unit with the same Net WeightUnit to Unit Range with the same Net WeightUnit Range to Unit with the same Net WeightUnit Weight to Unit Weight with the same Net WeightWeight to Unit Weight Sample PackagesAccording to the OMMA guidelines, all sample products must have an appropriate warning on the labels. As such, Oklahoma-based companies have the option to check in Sample Packages that will allow printing modified labels. The toggle to mark the package as a sample is located under the OTHER INFO section. Patient ProfileTo produce compliant reports, the status of Adult Patient is given to all existing medical and recreational customers. All new patients will be assigned the appropriate patient type such as:Adult PatientMinor PatientTemporary Adult PatientTemporary Minor Patient You will be able to add a caregiver in the corresponding patient profile under the Recommendations menu after adding a recommendation. Please note that once you add the appropriate recommendation for the caregiver, this data will be automatically generated in your monthly cannabis report. Therefore, before submitting, please review the information to ensure its accuracy.  The patient's date of birth (DOB) must be accurately indicated during profile creation.Tax-Exempt PatientsThere are 4 different patient types that will have a specific tax tier assigned to each one of them. Navigate to Config→Tax→New to create a tax tier.Give it a name, set the proper tax percentage, and click Save to confirm the changes. Some patients may be eligible for tax-exempt status (e.g. veterans).By default, the tax tier is specified on the patient form, where the Tax-Exempt option is available. We suggest applying the appropriate previously created tax tier under the Tax Profile drop-down when creating a patient. Adding a Recommendation to the Patient ProfileNavigate to Patients→Patient List and select the desired patient profile. Click the Actions drop-down and select Add Recommendation.Alternatively, you can go to Recommendations→Add New Recommendation.In the New Recommendation pop-up, the Verification Provider field is pre-filled with the State MJ Card value.Enter the Registry/Certificate Number. If the field does not include all values (e.g. 15 out of 30 characters), a 'Incorrect Registry/Certificate Number' message will be displayed.Add an expiration date (Valid From-To) and click Save to add the recommendation.  If you are using the iPad to check the customer in you must enter the dashes on the state ID (HW-7RFG-CW2D-WE4D-LN89-I1LS-JE). Adding a Caregiver to the PatientOnce the recommendation has been added, click the Add Caregiver button in the recommendation box.Enter the Caregiver's First Name/Last Name, the Registry/Certificate Number, and expiration date (Valid From-To). Click Save to confirm the changes. Now you have created a patient profile with an attached caregiver.You do not actually check in the caregiver, but their patient. The sale will be reflected for both the caregiver and the patient in your reporting.  Adding & Editing Vendor InformationNavigate to Inventory→ Add New Vendor to bring up the New Product Vendor page.Alternatively, you could click the Vendors tab followed by the Add New Vendor button. You can also edit (pencil icon) or delete (trash can icon) the existing vendor under the Actions column.Fill out all the necessary information and click the Save button.Depending on the vendor type (Grower, Processor, Dispensary, Gear & Accessories), the vendor information can be specified when creating or editing a vendor profile. Information about a vendor must be saved at the time of the product check-in. Use the search filters (Vendor Name, License, Phone, or Type) to find the vendor you want to have a closer look at.  Please refer to this article for more information on how to make sure that MJ product transfers (to/from) other licensed businesses are accurately reflected in our OMMA report.Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team