METRC Retail Delivery Workflow

Updated 1 year ago by Admin CG

This workflow provides detailed instructions of how retail delivery orders should be added to a delivery route and completed in order to ensure METRC syncing. 

  1. Find the customer profile and go to their Purchases page 
  2. Click on Start New Purchase 

  1. When building the purchase, ensure to select Fulfillment Type as Delivery and From Store. 

 

  1. Once the order is built, submit the order. 

NOTE: THIS ACTION WILL DELETE THE DELIVERY FROM METRC. 

 

 

  1. The Purchase is now in an Undeliverable status. From here click Mark as Packed to change the status to Packed. 

 

  1. The Purchase can now be Sent back to Created to be edited.  

 

  1. From Created the purchase can be edited to reflect the correct quantity/items sold.