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METRC Retail Delivery: Edit order after marking “Out For Delivery”

This workflow is for clients using Flourish Retail Dellivery and METRC. Follow these steps for when an order needs to be edited after being marked "Out for Delivery." Find the order from the Purchase…

This workflow is for clients using Flourish Retail Dellivery and METRC.

Follow these steps for when an order needs to be edited after being marked "Out for Delivery."

  1. Find the order from the Purchases by Store page: 
The screenshot shows the Purchases by Store page in Flourish Software for "Oregon Retailer," displaying a list of delivery orders with columns for Purchase ID, Type, Ordered date,…
  1. Click the Purchase ID of the purchase that needs to be edited. This will open the purchase. 
  2. Click ‘Mark as Undeliverable’ button and acknowledge that the delivery WILL be removed from the delivery route it is assigned to. 

NOTE: THIS ACTION WILL DELETE THE DELIVERY FROM METRC. 

The screenshot shows a Flourish Retail purchase detail page for an order (#00000017) currently in "Out for Delivery / Awaiting Payment" status, with the customer name "Pipo Pipo"…

A confirmation dialog box in Flourish prompting the user to acknowledge that marking a purchase as undeliverable will remove it from its currently assigned delivery route, with…

 

  1. The Purchase is now in an Undeliverable status. From here click Mark as Packed to change the status to Packed. 
The screenshot shows a purchase order detail page in Flourish Retail for customer "Pipo Pipo" (Purchase #00000017) with a status of Undeliverable / Needs review, reflecting the…
  1. The Purchase can now be Sent back to Created to be edited.  
The screenshot shows a purchase order detail screen in Flourish Retail with the order status set to "Packed" and an "Awaiting Payment" label in the top-right corner.

 

  1. From Created the purchase can be edited to reflect the correct quantity/items sold. 
The image shows a Flourish Retail purchase order detail screen for customer "Pipo Pipo," displaying order #00000017 in Created status after being reset from Undeliverable and…

 

  1. Since the order was removed from the delivery route earlier, it will need to be added to a new delivery route, and marked as Out for Delivery.  

NOTE: This will once again create the delivery in METRC 

  1. Finally the order can be completed at the POS. 

NOTE: This will once complete the delivery in METRC and decrements inventory. 

 

How did we do?

Checking In a Customer

Create Retail Pick Up Orders

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