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

Purpose. Use this process when a METRC retail delivery order needs to change after it has been marked Out for Delivery. Remove the order from its route and return it to Created status before you edit…

Purpose

Use this process when a METRC retail delivery order needs to change after it has been marked Out for Delivery. Remove the order from its route and return it to Created status before you edit its items or quantities.

Prerequisites

  1. Confirm that the facility uses METRC.
  2. Confirm the correct Purchase ID and current route.
  3. Review what needs to change before you alter the order.
  4. Confirm the permissions required for the Undeliverable, Packed, Created, edit, and route actions.

How This Affects METRC

Marking the order Undeliverable deletes the delivery record in METRC. Adding the edited order to a route and dispatching it recreates the METRC delivery.

Return the Order to Created

  1. In Flourish Web, select Retail > Purchases > Purchases by Store.
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. Find the order and select its Purchase ID.
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"…
  1. Select Mark as Undeliverable.
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. Confirm that the order will be removed from its route.
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. When the order status shows Undeliverable, select Mark as Packed.
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. When the order status shows Packed, select Send Back to Created.
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…

Edit and Redispatch the Order

  1. Update the items, quantities, delivery details, or other approved fields.
  2. Select Save.
  3. Allocate inventory and return the order to Packed status.
  4. Add the order to a new delivery route.
  5. Mark the route Out for Delivery.
  6. Confirm that the expected delivery record appears in METRC.

Complete the Delivery

  1. After the stop is completed, finish the order in Retail POS.
  2. Confirm the METRC result.

Completing the order in Retail POS completes the METRC delivery and decrements inventory.

If the METRC Record Doesn't Match

Stop before you repeat the workflow. Record the Flourish Purchase ID, route ID, METRC delivery information, package IDs, and the last successful action. Use the METRC sync troubleshooting article, or contact Flourish Support.

How did we do?

Checking In a Customer

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