Ring up delivery sales: CA (early access)

Ringing up sales for delivery is a different process from ringing up in-store sales. Use this guide to learn how to be compliant when ringing up delivery sales in California.

If you haven't done so already, update your permissions to allow for delivery sales.

Ring up a delivery in Greenbits

To remain compliant, complete the following steps:

1. Receive order (over phone, online, etc.)
2. Start a new sale at the Register.
3. Add any relevant products to the order and attach a customer, just as you normally would.
4. Select Set Delivery Info. This button will be grayed out until you have added products to the sale.
5. A modal for entering Delivery Options will appear. You must have a delivery driver and delivery address.
   • The option to add a delivery driver will not appear unless you have added all their information in the Back Office - driver license, car make, model, and license plate.
     
6. Select Hold for Delivery. A receipt will auto print. This receipt is for your customer and must include the following information:
   • Name of budtender and employee license number
   • Name of delivery driver and employee license number
   • First name of customer and customer ID number
   • Delivery address
   • Metrc ID of each product
7. The delivery order is now On Hold. From the Orders on Hold queue, you can filter by Delivery Only.
8. Deliver goods, ensuring that the customer receives the printed receipt.
9. Return to store and charge order at Register.

What to do if a delivery was unsuccessful

Sometimes you can't complete a delivery. Possible reasons include:

• You couldn't verify the recipient's identity, age, or medical ID card.
• You couldn't find the delivery location.
• The recipient didn't answer the door.
• The recipient couldn't pay the full amount.
• The recipient was visibly intoxicated.

If you couldn't complete a delivery for any reason:

1. Void the delivery sale in Greenbits.
   • From the Orders on Hold screen - swipe left to Remove the order.
2. In Metrc, find the delivery and select the Complete button.

   Do not Void an unsuccessful delivery in Metrc. Only Void a delivery sale in Metrc if you entered the sale by mistake.

3. For any items that were not delivered, check the box for Reject Package.
4. Select a Return Reason.
5. Enter a detailed Note.
6. Select Complete Sales Delivery.

What to do if you make a mistake

1. Void the delivery sale in Greenbits:
   • From the Orders on Hold screen - swipe left to Remove the order.
2. Void the corresponding delivery in Metrc.
3. Begin the sale again.

Accept returns on delivery items

Consult your state's regulatory agency before accepting returns on delivery items. As with in-store sales, some cannabis products can't be returned or resold once they leave your store.

Alternatively, consider making it your official store policy that all sales are final. Make sure your customers understand your return policy by adding it to your receipt.

If you do accept returns on delivery items:

1. Return the item(s) in Greenbits.
2. Process the return or update the original sale in Metrc according to your state's guidelines.