Ring up delivery sales with Metrc reporting: MI, MD, OR, NV (early access)

Delivery sales is an early access feature. If you would like access, email: dkim@greenbits.com

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 Michigan, Maryland, Oregon, or Nevada.

Note: If you are in Michigan, Nevada, or Oregon and you see a toggle instead of a Set Delivery Info button, use this workflow. If you previously used the toggle workflow but now have the Set Delivery Info workflow, review this article to understand how your delivery process has changed.

The workflow described in this article includes a step which automatically creates a Metrc manifest and submits the manifest when the delivery is completed. This means that you are not required to manually create a delivery manifest in Metrc. If you used the toggle delivery workflow before, you no longer have to go into Metrc to record and complete the delivery manifest. Greenbits does it automatically for you! 

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 in order before any cannabis products leave your store:

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.
   • When you add a driver's license to an employee profile, you must also enter their Metrc employee license number. You cannot save the profile unless you include their employee license number.
     
6. Click Hold for Delivery. A receipt will auto print. This receipt is for your customer. 
7. The delivery order is now On Hold and the Metrc manifest has been created automatically. From the Orders on Hold queue, you can filter by Delivery Only.
8. Log into Metrc and print the Metrc manifest.
   • Every delivery order that leaves your store must be accompanied by a printed delivery manifest.
   • If you're making multiple deliveries in one trip, you need a separate manifest for each delivery.
9. Deliver goods and obtain customer signature. Keep this manifest.
10. Return to store and finish order at Register by going to the Orders on Hold queue and selecting Charge to ring out the order.
11. When the order is complete, log into Metrc and submit the manifest.

State Processes

Be sure to review your state's approved process for deliveries.

• In Michigan, see the Metrc Support Bulletin on Patient Sales Delivery.
• In Nevada, contact the Department Of Taxation's Marijuana Enforcement Division.
• In Oregon, see the OLCC Retail Home Delivery Metrc Guide.

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 it was entered by mistake.

3. For any items that were not successfully 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.