Ring up delivery sales: CA

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 and a customer or patient to the sale.
   
5. A screen 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 of their information in the Back Office, including:
     • Their driver license.
     • Their car make, model, and license plate.
     • Their Metrc employee license number. Note: CA law does not require the employee license number, but you cannot save the profile unless you included something in this field; we recommend entering something that you can use to easily identify the driver.
   • See this article for more information about adding delivery driver information.
   • If your customer has an ID and address in the Back Office, it will populate automatically. However, if an address is entered or changed on the Register it will not be pushed to the Back Office.
     
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
   • Traceability Type

   • Receipts will also include the brand, if available.

7. The delivery order is now On Hold. From the Pending Orders 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.

Receipt

The delivery receipt includes space to record the customer's signature and the date that you can keep for your records.

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, you must void the delivery sale in Greenbits. From the Pending Orders screen - swipe left to Remove the order. 

If you have made a mistake, 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.