With Flowhub Delivery, you can intake delivery orders from your e-commerce provider, fulfill the order through the Orders dashboard, have the Metrc Sales Delivery Manifest automatically created and sent to Metrc, and utilize an optimized mobile view to collect payment.
If you're looking for how to manually create a Delivery order in Flowhub, please check out our article on that here.
Delivery may look different for you depending on your state or if you're using OnFleet. Check out these other articles if:
Enabling Flowhub Delivery
Please reach out to a Flowhub team member or the Product Support team (help@flowhub.com) to have Delivery enabled for your store.
Before you can process your first delivery, you'll need to set up the following:
Ensure all Employees have the correct permissions in Flowhub and in Metrc to use Delivery.
Create your Delivery Vehicles in Flowhub.
IMPORTANT: If your store uses OnFleet, you will create your Vehicles/Drivers in OnFleet and Flowhub will pull them via API. Do not create Drivers/Vehicles in Flowhub if you are using OnFleet, and please reference our OnFleet Delivery article here for more instructions.
3. Create your Delivery Drivers in Flowhub.
Setting Up Employees with the correct Permissions in Flowhub
Once Delivery has been enabled for your store, give your employees the ability to use the Delivery functionality by adding it to their Roles.
Navigate to Employees, and select "Roles".
For every existing Role at your dispensary that will be involved in Delivery - from budtenders to fulfillment staff - enable "View", "Edit", and "Delete" permissions under Delivery to give them access to Delivery functionality.
Please note that any Drivers that will be Collecting Payment in Flowhub (instead of returning to the store and having another Employee complete the payment component of the delivery in Flowhub) must have an Employee account.
Drivers who do not log in or have access to Flowhub do not need Employee accounts created to handle Deliveries. Other staff members will need to mark Delivery statuses as Successful/Failed and Collect Payment in Flowhub on the driver's behalf.
To authorize a user to delete delivery orders prior to completion, they'll need to be assigned to a role with the "Delete" permission enabled.
3. Save the updated role.
Setting Up Employees with the correct Permissions in Metrc
All Employees who will be interacting with Delivery orders must also have a Metrc API key on their Employee profile, along with the proper Delivery permissions in Metrc - particularly the "Sales Delivery" permission, as outlined in the screenshot below:
Creating Delivery Vehicles
Once the Delivery permissions have been added to existing Roles, users will see a "Delivery" tab in the left navigation menu. Select "Delivery" to begin creating vehicles.
Vehicles must be created before Drivers.
Select "New Vehicle" to create a new Vehicle. Enter the license place, make and model of the delivery vehicle, and select "Save" to create the vehicle.
Creating Delivery Drivers
From the Delivery menu, select "Drivers" from the top navigation bar, and select "New Driver."
Enter the Driver's Name, Employee ID, Phone Number, and Driver's License Number.
The Employee ID should be the Employee's Badge number or ID that is otherwise associated with the employee in Metrc. Sometimes it is also known as the "Employee License Number" as seen on the Employee's profile in Metrc, and may be an email address or a number. If this Employee ID does not match what is in Metrc, this will cause errors when attempting to push the Manifest.
Select the Vehicle associated with the Driver, and select "Save" to create the Driver.
Handling Delivery Orders in Flowhub
Delivery orders will be sent to the "New" column in the Order Ahead tab in Cashier, just like other orders received from your chosen e-commerce provider(s). Delivery orders are marked with a "Delivery" tag. The steps for handling a delivery order are below.
Fulfilling a Delivery Order and Assigning a Driver
When the Delivery order appears in the "New" column, the order is selected by a staff member who reviews what is in the order, prepares the order for delivery, prints any exit labels (as applicable), packs the bag, etc.
IMPORTANT: for New Jersey, the State ID and State ID Expiration information must be entered on the Customer Profile associated with the Delivery order, or the compliance manifest will not be able to be pushed to Metrc.
When the order is ready for driver assignment and Metrc interaction, select "Mark as Ready" This will prompt the dispatcher to assign a Driver.
The button will change to "Assign Driver." A Driver can be assigned from this view or from the Ready column in the Status Board view:
Choose the Driver and Vehicle that will be conducting the delivery and select "Assign Driver."
You are able to choose Vehicles other than the default associated with the Driver in case the Driver will be using another Vehicle.
When a Driver is assigned, the Order will move to the "Ready for Delivery" column and the "Compliance" button will appear on the Order.
Reporting the Delivery Manifest to Metrc
Once a Driver has been assigned, select the "Compliance" button to fill in any necessary information to send the delivery manifest to Metrc. Adjust the Estimated Departure, Estimated Arrival, and Planned Route if necessary.
Note: If you are in a state that requires two Drivers to be assigned to a Manifest, you may add the additional Driver's information to the "Planned Route" field in Flowhub.
Select "Submit to Metrc" to submit the delivery manifest to Metrc.
If you receive an error, check the following:
Customer's Profile in Maui must have a State ID and Expiration Date.
Starting A Delivery
Once the Manifest has been submitted, the button will change to "Put in Vehicle." Select "Put in Vehicle" for all Delivery orders that are ready for delivery.
This will move the Order to the "Out for Delivery" status on the Status Page, and the action button will change to "Finish":
The driver can begin driving to the delivery destination(s) with the order(s).
Completing a Successful / Failed Delivery Order and Collecting Payment
When the driver arrives at the destination (or returns to the store after completing the delivery, depending on your store's workflow), they will select "Finish" and follow the prompts to complete delivery. Delivery notes, along with marking the order as successful or failed, will occur here.
Successful Deliveries:
"Update Order:" For workflows where the payment component of the delivery is recorded when the driver returns to the store (instead of on-site with the customer), select "Update Order". This will move the Delivery to the "Delivered" column and a "Collect Payment" button will appear for the driver to complete upon return.
"Update & Collect Payment:" For workflows where the Delivery Driver records the payment component of the delivery on-site with the customer, select "Update & Collect Payment." The Payment screen will appear automatically, allowing the driver to record the payment transaction and check out the Customer.
Failed Deliveries:
When an Order is marked as Failed - Upon cancellation, the manifest will be marked as complete and all packages in the delivery will be marked as rejected with a reason on the package history in Metrc.
Please note that a Failed delivery cannot be reattempted; it must be resubmitted by the customer as a new Order.
"Update Order" - This will move the Order to the "Delivery Failed" column in Flowhub. The "Cancel Order" button will appear to cancel the order.
Please note to authorize a user to cancel delivery orders, they'll need to be assigned to a role with the Delivery > "Delete" permission enabled. Delivery orders cannot be cancelled once they are complete.
"Update & Cancel Order" - This will cancel the Order directly and remove it from the board in Flowhub.