Flowhub Delivery makes it quick and easy to run delivery orders for California dispensaries, with full Metrc integration built in. This article will guide you through setting up delivery vehicles and drivers, fulfilling orders, reporting manifests to Metrc, and completing deliveries so your team can manage the entire delivery workflow from a single platform.
With Flowhub Delivery, you can run a "pizza-style" delivery service (prepare orders at your dispensary and send them out with a driver), route multiple deliveries on the same delivery run, and have the Retailer Delivery form and Sales Delivery Manifest created in Metrc automatically with each route.
✏️ Note: Delivery may look different depending on your state or integration setup. If any of the following apply, refer to the corresponding article instead:
Enable Flowhub Delivery
To have Delivery enabled for your store, contact a Flowhub team member or the Product Support team at help@flowhub.com.
✏️ Note: Before you can process your first delivery, complete the following setup steps:
Ensure all employees have the correct permissions in Flowhub and in Metrc.
Create your delivery vehicles in Flowhub.
Create your delivery drivers in Flowhub.
Important: If your store uses OnFleet, create vehicles and drivers in OnFleet instead. Flowhub pulls them via API. Do not create drivers or vehicles in Flowhub if you use OnFleet. Refer to the OnFleet Delivery article for more information.
Set Up Employee Permissions in Flowhub
Once Delivery has been enabled for your store, give your employees the ability to use delivery functionality by updating their roles.
From the Main Menu in the top-left corner, navigate to Employees and select Roles.
For every role at your dispensary that will be involved in delivery (budtenders, fulfillment staff, etc.), enable Create, Edit, and Delete permissions under Delivery.
Drivers who collect payment in Flowhub (instead of having another employee handle it at the store) must have an employee account.
Drivers who do not log in to Flowhub do not need employee accounts. Other staff members will mark delivery statuses and collect payment on the driver's behalf.
To authorize a user to delete delivery orders prior to completion, assign them to a role with the Delete permission enabled under Delivery.
3. Select Save to apply the updated role.
Set Up Employee Permissions in Metrc
All employees who interact with delivery orders must also have a Metrc API key on their employee profile, along with the Sales Delivery permission enabled in Metrc.
Create Delivery Vehicles
Vehicles must be created before drivers.
From the Main Menu, navigate to Delivery.
Select New Vehicle.
Enter the vehicle's license plate, make, and model.
Select Save to create the vehicle.
Create Delivery Drivers
From the Delivery menu, select Drivers from the top navigation bar.
Select New Driver.
Enter the driver's Name, Employee ID, Phone Number, and Driver's License Number.
The Employee ID must match the employee's badge number in Metrc. If this ID does not match, errors will occur when attempting to complete a delivery.
Select the vehicle associated with the driver.
Select Save to create the driver.
Handle Delivery Orders in Flowhub
Delivery orders appear in the New column of the Order Ahead tab in Cashier, marked with a Delivery tag. The sections below cover the full workflow from fulfillment through payment collection.
Fulfill a Delivery Order and Assign a Driver
When a delivery order appears in the New column, select the order to review its contents. Prepare the order for delivery, print any exit labels (as applicable), and pack the bag.
When the order is ready for driver assignment, select Mark as Ready.
The button changes to Assign Driver. You can assign a driver from this view or from the Ready column in the Status Board view.
Select the driver and vehicle that will conduct the delivery, then select Assign Driver.
You can choose a vehicle other than the driver's default if the driver will be using a different vehicle.
The order moves to the Ready for Delivery column.
Report the Retailer Delivery Manifest to Metrc
Once a driver has been assigned and all delivery orders under that driver are ready to leave the store, start the route.
Navigate to the Order Ahead Status Board.
To return to the Status Board from an open customer order, select Back to Status Board above the customer name.
Select the yellow Routes button above the New column on the Status Board.
Locate the driver with deliveries assigned, then select Start Route.
Additional deliveries cannot be added to a route once it has been started. Do not start a route until all deliveries for that route have been assigned to the driver.
Selecting Start Route creates both the Retailer Delivery form and the Sales Delivery Manifest in Metrc.
4. The order moves to the Out for Delivery status on the Status Board, and the action button changes to Finish.
The driver can now begin driving to the delivery destination(s).
Complete a Delivery Order and Collect Payment
When the driver arrives at the destination (or returns to the store, depending on your workflow), they will select Finish and follow the prompts to complete delivery. Delivery notes, along with marking the order as successful or failed, occur at this step.
Successful Deliveries
Update Order: For workflows where payment is recorded when the driver returns to the store (instead of on-site with the customer), select Update Order. This moves the delivery to the Delivered column, where a Collect Payment button appears for the driver to complete upon return.
Update & Collect Payment: For workflows where the driver records payment on-site with the customer, select Update & Collect Payment. The payment screen appears automatically, allowing the driver to record the payment and check out the customer.
Failed Deliveries
When an order is marked as Failed, the manifest is marked as complete in Metrc and all packages in the delivery are marked as rejected with a reason on the package history. A failed delivery cannot be reattempted; the customer must submit a new order.
Update Order: Moves the order to the Delivery Failed column. A Cancel Order button appears to cancel the order.
To authorize a user to cancel delivery orders, assign them to a role with the Delete permission enabled under Delivery. Delivery orders cannot be cancelled once they are complete.
Update & Cancel Order: Cancels the order directly and removes it from the board in Flowhub.
End a Delivery Route
Note: This is a required final step. If you do not end the route, the delivery will not be fully completed in Metrc, even if all individual orders on the route have been marked as Successful or Failed.
Routes are managed at the driver level. Each driver has their own independent route, so when a driver has completed all of their deliveries, they can end their route even if other drivers still have deliveries in progress. A driver cannot end their route until all deliveries assigned to that route are complete.
Navigate to the Order Ahead Status Board.
Select the yellow Routes button above the New column.
Locate the driver whose deliveries are all complete, then select End Route next to that driver's name.
The route closes, and all associated delivery manifests for that driver are finalized in Metrc.
💡 Tip: End each driver's route as soon as all of their deliveries are complete. Leaving routes open can cause discrepancies between Flowhub and Metrc.
Frequently Asked Questions
Do I need to end the route after all deliveries are complete?
Yes. Ending the route is a required final step that finalizes the delivery manifests in Metrc. If you skip this step, deliveries will not be fully completed.
Can a driver end their route if other drivers still have deliveries in progress?
Yes. Routes are managed at the driver level. If Driver A has completed all of their deliveries, they can end their route even if Driver B still has deliveries in progress. However, a driver cannot end their own route until all deliveries assigned to that route are complete.
Can I add more deliveries to a route after it has been started?
No. Once a route has been started, additional deliveries cannot be added. Assign all deliveries to the driver before selecting Start Route.
What happens when a delivery is marked as Failed?
The manifest in Metrc is marked as complete, and all packages in the delivery are marked as rejected. The customer must submit a new order if they want to reattempt the delivery.
Do drivers need their own Flowhub employee accounts?
Only if they will be collecting payment in Flowhub on-site with the customer. Drivers who do not log in to Flowhub do not need employee accounts — other staff members can mark delivery statuses and collect payment on their behalf.
Why does the Employee ID need to match the Metrc badge number?
Flowhub uses this ID to associate the driver with the correct employee record in Metrc. A mismatch will cause errors when attempting to complete a delivery.
Great work! 🥳
You've successfully set up and managed a delivery in Flowhub for California. Your vehicles, drivers, and routes are configured, orders are fulfilled, and Metrc manifests are finalized. Your team is all set to run a smooth delivery operation.