Please Note: CA Delivery Feature is currently in Limited Availability. You must also be on the Latest Version of Treez.
The new CA Delivery Feature accommodates the new California Cannabis Delivery Ledger regulations. Treez has integrated METRC reporting directly into the Fulfillment Workflow, allowing the system to maintain its Product Taxonomy while adding compliance reporting elements specific to California's unique regulatory environment.
Upon GA of CA Delivery, customers can request this feature by contacting Treez Support and we will set this up for you.
Before you request this feature, please ensure that you have
- Generated an METRC API Key with all permissions checked in the METRC UI
- Created your drivers in User Management and have the following information in their profile:
- Employee Number
- Driver's License number
- DL expiration date
- Phone number
Please Note: If Store A and Store B in the same org are configured with the same API key, and the client regenerates the key and adds to Store A - they also need to update Store B.
- Set up
- Create Group Orders
- Edit or Delete Group Orders
- Send Orders to METRC
- Complete Orders
- Cancel Orders
- Closing Delivery Groups
- Errors from METRC
- Known Limitations
Once CA Delivery has been enabled, the client will need to ensure its METRC integration settings are correct and that their license is updated and matches the MSO store record in Org Settings.
The next step will require that you add vehicles and vehicle information in the config page under the “Delivery” module. Navigate to Configuration > Config Page > Delivery and click the Orange Plus Button to add your vehicle(s).
After adding vehicle information, the client will need to make a request to support in order to add the “Driver” role to their desired list of users. Once support has added the driver role, you are ready to create group orders and report delivery sales to METRC all through the Fulfillment Dashboard.
Create Grouped Orders
In order to create group orders and report delivery sales to METRC follow the steps outlined below:
Navigate to Retail > Fulfillment Dashboard
Select the “Group for Delivery” button in the top right corner which will launch a New Group Delivery
Within the new modal:
Select the desired delivery orders for grouping using the checkbox
(Note: only P&R* delivery orders are selectable)
Select the driver and vehicle from the dropdown (these will auto populate)
Select “Group” to create new delivery group - this will surface as a stacked card on the Fulfillment Dashboard
Edit or Delete Group Orders
Edit: A group can be edited any time before sending to METRC. To do this, simply click on the stacked group order from the Fulfillment Dashboard. From here the same group modal will launch where P&R orders can be added and notes, driver info, and vehicle info can be updated.
Please Note: Individual orders cannot be removed from a group delivery at this time. See delete instructions below.
Delete: In event an order needs to be removed or the user wishes to delete the entire group, they can delete the order via the delivery group modal. They can perform this at any time prior to creating the order in METRC by selecting the group card from fulfillment and hitting “Delete.”
Send Orders to METRC
Send to METRC: Once the order is ready to depart the facility, the user will select the group card (same as above), verify everything looks correct, and hit “Create in METRC.” This will both move the group to OFD and create the delivery group in the METRC manifest under status = “departed.” This can be searched in the client’s METRC portal under “Deliveries” > “Active”
Please Note: Once an order is created in METRC, it can NOT be adjusted in Treez. If necessary, the client will need to make adjustments directly in their METRC portal.
To complete orders within a group, the user must select the group fulfillment card (in OFD**) and launch the group modal. From here, a user can select the desired order and hit “Complete Order,” launching POS (business as usual). Once “paid” and “Complete” the individual order will be removed from the group and populate under “Complete” in fulfillment. After all individuals' orders have been completed, the group card will no longer be present. Completed METRC delivery sales can be viewed in the client’s METRC portal under “Deliveries” > “Inactive.”
If after going out for delivery, an order cannot be completed for any reason, that order can be canceled as long as the delivery group is still in OFD status. From inside the group modal, a user can click the desired order and hit the "Cancel Order" button, which will remove the order from the group and cancel it. This action will be reported to METRC automatically - it will remove the canceled order from its associated ledger in METRC returning all inventory from that order back to the retailer's facility.
Closing Delivery Groups
Once a delivery group is moved to OFD the entire group can no longer be edited, only the individual orders within the group can be completed or canceled. As the individual orders are completed or canceled, those orders will be removed from the group and the group will be updated in the OFD column of the Fulfillment Dashboard to show the number of orders remaining in the group. Upon completing or canceling the last remaining order in any group, that group will automatically be closed and it will be removed from the fulfillment screen. This final action will also be reported to METRC, which will update the delivery ledger for that group to show it as closed. Please note: no other user action is required to close the group, only completing or canceling the final order is sufficient.
Errors from METRC
If a group of delivery sales gets rejected by METRC with an error, after Treez attempts to create a ledger, the user will be notified by automatically pushing the group back from OFD to packed & ready. The failed group will have a red sidebar and clicking the group to open the modal will display the error message from METRC at the top. This group will now be in a draft state and can be edited to make any necessary adjustments. Please note: this group has NOT been created in METRC at this point. It can be edited or deleted and recreated, and the orders / items on them can be edited as well.
Once the error message has been addressed, this group can be tried again by using the ‘Send to METRC’ function as described above.
MVP is not intended to support the “ice cream truck” delivery model.
MVP is only to support CA; further investigation is needed prior to the introduction in other METRC states.
MVP is not available to partners via external API.
MVP does not include updates to Onfleet; i.e. Delivery Groups created in Treez will not create groups in Onfleet.
MVP does not allow for adjustments to orders after being sent to METRC At this point, any adjustments must be made directly in client’s METRC portal.
*Packed and Ready
**Out for Delivery