Please Note: The NV Delivery Feature is currently in Limited Availability. You must also be on the Latest Version of Treez.
The new NV Delivery Feature accommodates METRC's Delivery Sales reporting. Treez has integrated METRC reporting directly into the Fulfillment Workflow, allowing the system to maintain its Product Taxonomy while adding compliance reporting elements to accurately report deliveries to METRC.
Upon GA of NV 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:
- Update the permissions of the METRC user whose key is currently being used in your Treez Instance. You can generate a new METRC API Key with all permissions checked in the METRC UI. Specifically, you'll want to make sure that the API key you are using has the Sales Delivery permission to enabled METRC Delivery Sales. Without this permission, Treez will not be able to report Delivery Sales to METRC.
Please Note: If you have multiple stores using the same METRC API Key and you generate a new key, you will need to update all stores with the newly generated METRC API Key to ensure no interruptions in METRC reporting for those stores.
- Add the Sell Treez > Misc > Handle Deliveries permission to the role(s) your drivers are assigned in Role Management
- Create or Update your drivers in User Management and ensure they have the following information in their profile:
- Employee Number
- Driver's License number
- DL expiration date
- Phone number
NOTE: If the user(s) already have this information filled out, ensure that you resave each user after applying the Handle Deliveries permission to the role in Role Management.
- 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
The next step will require that you add vehicles and vehicle information in the Config Page under “Delivery”. Navigate to Configuration > Config Page > Delivery and click the Orange Plus Button to add your vehicle(s).
Add Delivery Details to Orders
In order to add Delivery Details to orders and report delivery sales to METRC follow the steps outlined below:
Navigate to Retail > Fulfillment Dashboard
Select the “Add Delivery Details” 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 Delivery orders in Packed & Ready status are selectable)
- Add your planned route
Select the driver and vehicle from the dropdown (these will auto populate)
Select “Add Details” to create new delivery - this will surface as a stacked card on the Fulfillment Dashboard.
You can add more deliveries before creating these in METRC.
- When the driver is ready to leave your facility to deliver the orders, select "Create in METRC"
- This will create a delivery manifest in METRC for each selected order
Edit or Delete Group Orders before Creating in METRC
You can continue to add or remove deliveries from the stacked cards in the Packed and Ready column before creating the delivery manifests in METRC.
Edit: Stacked orders in Packed and Ready can be edited any time before sending to METRC. To do this, simply click on the stacked orders 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.
Delete: In event an order needs to be removed or the user wishes to delete the entire group, they can remove orders from the group or delete the group entirely via the delivery group modal.
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 individual orders to OFD (they will no longer be stacked) and create the delivery manifests in METRC.
Please Note: Once an order is created in METRC, it can NOT be adjusted in Treez. If order adjustments are necessary, the client will need to make adjustments directly in their METRC portal. If the adjustment is to change the items on an order, they changes must be made in both Treez and METRC.
To complete orders, the user must select the order fulfillment card (in OFD**). 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 Out for Delivery and populate under “Complete” in fulfillment. Completing an order in this way will automatically 'complete' the manifest in METRC, populating teh arrival time and marking all inventory on the METRC sale as 'accepted'.
If after going out for delivery, an order cannot be completed for any reason, that order can be canceled as long as it is still in OFD status. From inside the order modal, a user can hit the "Cancel Order" button, which will cancel it. This action will be reported to METRC automatically - it will remove the canceled order from its associated manifest in METRC returning all inventory from that order back to the retailer's facility.
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 Out For Delivery 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 NV; 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.
- Orders moved to Out For Delivery via POS instead of fulfillment will not create a METRC manifest and will not be reported to METRC. Ensure you only move orders to Out For Delivery using the Fulfillment Dashboard.
*Packed and Ready
**Out for Delivery