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 process delivery sales in California in compliance with new rules that take effect on April 1, 2023.
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 in order before any cannabis products leave your store:
- Receive the order (over phone, online, etc.).
- Start a new sale at the Register.
- Tap the Delivery toggle so it turns orange. You are now making delivery sales.
- You will continue making delivery sales until you toggle Delivery off, force close the Register app, or restart the iPad.
- Add products to the order and attach a customer, just as you normally would.
- Important: Print two copies of the receipt.
- Give one copy of the receipt to the customer when you complete the delivery.
- Keep the other copy for your records; you will need it if there is an issue with the delivery.
Remember to toggle Delivery off when you are done ringing delivery sales. Start a new sale to access the Delivery toggle. Tap to turn it off.
Record the delivery in Metrc
Refer to this Metrc Support Bulletin for detailed instructions.
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:
- Void the sale in Greenbits.
- Void the sale in Metrc (see pages 9 and 10 of the bulletin).
If the customer refuses delivery of any of the items:
- Process a return in Greenbits for the rejected items.
- Complete the delivery in Metrc, then record and restock the rejected items (see pages 10-12 of the bulletin).
What to do if you make a mistake
- Void the sale in Greenbits.
- Void the sale in Metrc (see pages 9 and 10 of the bulletin).
- Begin the sale again.