Retail | CA Delivery Ledger Checklist 2023

This checklist will walk through the required prerequisites and daily processes checklist for the new CA delivery ledger update.

Required Prerequisite Settings

The following prerequisites are required to submit transactions successfully to Metrc. 

BLAZE

Video Walkthrough 

Global Settings

1. Inventory needs to be created per driver

• • Global Settings > Shop Info > Inventories

2. Terminal need to be created or existing with inventory assigned 

• • Global Settings > Shop Info > Terminals 

3. Vehicle info created or existing info added
(All vehicle info details need to be added )

1. • Company Settings > Vehicles
   • Required fields are: Vehicle Make, Vehicle Model, License Plate

4. Employee Profile 

1. • Enabled as driver 
   • Required Fields are: Driver name, Driver's Lic. No., Driver's Phone number
   • Assigned Terminal 
   • Vehicle added 

5. Disable Auto Cash Drawer 

1. • Global Settings > Shop Information

6. “Inventory Transfer in Web” must be enabled for all drivers and roles working with inventory 

• • Global Settings > Company Settings > Roles & Permissions > Web

Metrc

1. Update by enabling Admin's new permission setting in Metrc (See image beow)
   (If Metrc Employees are enabled, each employee's permissions and API key need to be updated)
2. Generate a new API key 
3. Copy / Paste the new API key into BLAZE Compliance settings 
   (If Metrc Employees are enabled, each employee needs to be added with API key)

Metrc Permission settings 

Daily Processes

 

 

Planned Delivery - Pizza Style Delivery

1. Assign any order to be delivered
2. Transfer products to the driver inventory.  
• Can be transferred in mass using V1 or V2 with submit and accept before the driver starts the cash drawer.

              OR

• can use the Create Transfer as each order is assigned.  The driver will need to accept these transfers into his inventory.

3.  Start the cash drawer right before the driver leaves to begin deliveries.

4.  As orders come in, use the Create Transfer option when assigning the order to the driver to transfer the product to their inventory.  The driver will need to accept these inventory transfers when they are at the shop physically.

5.

At the end of the shift, close the cash drawer

6.  Inventory transfers V2 with the option Reset to Safe can be used to return any unsold/canceled items to the shop inventory. 

Unplanned Delivery - Ice Cream Truck

1.  Assign any orders to be delivered
2. Transfer products to the driver inventory
• Can be transferred in mass using V1 or V2 with submit and accept before the driver starts the cash drawer.
3. Start the cash drawer right before the driver leaves to begin deliveries.
4. As orders come in assign them to the driver
• On the Create Transfer field select “None”.  Since the driver already has inventory, products do not need to be transferred.
5. At the end of the shift, close the cash drawer.
6. Return any inventory to the shop, can use V2 transfer to Reset to Safe

 

If replenishment is needed during the shift, V1 or V2 transfers can be used, but with Submit only.  Do not use Submit and Accept.  The driver needs to be physically present at the shop and then they can accept the transfer.  If it is only a product for a single order, the create transfer option in reassign can be used to transfer the product to the driver's inventory.

 

Reconciliations

1. Metrc locks the batch on a product if any quantity is on a delivery ledger.
2. This means that reconciliations will fail.
3. Best Practice to reconcile:
   1. Close the delivery ledger that the product is in (close the cash drawer)
   2. Transfer those products that need to be reconciled back to the Safe or Store inventory.
   3. Reconcile the product
   4. Transfer product back to the inventory for the delivery ledger if needed
   5. Start the delivery ledger by opening the cash drawer for this inventory