In the event that you're unable to process sales due to an outage of any kind, please defer to our suggested procedures for recording transactions manually.
Manual Sale Necessities
- Paper
- Pen
- Calculator
- Key for Cash drawer
Critical Information NEEDED for Manual Sales:
- Product retail price
- Tax information
- Adult Use / Recreational
- Medicinal
- Cart Details - Discounts/Promos/Taxes/currency exchange
- Member Information - FN, LN, DOB, Consumer Type
Processing Manual Transaction
Manual_transaction_data_template
Walkin
Key pieces of information to capture at the Point of Sale:
- Member Info (FN, LN, DOB)
- Consumer Type (rec vs med)
- Product & Quantity of individual product/s sold
- Unique # / Metrc Tag
- Transaction totals
- Retail Value
- Discounts
- Fees
- Taxes (NAL & AL Excise, Federal, State, County, City)
- Final Total Paid
- Change Due
- Payment Type
- Date and Time
Delivery:
Key pieces of information to capture at the Point of Sale:
- Shop Information (Name + Address)
- Delivery Employee FN + Employee #
- Packaging Employee FN + Employee #
- Member Info (FN, LN, DOB, customer/member #)
- Time and Date Delivery was requested.
- Delivery Address
- Consumer Type (rec vs med)
- Product & Quantity of individual product/s sold & measurement
- Unique # / Metrc Tag
- Transaction totals
- Retail Value
- Discounts
- Fees
- Taxes (NAL & AL Excise, Federal, State, County, City)
- Final Total Paid
- Change Due
- Payment Type
- Date and Time the delivery was made
- Signature of the customer who received the delivery (this must be kept by the retailer)
Note: Sales must be recorded in Metrc within 24 hrs.
Make sure to enter these sales into BLAZE once the system is back up and stable. You can modify the times on the transaction after the transaction has been completed in BLAZE. You can find information on how to do that here: Retail | How to Edit the Date of a Completed Transaction