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Insights for Cannabis Operators

Guides and strategies for managing vendors, recovering credits, and running smarter dispensary operations.

New Collections

How Fast Dispensaries Pay Cannabis Brands: Fall 2026 Data

Our own data from four brands: 70% of open wholesale invoices were past due, payments took a median 33 days, and 40% of past-due dollars came in within 30 days.

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Free tools and templates for getting paid by dispensaries

A DSO calculator, a late invoice cost calculator, a net terms policy builder and four Word and PDF templates. Free, no sign-up.

The Best Cannabis AR and Collections Tools in 2026

Collections software, an agency, marketplaces, a distributor and ERPs: what each one does and who it's best for, from each company's own pages.

DSO Calculator for Cannabis Brands

Enter what stores owe you and what you invoiced. See your days sales outstanding and the cash stuck past your terms.

What a Late Invoice Costs You: Free Calculator

The carrying cost at your own cost of money plus the hours spent chasing one late wholesale invoice.

Cannabis Net Terms Policy Builder

Answer a few questions and get a plain-English credit and payment policy to send every new account.

Dispensary Credit Application Template

License, owners, references and the terms a store accepts before buying on credit. Word and PDF.

Payment Plan Agreement Template

Turn a past-due wholesale balance into a written installment schedule. Word and PDF.

Personal Guaranty Template

An owner personally backs what the store owes you. Word and PDF, ready for your counsel.

Promise to Pay Letter Template

A past-due store commits to payment dates in writing. Word and PDF.

ShelfSpace vs Distru: An ERP and Collections Software, Compared

Distru runs inventory, production and orders. ShelfSpace gets the invoices paid. Where each one fits, and when to use both.

ShelfSpace vs LeafLink: Marketplace Payments vs Collections

LeafLink puts payment next to the order. ShelfSpace collects every late invoice, wherever the order came from.

ShelfSpace vs Nabis: Sell the Invoice or Collect It in Your Name

Nabis can buy your invoice for a fee and collect it itself. ShelfSpace collects it in your name and you keep the whole invoice.

Payment Reminder Emails That Get Stores to Pay: What the Research Says

Generic reminders barely work. Here's what studies say does, and how each stage of our reminders asks a different question. You can edit every word.

How Fast Dispensaries Pay Cannabis Brands: Fall 2026 Data

Our own data from four brands: 70% of open wholesale invoices were past due, payments took a median 33 days, and 40% of past-due dollars came in within 30 days.

How to Get Paid by Dispensaries: The Complete Guide for Cannabis Brands

The complete playbook for cannabis brands: why stores pay late, terms, a day-by-day follow-up schedule, payment plans, promises, final notices and state rules.

Cannabis Collections Agency vs. Collecting in Your Own Name

An agency takes a cut and usually the customer. Most overdue dispensaries pay once it's easy and someone keeps asking. When to collect in your name, and when to call an agency.

Past Due Invoice Email Templates for Cannabis Brands

Eight copy-paste reminders, from the heads-up before the due date to the firm note at 30 days late, plus a payment plan offer and a rep text.

New York Cannabis Delinquent Payment Rules

NY dispensaries have 30 days to pay for cannabis bought on credit. The notice of default, Metrc reporting, the C.O.D. list, and how stores get off it.

Cannabis Wholesale Payment Rules by State

Where 12 states stand on when dispensaries must pay brands: 3 rules in effect, 2 proposals, and what to do where the law says nothing.

Washington Cannabis Wholesale Payment Rules

Washington allows no credit between cannabis licensees. What WAC 314-55-115 requires, the check deadlines, and what brands can do about late payers.

Rhode Island Cannabis Wholesale Payment Rules

Rhode Island requires a written order for every cannabis sale, and payment defaults to 30 days after delivery. What the rule says and how to use it.

Massachusetts Cannabis Wholesale Payment Rules

No Massachusetts payment rule yet. What the CCC said about delinquent payments, the bills to cap credit at 60 days, and what brands can do now.

Michigan Cannabis Wholesale Payment Rules

Michigan has no payment rule between licensees. What the CRA proposed on unpaid-invoice judgments, why it may be gone, and what brands can do today.

California Cannabis Wholesale Payment Rules

California has no cannabis invoice payment law. What AB 766 and AB 2888 would have done, why both failed, and how brands get paid today.

Collect on Overdue Cannabis Invoices Without Chasing

One click sends the dispensary a Pay Now email, ShelfSpace follows up on a schedule, and the buyer pays from their own bank — the money never passes through us.

Cannabis Accounts Receivable Management

The AR playbook for cannabis: why net-30 slides to net-90 when card rails don't work, and how the ShelfSpace flow collects it without a contingency cut.

Cannabis Collections Outsourcing That Keeps You Whole

A cannabis debt-collection agency takes 25–50% of what it recovers and torches the buyer. ShelfSpace collection gets you paid in full and keeps the relationship.

A Final Notice Letter for Overdue Cannabis Invoices

When a wholesale cannabis invoice is months late, send one page on your own letterhead: your words, a firm pay-by date, a scan-to-pay code, and only the consequences you choose.

Let an AI Assistant Call Your Overdue Dispensaries

Tick one box and a polite automated assistant calls the store, walks through what's owed, and brings back a promise to pay with a date and how they'll pay. Hear it on your own phone first.

Cannabis Payment Plans: Getting Paid by Dispensaries

Offer dispensaries a 0% payment plan on wholesale cannabis invoices. They pay by ACH or e-check on a schedule you approve, so slow accounts become steady cash.

Cannabis Net Terms: How to Get Invoices Paid

Net-30 quietly became net-90 and you became the bank. How to hold your terms and collect on overdue cannabis invoices, run for you — no contingency cut.

Your Sales Reps Can Collect Right From Their Phone

Each rep sees only their own stores, what's owed and what's late, and can send a reminder, text a pay link or log a promise to pay in one tap.

Every Sales Rep Gets Their Collections List Every Monday

Each rep gets every open invoice on their accounts, oldest first, with one-tap Text and Email buttons that send the buyer a pay link. No logins.

Cannabis Cash Flow Management: The AP/AR Gap

You pay vendors before your own money lands. Run AP and AR on one rail to see the cash flow gap, time payments to what's sold, and collect what you're owed.

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50 Hours a Week Back to Selling for a Brand's Reps

Five reps spent half their time chasing payments. We cut that in half, about 50 hours a week back to selling, and took 12 more hours off the back office.

$417,560 in Past-Due Invoices Collected in a Brand's First 30 Days

A cannabis brand started with $1.09M past due across 115 invoices. Thirty days later, $417,560 had come in, $172,876 of it in the first week.

88% of a Cannabis Farm's Past-Due Balance Paid in Month One

A small farm had $22,099 past due across 10 invoices. Within 30 days, 9 were paid. Two days after the first reminders, four came in.

94 Past-Due Reminders, Sent in a Brand's Name

In two weeks we sent 94 payment reminders to a brand's stores, in the brand's own name. Nobody on their team wrote, tracked or sent one.

A Vendor Under-Billed Us by $784. We Caught It and Made It Right.

A vendor billed $784 less than the PO. ShelfiQ flagged the mismatch and the vendor was paid in full — proof invoice verification cuts both ways.

How We Recovered $2,340 in Co-Marketing Credits a Dispensary Didn't Know It Was Owed

A single vendor, one week of Metrc data, and $2,340 in credits that had been falling through the cracks for months.

How a $4,873 Duplicate Invoice Got Caught in One Morning

A vendor sent the same invoice twice. The dispensary was about to pay it. ShelfSpace's Metrc verification caught it first.

How One Vendor Switch Freed $27,350 in Trapped Inventory

One vendor transitioned from wholesale to consignment. The cash that was tied up in their product went back in the bank.

15 Hours to 15 Minutes: Dispensary AP Case Study

A dispensary spent 15 hours a week on accounts payable. After ShelfSpace, it takes 15 minutes. Here's how the AP platform eliminates back-office time drain.

Buyer Cut Waste 23% With Sell-Through Data

A buyer stopped guessing on reorders. Sell-through and velocity data showed which SKUs to cut and which to double. Waste dropped 23% in two months.

Owner Stopped Answering Vendor Emails

A dispensary owner was fielding 30+ vendor emails a week — payment status, invoice disputes, delivery questions. We took over. He hasn't answered one since.

Consignment Turned a "No" Into $14,230

No dispensary would buy a new edible line wholesale. We structured a consignment deal. It sold $14,230 in the first 30 days at 52% margin.

Dispensary Delivery Reconciliation: A Case Study

Spreadsheets can't catch shorted deliveries. See how one dispensary replaced manual reconciliation with Metrc-powered verification and caught 3 shortages in 14 days.

Credit Recovery Lifted EBITDA 15%

A Massachusetts dispensary was leaving $83K/yr in vendor credits on the table. We pulled 90 days of Metrc data, found credits across 10 vendors, and lifted EBITDA 15%.

Expiration Credits From a Vendor Agreement — $3,180 Recovered

A vendor agreement included 75% credit for expired product. 31 units expired. Nobody filed. ShelfSpace calculated $3,180, got approval, and applied it same cycle.

$8,370 in Expired Product Returned at Zero Cost

Under wholesale, expired cannabis is a write-off. Under consignment, the vendor takes it back. One dispensary returned 47 expired units and lost nothing.

We Caught 12 Wrong Invoices in One Month

We matched 80 invoices against Metrc delivery data at a two-location dispensary. 12 had wrong quantities. $7,340 in overpayments caught before checks went out.

Every Vendor in One System

A dispensary was paying 12 non-cannabis vendors by personal check. ShelfSpace onboarded all of them in one week. One system for landlord, security, and everyone else.

Cannabis AP to QuickBooks: Real-Time Sync

Every vendor payment, synced to QuickBooks the moment it clears. See how one dispensary eliminated double-entry and closed books 5 days faster each month.

Return Credit Nobody Filed — $1,847 Recovered

23 defective units were returned in Metrc but nobody created a credit memo. ShelfSpace found it, built the memo, and recovered $1,847 in the first evaluation.

Settlement Dispute Resolved in 24 Hours

A vendor claimed they were underpaid $1,800 on a consignment settlement. ShelfSpace pulled the data. The settlement was correct to the penny. Resolved in a day.

AI Handles Vendor Emails for Dispensaries

A dispensary owner got 50+ vendor emails a week. ShelfiQ now handles 95% — payment status, delivery confirmations, credit inquiries — with live data. Here's how.

Shorted Delivery Caught Before Payment

A vendor delivered 42 units but invoiced for 50. Metrc confirmed the shortage. ShelfSpace adjusted the payment and saved $1,140 before a check was cut.

Vendor Portal Ends Payment Status Calls

Vendors called 30+ times a month asking "where's my check?" One dispensary gave them a portal instead. Payment calls dropped 90% in 30 days.

Vendor Started Restocking From Settlement Data

A consignment vendor used their weekly settlement report to restock proactively. Stockouts dropped to zero in the first month. Just data.

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Run Your Cannabis Back Office From Your Own AI

ShelfSpace now connects to ChatGPT, Claude and Meta Muse over MCP. Ask about invoices, Metrc, QuickBooks, credits and payments, and it does the work.

Cannabis Bookkeeping: What Your Dispensary Actually Needs

What cannabis books must cover (280E, cost of goods sold, cash, Metrc), what a good dispensary bookkeeper does, and the money work to hand off so the books stay clean.

QuickBooks for Cannabis: What Works and What Doesn't

QuickBooks Online works as a cannabis ledger; Intuit's payments and payroll products don't. Where the line is, how to set it up, and how vendors still get paid.

The Metrc Manifest: How to Find, Print, and Check One

Where manifests live in Metrc, how to print one with View Manifest, and how to check it against the vendor's invoice line by line before you pay.

The AP & AR Partner for Cannabis CPA Firms

Refer your cannabis client and we run the payment work — verify against Metrc, pay on approval, sync to QuickBooks. We never touch your bookkeeping, tax, or CFO work.

Outsourced Accounts Payable for Cannabis

Your vendors, paid on time, without an AP clerk. What cannabis AP really takes — three-way matching, catching duplicates and short deliveries, and Check 21 checks.

When a Vendor Won't Accept Digital Checks

Some cannabis distributors only take ACH, cash, or paper. How to switch that one vendor to mailed paper checks and keep every other vendor on instant digital.

QuickBooks Bill Pay Doesn't Serve Cannabis. Here's the Fix.

QuickBooks Bill Pay runs on Melio, and Melio's terms name cannabis. Your books are fine — your payment rail isn't. How to keep one and replace the other.

Never Pay Full Price for Stale Cannabis Product

Cannabis is perishable; the invoice isn't. See how ShelfSpace reads the packaged date on every Metrc package and rejects product that's too old at the dock — before you pay.

AP Aging: Deciding Which Vendors to Pay

An AP aging report buckets what you owe by how far past due it is, so when cash is short you pay the oldest first instead of the loudest. How to read one and act on it.

Partial Payments: Pay a Vendor Invoice in Parts

Pay part of a wholesale or non-cannabis invoice now and the rest later. The invoice stays open, the vendor's notified with the remaining balance, and each partial check syncs to QuickBooks.

Stop Chasing Vendor W-9s: Cannabis Tax Forms, Handled

Every new vendor means a W-9 to collect and a resale certificate to send. See how the whole tax-form exchange lives on one system — collected in the invite, signed in two clicks, every share logged.

How ShelfSpace Checks Invoices Against Metrc Before You Pay

Every wholesale invoice is checked against your Metrc manifests before you can approve it. ShelfiQ reads each line and recommends the safest next step — with a confidence level.

How to Receive a Cannabis Delivery in ShelfSpace

A two-minute walkthrough: upload the signed invoice and Metrc manifest, confirm each line against what arrived, and reconcile a short shipment before anyone pays.

When Your Cannabis Bank Drops You

Main Street Bank just cut off its cannabis clients. If you pay vendors by ACH, a bank closure means rebuilding your whole payment system. Here's the fix.

Anatomy of a Cannabis Vendor Invoice Payment

See exactly what a vendor receives when the platform pays them — line-item remittance summary plus a deposit-ready Check 21 check. Download the de-identified PDF.

How to Deposit a ShelfSpace Check with a Check Scanner

Four-step workflow for desktop RDC scanners — print the Settle Report check page, cut, endorse, scan. Plus why hand-keying the MICR fields is normal Check 21 behavior.

Anatomy of a ShelfSpace AP Email Thread

See exactly how a vendor AR reminder gets answered — paid invoices listed, unpaid invoices dated, a Treasury contact added in one minute. Download the de-identified thread (PDF).

Cannabis AP Software: ShelfSpace vs Stampli — What Dispensaries Actually Need

Stampli is great for generic AP. Cannabis dispensaries need Metrc integration, credit recovery, consignment, and Check 21 checks.

PlateIQ Was Built for Restaurants. Cannabis AP Needs Something Different.

Metrc-verified invoices, Check 21 payments, credit recovery, consignment — none of it is on the menu in restaurant AP software.

QuickBooks Is Not an AP System. Here's What Cannabis Dispensaries Actually Need.

QuickBooks tracks your books. It doesn't verify invoices, recover credits, or pay vendors. Here's what's missing.

BILL vs ShelfSpace: Why the Biggest AP Platform Doesn't Work for Cannabis

BILL is built for general business. Cannabis needs Metrc integration, credit recovery, and Check 21 checks.

Cannabis Bank Bill Pay vs ShelfSpace — Moving Money ≠ Managing AP

Your bank moves the money. Nobody verifies the invoice, recovers the credit, or settles consignment. That gap costs dispensaries $50K+/year.

Centime vs ShelfSpace — Generic vs Cannabis-Specific AP Software

Centime is generic AP software with a cannabis page. ShelfSpace is AP software built specifically for cannabis — Metrc-verified, ShelfiQ-driven vendor email, Check 21 payments.

The Real Cost of Managing Cannabis AP Yourself

A full-time AP person costs $55K+. Add missed credits, overpayments, and vendor errors — DIY AP costs dispensaries $100K+/year. There's a better way.

Order.co vs ShelfSpace — Procurement Platform vs Managed Cannabis AP

Order.co consolidates purchasing. ShelfSpace verifies invoices, recovers credits, and settles consignment. Different tools for different problems.

Your Cannabis CPA Doesn't Do AP. Here's What's Missing.

A CPA does your books. They don't verify invoices, recover credits, or handle vendor emails. That's a different job.

Why Most Dispensaries Overpay Their Vendors

Missed credits, duplicate payments, and bad invoice tracking cost dispensaries more than they realize.

Cannabis Accounts Payable: The Hidden Cost of Doing It Yourself

The true cost of managing AP in-house goes far beyond the person you hire to do it.

What Does a Cannabis Dispensary Pay in Vendor Costs Per Year?

A realistic look at what dispensaries spend on vendor payments, processing fees, and operational overhead annually.

Cannabis Deliveries by Email: A Buyer's Guide

How dispensary buyers manage cannabis deliveries by email — forward invoices, update ETAs, attach COAs, and leave notes for the dock crew without touching the portal.

Cannabis Dispensary QuickBooks Setup: A Step-by-Step Guide

How dispensaries connect QBO to ShelfSpace — Bills, Bill Payments, Bookkeeper Match Health, and check-clearing status syncing back from QBO daily.

Cannabis Perpetual Inventory in QuickBooks

Perpetual vs periodic inventory for cannabis dispensaries in QuickBooks — when purchases become a balance-sheet asset, what ShelfSpace posts, and what your accountant posts at close.

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Same Vendor, Two Payment Modes: Running Consignment + Wholesale Together

Carry consignment and wholesale SKUs from the same cannabis brand. How Order Type at delivery sends each one through its own settlement track.

Don't ask your cannabis vendor to convert. Ask them to add.

The negotiation playbook for adding consignment to a wholesale vendor you already love. Three scenarios where mixed-mode beats forcing a binary.

What to do when a cannabis delivery comes in short, damaged, or non-compliant

The four dispositions at the dock and what flows downstream from each: settlement adjustment, Metrc disposition, credit memo, the vendor conversation.

Cannabis consignment in QuickBooks: what posts automatically (and the one exception that doesn't)

For bookkeepers: how Approve & Pay posts the Bill and Bill Payment to QBO automatically, the close-period handling, and the Mark-as-paid-externally manual entry.

Rolling out cannabis consignment across multiple dispensary locations

For multi-store cannabis retailers: how one vendor onboarding propagates across every store in your retailer group, three rollout patterns, and group-level reporting.

Cannabis Moisture Loss: The Tax That Skips Your P&L

Buy flower by the pound and sell it deli-style? About 10% of every pound leaves as moisture before it sells. Here's how consignment keeps that loss off your books.

Consignment Invoice Payoff: Prove Where Every Unit Went

The Invoice Payoff tab reconciles every consignment invoice to the unit — received, sold, returned, destroyed, remaining — traced back to the original invoice. Audit-ready for retailers and vendors.

Anatomy of a Consignment Settlement Report

Page by page: the six-page weekly report and Check-21 payment we send your consignment vendors. Includes downloadable sample PDF.

LeafLink Payment on Sell-Through vs ShelfSpace — What's Actually Managed?

LeafLink's sell-through delays payment. ShelfSpace runs the consignment settlement engine: settlements, checks, credit recovery. You own the relationship.

Cannabis Consignment: ERP Software vs Cannabis-Specific Software

Generic ERP isn't built for cannabis consignment — no Metrc reconciliation, no weekly settlement engine. Here's the real comparison for cannabis dispensaries.

Why General Consignment Software Doesn't Work for Cannabis Dispensaries

SimpleConsign and Ricochet are built for thrift stores. Cannabis consignment needs Metrc, Check 21 checks, and credit recovery. Here's why.

Running Cannabis Consignment on Spreadsheets? Here's What It's Costing You.

Most dispensaries run consignment on Excel. Manual POS pulls, formula errors, handwritten checks, zero credit recovery. Here's what it actually costs.

Reciprocal Buying in Cannabis: How Consignment Eliminates the Risk

Reciprocal buying between vertically integrated cannabis groups is risky on wholesale terms. Consignment eliminates the risk. Here's how.

Why Vertically Integrated Cannabis Companies Use ShelfSpace

Manual transfer pricing between your production and retail entities is a time sink. ShelfSpace replaces it with consignment settlements and configurable margins.

How Cannabis Consignment Works: A Guide for Dispensary Operators

A complete breakdown of consignment for cannabis retailers — how it works, why it matters, and how to get started.

How to Get Started with Cannabis Consignment at Your Dispensary

A step-by-step guide to launching consignment at your dispensary — from vendor conversations to your first settlement.

Vendor Management

Meet the ShelfSpace How-To Guide

A click-by-click walkthrough of every screen, with real screenshots and arrows. One guide for retailers, one for vendors — always current, no login required.

Vendor Management

Outsourced Back Office for Cannabis Dispensaries

The money side of your dispensary — vendors paid, credits recovered, overdue invoices collected — run for you, as software you drive or done for you.

Vendor Management

Outsourced Finance Team for Cannabis Operators

A fractional CFO records your money; an outsourced finance team moves it. How ShelfSpace runs cannabis AP, settlements, credit recovery, and AR collection for you.

Vendor Management

Cannabis Bookkeeper vs Back Office Explained

A bookkeeper records what happened; the back office moves the money now. The clean line between the two — and why paying one to do both quietly costs you.

Vendor Management

The True Cost of a Cannabis Bookkeeper

Hiring a cannabis bookkeeper looks cheaper than outsourcing and rarely is. The build-vs-buy math on loaded labor, coverage risk, and unrecovered credits.

Vendor Management

Cannabis Back Office Service Comparison

A fair comparison of two ways to outsource the cannabis back office: Headquarters' human accounting pod vs. ShelfSpace's cannabis-money-native software and AI.

Vendor Management

Cannabis Month-End Close Checklist for Dispensaries

The dispensary month-end close as a 6-step checklist — reconcile AP, close settlements, generate credits, work AR, verify Metrc, sync QuickBooks.

Vendor Management

When the Dispensary Owner Is the Back Office

You opened a dispensary to run a store, not to be the unpaid AP clerk. The hours, the lost credits, and the money pile ShelfSpace lifts off owner-operators.

Vendor Management

Optimize the Profitability and Velocity of Every SKU

The line at the top of the portal, explained — and the three moves behind it: stop overpaying vendors, recover the credits you're owed, and take the labor out of AP. With the video for each.

Vendor Management

How to Get a Retailer's W-9 & Resale Certificate on ShelfSpace

Need a dispensary's W-9 or resale/exemption certificate (ST-4) for your books? If they're on ShelfSpace, pull it yourself from the vendor portal — no email chasing.

Vendor Management

All Your Vendor Communication, in One Place

Thirty vendors emailing about reorders, promos, price drops, and credits across five inboxes. Here's how it lands in one place with ShelfiQ first-line.

Vendor Management

Why Advance Vendor Approval Improves Your Margins

Get the vendor's yes before the promo runs, and the discount stops being yours to eat — a co-marketing credit on wholesale, a bigger discount budget on consignment.

Vendor Management

Cannabis ERP for Dispensaries: What You Actually Need

An ERP runs the supply chain. A dispensary doesn't have one. Here's the back-office system you actually need instead.

Vendor Management

Cannabis Dispensary Back Office Software

The software that runs the money side of your store — vendor payments, AP, credit recovery, and consignment on one cannabis-specific platform.

Vendor Management

Cannabis Retail Management, Built for Dispensaries

The two halves of running a dispensary — the POS that rings sales, and the back office that runs the money. Here's where ShelfSpace fits.

Vendor Management

How to Whitelist ShelfSpace Emails

Payment emails landing in spam? The step-by-step guide IT uses to allowlist shelfspace.pro in Microsoft 365, Google Workspace, Proofpoint, and Mimecast.

Vendor Management

What Is ShelfSpace?

A founder essay — ShelfSpace explained as a system that optimizes the profit of every SKU on your shelf, layer by layer.

Vendor Management

Is ShelfSpace Safe for Vendors? An Honest Answer

No bank info required, no vendor fees, and a check you deposit like any other — the five questions hesitant vendors ask, answered straight.

Vendor Management

Vendor Onboarding to ShelfSpace: The 5-Minute Form, Explained

A dispensary sent you an onboarding link. What the form asks for, why your W-9 is safe, and what happens after you submit — with a short video walkthrough.

Vendor Management

Cannabis Vendor QuickBooks Setup: A Step-by-Step Guide

How vendors connect QBO to ShelfSpace — every settlement becomes an Invoice and a matching Payment, with the PDF attached.

Vendor Management

LeafLink vs ShelfSpace: Wholesale Marketplace vs Cannabis AP Software

LeafLink helps you find vendors. ShelfSpace runs the financial relationship after the deal is done — invoices, payments, settlements, credit memos.

Vendor Management

What Is a Check 21 Compliant Check?

How Check 21 enables digital check payments for cannabis businesses locked out of traditional banking.

Vendor Management

Cannabis Dispensary Vendor Management: A Complete Guide

Everything you need to manage vendor relationships, payment terms, and inventory flow at your dispensary.

Credit Recovery

Dispensary Profit Margins: The Real Numbers and the Quiet Leaks

Typical dispensary margins, why 280E and price compression keep them thin, and the vendor credits, duplicates, and shorted deliveries that leak the rest.

Credit Recovery

Configuring Your Credit Recovery Settings

Every switch on the Credit Recovery Settings tab — which credit sources to include, per-vendor auto-approval, excluding a vendor, and where approved memos go.

Credit Recovery

Reviewing and Sending Draft Credit Memos

Before a credit memo reaches a vendor, it's yours to review — what to check on each draft, how to adjust or delete one, and why to send the month as one batch.

Credit Recovery

The Monthly Vendor Review: What Happens After You Send

After you send a vendor credit memo: the three ways a vendor responds, the reminders, and how deemed approval protects you when a vendor goes silent.

Credit Recovery

How Approved Vendor Credits Get Applied

What happens after a vendor approves a credit memo — the automatic AP deduction, the external-accounting path, and settling in product instead of cash.

Credit Recovery

You send the credit memo. ShelfiQ handles the replies.

When a vendor pushes back on a credit memo, ShelfiQ answers from your real data and closes it out — approved, a partial amount, or declined. Off your inbox, no AP setup required.

Credit Recovery

See where your vendor credits are leaking

The Credit Recovery Scorecard shows identified vs requested vs approved credit by source — and the one change that recovers the most.

Credit Recovery

Generate a month of vendor credit memos yourself

Self-serve credit recovery: close a month, upload four Dutchie reports, and the platform builds one Metrc-backed credit memo per vendor for you to review and send.

Credit Recovery

When a cannabis vendor doesn't respond to a credit memo

The 10-calendar-day review window, how documented credits move forward on silence, the carve-out for un-pre-approved co-marketing, and the 60-day dispute right.

Credit Recovery

Anatomy of a vendor credit memo

Line by line: what we send your vendors every month, and why structured documents get paid where emails don't.

Credit Recovery

Return and waste credits: the one credit that works on every order

Defective returns and destroyed product are a loss on a unit that was supposed to sell — and it's the only vendor credit that applies to both consignment and wholesale.

Credit Recovery

Co-marketing credits: splitting the promotion with wholesale vendors

On wholesale product, a pre-approved promotion becomes a co-marketing credit — the vendor covers a share of the below-keystone shortfall. Here's the math and the guardrails.

Credit Recovery

Inventory aging credits: sharing the markdown on slow wholesale stock

When a wholesale lot ages past its threshold and sells below keystone, the vendor shares the markdown — no promotion required. Thresholds, math, and the retailer-discount guardrail.

Credit Recovery

Setting your target margin and coverage rates

The four numbers that drive every vendor credit — target margin, co-marketing rate, aging coverage rate, and return policy. What each does and where to set it.

Credit Recovery

How to Track Returns and Credits at a Cannabis Dispensary

Most dispensaries lose thousands in vendor credits every year. Here's how to track returns, expirations, and co-marketing credits.

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