Documentation

Find what you need

51 guides across consignment, AP, credit recovery, vendor portal, and the rest of the platform.

Getting Started with ShelfSpace

Live in under a week. What the platform handles, what you do, what to expect.

For dispensary owners

Consignment, AP, credit recovery, vendor portal.

For bookkeepers

QuickBooks sync, settlement reports, audit trail.

Vendor portal, check downloads, dispute responses.

No docs match. Try "settlement", "Metrc", or "vendor portal". Or clear the filter.

Getting Started 1

Getting Started

Getting Started with ShelfSpace

Setup for dispensaries — live in under a week. What to expect during onboarding and what the platform handles.

Consignment 8

How Consignment Works

Vendor-owned inventory, weekly settlements, profit splits. The platform runs the math and the checks.

How to Receive a Cannabis Consignment Order

Step-by-step SOP: designate Order Type, upload manifest, confirm receipt, run payday with Approve & Pay or Mark as paid externally.

Approve & Pay vs Mark as Paid Externally

Two ways to resolve a settlement — when to have the platform cut a Check 21 versus record an off-platform payment. QuickBooks, fees, vendor experience compared.

Weekly Consignment Settlements

How weekly payouts are calculated from POS data, category splits, aging discounts, and credits.

Reading Your Settlement Report

Payout table, returns, discounts, inventory snapshot, and final check. How to read every section.

Category Splits and Profit Sharing

How category-level splits are negotiated, configured, and applied in weekly settlements.

Aging Discounts and Inventory Markdowns

How aging discounts work for expiring product, why they exist, and how they affect settlements.

Consignment Contracts and Terms

Profit splits, shrinkage, discounts, and payment terms. You set them with your vendor; the platform applies them.

Accounts Payable 7

Accounts Payable

How the AP Platform Works

Cannabis dispensary AP, end to end: verify invoices, generate checks, ShelfiQ answers vendor questions, QuickBooks synced. You approve and pay.

Accounts Payable

Vendor Onboarding

Onboard cannabis vendor partners in minutes. Email invite, portal setup, cannabis and non-cannabis vendors.

Accounts Payable

Invoice Verification and Delivery Matching

Verify cannabis vendor invoice accuracy before payment. The platform matches invoices to deliveries; ShelfiQ raises issues with vendors.

Accounts Payable

Payments and Check Generation

Cannabis vendor check payment processing with Check 21. The platform creates payments, generates checks, and syncs QuickBooks.

Accounts Payable

Recurring Vendor Payments

Schedule weekly, biweekly, or monthly checks for rent, utilities, and fixed vendor costs. Pause, skip, or cancel anytime.

Accounts Payable

Managing Your Vendors

One searchable vendor list, a full profile per vendor, and auto-filled vendor details from public records and your own invoices.

Accounts Payable

Manage Cannabis Deliveries by Email

AP workflow by email — send invoices, update deliveries, attach COAs, and add receiving notes through one inbox.

Credit Recovery 6

Credit Recovery

How Credit Recovery Works

Returns, expirations, and co-marketing credits — tracked and recovered, so you collect what you're owed.

Credit Recovery

Credit Recovery Onboarding — Getting Started

Step-by-step onboarding from signing on to your first monthly credit memos. Vendor list, buyer kickoff, monthly cycle.

Credit Recovery

Returned cannabis products tracked in Metrc; credit memos generated against vendor payments.

Credit Recovery

Expiration Credits

Expiration dates monitored, aging inventory flagged, credit memos generated before product walks.

Credit Recovery

Co-Marketing Credits

Vendor-funded promotions tracked; credit memos generated so you collect what was agreed.

Credit Recovery

Credit Memo Approval Process

Each status from Draft to Applied, how vendors respond in the 10-business-day window, and what happens on silence.

Vendor Portal 5

Cannabis Vendor Portal

Where every vendor checks downloads, payment history, and credit memos across all retailer partners — free.

Downloading Vendor Checks

How vendors access, download, and deposit Check 21-compliant payment checks through the secure portal.

Vendor Payment History

View all payments, filter by date and retailer, export data, and track every dollar through the portal.

Vendor Dispute Credit Memo

How vendors review credit memos, accept or dispute charges, and upload documentation through the portal.

Cannabis Vendor QuickBooks Setup

Vendor-side QBO setup. Connect QBO, map customers and items, backfill history.

Checks 4

Check 21 Payments

Why cannabis needs Check 21, how digital checks work, and how vendors deposit them.

How to Deposit a ShelfSpace Check

Deposit via mobile deposit, print at home, or branch visit. Compatible with every major U.S. bank.

Deposit with a Check Scanner

Print the Settle Report check page, cut, endorse, and run it through your desktop scanner. Works with RDM, Digital Check, Panini.

Voiding and Reissuing Checks

Cannabis vendor payment void and reissue in one step. Maintain a full audit trail.

QuickBooks 2

QuickBooks Integration

Settlements, bills, vendor lists, and payment records sync to QuickBooks Online with no manual data entry.

Cannabis Dispensary QuickBooks Setup

Connect QBO, pick accounts, set per-vendor overrides, watch Bookkeeper Match Health. Every settlement and AP payment becomes a Bill + Check.

ShelfiQ 2

ShelfiQ — Cannabis AI Assistant

ShelfiQ answers vendor questions, parses invoices, manages AP, and exports data through a simple chat.

AI invoice parsing, vendor matching, payment queries, data exports, and AP management — everything ShelfiQ can do.

Promotions 3

Co-Op Promotions

How retailers and vendors run joint promotions, track impact, and generate credits.

Creating a Promotion

How to create a co-op promotion, get vendor approval, track performance, and generate credits.

Vendor Pre-Approval SOP for Promotions

Step-by-step SOP for buyers and marketing staff: get every promotion pre-approved before it runs.

Deliveries 3

Delivery Tracking and Receiving

Track incoming shipments, receive inventory, reconcile to purchase orders, and move deliveries to payment.

Delivery Reconciliation

Match what was ordered to what arrived, catch discrepancies, and approve deliveries for payment.

How to Receive Cannabis Deliveries — Inventory Team SOP

Step-by-step receiving SOP for dispensary inventory teams. Upload manifest, confirm what arrived, adjust before payment.

Inventory 1

Inventory Reorder Planning with Slots

Demand velocity, days of supply, and suggested reorder quantities by shelf slot — plan purchasing across rotating SKUs.

Insights 2

Insights and Analytics

Track sales velocity, dead inventory, vendor performance, and cash liberation in real time.

Vendor Scorecards

Grade suppliers on volume, velocity, growth, and reliability with real sell-through data.

Integrations 2

POS Integration

Works with any system. CSV upload or API sync with Dutchie, Flowhub, BLAZE, and more. No IT team required.

Metrc Integration

Official Metrc third-party vendor. Read-only connection to power settlements, credit recovery, and AP.

User Management 3

User Management

Users, Roles, and Permissions

Three roles per portal, email invites, and location-scoped access for your team.

User Management

Multi-Factor Authentication (MFA)

Enable SMS, TOTP, or email multi-factor authentication to protect your accounts and stay compliant.

User Management

Managing Multiple Store Locations

Run every dispensary store under one account — add locations, invite per-store contacts, and switch between them.

Security 2

Security and Data Protection

Row-level security, multi-tenant isolation, encryption at rest and in transit, and zero hard deletes.

Audit Trail and Compliance

Every action is logged in an immutable record for regulatory audits and internal accountability.

Get Started

Ready for a free evaluation? Let's talk.

Start with a free evaluation. We connect to your Metrc account, analyze your data, and show you exactly what you're missing.

Free evaluation. No commitment.