At a Glance
- ShelfSpace setup for your dispensary takes less than a week
- The platform connects to your POS, imports your vendors, and applies the terms you set
- You configure your splits, own your vendor relationships, and approve each payment
- Free evaluation with no commitment
ShelfSpace Setup for Your Dispensary
Getting started with ShelfSpace setup for your dispensary is straightforward because the platform does the heavy lifting. There's no software to install, no training courses to complete, and no database migration to manage. The platform connects to your existing POS, imports your vendor list, and applies the terms you've set with your vendors — then you're live. We walk you through every step.
The entire onboarding process typically takes three to five business days, and most of the work happens inside the platform rather than on your team's plate.
What Happens During Onboarding
Day 1 — Kickoff call. We learn which services you need (consignment, accounts payable, credit recovery, or all three). We collect POS credentials and a vendor list — a spreadsheet works fine.
Days 2–3 — Account setup. We connect the platform to your POS, import your vendors, and configure the category-level profit splits and aging discount tiers you specify. If you use QuickBooks, we link that too.
Day 4 — Test settlement. The platform runs a test settlement using real POS data so you can see exactly how the math works. You review the settlement report and confirm everything looks right.
Day 5 — Go live. The platform sends your vendors their vendor portal invitations, weekly settlement cycles activate, and your first real settlement runs the following week.
What You Provide vs. What the Platform Runs
You provide:
- POS login credentials (read-only access is fine)
- A vendor list with contact information
- The split percentages and terms you've set with your vendors
- Bank account details for payments
The platform runs the rest:
- POS data integration and daily syncing
- Vendor portal invitations
- Applying the splits and terms you configured to every settlement
- Weekly settlement generation
- QuickBooks sync and reporting
You stay in the driver's seat: you own your vendor relationships and any term negotiations, and you approve and send each payment.
The Free Evaluation
Every new account starts with a free evaluation. We connect to your Metrc account, analyze your historical data, and show you exactly what you're leaving on the table — no commitment, no credit card. If you decide to move forward, you choose which modules to use and only pay when we deliver value.