At a Glance
▶ Watch the full tutorial with transcript →
▶ Watch the full tutorial with transcript →
- ShelfSpace setup for your dispensary takes less than a week
- The one system connection we need is your Metrc API key — there's no POS login, and we never touch your point-of-sale
- Your vendors and recent history import automatically from Metrc; you set the terms and splits
- You own every vendor relationship and approve every payment
- Free evaluation — no commitment, no credit card
ShelfSpace Setup for Your Dispensary
Getting started with ShelfSpace setup for your dispensary is straightforward because most of the work happens inside the system, not on your team's plate. There's nothing to install, no training courses to complete, and no database to migrate. You connect your Metrc account with your Metrc API key, your vendors and recent history import automatically, and you apply the terms you already run with each vendor — then you're live. We walk you through every step.
The entire onboarding process typically takes three to five business days. Each store is its own account, because the state issues each location its own license — so the Metrc connection and vendor list are set up once per store.
What Happens During Onboarding
Day 1 — Kickoff and Metrc connection. We learn which services you need (consignment, accounts payable, credit recovery, or all three). You add ShelfSpace as a user on each store's Metrc license and paste your Metrc API key into Settings. That's the only credential we ever collect — no POS login.
Days 2–3 — Account setup. Your vendors and recent history import automatically from Metrc. You set the category-level profit splits and aging discount tiers you run, add your bank details once, and connect QuickBooks if you use it. Some vendors ship through a distributor, so let us know which brands you carry that way and we'll route those sales back to the right brand.
Day 4 — Test run and practice. The platform runs a test settlement on your real Metrc and uploaded sales data so you can see exactly how the math works. You review the settlement report, and your team practices logging in deliveries and paying vendors in the sandbox — a fake copy of the system where nothing touches real money.
Day 5 — Go live. The platform sends your vendors their vendor portal invitations, settlement cycles activate (weekly by default — you can set biweekly or monthly per vendor), and your first real settlement runs the following cycle.
What You Provide vs. What the Platform Runs
You provide:
- Your Metrc API key, added per store license
- A sales CSV exported from your POS — any POS that exports sales data works
- The split percentages and terms you've set with your vendors
- Bank details for payments (entered once) and a signature image for any mailed checks
The platform runs the rest:
- Vendor and recent-history import from Metrc
- Metrc-matched delivery verification on every invoice
- Vendor portal invitations
- Applying the splits and terms you configured to every settlement
- Automated settlement generation (weekly by default)
- 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. Seeing what you're owed and getting paid is free forever on the Visibility tier. When you're ready to act on it, Automate unlocks payments, credit recovery, verification, and QuickBooks on a monthly subscription — retailers from $749/location, vendors from $499/mo — starting with a 30-day free trial. See how billing works.