At a Glance
- ShelfSpace setup for your dispensary takes less than a week
- We handle POS integration, vendor onboarding, and contract configuration
- Your team's only job: review and approve
- Free evaluation with no commitment
ShelfSpace Setup for Your Dispensary
Getting started with ShelfSpace setup for your dispensary is straightforward because we do almost all of the work. There's no software to install, no training courses to complete, and no database migration to manage. We connect to your existing POS, import your vendor list, and configure your terms — then you're live.
The entire onboarding process typically takes three to five business days. Most of that time is spent on our side, not yours.
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 — We build your account. We connect your POS, import vendors, set up category-level profit splits, and configure aging discount tiers. If you use QuickBooks, we link that too.
Day 4 — Test settlement. We run 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. We invite your vendors to the vendor portal, activate weekly settlement cycles, and your first real settlement runs the following week.
What You Handle vs. What We Handle
You provide:
- POS login credentials (read-only access is fine)
- A vendor list with contact information
- Your preferred split percentages and contract terms
- Bank account details for check payments
We take care of everything else:
- POS data integration and daily syncing
- Vendor portal invitations and onboarding
- Contract drafting and term configuration
- Weekly settlement generation and check cutting
- QuickBooks sync and reporting
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.