ShelfSpace Delivery Dashboard
8 videos — a step-by-step walkthrough of the ShelfSpace delivery workflow.
Episode 1
The Delivery Dashboard
Track every vendor order from arrival to payment — a tour of the delivery dashboard.
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Episode 2
Creating a Delivery
Turn any vendor invoice into a tracked delivery — upload it, let AI fill in the details, and catch duplicates automatically.
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Episode 3
Receiving a Delivery
See how to receive a delivery and choose wholesale vs. consignment per order.
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Episode 4
Approving a Delivery
See how the office approves a received delivery — ShelfiQ checks the invoice against Metrc, then you approve it for payment.
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Episode 5
Troubleshooting Metrc Discrepancies
When an invoice doesn't match the Metrc manifest, see how ShelfiQ flags the problem and how to resolve it before you pay.
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Episode 6
Troubleshooting Duplicate Payments
When the same vendor invoice is about to be paid twice, see how ShelfSpace's Duplicate Police flags it and clears it before any money goes out.
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Episode 7
1:54
Matching a Metrc Manifest
Tie every order to the state's Metrc transfer before you accept it — so you can check freshness and counts while the driver's still at your dock.
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Episode 8
2:13
Freshness: Reject Aged Product at the Dock
ShelfSpace reads each package's Metrc packaged date and flags anything too old — so you can reject aged product at the dock instead of receiving it.
Watch + transcriptShelfSpace Credit Memos
13 videos — a step-by-step walkthrough of the ShelfSpace delivery workflow.
Episode 1
Co-Marketing Credits
When you and a vendor discount together, they share the hit
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Episode 2
3:34
Inventory Aging Credits
When product ages past its threshold and sells low, the vendor shares the hit
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Episode 3
3:35
Setting Your Credit Rates
The four dials that decide every credit memo — set once, per vendor
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Episode 4
2:41
The Promotions Page
Advance vendor approval turns a markdown you'd otherwise absorb into vendor-funded co-marketing on wholesale-purchased inventory.
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Episode 5
3:46
Running Credit Recovery
Load last month's POS reports into the self-serve wizard and turn them into a clean stack of vendor credit memos — the whole monthly cycle, start to finish.
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Episode 6
1:55
What Is a Credit Memo?
The documented way to recover what your vendors owe you
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Episode 7
2:00
Return & Waste Credits
The credits vendors almost never argue with
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Episode 8
3:04
Reviewing & Sending Credit Memos
Check every draft, then send the month as one clean batch
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Episode 9
2:28
The Monthly Vendor Review
After you send a credit memo: how the vendor approves, partials, or declines — and how deemed approval protects you when they go quiet.
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Episode 10
3:38
Credit Recovery Settings
Every switch that shapes what you ask each vendor — set once
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Episode 11
2:05
ShelfiQ Handles the Vendor's Reply
Vendors reply by email — your AI assistant does the rest
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Episode 12
2:46
How Approved Credits Get Applied
From approved to real dollars back — mostly on its own
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Episode 13
2:28
The Scorecard: Measuring Your Credit Program
One screen for what your credit program actually recovered
Watch + transcript6 videos — a step-by-step walkthrough of the ShelfSpace delivery workflow.
Episode 1
2:32
Your Free Dispensary Evaluation
See what the free eval asks for, what to have ready, and what you get back — a savings report built from your own Metrc and POS numbers, within 7 business days.
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Episode 2
2:10
Welcome to ShelfSpace
A two-minute walkthrough of the vendor onboarding form — what ShelfSpace is, what the form asks for, that your information is safe, and what happens after you submit.
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Episode 3
4:49
Reconciling QuickBooks Bills
Link the bills your bookkeeper already entered so ShelfSpace pays those instead of creating a second one.
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Episode 4
3:16
How the QuickBooks Integration Works
Connect QuickBooks so settlements and payments post automatically as Bills.
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Episode 5
5:34
Setting Vendor Terms
Set the split and payment terms you use with most vendors, then give any single vendor a different deal in about ten seconds.
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Episode 6
3:16
Optimize the Profitability and Velocity of Every SKU
Three moves produce it: stop overpaying vendors, recover the credits you're owed, and take the labor out of AP.
Watch + transcriptShelfSpace for Vendors
1 video — a step-by-step walkthrough of the ShelfSpace delivery workflow.
ShelfSpace Vendor Payments
1 video — a step-by-step walkthrough of the ShelfSpace delivery workflow.
