Recovering credits from cannabis brands you know
Returns, expirations, and co-marketing — the credits most shops never claim. We do the prep, ShelfiQ asks your vendors, you approve.
Every month we read your Metrc and POS data and surface the returns, expirations, and co-marketing credits your vendors owe you.
We assemble each credit memo line by line and ShelfiQ takes it to your vendor — the prep and the asking, handled in your name.
Nothing is final until you say so. The approved credit nets off the vendor’s next check.
Three credit categories. Processed every month.
Most operators take the hit and move on. You don't have to do that. We can help.
How vendor credits workThe platform pulls the data and builds the memos. ShelfiQ runs the vendor conversation and executes each decision. The rare relationship call goes to your buyer.
You don't have time to chase vendor credits. We don't know your vendor relationships as well as you do. The platform handles the busy work; your team handles the conversations that need a human.
The full credit-recovery playbookMetrc and your POS, working for cannabis credit recovery.
The compliance data you already trust, doing real work for you. Upload your monthly Dutchie reports and the platform reconciles them against your Metrc data — no spreadsheets, no manual math. Your Metrc workflow never changes.
How the Metrc integration worksA 7-page review. Returns, expirations, promos — each one traced back to the Metrc record.
Every line cited and formatted for the vendor's AP team to co-sign. See the 7-page sample (PDF).
Anatomy of a vendor credit memoThe memo goes out under your name. ShelfiQ replies to questions in seconds with the real Metrc-backed numbers, and executes whatever the vendor decides. Relationship calls still route to your team.
Most vendor replies are routine — “looks good” or “where did this $97 come from?” ShelfiQ handles those and executes the decision. When something needs a relationship call, your buyer takes it from there. They know the relationship; we don't pretend to.
How vendor comms runOne memo, and ShelfiQ runs every reply to done — no negotiation rounds, no chasing. A vendor can also decline a line with a reason; you're notified and can reopen it.
Every path resolves, and ShelfiQ runs all of them — the vendor never waits on your team, and your money isn't hostage to an unanswered email. A decline or a genuine relationship call routes to your buyer; they know the relationship, we don't pretend to.
The credit memo approval workflowMemos, replies, approvals — all on one dashboard. When a vendor declines or needs a relationship call, it surfaces here.
Most credit memos resolve on their own — approved, adjusted, or carried forward on silence. The rare exception — a decline, a relationship call — surfaces here for your team. No email tag. No buried threads. One queue.
The credit memo lifecycleOwner, buyer, bookkeeper — whoever should know, knows.
Your buyer can hold the vendor accountable on the next allocation. Your bookkeeper closes the month with a clean journal entry. Nobody hears about a credit three weeks later from accounting.
How this works for cannabis bookkeepersApproved memo applies as a line on the next settlement.
This is the whole point. The credit you're owed comes out of the next check you'd be writing anyway. No collection call. No invoice chase. The math just gets right.
How vendor payments workEvery recovered credit drops straight to EBITDA. Same revenue. More profit.
This is why we built our cannabis credit recovery program. Profitability is the destination. Everything in steps 1–9 exists so this number moves.
Case study — EBITDA lift from credit recoverySelf-serve credit recovery lives right in your portal. Pick a closed month, upload four Dutchie reports, and the platform drafts one Metrc-backed credit memo per vendor — waiting in your queue to review and send.
No monthly cycle to wait on, no one to email. The platform does the grinding — parsing thousands of rows, pricing every line against Metrc, catching the wrong-store file before it costs you — and you stay the last set of eyes before anything reaches a vendor. Your data, your button, your drafts.
See how self-serve credit memos workThe Credit Recovery Scorecard turns a year of credit memos into four numbers and one clear next move — identified, requested, approved, and the recovery rate you're actually hitting.
The gap between what you're owed and what you collect stops being a guess. One screen shows the money still on the table, the trend month over month, and the single change that recovers the most. Sample view shown; your numbers, your vendors.
See how the Scorecard finds your next dollarStraight to your bottom line.
Every credit is backed by Metrc line items. Seeing what you're owed is free — we run the rest for you, or you drive the software yourself.
Seeing what you're owed is free. We run the rest for you — or you drive the software yourself.
*Estimates only — your actual numbers may vary.
Every credit is built from Metrc-backed line items. Seeing what you're owed is free; we run the rest for you, or you drive the software yourself. Pricing is scoped to your operation — see how we work with you →
Seeing what you're owed is free. We run the rest for you — or you drive the software yourself.
"I've been a cannabis operator since 2015, and I have the scars to prove it. ShelfSpace is the product of everything I learned the hard way."
— Chris Mitchem, Founder
Custom-scoped to your operation. Seeing what you're owed is free.
Four documented categories: product returns that physically shipped back to the vendor (Metrc transfer trail), expiration and destruction credits when product expired or was destroyed before sale, co-marketing credits when in-store promos went uncredited, and aging-markdown credits when product past its category age threshold sold below keystone. Every credit memo cites the line-item backup in Metrc and your POS.
Not for the documented credits. Every credit memo gives the vendor 10 calendar days from delivery to reply — approve, approve a specific amount, or decline — and ShelfiQ answers their questions and sends reminders before the deadline. If they go quiet, the documented credits (returns, destruction, and any promos they pre-approved) move forward without more chasing — applied automatically for vendors you've set to auto-approve on silence, or queued as Ready for Approval for your one-click sign-off otherwise — so your money doesn't sit in limbo. Co-marketing they never pre-approved is the one exception that still needs an explicit yes. The vendor keeps 60 days to dispute anything after it's applied, and every line is cited to Metrc.
First credits identified within two weeks of data analysis. Vendor approvals follow over the next 30 days. Approved credits apply on the next settlement to that vendor.
We're not collecting debts. We're recovering credits you're already owed — returns, expirations, and co-marketing adjustments. Vendors prefer the structure because credit memos arrive with line-item Metrc backup, so there's documentation to confirm instead of invoicing back-and-forth.
Each credit is backed by Metrc line items. Seeing what you're owed is free, and pricing is scoped to your operation — see how we work with you. At our Massachusetts client, we identified unrecovered credits in the $8,000–$25,000/month range.
Yes. Credit recovery is standalone. It pairs naturally with AP on the platform if you want one system across vendor finances — same Metrc connection, same vendor relationships, one system across both.
