Documentation

Find what you need

61 guides across consignment, AP, credit recovery, vendor portal, and the rest of the platform.

Getting Started with ShelfSpace

Live in under a week. What the platform handles, what you do, what to expect.

For dispensary owners

Consignment, AP, credit recovery, vendor portal.

For bookkeepers

QuickBooks sync, settlement reports, audit trail.

Vendor portal, check downloads, dispute responses.

No docs match. Try "settlement", "Metrc", or "vendor portal". Or clear the filter.

Getting Started 1

Getting Started

Getting Started with ShelfSpace

Setup for dispensaries — live in under a week. What to expect during onboarding and what the platform handles.

Consignment 8

How Consignment Works

Vendor-owned inventory, weekly settlements, profit splits. The platform runs the math and the checks.

How to Receive a Cannabis Consignment Order

Step-by-step SOP: designate Order Type, upload manifest, confirm receipt, run payday with Approve & Pay or Mark as paid externally.

Approve & Pay vs Mark as Paid Externally

Two ways to resolve a settlement — when to have the platform cut a Check 21 versus record an off-platform payment. QuickBooks, fees, vendor experience compared.

Weekly Consignment Settlements

How weekly payouts are calculated from POS data, category splits, aging discounts, and credits.

Reading Your Settlement Report

Payout table, returns, discounts, inventory snapshot, and final check. How to read every section.

Category Splits and Profit Sharing

How category-level splits are negotiated, configured, and applied in weekly settlements.

Aging Discounts and Inventory Markdowns

How aging discounts work for expiring product, why they exist, and how they affect settlements.

Consignment Contracts and Terms

Profit splits, shrinkage, discounts, and payment terms. You set them with your vendor; the platform applies them.

Accounts Payable 9

Accounts Payable

How the AP Platform Works

Cannabis dispensary AP, end to end: verify invoices, generate checks, ShelfiQ answers vendor questions, QuickBooks synced. You approve and pay.

Accounts Payable

Vendor Onboarding

Onboard cannabis vendor partners in minutes. Email invite, portal setup, cannabis and non-cannabis vendors.

Accounts Payable

Vendor W-9 & Tax Forms

Collect vendor W-9s in the invite, e-sign your own W-9 and state resale certificate, and share every tax document with an encrypted, logged trail.

Accounts Payable

Invoice Verification and Delivery Matching

Verify cannabis vendor invoice accuracy before payment. The platform matches invoices to deliveries; ShelfiQ raises issues with vendors.

Accounts Payable

Payments and Check Generation

Cannabis vendor check payment processing with Check 21. The platform creates payments, generates checks, and syncs QuickBooks.

Accounts Payable

Recurring Vendor Payments

Schedule weekly, biweekly, or monthly checks for rent, utilities, and fixed vendor costs. Pause, skip, or cancel anytime.

Accounts Payable

Partial Invoice Payments

Pay part of a wholesale or non-cannabis vendor invoice. The invoice stays open with a remaining balance, keeps showing as due, and the vendor is notified.

Accounts Payable

Managing Your Vendors

One searchable vendor list, a full profile per vendor, and auto-filled vendor details from public records and your own invoices.

Accounts Payable

Manage Cannabis Deliveries by Email

AP workflow by email — send invoices, update deliveries, attach COAs, and add receiving notes through one inbox.

Credit Recovery 11

Credit Recovery

How Credit Recovery Works

Returns, expirations, and co-marketing credits — tracked and recovered, so you collect what you're owed.

Credit Recovery

Credit Recovery Onboarding — Getting Started

Step-by-step onboarding from signing on to your first monthly credit memos. Vendor list, buyer kickoff, monthly cycle.

Credit Recovery

Generate Credit Memos Yourself (Self-Serve)

Pick a closed month, upload four Dutchie reports, clear pre-flight, and the platform drafts one credit memo per vendor to review and send.

Credit Recovery

How to Configure Your Credit Recovery Settings

Set your coverage rates, pick the report categories, decide what auto-approves on vendor silence, and route approved memos to your accounting team.

Credit Recovery

Read Your Credit Recovery Scorecard

Credit identified, requested, approved, and your recovery rate by source — plus where to focus to recover more.

Credit Recovery

Returned cannabis products tracked in Metrc; credit memos generated against vendor payments.

Credit Recovery

Expiration Credits

Expiration dates monitored, aging inventory flagged, credit memos generated before product walks.

Credit Recovery

Co-Marketing Credits

Vendor-funded promotions tracked; credit memos generated so you collect what was agreed.

Credit Recovery

Inventory Aging Credits

Aged wholesale inventory sold below keystone earns a vendor credit; category thresholds and coverage rate.

Credit Recovery

Credit Memo Approval Process

The three ways a vendor responds — approve, approve a specific amount, or decline — all handled by ShelfiQ, plus what happens on silence.

Credit Recovery

Does ShelfiQ Answer Vendor Questions on My Credit Memos?

Yes — automatically, for every memo you send. ShelfiQ reads each vendor reply against your real data and closes it to approved, partial, or declined. No AP inbox needed.

Credit Recovery

Send Credit Memos to Your Accounting Team

Auto-email approved credit memos to your bookkeeper as a CSV plus PDFs, export on demand, and mark credits applied outside ShelfSpace.

Vendor Portal 6

Cannabis Vendor Portal

Where every vendor checks downloads, payment history, and credit memos across all retailer partners — free.

Sales Rep Assignments

Put the right vendor rep on every account — automatically by state coverage, with per-account overrides and auto-CC on key emails.

Downloading Vendor Checks

How vendors access, download, and deposit Check 21-compliant payment checks through the secure portal.

Vendor Payment History

View all payments, filter by date and retailer, export data, and track every dollar through the portal.

Vendor Dispute Credit Memo

How vendors review credit memos, accept or dispute charges, and upload documentation through the portal.

Cannabis Vendor QuickBooks Setup

Vendor-side QBO setup. Connect QBO, map customers and items, backfill history.

Checks 5

Check 21 Payments

Why cannabis needs Check 21, how digital checks work, how vendors deposit them, and the opt-in ACH bank-transfer alternative.

How to Deposit a ShelfSpace Check

Deposit via mobile deposit, print at home, or branch visit. Compatible with every major U.S. bank.

Deposit with a Check Scanner

Print the Settle Report check page, cut, endorse, and run it through your desktop scanner. Works with RDM, Digital Check, Panini.

Voiding and Reissuing Checks

Re-issue a stale-dated, bounced, or lost vendor check. Void the original, then re-pay the order for a fresh replacement.

Mailing Physical Checks to Vendors

Mail a physical vendor check instead of digital delivery. Retailer opt-in per vendor, and how vendors request paper.

Billing 1

How ShelfSpace Billing Works

Flat $20 per artifact — every check cut and every credit memo recovered. Free to start, no subscription, no monthly minimum.

QuickBooks 2

QuickBooks Integration

Settlements, bills, vendor lists, and payment records sync to QuickBooks Online with no manual data entry.

Cannabis Dispensary QuickBooks Setup

Connect QBO, pick accounts, set per-vendor overrides, watch Bookkeeper Match Health. Every settlement and AP payment becomes a Bill + Check.

ShelfiQ 2

ShelfiQ — Cannabis AI Assistant

ShelfiQ answers vendor questions, parses invoices, manages AP, and exports data through a simple chat.

AI invoice parsing, vendor matching, payment queries, data exports, and AP management — everything ShelfiQ can do.

Promotions 3

Co-Op Promotions

How retailers and vendors run joint promotions, track impact, and generate credits.

Creating a Promotion

How to create a co-op promotion, get vendor approval, track performance, and generate credits.

Vendor Pre-Approval SOP for Promotions

Step-by-step SOP for buyers and marketing staff: get every promotion pre-approved before it runs.

Deliveries 4

Manifest-First Receiving

Match every Metrc manifest to your delivery before you receive it — catch stale product, quantity gaps, and mismatches so you never overpay.

Delivery Tracking and Receiving

Track incoming shipments, receive inventory, reconcile to purchase orders, and move deliveries to payment.

Delivery Reconciliation

Match what was ordered to what arrived, catch discrepancies, and approve deliveries for payment.

How to Receive Cannabis Deliveries — Inventory Team SOP

Step-by-step receiving SOP for dispensary inventory teams. Upload manifest, confirm what arrived, adjust before payment.

Inventory 1

Inventory Reorder Planning with Slots

Demand velocity, days of supply, and suggested reorder quantities by shelf slot — plan purchasing across rotating SKUs.

Integrations 2

POS Integration

Works with any system. Export a CSV from Dutchie, Flowhub, BLAZE, Treez, and more — no IT team required.

Metrc Integration

Official Metrc third-party vendor. Read-only connection to power settlements, credit recovery, and AP.

User Management 3

User Management

Users, Roles, and Permissions

Three roles per portal, email invites, and location-scoped access for your team.

User Management

Multi-Factor Authentication (MFA)

Protect your accounts with authenticator-app (TOTP) or email multi-factor authentication — required on every login.

User Management

Managing Multiple Store Locations

Run every dispensary store under one account — add locations, invite per-store contacts, and switch between them.

Security 2

Security and Data Protection

Row-level security, multi-tenant isolation, encryption at rest and in transit, and zero hard deletes.

Audit Trail and Compliance

Every action is logged in an immutable record for regulatory audits and internal accountability.

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