Documentation

Dispensary Product Return Credits

Docs / Credit Recovery / Return Credits
Credit Recovery

At a Glance

  • A dispensary product return credit is generated when you send product back to a vendor
  • Returns are verified through METRC manifests and matched to original purchase records
  • We create the credit memo with line-item detail and send it to the vendor
  • Approved return credits are deducted from the vendor's next payment or settlement

How Dispensary Product Return Credits Work

A dispensary product return credit is the amount a vendor owes you when product gets sent back. Returns happen for many reasons: defective packaging, failed lab tests, recalls, damage during transit, or simply overstock that a vendor agreed to take back. Regardless of the reason, ShelfSpace captures the return event, verifies it against METRC data, and generates a formal credit memo tied to the original purchase price.

Our credit recovery engine watches your inventory and POS for return events. When product leaves your shelf and goes back to a vendor, we match it to the original delivery, pull the cost per unit, and calculate the credit amount down to the penny.

METRC Tracking and Compliance

Every cannabis product return must be recorded in METRC. ShelfSpace pulls return transfer data from your METRC account to verify that the physical product actually left your facility. This gives the credit memo an auditable compliance trail that vendors cannot dispute on procedural grounds.

The METRC manifest number, package tags, and transfer date are all attached to the credit memo as supporting documentation. If a vendor questions a return credit, the compliance data is right there in the memo.

What we handle: We detect the return event, verify it against METRC transfer records, match it to the original purchase price, generate the credit memo with line-item detail, and deliver it to the vendor through their portal. The vendor has 16 days to respond before the credit is approved by default.

From Return to Credit Application

Here is what happens after a return is recorded:

  1. ShelfSpace detects the return through your POS or delivery reconciliation
  2. We match the returned product to its original purchase order and cost
  3. A credit memo is created in Draft status with line-item detail
  4. The memo moves to Pending and the vendor is notified via email and their portal
  5. The vendor reviews, accepts, counter-proposes, or the 16-day window closes
  6. Once approved, the credit is applied to the vendor's next outgoing payment

For consignment vendors, return credits are deducted from the next weekly settlement. For wholesale vendors, credits offset the next AP check. Either way, every deduction shows up on the payment stub. See the full credit memo approval process for details on each status.

Common Return Scenarios

Return credits flow into your QuickBooks integration as part of the payment sync, keeping your books accurate without manual journal entries.

Ready to start recovering what you're owed? Let's talk.

Talk to Us
Free 60-day pilot. We handle setup.