Creating a Delivery

In ShelfSpace, you almost never type a delivery in by hand. Every delivery starts as your vendor's invoice — and ShelfSpace turns that invoice into a tracked delivery for you. Let's walk through every way that happens.

This is your delivery dashboard — separate from your point-of-sale. It's where every incoming order shows up before you ever pay for it, and every one starts life as a vendor invoice.

The easiest way to create one is to do nothing at all. When your vendor emails you the invoice — or you forward it in — ShelfiQ reads it and the delivery appears here on its own.

But you can also log one yourself. Say you've got a paper invoice in hand from the driver — click Create Delivery.

You don't fill out a form. You just drop in the invoice — a PDF, or even a phone photo of the paper copy.

ShelfiQ reads it with AI — pulling out the vendor, the invoice number, the total, the package count, and every single line item. No typing, no copying numbers off a paper invoice — it reads the whole document for you, in just a few seconds.

A few seconds later, the whole form is filled in — and it shows you exactly what it found.

It even matches the vendor for you. When it's confident, the vendor's already selected — and when it isn't, it shows you the closest matches with a confidence score, so you never accidentally create a duplicate vendor. Brand-new supplier? You can add them right here.

Then the one choice that matters: is this order wholesale — you're buying it outright — or consignment, where you only pay as it sells? ShelfSpace sets it from the vendor's terms, and locks it when the answer isn't yours to change.

Everything the AI pulled is right here — invoice number, delivery date, package count, order value. It's locked so nobody fat-fingers it, but one click on Edit lets you correct anything.

Attach the Metrc manifest or a lab COA, jot any procurement notes, and that's everything.

Create it — and ShelfSpace does the rest.

There it is, on your Incoming tab — vendor, invoice number, amount, and every line item attached — ready for your team to receive.

One more safety net — and this one really matters. Say that same shipment gets billed to you twice: a second invoice, a different number, but the exact same product at the exact same total. That's almost impossible to catch by eye — so watch what ShelfSpace does when I try to log it again.

It stops you cold. It recognized the same items and the same total, and it flags the duplicate right here — so you can never accidentally pay that invoice twice.

We back out — nothing gets created, nothing paid twice.

And after a big delivery day, when you've got a whole stack? Use Upload Invoices — drop up to fifty at once, and ShelfSpace parses and matches every one.

However they get here — emailed in, logged one at a time, uploaded in a batch, or pulled straight from Metrc — every delivery lands on Incoming, checked and ready to receive. No data entry, no duplicate vendors, no invoices on the wrong account.