Receiving a Delivery

A delivery just showed up at your dock. Before anyone pays for it, someone on your team has to confirm what actually came off the truck — and catch anything that's short, damaged, or wasn't supposed to be there. In ShelfSpace, that takes about two minutes. Let's walk through it.

When a delivery physically arrives, your team starts right here, on the Incoming tab. Nothing on this list is paid yet — these are just the orders you're expecting. Receiving is the moment someone confirms what really showed up.

Open the order that came in. You've got the vendor, every line item, and right here whether it's wholesale or consignment. And here's the thing that trips people up: it doesn't matter. You receive them the exact same way — that choice only changes how the vendor gets paid later, never how you check the truck in.

Once you've counted the boxes against the paper invoice in your hand, click Receive Delivery.

Step one is proof of what arrived: the signed paper invoice, and the Metrc transport manifest that came with the shipment. You've got two easy ways to get them on here.

If you're at a computer, just drag the files straight in, or click to browse — done. And if you're out on the dock without one, you've got the same thing in your pocket: log into ShelfSpace on your phone, tap the camera, and photograph the invoice and the manifest right there. Either way, every page becomes a clean PDF attached to this delivery — no scanner, no walking paper back to the office.

At the front desk it's just as easy — I'll drop the signed invoice in first. ShelfSpace uploads it and attaches it right to the delivery, so the paperwork lives with the order instead of in a folder somewhere.

Then the Metrc manifest, the same way. Two documents in, and your whole paper trail is locked to this delivery.

Now the real check — the line items. Every line starts marked Received, at the quantity the vendor invoiced. You've got four ways to call each one: Received, Short, Damaged, or Not Compliant.

Say the driver came up two units short on the first item. Tap Short…

…and enter what actually came in — two, not four. Watch the amount you owe the vendor: ShelfSpace drops it automatically, so you never pay for product that didn't show up. Damaged and Not Compliant work the same way, each with a note for your records.

One last gate before it's done: the money. The vendor's invoice was the full amount — but because you came up short, ShelfSpace will only pay the reduced total. Check it against the signed paper in your hand, and confirm.

And that's the whole job. The delivery is marked Received, the receipt's verified, and the shortage is on the record. It moves on to your office to approve and pay — but your receiving team is done. Wholesale or consignment, that's how every delivery gets checked in.