Setup and Preparation
Ensure you have created all the vehicles you will need under the "Vehicles" section of the admin app. You do not need to create vehicles for deliveries made by bicycle.
For all staff members working as delivery drivers, ensure that you have turned on the driver checkbox on their Staff page. You will not be able to assign routes to a staff member if this is not enabled.
You will also need to include the additional driver details:
Birth Date
Hire Date
Driver License Number (or other ID if making deliveries without a car)
State of Issue
Building Routes
This feature is only available using the Carrot Routing system and can not be used with Routific.
You will receive delivery orders in the Carrot kanban board as normal, and then push the orders to Cova. However, after the order is pushed to Cova, you will need to tender the sale in Cova to start the manifest and routing process. This step is required and should only be completed once you have confirmed the products in the Cova cart are accurate and available. Inventory will be removed from Cova at this point, but will remain in Metrc until the manifest process is finalized and the order is delivered.
As you are processing the orders you can also start organizing them into Open routes. At this point no information has been pushed to Metrc. Build routes by dragging orders over to the right sidebar, or by using the dropdown at the top middle of your screen.
When a route has been finalized, use the Dispatch action. You won’t be able to dispatch a route until all orders are in Pending status in Carrot and Tendered in Cova. Assigning a driver and transport before dispatch is not required.
Dispatching Routes + Creating Metrc Deliveries
The dispatch screen ensures your delivery orders have all the required information for Metrc. You will need to:
Assign a driver
Select the transport method (On Foot and By Bicycle are valid options)
Set the estimated start time. This will be configured by default but you can change it.
Your manifest preview will give you the opportunity to review all data that will be sent to metrc. If all information looks correct, click the confirmation checkbox at the bottom left then click Dispatch.
If errors occur during the push to Metrc, those orders will be highlighted. The route can only be dispatched if all orders are pushed successfully. You can remove the orders with errors in order to continue the dispatch process.
Fixing Metrc Push Errors
In cases where errors can be fixed without modifying order data, make the required changes then Retry Dispatch.
If you need to modify order data, such as removing a product:
Remove the original Carrot order from the route
Void the original Cova sale in the POS, as it can no longer be modified.
Manually re-create the delivery order in Carrot with the order creation tool
Add it to the route
Push to Cova and make any required changes
Dispatch the route with the new order
A workflow to push a duplicate order to Cova to avoid the manual recreation steps will be available shortly.
Driver Workflow
Drivers need to be logged in to their account on the admin app on their mobile device. Drivers can see all of their past, current and upcoming routes from the "Driver" tab under delivery. Drivers can only have 1 active route at a time.
When a driver is ready to leave the store they will Start Route. If the driver is not using their mobile device, you will not be able to track them. Starting the route will mark all related sales as departed in Metrc.
The route page will list a drivers completed, current and upcoming stops, in optimized order. The current stop has 4 primary actions:
Get map directions from Google Maps, Apple Maps or Waze
Mark the order as successfully Delivered, which will also complete it in Metrc and finalize the inventory
Mark the order as Failed, which will void it in Metrc and return the inventory to metrc. Failed stops must be separately cancelled in Cova to return the inventory to cova.
Skip the stop for now and come back later during the same route.
Skipped stops are added to a list at the end of the Route page, they can be completed in any order. Drivers can pick up a skipped stop by clicking Go To Stop. If a skipped stop cannot be delivered it should be marked Failed.
Summary: Metrc Statuses And Workflow Steps
Delivery Sale Created - After a route is successfully dispatched
Delivery Departed - When the driver starts their route
Delivery Completed - When the driver marks an order completed
Delivery Voided - When a driver marks an order failed