New requirements for Retail Sales Delivery reporting in California went into effect on April 1st, 2023. From that day onwards, track-and-trace systems must relay delivery-specific information to the state government. We have introduced additional features to help you remain compliant. In this article, we will tell you exactly how to work with the updated functionality.A Brief Overview of the Changes:The Metrc Sales Delivery setting has been added. Enabling it will report all the necessary information to Metrc (driver information such as ID, Vehicle, Vehicle number plates, etc., and every step of the delivery process from starting a Run to Checkout). Since vehicle information must be reported to Metrc, Vehicles are now mandatory and must be specified in the system. Staff will be prompted to select their vehicle each time they open their shift in the Driver App.Driver’s/Occupational licenses and phone numbers must be indicated in the corresponding staff profiles (applies only to delivery drivers).On-Demand Driver’s bag cannot be audited/transferred after they start a Run.Drivers must have their API keys indicated on the Metrc Integration page.Table of Contents:Creating VehiclesUpdating Staff ProfilesMetrc API Keys and Metrc PermissionsEnabling the Metrc Sales Delivery SettingOpening Your Shift in the Driver AppRestrictionsMetrc Sales Delivery changes the way delivery orders are reported to Metrc (e.g. Vehicle and Driver information). Here are the key steps that must be performed prior to enabling it.Creating VehiclesIt is mandatory to indicate delivery vehicles in the system when working with Metrc Sales Delivery (Drivers will be prompted to select their vehicle each time they open their shift in the Driver App). Navigate to Config→Vehicles and click + Add New Vehicle on IndicaOnline Web. Indicate the Make, Model, and License Plate of the vehicle and click Save.If successful, your newly added vehicle will show up on the list.Updating Staff Profiles Please note that It is mandatory to have driver’s licenses and phone numbers specified in the system.Navigate to Config→Staff→Staff Name→Edit and make sure that their License Number and Mobile Phone are indicated correctly.Metrc API Keys and Metrc PermissionsEven if you are not using the new functionality, and especially if you are, you must have your driver’s Metrc API key indicated in the system. Navigate to Apps→Metrc Integration, scroll down to the Staff (Metrc Users) section, paste the key into the corresponding field, and click Save. The key can be found in your driver’s Metrc account. Please remember to add all the required permissions on the Metrc side for drivers and employees who can manage (place, cancel, edit) delivery orders. You can do this by navigating to Employees→Edit Employee profile→Sales Menu→Sales, Sales delivery, Trips menu - View, Manage on your Metrc dashboard.Enabling the Metrc Sales Delivery SettingWhen everything is prepared, navigate to Config→Settings→Delivery and enable the Metrc Sales Delivery checkbox.  Once the setting is enabled, all newly created delivery orders will be posted to Metrc in accordance with the State regulations. Please note that this does not extend to orders created prior to enabling the setting.Opening Your Shift in the Driver AppAfter the Metrc Sales Delivery setting is enabled, pressing Open Shift will allow you to choose a vehicle in the Driver app.Tapping on the Vehicle section will display the corresponding menu. If the driver does not have all the details specified and tries to select a vehicle, they will get the following error message. The system will prevent them from opening the shift until the issue is resolved.Once you have selected a vehicle and opened your shift, you will notice that the Shift screen displays the employee's name, license number, delivery vehicle, and the vehicle's license plate number.At this point, you can go about your deliveries as usual, while IndicaOnline reports all the necessary information to Metrc.  If you would like to get more information about how deliveries are processed in IndicaOnline, you can refer to the Driver App articles (On-Demand Delivery Model) (Hub Delivery Model).Restrictions  Please make sure to read the paragraphs below, since they outline important points that must be considered prior to performing certain actions.In IndicaOnline, whenever you put inventory in the On-Demand Driver's Bag, the quantity is displayed in the Office. On the opposite side, the quantity in question becomes unavailable in the facility in Metrc until the driver completes the Run. This will cause Metrc variance for the packages in Indica, which will be fixed automatically once the driver completes the run.Metrc does not allow delivery orders to be edited (delivery address, order sequence flow, inventory on board (On-Demand Bag)) after they are marked as Departed (this happens when a driver starts a Run). IndicaOnline still displays the Edit Cart option for the On-Demand Delivery Model since we know that many of our customers need it. The Hub Delivery Model does not have this option. You will be able to edit the Delivery Information and Order Delivery Sequence in both models. However, we strongly recommend that you avoid editing orders after starting a Run because the changes will not sync to Metrc. We advise following the DCC requirements, which state that in cases where a mistake was made in the order, the best course of action is to void the delivery, end the trip, and create a new retailer delivery trip (Run).Your feedback is important to us. If you have questions or concerns regarding this article, feel free to reach out to our tech support team.