In this article, you will learn about the Onfleet and Flowhub integration. Flowhub is the dispensary management and payments platform built for high-performing cannabis retailers. Flowhub's user-friendly solutions help dispensaries operate efficiently, create meaningful consumer experiences, and make impactful data-informed decisions to profitably grow.
You can refer to Flowhub's support center for a video walkthrough of this integration and a more detailed walkthrough of the integration.
This article will cover:
Requirements
Before you begin, make sure you have the necessary requirements in place to run the Delivery model through Flowhub Maui. These include:
- You must have an E-commerce provider connected to Flowhub.
- You need an active Onfleet Account to manage your delivery operations.
- Your drivers must have profiles in Onfleet and Metrc, including their car information.
- They should also have a phone with a camera, GPS capabilities, and the Onfleet app downloaded.
- Ensure that your drivers are marked as On Duty in Onfleet when working.
- You should have access to the Delivery Orders Dashboard in Flowhub on an iPad or computer.
- Dispatchers should have access to the Onfleet Dispatch Site.
- Users of Flowhub must have an active Metrc API key with the permission "Sales Deliveries" to push pending and completed deliveries to Metrc.
- For Pizza Style delivery, deliveries prepared at a dispensary and then sent out, exit labels will be printed at the shop.
Using Delivery in Flowhub
Ensure the driver is marked as On Duty in the Onfleet app.
When the order is ready for driver assignment and Metrc interaction, select Mark as Ready in Flowhub. This will send the order to Onfleet as a task.
Assign a Driver:
- A driver can be assigned to an order directly in Onfleet, or you can select Assign Driver in Flowhub.
Start the Delivery.
- The driver can start the task in Onfleet or select Put in Vehicle from the orders dashboard in Cashier to move the order to the Out for Delivery status.
Complete the Delivery in Onfleet.
- Once the driver starts the task in Onfleet and arrives at the destination, they should select Complete Delivery and follow the prompts to finish the delivery.
- All necessary completion items, such as signatures, pictures, and notes, will be handled in the Onfleet driver app.
When the task is completed in Onfleet, the order will be marked as Delivered in the Flowhub order dashboard.
