Product Search

Product Search

The Product Search page allows you to quickly find ready-made products offered by your dispensary, such as supplements, topicals, or retail items that are not custom formulas.

This tool is designed to help you locate products efficiently during consultations or when building an order.


At the top of the page you will find:

  • Search for a Product – Enter a product name or keyword and click Search.

  • Category – Filter results by product category (if enabled by your dispensary).

  • Brand – Narrow results to a specific brand.

You can use any one of these fields on its own, or combine them to refine your results.

For example:

  • Search by name only to find a specific product.

  • Choose a Category to browse all products in that group.

  • Select a Brand to see everything from a particular manufacturer.


Results

Once you search, matching products will appear in the list below. From there you can:

  • Review product details

  • Select items for ordering (if enabled)

  • Compare options before making a recommendation

The available filters, layout, and actions may vary depending on how your dispensary has configured the system.


The Product Search page gives you a fast, organized way to explore everything your dispensary offers beyond custom formulas, making it easy to recommend and order the right products for your patients.

    • Related Articles

    • Product History

      Product History The Products tab within a patient’s Order History shows all non-formula items that have been ordered for that patient. This includes retail products, supplements, topical items, and any other catalog products your dispensary offers ...
    • Product Settings

      These refill settings apply only to products, not custom formulas. They allow you to define the default refill behavior whenever a product is added to an order. When enabled, you can control: Refills – Turns refill capability on or off for products. ...
    • Practitioner Catalog in Practitioner Portal

      Practitioner Catalog The Catalog is a complete list of all herbal ingredients available in your dispensary. It allows you to browse, search, and review every herb, extract, or product format that can be used when building formulas or placing orders. ...
    • Order History Overview

      Order History The Order History page shows every order that has been placed through your account. It provides a complete record of patient orders, payment status, and fulfillment progress, allowing you to quickly find, review, and manage past and ...
    • Patient Order History

      Patient Profile – Orders History The Orders tab within a patient’s profile shows every order that has been placed for that patient. This view focuses on completed, pending, and cancelled transactions rather than individual formulas. What You See in ...