This guide provides a clear, step-by-step outline to help you set up your dispensary efficiently. If you follow each step in order, the entire setup process can be completed quickly and smoothly.
To fully configure your dispensary, you will need to complete the following steps:
Create your first practitioner
Add your ingredients
Set your prices
Set up shipping
Set up taxes
Create formula and product labels
Create formula and product infosheets
Add inventory and stock amounts
Each step is explained below with guidance on when it is required and where to find detailed instructions.
To perform any actions in your dispensary, you must have at least one practitioner.
This step is required
➡️ Click here for instructions on how to create a practitioner
Your dispensary does not come preloaded with herbs or premix formulas. This is intentional, as ingredient usage varies widely and preloading everything would be overwhelming.
You have two options for adding ingredients:
Add ingredients manually (best for small catalogs)
Import ingredients in bulk using an Excel file (recommended)
We provide an import template so you can quickly upload only the herbs and premix formulas you actually use.
➡️ Add Ingredients Manually
➡️ Import New Ingredients
Once ingredients are added, the next step is to define pricing.
You can:
Set prices individually for herbs and premix formulas
Update prices in bulk using pricing tools
➡️ Click here for instructions on how to set ingredient prices
Decide whether you will ship products to practitioners or patients.
If No, you may skip this step
If Yes, you must configure shipping options
➡️ Click here for instructions on how to set up shipping
Determine whether you need to charge taxes on herbs and products.
If No, skip this step
If Yes, configure tax accounts and rules
➡️ Click here for instructions on how to set up taxes
After building custom formulas, your dispensary can automatically generate labels.
You must create one label per formula builder
This is a one-time setup
➡️ Click here for instructions on how to create labels
Infosheets are printable documents that accompany formulas or products and may include usage instructions, warnings, and other details.
You must create one infosheet per formula builder
This is also a one-time setup
➡️ Click here for instructions on how to create infosheets
If you plan to collect money from patients or practitioners, you must enable at least one payment method.
If you are using Dispensary Tree only for tracking herbal medicine and do not want to collect payments, you can disable checkout:
Go to Admin → Settings → Orders
Toggle Practitioner Checkout to OFF
➡️ Click here for instructions to set up payments
⚠️ This step should only be completed once you are fully familiar with the platform and ready to use it operationally.
If you add inventory quantities and then dispense outside of Dispensary Tree, your inventory levels will be incorrect.
Inventory refers to how much of each herb, premix formula, or product you have
Inventory is managed in the Inventory section (lots, quantities, transactions)
The Single Herbs, Premix Formulas, and Products sections define what you carry—not how much
➡️ Click here to add inventory in bulk to your ingredients and products
Following this setup order ensures:
Accurate inventory tracking
Proper pricing and taxation
Smooth practitioner and patient workflows
Compliance with labeling and documentation requirements
Once completed, your dispensary will be fully operational and ready for daily use.