Data (Import/Export)
Import New Premix Formulas
Import New Premix Formulas Dispensaries are not pre-loaded with premix formulas because every dispensary uses a different set of formulas. To use premix formulas in your dispensary, you must import them using a CSV file. If you use Chinese Medicine ...
Import & Export Overview
Import & Export Overview The Import & Export section allows you to manage large amounts of data in your dispensary using CSV files. Understanding the difference between Import New Data, Update Existing Data, and Export Data is essential to avoid ...
Update Prices
Update Pricing (Bulk) The Update Pricing feature allows you to update prices for single herbs and premix formulas in bulk using a CSV file. Important: All herbs and premix formulas must already exist in your dispensary before updating pricing. When ...
Export Data
Export Data The Export Data feature allows you to download key information from your dispensary in CSV format. Exporting data is useful for reporting, backups, audits, and bulk updates. Where to Export Data Navigate to: Admin > Settings > Data > ...
Modify Existing Inventory
Modify Existing Inventory Modifying inventory is a routine task used to keep inventory levels accurate over time. When we refer to inventory, we are referring only to the quantity you have on hand for items already in your catalog. This process does ...
Import Categories
Import Categories This article explains how to bulk import categories into your dispensary using a CSV file. Categories can be used to organize single herbs, formulas, and products. Important: Any category included in an import file will be ...
Import Supplier Products
Import Supplier Products Supplier Products represent the items you purchase from your suppliers, such as single herbs or premix formulas. Importing supplier products allows you to create purchase orders and track supplier-specific SKUs, pricing, and ...
Import New Products
Import New Products This article explains how to bulk import products into your dispensary using a CSV file. Importing products in bulk is ideal when setting up your dispensary for the first time or when adding many products at once. All product ...
Import New Inventory
Import New Inventory Inventory represents the stock levels you have for each single herb, premix formula, or product in your dispensary. Inventory management only tracks quantities and consumption—it does not create herbs, formulas, or products. This ...
Import New Custom Products
Import Herb Products Herb Products are custom products that you create using single herbs and/or premix formulas. This import process allows you to bulk upload multiple herb products at once using a CSV file. You may also create herb products ...
Import Single Ingredients
Import New Single Ingredients Dispensaries are not pre-loaded with single herbs because every dispensary uses a different set of herbs. To ensure flexibility, you must import the herbs you want to use by uploading a CSV file. New dispensaries start ...
Popular Articles
Admin Notifications
Admin Notifications Admin notifications alert you to important activity within your dispensary. Notifications appear in the top navigation bar as a bell icon, with a number indicating how many unread notifications you have. Notification Types The ...
Dashboard Settings
Admin Website Dashboard Navigation: Admin > Settings > Admin Website Overview The Admin Dashboard displays informational widgets that help you manage and monitor your dispensary at a glance. You have full control over which dashboard widgets are ...
Add a Custom Product
Add a Custom Product Steps to Add a Custom Product Navigate to Admin → Products → Add New Product. Step 1 – Enter the Product SKU Enter a unique SKU for the product. Step 2 – Set the Product Status By default, the product status is set to Publish. ...
View Product List
View Product List To view all products in your dispensary, go to: Admin > Products Product Types There are two types of products in the system: 1. Simple Products Do not require ingredients from your catalog Ready-made items that can be shipped or ...
View Orders
Orders Module Overview Navigation: Go to Admin > Orders The Orders module is where all orders placed by practitioners or patients are managed. Once an order is submitted, it will appear in this section until it is completed, cancelled, or archived. ...