Product Record
Product Record Settings - Shipping
Product Shipping Settings Enter the product’s weight for shipping purposes. This weight is used to calculate the total shipping weight of the final package. Be sure to click Submit to save the shipping weight.
Product Record Settings - Permissions
Product Permissions There are currently two types of product-level permissions: Tax Permissions Markup Permissions Tax Permissions Taxable Product Determines whether tax is applied to the product. This setting works in conjunction with your global ...
Product Record Settings - Attributes
Product Attribute Settings (Per Product) Product Attribute Settings allow you to control which attributes are enabled for an individual product. Global settings determine which attributes are available by default when new products are created. These ...
Product Record Settings - Fields
Product Field Settings Product Field Settings allow you to control which fields are enabled for an individual product. While global settings define the default fields applied when new products are created, Product Field Settings let you customize ...
Documents - Product Record
Documents The Documents section allows you to upload files that provide additional information about a product and can be made available to end users. Common document types include: Brochures Infographics PDF information sheets Uploaded documents are ...
Images - Product Record
Product Images The Product Images section allows you to upload and manage images for your products. Images may be uploaded directly from your computer or added using a public link from Google Drive or Dropbox. If no image is uploaded, the system will ...
Infosheets - Product Record
Infosheets A product infosheet is a printable information page used during order preparation. Infosheets are formatted for 8.5 × 11 inch paper and provide key details about a product. Infosheets are optional. When enabled, practitioners may enter ...
Stock Levels - Product Record
Stock Levels Stock & Inventory Settings These settings control how inventory status is managed and displayed to users. Show Out of Stock to Users Determines whether a product is visible to users when inventory reaches zero. Allow Purchases When Out ...
Suppliers - Product Record
Product Suppliers The Product Suppliers section applies only to Simple Products and is not used for Custom Products. This section allows you to store supplier-specific product information, including purchase pricing and supplier SKUs. The primary ...
Pricing | Custom Products | Product Record
Pricing for Custom Products The ingredient quantities entered in a custom product define the formula proportions only. These values do not restrict how much a user can order unless the pricing method requires it. For example, your formula ingredients ...
Ingredients - Product Record
Product Ingredients The Ingredients tab allows you to define the ingredients associated with a product. How this section functions depends on whether the product is a Simple Product or a Custom Product. Simple Product Ingredients For Simple Products, ...
Details - Product Record
Product General Details The General Details section displays high-level information about a product. Some fields are editable, while others are informational only. Not all fields are required. You can customize which fields appear—and their order—by ...
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. ...