Reports
Sales Tax Report
Sales Tax Report Shows you how much sales tax you have collected per tax account Go to Admin > Reports > Sales Tax Report Select a date range and press filter.
Login Report
Login Report This report will show you who has logged into your dispensary. There are 2 tabs, one for patients and one for practitioners. If your patient account is set to off, then you will not see patient logins in the results. Go to Admin > ...
Inventory Value Report
Inventory Value Report This report will tell you the value (COGS) and Retail Value of your inventory for any date in time. Due to the complexity and amount of calculations this report requires, it will be done in the background. Once it is complete, ...
Credit Reports
Credit Reports To access this report, markups must be turned on, and it must be an available payment type. This report will show you how much credit is owing to each practitioner in your dispensary. Go to Admin > Reports > Credit Report
Brand Report
Brand Report The Brand Report will tell you how much revenue or sales you have generated for each brand name in your dispensary. Go to Admin > Reports > Brand Report Select a Brand Enter a date range Press Submit
Products Sold Report
Products Sold Report This report will tell you how much revenue you have generated from selling specific products in your dispensary. Go to Admin > Reports > Product Sold Report Select a date range Select a report type Press Filter
Patient Reports
Patient Reports Go to Admin > Reports > Patient Reports The patient reports will give you a list of Patients added to your dispensary, and show you which practitioner added the patient. Enter a date range Select the report type. Daily, Weekly or ...
Herbs Sold Report
Herbs Sold Report This report will show you how much you sold of each single herb in your dispensary, how much you paid for it (COGS) and your margins. Go to Admin > Reports > Herb Sold Report Select a date range Choose your herb type Select the ...
Order Reports
Order Reports Go to Admin > Reports > Order Reports Order reports shows you how much revenue or sales you have generated in your dispensary. Choose a Date Range Select a Report Type (Today, Yesterday, Daily, Weekly, Monthly) If you want to filter the ...
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. ...