Practitioner Account Profile
Automatic Discounts
Automatic Discounts (Per Practitioner) Estimated reading: 1 minute Path: Admin > Practitioners > Open Profile > Discounts Automatic Discounts allow you to apply a percentage-based or flat discount to products or formulas without requiring a discount ...
Formula Settings
Formula Settings (Per Practitioner) Path: Admin > Users > Practitioners > Find Practitioner > Edit > Settings > Formula Formula Settings allow you to control how formula builders behave for an individual practitioner. These settings are applied per ...
Label and Infosheets
Practitioner Label & Infosheet Display Settings Estimated reading: 1 minute This page allows you to define what practitioner contact and personal information appears on labels and infosheets. The information entered here is display-only and does not ...
Logo
Practitioner Logo Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Logo to manage a practitioner’s logo. Overview The Logo setting allows the dispensary admin to control which practitioner logo is used, including ...
Markups
Markup Credits Navigate to Admin → Practitioners → View Practitioner Profile → Markups to manage and review practitioner credits. Overview When credits / markups are enabled, this section allows the dispensary admin to manage a practitioner’s credit ...
Order History
Order History Navigate to Admin → Practitioners → View Practitioner Profile → Order History to review all orders associated with a specific practitioner. Overview The Order History page provides a complete record of orders placed by or associated ...
Payment Settings
Payment Settings Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Payments to manage a practitioner’s payment methods. Overview The Payment Settings section allows the dispensary admin to manage saved credit cards ...
Vouch Settings
Vouch Settings Navigate to Admin → Practitioners → Find Practitioner → View Profile → Settings → Vouch to manage vouch permissions for a practitioner. Overview Vouching allows a practitioner to request that orders be released and shipped before ...
Checkout Settings
Checkout Settings Navigate to Admin → Practitioner Profile → Settings → Checkout to configure default checkout preferences for a practitioner. Overview Checkout Settings allow practitioners to define default options that are automatically selected ...
Shipping Addresses
Practitioner Shipping Addresses Navigate to Admin → Practitioners → View Practitioner Profile → Addresses to manage practitioner addresses. The dispensary admin can add or modify practitioner addresses from the admin interface. Practitioners can also ...
Profile Information
Practitioner Profile Navigate to Admin → Practitioners → Find Practitioner → View Profile → Profile to view and manage practitioner details. A Practitioner Profile Help Video is available for guided instructions. Overview The Practitioner Profile ...