Data Settings
Import New Premix Formulas
Import New Premix Formulas Go to Admin > Settings > Data > Import New Data > Premix Formulas Dispensaries are not pre-loaded with premix formulas, because not all dispensaries use the same formulas. You must upload the premixed formulas you want by ...
Import & Export Overview
Import & Export Overview Go to Admin >Settings > Data Import New Data Importing new data means the data is NOT already in your dispensary. For example, if you are adding a NEW herb, premix formula or product, it will not exist in your dispensary. ...
Update Prices
Update Pricing To update the prices for your herbs and premix formulas in bulk. The premix formulas and ingredients must exist in your dispensary before you complete this task. Steps to Update Pricing in Bulk 1. To export your prices go to Go to ...
Export Data
Export Data Go to Admin > Settings > Data > Export Click on the tab corresponding tab to export the data you want. Single Herb Ingredients Products Herb Products (custom products) Premix Formulas Inventory Formula Templates Orders Pricing Supplier ...
Modify Existing Inventory
Modify Existing Inventory Go to Admin > Settings > Data > Update Existing > Inventory Modifying inventory is a routine task performed by dispensaries to help ensure inventory values are accurate. When we refer to inventory, we are only referring to ...
Import Categories
Import Categories Go to Admin > Settings > Data > Import New Data > Categories You can import herb , formula, and product categories into your dispensary, but please remember that if you add the category to an import file, it will automatically add ...
Import Supplier Products
Import Supplier Products Go to Admin > Settings > Data > Import New Data > Supplier Products Before you begin, contact each of your suppliers and ask them to send you a list of their products in Excel or CSV format. Most suppliers should have this ...
Import New Products
Import New Products Go to Admin > Settings > Data > Import New Data > Products Import New Products Help Video Download the Blank Product CSV file. You can do that on the above page, or by clicking the Download Link. 1. Fill out the CSV File with your ...
Import New Inventory
Import New Inventory Go to Admin > Settings > Data > Import > New Data > Inventory Inventory is the stock levels you have of each herb, premix formula or product. It ONLY deals with how much you have of everything and tracks how you consume it. This ...
Import New Herb Products
Import Herb Products Go to Admin > Settings > Data > Import New Data > Herb Products A herb products is a custom product you create which contains single herbs and premix formulas. These instructions tell you how to upload many herb products at once, ...
Import New Single Herbs
Import New Single Herbs Go to Admin > Settings > Data > Import New Data > Herbs Import Herbs Help Video Dispensaries are not pre-loaded with single herbs, because not all dispensaries use the same herbs. You must upload the herbs you want by CSV and ...