Getting Started

Introduction

• Getting Started in the Back Office Checklist
• Find your way around Green Bits
• Give access to Green Bits by adding users
• Control access to Green Bits by creating and editing roles
• Connect Green Bits and Metrc to stay compliant
• How to contact Green Bits Support

Store Settings

• Cash Management Options
• Setting Up Taxes
• Setting Up Tiered Pricing
• Combined Tier Pricing
• Weigh Heavy Pricing
• Accepting Multiple Payment Methods

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Launch your store with Green Bits

• Set up your hardware
• Set up your store in the Back Office
• Add and manage your inventory
• Learn to use your Green Bits Register and reports

Using Green Bits

Sales

• Checking in Customers
• Process returns at the point of sale
• Void transactions at the point of sale
• Protect your store with Automated ID Verification
• Employee sample distribution
• Nevada: Sell dual-license (med/rec) products to patients

Shifts & Drawers

• Starting and Ending a Drawer
• Editing a Drawer

Beta Testing

• Installing Beta Register App
• Uninstalling Beta Register App
• Installing Beta Weigh Station App
• Uninstalling Beta Weigh Station App

Leaf Data Systems

• Leaf FAQ - Conversions & Accepting Weight Based Products
• Leaf Barcodes - How To

Hardware

iPad

• Activate Your New iPad
• Getting to Know Your iPad
• Recommended iPad Settings
• Install the Green Bits Register app and sign in
• Update the Green Bits Register app
• Linking and Unlinking iPads

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Receipt Printers

• Bluetooth Receipt Printer Setup
• Ethernet Receipt Printer Setup
• Bluetooth Receipt Printer Troubleshooting
• Ethernet Receipt Printer Troubleshooting
• USB Receipt Printer Setup

Labels & Label Printers

• Register Label Printer Setup and Troubleshooting
• Back Office Label Printer Setup and Troubleshooting
• Printing Labels from the Register
• Reprinting Labels from the Register
• Printing Labels from the Back Office
• What to do if your labels are missing information

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Barcode Scanners

• Barcode Scanner Setup (Socket Mobile D750)
• Barcode Scanner Setup (Socket Mobile CHS Series 7)
• Barcode Scanner: HID mode vs. iOS mode
• Barcode Scanner Troubleshooting (all models)
• Barcode Scanner Diagnostic Test
• Set your barcode scanner up in HID mode

Weigh Station

• Weigh Station Setup
• Printing Labels from the Weigh Station
• How to Update Your Weigh Station

Scales

• Integrated Scale Setup
• Configuring A&D EK-Series Scales
• Deli-Style Hardware - Weigh Station vs Integrated Scale

Back Office

Reports

• Profit Report: Make Better Business Decisions
• Reports: Overview
• Sales By...
• Advanced Reports
• Monthly Tax Report: why Tax Owed varies from Tax Collected
• Activity Report - Robust Sales Reporting

Inventory

• Metrc Transfers – What to Expect
• Establish a Product Naming Convention
• Create products
• Product Types
• Transaction Limits
• Receive inventory: Metrc

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Marketing

• Discount Plans
• Discounts by Tag
• Loyalty Program

Menu Feeds

• Menu Feed Setup for Weedmaps
• Menu Feed Setup for Leafly - Beta Service
• Menu Feed Setup for Wikileaf
• Menu Feed Setup for Baker
• Menu Feed Setup for MERRY JANE

Customers

• Creating a Customer
• Setting Patient Carry Limits
• Adding Members
• Storing Customer Documents
• Merging Duplicate Customers
• Bulk Delete / Bulk Update your Customer List

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Traceability

• How Green Bits and Metrc interact
• What permissions do I need in Metrc?
• Migrate your inventory to Metrc
• Enter or update your Metrc API key
• Enter your Leaf Data Systems credentials

Best Practices

Best Practices for Shift Management

• Close Out Procedures using Green Bits
• Reconciling your Shifts

Best Practices for Accounting & Cash Management

• Ensuring your Cash is Correct at the Register
• An Accountant's Guide to Navigating Green Bits

Best Practices for Inventory Management

• Ensure Compliant Inventory at the Register
• Find your Negative Inventory
• Investigate your Negative Inventory with Audit Logs

Best Practices for Marketing

• Green Bits Discount Recipe Book - How to build frequently used Discounts
• Prevent 99% of all Integrated Menus Mistakes

Troubleshooting

Hardware

• Back Office Label Printer Setup and Troubleshooting
• Register Label Printer Setup and Troubleshooting
• Resetting Label Printer Templates
• Recalibrating Your Label Printer
• Bluetooth Receipt Printer Troubleshooting
• Ethernet Receipt Printer Troubleshooting

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FAQ

FAQ

• FAQ: Metrc migration process
• FAQ: Nevada sales to medical patients at dual-licensed (med/rec) stores
• FAQ: California Excise & Sales Tax Solutions
• FAQ: Metrc syncs
• FAQ: Hemp products in Oregon
• FAQ: Emergency Mode