Creating a customer in Green Bits allows you to track important information about your customers over time. After you create customers, you can register them for your Loyalty Program, run customer reports, and more. You can also add your employees as customers in order to give them an employee discount or distribute samples.
Create a customer in Back Office
Select Customers from the top menu bar in Back Office, then + Add Person.
Fill in the following fields as needed. All fields are optional unless otherwise noted:
Person Type: Select Customer (recreational/adult use customer), Patient (if you've enabled medical transactions), or Employee. The Employee setting is used for employee discounts and, in certain states, distributing marijuana samples. This field is required.
Driver's License / State ID Card - ID Number (driver's license number), Expiration Date, State, and Zip Code.
Medical ID: ID Number (medical card number - required for all Patients), Expiration Date, Caregiver and Physician information. Colorado stores also include fields for Membership, Plant Count, and Carry Limit.
Extended Information - Contact info, Gender, Referral Source, and Notes.
File Attachments - Attach a photo, copy of driver's license or medical ID card, or any other relevant documents pertaining to a customer. Supported file types are .jpg, .png, and .pdf, with a maximum file size of 2 megabytes.
Tip: Use your Socket scanner paired with your computer in HID mode or any USB scanner to scan customer IDs, speeding up the process and ensuring accuracy. Select either of the ID number fields and scan the barcode on the back of the customer's driver's license, state ID, or medical ID.
Create a customer in the Register app
Go to the Customer or Patient screen by either:
- beginning a medical transaction.
- beginning any transaction with the "Require Customer Information At Purchase Time" setting enabled in Back Office under Store Options.
- beginning a recreational transaction and then selecting Customer.
Select Add in the upper right corner.
Enter the customer's information manually. Or, with the "Verify Customer Age At Purchase Time" setting enabled in Back Office under Store Options, you can also scan the 2D barcode on the back of the customer's driver's license or state ID card to automatically populate First Name, Last Name, and Date of Birth. Depending on the state and barcode format, ID Number may also automatically populate, or you may need to scan a separate 1D barcode to populate the ID Number. This feature may not work with all IDs and barcode formats.
Tip: you can also use your barcode scanner to look up existing customers and patients. See Protect your store with Automated ID Verification for more information.
When you're finished, tap Save.
To add Customer Notes and view Loyalty Points and purchase history, tap View Customer on the transaction screen. Other customer fields can only be added or edited in Back Office.