Best Practices

Best Practices for customer service

• Use transaction History to prevent looping
• Use transaction History to improve customer service
• Use transaction History to ensure compliant behavior by your employees

Best Practices for shift management

• Close-out procedures
• Reconcile your shifts

Best Practices for accounting and cash management

• Ensure your cash is correct on the Register
• An accountant's guide to navigating Green Bits

Best Practices for inventory management

• Vendor barcode and labeling guidelines
• Tips for managing inventory in Metrc
• Ensure compliant inventory at the Register
• Make sure sales limits are tied to your products
• Protect yourself from overselling by adding weight and potency to all products
• Prevent negative inventory: Scan every item and use the Prevent Sales setting

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Best Practices for marketing

• How to set up frequently used discounts
• Prevent 99% of all integrated menu issues