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Best Practices

Best practices for customer service
  • Make a sale when transaction limits can't be fetched
  • 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 accounting and cash management
  • Best practices for cash management
  • Investigate Cash Discrepancies
  • An accountant's guide to Greenbits
  • Reconcile your drawers with Shifts and Sales Reports

Best practices for inventory management
  • Best practices for inventory adjustment notes
  • Barcode troubleshooting
  • Protect yourself from overselling by adding weight and potency to all inventory
  • Prevent negative inventory: scan every item and use the Prevent Sales setting
  • Prevent selling below cost
  • Investigate negative inventory with Audit Logs
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