Work with customer and patient information
- MD, MI, MT: Bypass Patient Lookup if Metrc is down
- What information is required when adding a customer or patient to Greenbits?
- Look up transaction History in the Back Office
- View customer information at the Register
- Add your employees as customers for samples and discounts
- Washington: Distribute samples to employees
- Distribute samples to employees by adjusting inventory
- Use Customer Groups to Set Taxes
- Colorado: Set patient carry limits
- Colorado: Add members
- Store customer documents
- Merge duplicate customers
- Adjust Loyalty Points
- Fix Compliance Warning for Patients Not Over Their Limit
- Add notes to a customer or patient profile