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  1. Help Center
  2. Ring sales and help customers
  3. Work with customer and patient information

Work with customer and patient information

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  • 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
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