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05.01.06. Sales Settings

GramTracker allows administrators to customize some features of the point of sale screen and other sales-related mechanisms.

 

Navigate to: Admin > Settings > Sales

 

1. Order Source and Times

2. POS - Payment Buttons

3. Refund Settings

4. PrePack

5. The Auto-Price Button

6. Max Number of Orders to Display in Active Queue

7. Default Product Display Mode

8. Number of days to allow an abadoned order, either through the POS or an online cart, to remain open




1. Order Source and Times

These options govern which of these values appear on the order screen above the product menu. The default order source can be selected as well, including Walk In, Call In, Email, or Online.





2. POS - Payment Buttons

 

By checking or unchecking the Show _____ button checkboxes listed above, the corresponding payment buttons will or will not appear on the sales screen. For example, if your dispensary chooses not to accept checks, but unchecking Show Check button the button to receive checks as payment will disappear from the sales screen.

 

With Require confirmation before order completion checked, upon the completion of payment for an order a user will encounter a pop-up window asking them to confirm whether the order is in fact complete.



This is generally a good setting to have checked, even with an experienced staff, to provide a failsafe in case of an accidental misclick.



3. Refund Settings

 

If Require original order before refunding is checked, anonymous refund orders are disabled. Refunds may only be processed by looking up an existing, completed sales order and creating the refund order in reference to it. This is the suggested method to provide sound accounting of inventory and COGS.

 

If Require Managers to complete refunds is checked, only users with Store Manager and Store Administrator roles will be able to complete refund orders. Users with Front Desk and Budtender roles will still be able to create them.

Note: For more information about creating and processing refund orders, refer to our Refunds article.

4. PrePack

 

 

The PrePack options allow for you to sell your prepacked (Price by Weight - Simple Inventory Tracking) inventory, to be sold either on one line item for multiple units of the same weight, or individual lines for each unit sold. 

 

Allowing budtenders to change the setting during sales will show up in the in-sale popup when selecting the pricing weights to be sold.  This will not be an available option if scanning individual options as they would be added one scan at a time, but using a quantity multiplier (i.e. 5*SKU) would follow the rule.

 

5. The Auto-Price Button

 

The Auto-Price Button allows a dispensary to prorate the cost of bulk product. For instance, if 1/8th oz of a top shelf strain costs $35, but 1/4 oz of a top shelf strain costs $60, the Auto-Price Button will allow a patient to purchase two 1/8th oz units of two different strains and prorate them to $30, adding up to the 1/4th oz price.

This may be set to calculate for the total weight of a product, or to calculate the weights separately within their own pricing groups.

6. Max Number of Orders to Display in Active Queue

On several screens within the database, users may view a list of currently Checked In Patients, In Progress Orders, and Online Orders. This value controls the maximum number of each listed before collapsing the list. For example, with the value set to 3, the In Progress Orders list may appear like so:

Clicking Show All will expand the list, showing the full count of orders:

 

7. Default Product Display Mode

 

Products can be displayed in either a Grid or List.  A grid will show more products per page than a list will, as a list shows one item per row.

 

Display running total of grams should be checked if you prefer to see the total grams of medicated products that are included in the order at the POS.

 

Include Infused Product Weights will add the Net MMJ per unit entered for any medicated simple pricing, simple inventory item. 

 

Incluce non-batch weight will include the medicated weight of any product that is not marked as medicated (see Customized Lists).

 

8. Number of Days to Allow an abandoned order, either through the POS or an online cart, to remain open:

This setting will assist you with freeing up any inventory that is being "held" by an in progress order.  In conjunction with the Block Negative Inventory Sales for All Users setting in Admin>Settings>Inventory, this will allow for better controls over your current inventory available for sell.

 

 

Hint: If you have this enabled and are not able to sell an item that has inventory, you can remove the Block Negative Sales temporarily to sell the item in question. It is likely held in an In Checkout or In Progress order.

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