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GRAMTRACKER OUTLINE

MJ FREEWAY SOFTWARE OUTLINE

Throughout the GramTracker KnowledgeBase, each section is titled and numbered according to its location within your MJ Freeway Site, reading from left to right.

01. PATIENTS

02. SALES

03. WHOLESALE

04. INVENTORY

05. ADMIN

06. REPORTS

07. HELP

 

The second set of numbers reflects the next option location for the sub section or tab of the main section. For Example:

01.04.01. Tax Profiles

01.(ADMIN) 04.(TAXES).01 (TAX PROFILES)

 

 

01. PATIENTS

01.01. Add Patient

Create Patient Profile

01.02. Lookup

01.02.01. Patient Lookup

01.03. Inactive Patients

01.03.01. Inactive Patients (SEARCH FIELD)

01.04. Scheduling

01.04.01. Patient Task Schedule

01.05. Text & Email

01.05.01. Text and Email Marketing

Please note: The monthly subscription fee for this feature is already included for Business Elite subscribers and is available as an add-on for other packages. Usage charges will apply additionally.

01.06. Route Planning

 

02. SALES

02.01. POS –Point of Sale

Menu

Credit Card

Debit

02.06. Check

Auto Price

Coupon

Enter

 

03. WHOLESALE

03.01. Active Wholesale Customers

03.01.01. Create New Wholesale Order

03.02. Completed Wholesale Orders

03.02.01. Create New Wholesale Order

03.03. Wholesale Customers

03.03.01 Add a Wholesale Customer

 

04. INVENTORY

04.01. Bulk Inventory

04.01.01. Active Bulk Inventory

04.01.02 Inactive Bulk Inventory

04.02. Products

04.02.01. Active Products

04.02.02. Inactive Products

04.03. Convert

04.03.01. Pending Conversions

04.03.02. Completed Conversions

04.03.03. Recipes

04.04. Vendors

04.04.01. Vendors

04.04.02. ReOrder

 

04.05. Purchase Orders

04.05.01. Active Purchase Orders

04.05.02. Completed Purchase Orders

04.05.03. Enter P.O.

04.06. Transfers

04.07. Batches

04.08. Receive Transfers

04.09 Locations

04.10 Reconcile

04.11 Test Results

 

05. ADMIN

05.01.Settings – Settings Manager

05.01.01. General Settings

05.01.01.A. Site Settings

05.01.01.B. Login Limits

05.01.01.C. Label Printing Options

05.01.01.D. Multi-Location Settings

05.01.01.E. Symptom Tracking

05.01.01.F. Timeclock Settings

05.01.01.G. Manage My Site

 

05.01.02. Patient Settings

05.01.03. Inventory Settings

05.01.04. QuickBooks Settings

05.01.05. Compliance Settings

05.01.06. Sales Settings

05.01.07. Online Orders Settings

05.01.08. Integration Settings

05.01.09. Coupons

05.01.10. Customize Lists

05.01.11. Pricing

05.01.12. Registers

05.01.13. Timeclock

05.02. Coupons

05.02.01. Active Coupons

Add a Coupon option

05.02.02. Inactive Coupons

Any and all inactivated coupons in your Site.

05.02.03. Add New Coupon (Coupons)

05.02.03.A. Bulk Coupon Codes

05.02.03.B. Applicable Products

05.02.03.C. Applicable Sku’s

05.02.03.D. Applicable Categories

05.02.04. Discount Settings

05.02.04.A. Discount Restrictions

05.03. Locations

05.03.01. Setup Locations

05.03.02. Share Data

05.03.02.A. Patients

05.03.02.B. Products

05.04 Customize Lists

05.04.01. Administer My Categories

Catalog

Inventory Variance Reasons

Inventory Adjustment Reasons

Referral Types

Extra Services

Caregiver List

PO Statuses

Transfer to Location Statuses

Register Adjustment Reason

Bulk Category

Wholesale Customer License Type

Batch Ingredients

Symptom Evaluation Scales

Symptoms

Vehicles

Primary Activities

Secondary Activities

Physicians

Patient Groups

Product Tags

 

05.05. Taxes

05.05.01. Tax Profiles

05.05.02. Tax Rates

05.06. Pricing

05.06.01. Pricing Weights

Define Pricing Weights

Add a Pricing Weight

05.06.02. Pricing Groups

Define Pricing Groups

Add a Pricing Group

05.07. Manage Users

Add User

05.08. Patient Rewards

05.08.01. Patient Rewards Awards

Add New Award

05.08.02 Settings

Patient Rewards

      By Dollars Spent

      By Orders Completed

05.09. Registers

05.09.01. Manage Registers

05.09.01. A. Add New Register

05.09.01.B. Adjust Cash Balance

05.09.01.C. Adjustment History

05.09.01.D. Close Register

05.10. Scheduling

05.10.01. Task Management

05.10.02. Add Task

05.10.03 Filter Tasks

05.11. Timeclock

05.11.01. Timeclock Admin

Filter Time Entries

06. REPORTS

06.01. Closing

06.01.01. Closing Report

06.01.02. Overview

06.01.03. Balances Summary

06.01.04. Payments

06.01.05. Register Adjustments

06.01.06. $0 Orders

06.01.07. Refunds: “Note: The following entries reflect POS Refunds, which are not automatically reflected on register balances. Refunds are associated with the register the order was originally entered on. POS Refunds require a manual register adjustment.”

06.01.08. Print to Receipt Printer

 

06.02. Sales

06.02.01. Summary

06.02.02. By Vendor

06.02.03. Wholesale Sales Report

06.02.04. Daily Cash Report

06.02.05. Retail Weekly Sales

06.03. Sales Tax

06.03.01. Sales Tax Report:

06.03.01.A. Customize Tax Report Parameters

06.03.01.B. Order Statuses:

06.04. Products

06.05. Transaction History

06.06. Inventory

06.06.01. Inventory Reconciliation

06.06.02. Inventory Compliance

06.06.03. Inventory Source

06.06.04. Sales Source

06.07. Coupons

06.07.01. Coupon Usage

06.07.02. Discounts By User

06.08. Patient By Caregiver

06.08.01. Customized Detailed Report Parameters

Inventory Max Total

06.09. QB Report

06.09.01. Quickbooks Export

Sales

COGS

PO’s/ Transfers

Inventory Adjustments

Cash Register Adjustments

Wholesale Transactions

 

Please backup your quickbooks company file before importing your MJ Freeway export.

06.10. Locations

06.10.01. Sales Summary

06.10.01.A. Multi Location Reports

06.10.02. Inventory

06.10.02.A. Multi Location Reports

Customize Product Report Parameters

06.10.02.B. Bulk Inventory

06.10.02.C. Totals

06.10.03. Sales Tax

06.10.03.A. Multi Location Reports

Customize Tax Report Parameters

06.11. Engine

06.12. METRC Exports

07. HELP

07.01. Get Support Code

07.02. Knowledgebase

07.03. LogMeIn Rescue

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