Access Requirements

Dispensing can only be performed under a Retail licensed location.
Before beginning, ensure the following:

• You are logged into the correct licensed location.

• You are in the inventory room where your Sales Floor items are located.

  • Only products in this room will be available for dispensing.

Step 1: Access Dispensing Screen

Navigate to: Shortcuts → Dispensing

This will open the dispensing interface, where you can process new patient sales, view past transactions, or manage existing ones.

Step 2: Card Lookup

1. Click Card Lookup.

2. Enter the Patient’s Card ID and click OK.

3. If the card is valid, you will receive a confirmation message similar to the following:
   “The card XXXXXXXXXX is currently active and expires on: MM/DD/YYYY. The patient is currently registered at and possesses the following privileges: Patient.”

If the card is invalid or expired, the system will prevent you from proceeding until the issue is corrected.

Step 3: Add Products to Cart

1. Navigate to the Products section.

2. Select a Category (e.g., Flower, Edibles, Concentrates, etc.).

3. Once a category is selected, you’ll see all available products within that category.

4. Click on the desired item to open product options.

   • If there are multiple batches of the same product, all available Tag Numbers will be displayed.

5. Select the correct tag you wish to sell from.

6. Enter the Quantity and Unit Price (Pre-Tax).

7. Click OK to add the item to the cart.

Note: Ensure you are selecting the correct batch (tag number) and verifying that quantities match what is physically being sold.

Step 4: Review and Complete the Sale

Before finalizing the sale, you may perform the following actions:

• Edit Item – Adjust the item’s quantity or price.

• Remove Item – Delete a specific product from the cart.

• Remove All Items – Clear the entire cart if starting over.

Once the order is correct:

1. Click the green “Pay” button ($) to complete the sale.

After payment is processed:

• The system will automatically deduct the items from inventory.

• A digital sales record will be created for compliance tracking.

Step 5: Voiding or Refunding a Sale

If a sale needs to be voided or refunded:

1. Navigate to: Sales → Tickets

2. Locate the sale in question.

3. Scroll to the right-hand side of the screen.

4. You’ll find two options:

   • Void – Cancels the sale and returns the items to inventory.

   • Refund – Issues a refund to the patient for the transaction.

5. Confirm your action when prompted.

Note: Voids and refunds are logged for compliance and auditing. Always verify sale details before finalizing these actions.