Sales

Learn how to create customer profiles, check customers into your lobby, process in store & online orders, refund orders, and review your order history.

21 articles in this collection
Written by Camila Bell and Julian Jacobs

How Do I Make the Order Total Lower Than What is Currently Displaying?

Learn how to adjust order totals to a lower amount.

Written by Julian Jacobs
Updated over a week ago

How Do I Make the Order Total Higher Than What is Currently Displaying?

Learn how to adjust order totals to a higher amount.

Written by Julian Jacobs
Updated over a week ago

How Can I Change a Pick-Up Order into a Delivery Order?

Learn how to change a pick-up order into a delivery order.

Written by Julian Jacobs
Updated over a week ago

How Can I Change a Delivery Order into a Pick-Up Order?

Learn how to change a delivery order into a pick-up order.

Written by Julian Jacobs
Updated over a week ago

What Does "Amount Is Required" Mean?

Learn how to process an order when receiving the error message "Amount is required."

Written by Julian Jacobs
Updated over a week ago

What Does "Price Total Is Required" Mean?

Learn how to process an order when receiving the error message "Price total is required."

Written by Julian Jacobs
Updated over a week ago

What Does "Product Cannot Be Sold Because It Is No Longer Active" Mean?

Learn how to process an order when receiving the error message "Product cannot be sold because it is no longer active."

Written by Julian Jacobs
Updated over a week ago

Lobby Management

Managing Your Lobby

Learn how to manage your lobby, including checking out customers.

Written by Camila Bell
Updated over a week ago

Creating Customer Profiles

Learn how to create customer profiles for new customers.

Written by Camila Bell
Updated over a week ago

Viewing & Editing Customer Profiles

Learn how to view and edit your customers' profiles.

Written by Camila Bell
Updated over a week ago

Checking In Customers

Learn how to check customers into your in-store lobby, start shopping, and check out.

Written by Camila Bell
Updated over a week ago

Processing Orders

Selecting & Changing Stations

Learn what it means to select a station and how to change stations.

Written by Camila Bell
Updated over a week ago

Orders

Learn how to make sales, apply discounts & rewards, and audit orders while on the sales floor.

Written by Camila Bell
Updated over a week ago

Pick Lists

Learn how to print and use order pick lists for easy, convenient order fulfillment and processing.

Written by Camila Bell
Updated over a week ago

In-Store Reward Redemptions

Learn how to process in-store orders with reward redemptions.

Written by Camila Bell
Updated over a week ago

Pending & Online Orders

Learn how to manage pending & online orders that come in through your online menu.

Written by Camila Bell
Updated over a week ago

Online Order Reward Redemptions

Learn how to process online orders with reward redemptions.

Written by Camila Bell
Updated over a week ago

Completed Orders

Orders Snapshot

Learn how to navigate your Orders Snapshot screen.

Written by Camila Bell
Updated over a week ago

Order History & Refunding Orders

Learn how to refund items customers bring back to your dispensary.

Written by Camila Bell
Updated over a week ago

Sales Troubleshooting & FAQs

How Do I Remove a Discount from an Order?

Learn how to remove or delete a discount form an order.

Written by Camila Bell
Updated over a week ago

Why Can't My Customer Submit Their Online Order?

Learn more about the reasons why a customer may be experiencing an issue with submitting their order online.

Written by Camila Bell
Updated over a week ago