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Help Topics

1 Dispensary Setup
- Dispensary Setup Instructions
4 Admin Dashboard
- Dashboard Settings
- Dashboard Notifications
- Switching Practitioners
- Dashboard Overview
7 Catalog Items
- Add/Edit a Product
- View Product List
- View Premix Formulas
- View Single Herbs
- Add/Edit an Herb Product
- Add/Edit a Premix Formula
- Add/Edit a Single Herb
12 Catalog Settings
- Inventory / Stock Settings
- Custom Formula Display
- Ratios
- Practitioner Catalog
- Default Suppliers
- Attribute Settings
- Catalog Fields
- Default Images
- Herb Name Settings
- Price Tiers Templates
- Herb Type Settings
- Pricing Rules
8 Order Settings
- Credits
- Square
- Authorize.net
- Cash Payment
- Setup Payment Methods
- Discount Settings
- Setup Taxes
- Order Settings
6 Custom Formulas
- Build Raw Formula
- Dosage Modes
- Build Concentrate Custom Formula
- Build Tincture Formula
- Build Raw/Bulk Formula
- Build Granule Formula
3 Accounts
- Admin Website Settings
- Account Settings
- Staff/Admin Accounts
14 Custom Formula Setup
- Set Total Weight
- Decimal Places
- Cooking Templates
- Liquid Conversion
- Formula Sharing
- Refill Settings
- Add On Services
- Formula Review Settings
- Custom Formula Sections
- Container Settings
- Column Selection
- Dosage Builder Settings
- Dosage Modes Settings
- Custom Formula Builder Overview
10 Data
- Import New Supplier Products
- Import New Categories
- Bulk Modify Inventory
- Import Herb Products
- Import New Premix Formulas
- Import New Single Herbs
- Import New Inventory
- Import New Products
- Export Data
- How to Import and Export Data
4 Design
- Configure Infosheets
- Invoice Setup
- Logos
- Configure Labels
7 Fulfilling Orders
- Label Printers
- Create Shipping Labels
- Print Infosheets
- Modify Orders
- Print Custom Formula Labels
- How to Fulfill Orders
- View Order Overview
5 Inventory
- Inventory History
- Inventory Levels
- Modify Inventory
- Add Inventory
- Inventory Settings
6 Notifications
- List of Text Messages
- List of Emails
- Sound Notifications
- Practitioner Notification
- Text / SMS Messages
- Email Notifications
8 Patients / Clients
- Patient Profile
- Add a Patient
- Patient List
- Patient Addresses
- Patient Order History
- Patient Formula Templates
- Patient Label Settings
- Patient Saved Credit Card
3 Practitioner Website Settings
- Practitioner Registration Form
- Navigation Menus (Practitioner Account)
- Website Settings (Practitioners Website)
14 Practitioners
- Delete a Practitioner
- Practitioner Profile
- Practitioner Refill Settings
- Practitioner Vouch Setting
- Practitioner Automatic Discount Settings
- Practitioner Payment Settings
- Practitioner Formula Settings
- Practitioner Markup Settings
- Practitioner Address
- Practitioner Label Options
- Practitioner Logo
- Practitioner Order History
- Practitioner Markup / Credits
- Add a Practitioner
10 Reports
- Credit Reports
- Inventory Value Report
- Brand Report
- Login Report
- Product Sold Report
- Herbs Sold Report
- Sales Tax Reports
- Order Reports
- Practitioner Reports
- Patient Reports
3 Shipping Setup
- Zone Settings
- Add City
- Setup Shipping
3 Practitioner Website
- Practitioner Navigation Menu
- Practitioner Markup Settings
- Practitioner Registration
4 Discounts
- Automatic Discounts
- Practitioner Automatic Discount Settings
- Discount Settings
- Create a Discount Code
4 Lists
- Lists Overview
- Categories
- Suppliers
- Brands
3 Dispensary Tree Billing
- Account Information
- My Subscription
- Save Credit Card
6 Schools
- Add/Remove Student from Supervisor
- Approve Formulas and Products
- Add Roles to Registration Form
- Submit Formula/Product to Supervisor
- Add a Student
- Add a Supervisor
1 Patient Website
- Turn Patient Website On

19 Tue

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19 Tue

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5 Tue

Custom Herb Infosheets

5 Tue

Add Suppliers & Supplier Products

5 Tue

Set Your Own Prices

5 Tue

Create Premix Formulas

5 Tue

Create Formula Fees

5 Tue

Create Order Fees

5 Tue

Track Lot/Batch Numbers

5 Tue

Allow Practitioners To Markup Orders

5 Tue

Get Real Time Shipping Rates

5 Tue

Print Shipping Labels

5 Tue

Create Purchase Orders

5 Tue

Approve Practitioners

5 Tue

Practitioner Website

5 Tue

Patient Website

5 Tue

Unlimited Practitioners

5 Tue

Sell Products

5 Tue

Your Own Herb and Formula Database

5 Tue

Refills Automated

5 Tue

Supervisor and Students( For Schools )

5 Tue

Collect Money Online

5 Tue

Custom labels and Information Sheets

5 Tue

Sell To Other Practitioners

5 Tue

Drop Ship To Patients

5 Tue

Easily Create Herbal Formulas

4 Mon

Low Stock Tracking

18 Sat

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Herbal Dispensary software provider powering some of the largest herbal dispensaries around the world. Our systems are used by smaller clinics and practitioners and also dispensaries who sell to other practitioners.

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