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Add or Edit a Single Herb

Estimated reading: 6 minutes

Add/Edit a Single Herb

To add a new herb, Go to Admin > Single Herbs  and click on add Herb Manually.

Add a Herb Help Video


The following are instructions on how to add ONE herb to your dispensary. If you want to edit a herb, skip the first section and read below.

Required Information
To add a new herb, you must first fill out the following Required information.

Herb Names
From the drop down box, select a herb name type which is enabled on your dispensary in Herb Name Type Settings. Enter the herb name in the Name Box.   You only need to add one herb name to proceed.  You can add more than one name per herb name type if you want.

Enter a SKU#.  If you do not have a SKU#, you can make one up and always edit it later.

Herb Type
Enter the herb type;  Granules, Tincture, Raw or Concentrates.

Herb Category
Select the herb category for your new herb.  If it doesn’t exist, click on the blue button “Add New” to add a new herb category to your dispensary.

Default Selling Price
Enter a default selling price for this herb in gram, ml or oz depending on the herb type and your inventory settings.  If you entered default selling prices in Price Rules Settings, it will automatically be entered for you
add herb manually

Your New Herb is Now Created & You can Edit It.

Details Tab

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The details tab lists information about your herb.  You can customize which fields are available and their order for each herb type, by going to your Fields and Attributes Catalog Settings. Either way, you can leave information blank.   The fields available include

Herb Names
Herb Attributes
Actions and Indications
Cautions and Contraindications
Recommended Dosages
TCM Channels
Herb Interactions
Similar Herbs
Drug Interactions
Allopathic Conditions
Research Studies

Prices Tab

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The Price tab lets you set your price for the herb to be used in custom formulas and products containing this single herb. You can set a price rule for the defalt price and price tiers.  For more information on pricing rules, click here. 

Default Price

You can change your default Price by entering a new one.

Latest Cost of Goods

This is determined by adding new stock/inventory and entering a price you paid for it, or adding a supplier product to your dispensary under the Supplier Tab.   If you have not done either of these, it will use your default cost of goods entered in pricing rules.    If you have not entered a default cost of goods, it will default to $0.01

You can also enter a manual cost of goods, which will override the latest cost of goods.

Tiered Pricing

Tiered pricing lets you charge a different price based on the qty being purchased.   You can manually add ranges or select a price tier template you create.
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You can set a default image in Catalog Image Settings.  If you have not uploaded an image, it will use the default.   If you have one or more pictures of the herb, you can upload it.

Choose a file from your computer or enter a url ending in png or jpg.  Press Submit. If you have more than one image, you can select the default image that will appear first.

Stock/Inventory Tab

The Stock Levels Tab gives you information about Inventory/Stock Levels and specific settings for this particular herb.

stock settings

Show out of Stock to Users

If set to ON, it will show an out of stock message to practitioners when they are building a formula, if the item is out of stock.   If set to OFF, the out of stock message will not appear.

User can purchase when out of stock

If set to ON, if the item is out of stock, the practitioner can still submit the formula in an order.  If set to OFF, the practitioner will not be abel to add the item to their cart and it will give them a warning.

Low Stock Warning Level

This is a value where your item will appear as low on stock indicating you need to order more.

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Stock Level Information

You can see the following stock/inventory settings for each herb inside the herb record.

Total Available
Shows you the total amount of stock you have available.

Shows you the total amount currently ordered which has not been fulfilled.

Average Used Per Day
Shows you the average amount you dispensed per day of this single herb.

Average Used Per Month
Shows you the average amount dispensed per month of this single herb.

Estimated Time Remaining
Estimates how many days left until your stock level will be zero.  It divides the average amount dispensed per day by the remaining amount and rounds it.

Fulfillment History
Shows you the orders and formulas that consumed this single herb.

Purchase History
Displays a transaction after you enter new stock/inventory for this single herb.  If you entered a purchase price, it will also display the cost per unit.

Lot Information
Shows you all the lot numbers/Batch numbers associated with this single herb.   Here you can modify amounts, turn off lot numbers.   To add more stock, please go to the add inventory screen.
The suppliers tab lets you add products you purchase from one or more suppliers so you are able to create purchase orders.

Supplier Tab

Default Supplier

Select a default supplier for this single herb from the list.  If the supplier does not exist, you can click on “Add New Supplier” or go to Admin > Lists > Suppliers to add a new supplier.

Add Supplier Product

You can add products that your supplier sells which will enable you to create purchase orders.
1.  Click on Add Product
2.  Fill out the required information or all the fields for a complete record.

*Name of Product
Brand Name
Supplier SKU#
*Name of Supplier
*Purchase Price
Shipping Weight
*Number of g/kg/pounds/ml/oz  (depends on herb type and inventory settings)

3.  Press Submit
add supplier product

Herb Notes Tab

Notes are convenient for saving information about a single herb which will not be shown to patients or practitioners.  Currently this section is used for internal purposes only to enter any additional data about a single herb.

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