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Dispensary Setup

Estimated reading: 4 minutes

It’s time to setup your dispensary!   Welcome to Dispensary Tree

You are about to embark on a wonderful journey of organization and efficiency.   But before we get to that, we need to set things up.   You are not alone, you can  create a ticket to get help.

Create Practitioner

Create your first practitioner

Add a Practitioner

Add Ingredients

We do not put any herbs or premix formulas into your dispensary when its setup. This is because not everyone uses the same herbs, so it would be overwhelming to have every herb already in there, and many you wouldn’t even use.! To save you time, we have lists of herbs you can use to quickly add herbs to your dispensary. You need to fill out an excel file with the herbs you want in your dispensary and upload it. You can of course add one by one, but it will take a long time depending on the number of herbs you have.  

Single Herb Ingredients Instructions

Add/Edit a Single Herb

Import New Single Herbs

Premix Formula Ingredient Instructions

Add/Edit Premix Formulas
Import New Premix Formulas

Update Prices

The next step is to set your prices.    You can change prices for herbs and premix formulas one by one.   You can also update your pricing in bulk

Update Prices

Setup Shipping

Do you want to ship products to practitioners or patients?

If no, skip this section. If Yes, click here for information on how to setup your shipping

Setup Shipping

Setup Taxes

Do you need to charge taxes on herbs and products?

If no, Skip this section.  If Yes, go here to setup your taxes.

Tax Settings

Select Herb Names

There are currently many herb name types in your dispensary; Latin, English, Pinyin, Chinese, Korean, Sanskrit, Japanese etc.  You may not use all of these herb names.   You can turn the herb types you don’t use off and they won’t show up in your dispensary. 

Herb Name Settings

Create a Label

After building a custom formula, you may also want to print a custom label for your order.

For each formula builder you need to create a label.   You only need to do this once, and then its setup forever.  

Add / Edit Labels

Create an Infosheet

After building a custom formula, you may also want to print a custom infosheet for your order.

For each formula builder you need to create an infosheet.  

Design Infosheets

Setup Payments

if you want to collect money from Customers you need to enable at least one payment method.  If you using the dispensary-tree system to just keep track of herbal medicine and do not want to collect money, you can turn the checkout off. To turn off the checkout, go to Admin > Settings > Orders, and then toggle off “Practitioner Checkout”

Payment Methods Overview

Step 11 – Add Inventory/Stock Amounts

THIS SHOULD BE DONE ONLY ONCE YOU ARE COMPLETELY FAMILIAR WITH THE PLATFORM AND WILL BEGIN USING IT. IF YOU ADD THE QTY & LOT INFORMATION TO THE PLATFORM AND THEN DISPENSE OUTSIDE OF DISPENSARY-TREE, YOUR INVENTORY WILL BE WRONG.

When we refer to inventory, we are referring to how much you have of each single herb, premix formula or product. There is a seperate section in your admin called “Inventory”, which holds all the information pertaining to lot numbers, quantities, transactions, balances. The other sections “Single Herbs, Premix Formulas and Products” are just information about what is contained in your catalog. Those sections do not deal with how much of it you have on hand but rather what you have.  

Read about how Inventory works in Dispensary Tree –  Inventory Overview

To BULK Import your Stock/Inventory – Import New Inventory
To MANUALLY add stock inventory manually – Add Inventory

Book a Demo

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