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Dispensary Tree Learning Centre
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Dispensary Setup

Your dispensary is blank when you first register.   You first need to add your herbs and formula ingredients before the software will function properly.
Follow the Steps Below and watch the help videos.

Step 1 – Create Practitioner

  • You are going to create a new practitioner in the system, by going to Admin > Practitioners > Add Practitioner
  • Fill out the Form, and ensure the practitioner is set to Active.
  • Practitioners can also register themselves, by going to  “https://yourusername.dispensarytree.com/?page=register&”    Please note you must replace “yourusername” with the name of your dispensary for this link to work.
  • After you create your first practitioner, you need to set your default practitioner in your dispensary admin.
  • To set your default Practitioner, go to Admin > Settings > Websites > Admin Website and set a default practitioner

Add a Practitioner Help Video

Step 2 – Add Herb Ingredients

We do not put any herbs 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.

For specific instructions to add herbs, click here

Step 3 – Add Premix Formulas

If you do not want to add premix formulas to your dispensary, you can skip and move on. If you do want to add premix formulas to be used in custom formulas, click here for instructions on how to import premix formulas

Step 4 – 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

 

Step 5- 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.

Step 6 – Select Herb Names

There are currently 4 herb name types in your dispensary; Latin, English, Pinyin and Chinese. Pick your preferred name type and the system will default to this, go to Admin > Settings > Catalog > Single Herbs

Step 7 – Create a Label

After building a custom formula, you may also want to print a custom label for your order. You can design different labels for different herb types. To create your first label, click here.

Step 8 – Create an Infosheet

After building a custom formula, you may also want to print a custom label for your order. You can design different labels for different herb types. To create your first label, click here.

Step 9 – Setup Payments

You can collect money from patients and other practitioners from within your dispensary application. 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 the checkout, go to Admin > Settings > Orders, and then toggle off “Practitioner Checkout”

To setup Square, Click Here
To setup Authorize.net, Click Here
To setup Moneris, Click Here
To setup Mollie, Click Here

Step 10 – 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.

To BULK Import your Stock/Inventory – Click here
To MANUALLY add stock inventory manually – Click here