Things to know

  • You must first enable the customer type before assigning it to a customer.
  • Types are listed by relevance. You may need to scroll further down to find the type you need.
  • Make sure you save your work after each step so you don’t lose it.

We have added a new Customer Type to accommodate new rules in Colorado that stipulate a different purchase limit for patients between 18-20 than those aged 21 and older. 

Configure customer types, age, and purchase limit

  1. To enable customer types, users can navigate Customers > Customers > Actions > Manage Customer Types.
  2. Scroll down to set the new Medical - Underage type to Yes and click Save.
  3. Once the Customer Type is set, navigate to Settings > Location and scroll down to the defaults section towards the bottom. There you will be able to update the Of Age field from the default age of 21 to the desired value. 
  4. Once this is configured, dispensaries can establish purchase limits for the new customer type by navigating Settings > Tax & Compliance > Purchase Limits 

To ease maintenance of customers who turn 21, a nightly job will run to convert patients to the Medical customer type on their birthday.