Set up your store in the Greenbits Back Office
This article applies to Greenbits.
You can set up Greenbits according to your store's needs. After you follow this training, your store will be set up in Greenbits, and you can move on to adding your inventory.
Follow these steps to set up your store in the Back Office
- Navigate: Find your way around Greenbits.
- Traceability: Connect Greenbits to your state traceability system to stay compliant:
- For stores in WA
- For stores in states that use Metrc
- For all other stores: If your store is in a state that doesn't currently track cannabis sales through a compliance program, like Metrc or Leaf Data Systems, then you can skip this step.
- Location: Enter or update your store name and address.
- Access:
- Review the default roles to see if they fit your business needs or if you need to create custom roles.
- Give access to your Greenbits account to your employees by adding users.
- Pricing and sales settings:
- If you want to accept payment other than cash, enable all of the payment methods you want to accept.
- Set up automated age verification to make sure you don't sell to minors.
- If your store has a check-in area separate from the sales floor, you can set up Customer queues.
- Decide whether you want the prices you display to your customers to include or exclude taxes, and then add taxes to your account.
- Decide if you want give volume discounts, and set up pricing tiers.
- Decide how you want your tills and shifts managed, and select a cash management option.
- If you will be tracking sales to medical patients separately from recreational sales, set up medical transactions.
- Decide what kinds of discounts you want to offer your customers and create discount plans.
- Loyalty programs: Set up loyalty programs for returning customers.
- Menu feeds: Set up your store on menu feeds like Weedmaps and Leafly.
What's next
Great job setting up your store in the Back Office. You can start adding your inventory now.