Montana - Adding Recreational Customers in the Back Office

In order to process a recreational sale a recreational customer profile must be used. 

If a medical patient wishes to make a recreational purchase they must have a separate recreational customer profile created and used for the sale.

From the Back Office:

1. Go to the Customers section:
   
2. There are options for Patient, Customer or Employee. Choose Customer.
3. Fill in all appropriate data and save.

*Note: If a Medical customer wishes to purchase recreational they can not have the same phone or email, but their recreational Customer profile can use the same Name. Only medical profiles should contain medical card information.

For additional assistance, see:  

• Add a Customer in the Back Office
• Add a Customer at the Register
• Use Customer Groups to Set Taxes