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  1. Dutchie
  2. Greenbits
  3. Ring Sales and Help Customers
  4. Work with customer and patient information

Work with customer and patient information

  • MD, MI, MT: Bypass Patient Lookup if Metrc is down
  • What information is required when adding a customer or patient to Greenbits?
  • Look up transaction History in the Back Office
  • View customer information at the Register
  • Add Customer Profiles for Employees for Samples and Discounts
  • Distribute samples to employees by adjusting inventory
  • Use Customer Groups to Set Taxes
  • Colorado: Set patient carry limits
  • Colorado: Add members
  • Store customer documents
  • Merge duplicate customers
  • Adjust Loyalty Points
  • Fix Compliance Warning for Patients Not Over Their Limit
  • Add notes to a customer or patient profile

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