Manager Guide

Manager Guide

As a manager, you have broader access than a budtender. This guide covers your key functions.

Your permissions

As a manager, you can:

• Do everything a budtender can do.
• Void transactions (with a reason).
• Override purchase limits in exceptional cases (with a reason).
• Add, edit, and adjust inventory.
• Run reports for assigned locations.
• Manage registers and local settings.
• View employees but not add or remove them (owner only).

Managing inventory

Receiving new inventory

1. Go to Products → Inventory.
2. Click Add Product or Import.
3. Enter product details, quantities, batch numbers, and pricing.
4. Save or import the products.

Inventory adjustments

• Use adjustments for damaged products, samples, or returns to a vendor.
• Always include a reason and note.
• Large adjustments may require owner approval.

Low stock management

• Review the low stock report daily.
• Adjust reorder thresholds for fast-moving products.

Managing employees

Onboarding new employees

1. Ensure the owner has sent the invitation.
2. Help the new employee set up their account.
3. Walk them through the POS, ID verification, and compliance checks.
4. Confirm their role and location permissions.

Voids and overrides

• Voiding a transaction requires a manager permission and a reason.
• Overriding a purchase limit requires a manager permission and a reason.
• Both actions are recorded in the transaction history.

Reports

Managers can view the Sales Dashboard, Reports view, and compliance score for their assigned locations. There are no PDF or scheduled report exports.