Store Settings
Store settings control how your dispensary operates in DubLedger. Configure these carefully to ensure compliance and smooth operations.
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General Settings
Store Information
1. Go to Settings → Store
2. Enter your business details: Store Name, Legal Name, License Number, License Expiration, Address, City, State, Zip, Phone, Email, Website.
3. Upload your store logo (displayed on receipts and online menu).
4. Click Save.
Operating Hours → Set regular hours for each day of the week. Add special hours for holidays or events. Close days when you are not open. Delivery hours can be different from store hours. Online ordering hours can be different from both.
Tax Configuration → State Excise Tax (percentage charged on cannabis products, varies by state), Local Tax (additional tax charged by your city or county), Sales Tax (standard sales tax percentage), Tax-Inclusive Pricing (display prices with tax included, some states require this), Tax Exemptions (configure medical patient tax exemptions, if applicable).
Receipt Settings → Header Text, Footer Text, Show THC/CBD, Show METRC ID, Show Budtender Name, Show Loyalty Points, Logo.
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Compliance Settings
State Configuration
1. Go to Settings → Compliance
2. Select your state from the dropdown.
3. The system auto-configures: purchase limits, ID requirements, METRC/BioTrack/Leaf Data settings, tax rates, delivery rules.
4. Review and adjust any settings as needed.
5. Click Save.
Purchase Limits → Daily Limit (maximum grams per customer per day), Monthly Limit (maximum grams per 30-day rolling period), Medical Limits (separate limits for medical patients, if applicable), Limit Warnings (alert customers when they are approaching limits), Manager Override (allow managers to override limits with reason and audit trail).
ID Verification → Required (all customers must show ID, recommended), Types Accepted (driver's license, state ID, passport, military ID), Expiration Check (block sales with expired IDs), Age Verification (minimum age: 21 for recreational, 18 for medical), Medical Card (required for medical sales), Scan Method (barcode scan, magnetic stripe, or manual entry).
METRC Settings → API Key (your METRC API key, encrypted), Facility (your METRC facility/license), Sync Mode (real-time, batch, or manual), Package Tag Validation (verify tags exist in METRC before sale), Auto-Create Packages (create new packages in METRC when receiving inventory), Sandbox Mode (use METRC test environment for training).
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Register Settings
Adding a Register
1. Go to Settings → Registers
2. Click Add Register
3. Enter register details: Name (e.g., "Main Counter"), Location, Type (Standard, Express, Drive-Thru), Auto-Print Receipts, Auto-Print Labels, Show Notes.
4. Assign printers: Receipt Printer, Label Printer.
5. Set cash drawer: Cash Threshold, Linked Room.
6. Click Save.
Register Management → Enable/disable registers (e.g., for maintenance). View register status (online, offline, in use). Assign default employees to registers. Track register-specific sales and performance. End-of-day register reports.
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Printer Settings
Adding a Printer
1. Go to Settings → Printers
2. Click Add Printer
3. Select printer type: Receipt Printer (Star, thermal, generic), Label Printer (Zebra, Dymo, generic), Kitchen/Prep Printer, Office Printer.
4. Enter printer details: Name, IP Address (network printers), USB Port (USB printers), Bluetooth (Bluetooth printers), AirPrint (iOS-compatible printers).
5. Test the connection.
6. Click Save.
Printer Configuration → Set default printers for each register. Configure print templates (receipt format, label format). Set print triggers (sale complete, inventory received, etc.). Manage print queues and retry failed prints. Monitor printer status (online, low paper, jammed).
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Employee Settings
Adding Employees
1. Go to Settings → Employees
2. Click Invite Employee
3. Enter the employee's information: first and last name, email address (invitation sent here), phone number, role (Budtender, Manager, Owner, Driver, Admin) or custom permissions.
4. Set role-specific permissions: canProcessSales, canApplyDiscounts, canVoidTransactions, canManageInventory, canManageEmployees, canAccessReports, canManageSettings, maxDiscountPercent, allowedLocations.
5. Set location access (for multi-location operators).
6. Set schedule (optional).
7. Send invitation.
Roles and Permissions
| Role | Sales | Discounts | Voids | Inventory | Employees | Reports | Settings |
|------|-------|-----------|-------|-----------|-----------|---------|----------|
| Owner | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Manager | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Budtender | Yes | Limited | No | No | No | Limited | No |
| Driver | No | No | No | No | No | No | No |
| Admin | No | No | No | No | Yes | Yes | Yes |
Employee Management → View all employees and their status. Edit permissions and roles. Deactivate employees who have left. View employee sales history and performance. Track employee compliance certifications. Manage employee schedules and time off.
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Notification Settings
Alert Types → Inventory Alerts (low stock, out of stock, reorder reminders), Compliance Alerts (METRC sync failures, limit violations, expired lab tests), Sales Alerts (revenue thresholds, unusual transactions, refunds), Delivery Alerts (late deliveries, failed deliveries, driver issues), System Alerts (login failures, security events, backup status).
Notification Channels → In-App (alerts appear in the DubLedger interface), Email (sent to specified email addresses), SMS (sent to specified phone numbers), Slack (sent to a Slack channel, if integrated), Webhook (sent to a custom URL for integration).
Notification Rules → Set business hours for notifications (e.g., only during store hours). Set escalation rules (e.g., alert manager if not resolved in 1 hour). Set quiet hours (e.g., no SMS alerts after 10 PM). Set notification frequency (e.g., batched every 15 minutes).
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Backup and Data
Automatic Backups → Daily backups of all data. 30-day retention of backups. Encrypted and stored securely. Can be restored by support team.
Manual Export → Export all data at any time. Formats: CSV, Excel, JSON. Includes: products, transactions, customers, employees, settings. Useful for migration or offline analysis.
Data Retention → Transaction data: 7 years (compliance requirement). Customer data: Per state requirements (typically 3-7 years). Employee data: Per state requirements (typically 3-7 years). System logs: 1 year. After retention period, data is anonymized.
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Integration Settings
Payment Processing → Connect your merchant account. Configure card processing (debit, credit). Set up PIN debit. Configure cash discount rates. Test processing with small transactions.
METRC/BioTrack/Leaf Data → Enter API credentials. Test connection. Configure sync mode. Map product categories to state categories. Set up automatic manifest generation.
Online Menu → Enable online ordering. Configure menu categories and display. Set up delivery or pickup options. Configure age verification for online orders. Connect to your website or app.
Loyalty Program → Enable or disable loyalty program. Configure earning rules. Set tier thresholds and benefits. Configure points expiration. Set up promotional campaigns.
Email/SMS → Configure email provider (Resend, SendGrid, etc.). Set up SMS provider (Twilio, etc.). Configure email templates (receipts, marketing, alerts). Set up SMS templates (delivery updates, promotions). Test sending before going live.
Analytics → Connect Google Analytics for website tracking. Connect Google Search Console for SEO. Configure custom reporting schedules. Set up data warehouse connections (BigQuery, Snowflake). Configure API access for custom integrations.
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Security Settings
Password Policy → Minimum password length. Require uppercase, lowercase, numbers, and symbols. Password expiration (e.g., change every 90 days). Prevent reuse of last 5 passwords.
Two-Factor Authentication (2FA) → Enable 2FA for all users or admin only. Support for authenticator apps (Google Authenticator, Authy). SMS backup codes. Recovery codes for lost devices.
Session Management → Auto-logout after inactivity (configurable timeout). Maximum concurrent sessions per user. IP address restrictions (if desired). Device registration and approval.
Audit Logging → Log all login attempts (successful and failed). Log all data changes (who, what, when). Log all exports and downloads. Log all permission changes. Retain logs for 1 year minimum.
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Maintenance
System Updates → DubLedger updates automatically. Updates include new features, bug fixes, and compliance changes. Updates are tested before deployment. Maintenance windows are scheduled during off-hours. You are notified of upcoming updates.
Performance Monitoring → System uptime and response time. Database performance metrics. API call volumes and error rates. Storage usage and growth trends. Alert if performance degrades.
Support → Access support via Help widget. Email: support@dubledger.com. Phone: Available during business hours. Response time: Under 1 hour for critical issues. Knowledge base: docs.dubledger.com.