A Beginner’s Guide to Using the Greenbits Back Office

Greenbits Back Office is the administrative portal for cannabis retailers using the Greenbits point-of-sale system. As a dispensary owner or manager, this tool allows you to oversee daily operations, gain insights into sales data, manage your product catalog, track inventory, and run reports to optimize your business.

Dashboard

The dashboard gives you a high-level overview of your dispensary’s performance with metrics like daily sales, average ticket size, and top-selling products. You can filter by date range and location to analyze trends and uncover opportunities for improvement.

Sales Reporting

Generate reports on sales, customers, employees and more. Filter by date, time, location, payment method and other attributes to get the exact data you need. These reports provide transparency into your business so you can make data-driven decisions to increase revenue and better serve your customers.

Product Management

Easily add, edit or remove products and variants in your catalog. You can upload product images, descriptions, categories and tags to keep your menu up-to-date across all your retail locations. Track inventory levels for each product to avoid stockouts and maintain a consistent customer experience.

Employee Management

Onboard new employees and set their access permissions within the Greenbits system. You can clock employees in and out, review timesheets, and run sales reports to gain visibility into each employee’s performance and productivity.

In summary, Greenbits Back Office gives dispensary owners a powerful set of tools to manage staff, analyze sales, update your product catalog, and optimize your operations with data-driven insights. Using the robust reporting and analytics features can help take your cannabis business to the next level.

Managing Your Product Catalog

The “Products” section allows you to add new products, edit existing products, and remove products from your catalog. For each product, you’ll enter details like the product name, description, category, brand, and retail price. You can also upload product photos here to help customers browse your catalog.

Creating Discounts and Promotions

To run sales or create coupons, head to the “Discounts & Promos” section. Here you can set up percentage discounts, dollar amount discounts, or coupons for either specific products or your entire catalog. Enter details like the discount name, type, amount, start/end dates, and any restrictions. Discounts and promos you create will automatically apply at checkout for eligible customers.

Viewing and Fulfilling Orders

The “Orders” section shows you a list of all recent orders placed through your Greenbits dispensary website. For each order, you’ll see details like the customer name, order total, payment status, and shipping address. To fulfill orders, simply check the box next to each order and click “Fulfill.” This will mark the orders as complete and allow you to record tracking numbers for any shipped orders.

The Greenbits Back Office has everything you need to manage your dispensary’s online presence and keep your business running smoothly. Be sure to explore all sections of the Back Office to discover additional tools and insights to help your dispensary thrive. Let us know if you have any other questions!

Key Features of the Greenbits Back Office

The Greenbits back office is the administrative hub where you can manage your dispensary’s daily operations. Some of the most useful features include:

Product Inventory

This section allows you to add new products, edit existing ones, and track your inventory levels. You’ll be able to upload product images, descriptions, categories, and tags to make items easy to find. The inventory management tools help ensure you never run out of stock and can order supplies just in time.

Customer Profiles

Maintaining customer profiles with details like purchase history, preferences, and personal info helps you provide better service. The customer relationship management (CRM) features allow you to see a customer’s full profile at a glance when they check in. You can also use the data to target promotions and rewards to customers likely to engage.

Sales Reporting

The reporting suite gives you insights into sales metrics, popular products, busiest days/times, and more. You can generate reports on a daily, weekly or monthly basis to track key performance indicators and identify areas for improvement. The customizable dashboards let you see the stats that matter most to your business at a quick glance.

Discounts and Promotions

Create coupons, flash sales, bundle deals and other promotions to boost sales and customer loyalty. The promotions engine makes it easy to set parameters like start/end dates, discount amounts, limits, and eligibility. You can then track the success of each campaign to optimize your marketing efforts going forward.

Employee Management

Add and manage employee profiles, set user permissions, and control security credentials from this section. Define each employee’s level of access based on their role, and set parameters around functions like voiding sales, issuing refunds, and adjusting inventory. Robust reporting shows you which employees are most productive and helps ensure proper oversight.

The Greenbits back office puts the tools to run an efficient dispensary at your fingertips. Taking the time to become familiar with all of its capabilities will help ensure the success and compliance of your operation. Check with your Greenbits customer support representative if you have any questions on how to utilize the platform to its full potential.

Using the Greenbits Back Office to Manage Your Dispensary

Viewing Sales and Reports

The Greenbits back office gives you an overview of your dispensary’s sales and revenue. You can see real-time sales reports to track how much product you’ve sold and how much money you’ve made. View reports by day, week, or month to spot trends in customer purchases. These insights help you make data-driven decisions about your inventory and staffing needs.

Managing Your Inventory

Keeping track of your product inventory is crucial for running an efficient dispensary. The Greenbits inventory management tool lets you see how much product you have in stock at a glance. You can also use it to reorder supplies, set par levels to ensure you don’t run out of popular items, and get alerts when stock is running low. Accurate inventory counts help avoid coming up short on product and ensure you have enough of what your customers want.

Optimizing Your Menu

What’s selling well and what isn’t? The Greenbits menu optimization feature provides insights into your best and worst performing products. You can see sales by category, brand, and individual product. Use this data to refine your menu by adding more of what’s popular and phasing out what isn’t selling. An optimized menu means more satisfied customers and higher profits.

Managing Employees and Permissions

The Greenbits back office also handles employee management. You can add new employees, set their roles and permissions, and deactivate employees who are no longer with your dispensary. Permissions allow you to control what areas of the software each employee can access. For example, you may want to limit budtenders to only using the point-of-sale system while managers have full access. Proper employee and permission management ensures accountability and security in your dispensary.

With the wealth of tools and analytics available in the Greenbits back office, you have everything you need to gain valuable insights into your business and make data-driven decisions to improve your dispensary’s performance. Using these features consistently will set you up for success and growth.

Greenbits Back Office FAQs: Answering Common Questions

What can I access in the Greenbits back office?

The Greenbits back office gives you access to manage many aspects of your dispensary operations. You can view sales reports and metrics to track your business’ performance. You can also manage your product catalog by adding or editing product listings. The back office allows you to create discounts and promotions to run in your store. You have access to customer profiles and can send marketing messages to your customers. The back office also allows you to configure many settings for your overall Greenbits account.

How do I log in to the Greenbits back office?

To log in to the Greenbits back office, go to backoffice.greenbits.com and enter your dispensary’s account username and password. Your account administrator will provide your dispensary’s login credentials. Once logged in, you will see the main dashboard which provides an overview of your dispensary’s sales and metrics. The left navigation menu allows you to access the various sections of the back office.

What sales reports and metrics can I view?

In the Reports section of the back office, you have access to detailed sales reports and metrics for your dispensary. You can view reports on:

  • Overall sales by day, week, month or year
  • Sales by product category, brand, or individual product
  • Customer sales and purchase history
  • Average basket size and top selling products
  • And more!

These reports allow you to gain valuable insights into your business so you can make data-driven decisions.

How do I create a product listing?

To create a new product listing, go to the Products section in the left navigation. Click the “Add Product” button. You will then enter details about the product including:

  • Product name and description
  • Category and subcategory
  • Brand
  • Weight, dosage, and other attributes
  • Product images
  • Pricing and inventory details
  • And more!

Be sure to provide as much detail as possible so customers have all the information they need about a product. Product listings are key to a great customer experience.

Does this help explain the basics of using the Greenbits back office? Let me know if you have any other questions!

Conclusion

So there you go, a quick guide to help you get started with the Greenbits back office. It may look a little intimidating at first, but don’t worry, you’ll get the hang of it before you know it. The key is taking it slow, exploring all the features, and don’t be afraid to ask for help if you need it. We were all beginners once. Just remember that the back office is there to make your life easier, not more complicated. Master it and you’ll be running your dispensary like a pro in no time. Now get out there, log in, and start getting familiar with the platform. You got this!

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