Documentation
1Manage Store
33Four North Cannabis
Store owner command center for sales, inventory, reporting, compliance, workforce, and daily operations.
Store Settings
Manage store profile, branding, contact information, storefront configuration, payment options, and integrations.
Custom Domain
Connect and verify a custom storefront domain and review its DNS and SSL status.
Compliance Center
Configure customer age requirements, purchase limits, inventory controls, receipt warnings, and compliance auditing.
Products
Search and manage the product catalog, variants, prices, images, barcodes, inventory, and METRC information.
Add New Product
Detail screen opened from Products.
Add Product
Create a product and configure its catalog, compliance, pricing, and inventory information.
Inventory Reservations
Review inventory held by active carts and orders, investigate reservation problems, and release invalid holds.
Label Center
Generate product, SKU, package, and barcode labels for retail inventory.
Customers
Search customer records and review contact information, purchase history, identification, loyalty, and account activity.
JOHN DOE
Detail screen opened from Customers.
Orders
Review store orders, payment information, receipts, fulfillment, customer details, and order activity.
Order #67
Detail screen opened from Orders.
Cancelled Orders
Review cancelled POS orders, cancellation reasons, payment state, employee activity, and inventory release status.
Returns
Review completed POS returns, returned quantities, restocking activity, reasons, and refund information.
Manager Overrides
Review manager override requests, approval decisions, requesting employees, reasons, and related orders.
Discounts
Create and maintain discounts, eligibility rules, product scope, usage limits, schedules, and POS behavior.
Edit Discount
Detail screen opened from Discounts.
Add Discount
Create a discount and configure its value, availability, eligible products, customers, and usage rules.
Taxes
Configure tax rules, rates, applicability, effective dates, and checkout behavior.
Loyalty Program
Configure loyalty earning, redemption value, minimum redemption, program status, and customer reward behavior.
Manage Registers
Review open and recently closed registers, expected cash, counted cash, and over or short amounts.
Reports
Access daily reports, sales analytics, product performance, inventory reports, taxes, discounts, and operational summaries.
Employees
Manage employee accounts, status, access, passwords, PINs, permission groups, and recent activity.
Add Employee
Create an employee account and assign authentication, access, status, and permission settings.
Permission Groups
Configure employee permission groups and role-based access to Manage Store, POS, workforce, and reporting features.
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Detail screen opened from Permission Groups.
Add Permission Group
Create a permission group and select the actions employees assigned to it may perform.
Pages
Manage custom storefront content pages, page sections, images, visibility, sorting, and publication status.
Edit Store Page
Detail screen opened from Store Pages.
Dispensary Menus (beta)
Create and manage printable, public, and display-ready dispensary menus using live product and variant pricing.
New Dispensary Menu
Detail screen opened from Dispensary Menus.
New Dispensary Menu
Build a dispensary menu, choose products and variants, upload header artwork, and configure display options.
METRC
3METRC Receiving
Synchronize METRC packages, review imported inventory, resolve receiving issues, and connect packages to PLNTRK products.
METRC Sync Run
Detail screen opened from METRC Inventory.
METRC Sandbox Catalog
Generate sandbox catalog records used to test products, packages, inventory, and retail integration workflows.
POS
14Welcome, scott
Front-of-house command center for customer flow, open carts, checkout, registers, sales, and employee activity.
Lobby
Manage customers who are waiting, shopping, ready for checkout, or currently being assisted.
Check In
Check in a customer, scan identification, verify age and expiration, and select medical or caregiver status.
Customers
Search customer records, open customer details, begin check-in, and review customer information from POS.
Check In
Detail screen opened from POS Customers.
Products
Search the sellable product catalog, review variants and availability, and add products to the active customer cart.
5:1 CBDA:THCA Healer's Salve
Detail screen opened from POS Products.
Checkout Queue
Review queued orders and parked carts, resume shopping, cancel unpaid orders, or open an order for checkout.
Checkout Queue
Start and manage PLNTRK Pay bank-transfer checkout, including QR codes, payment links, email, text, status, and cancellation.
Manage registers
Open a register, select the active register, record cash movements, close the drawer, and balance expected cash.
Orders
Search POS order history and access order details, payment status, receipts, cancellations, returns, and reprints.
Order #67
Detail screen opened from POS Orders.
POS Returns
Review previous returns and process eligible product returns with reasons, notes, refund details, and restocking choices.
POS Manager Overrides
Review and decide pending POS manager override requests for protected or exceptional actions.
Workforce
8Workforce
Workforce command center for employees, time clock activity, attendance, tasks, performance, and certifications.
Employees
Review the employee directory, workforce status, assignments, activity, and employment information.
Time Clock
Clock employees in and out, manage breaks, and review the current shift status.
Attendance
Track attendance records, late arrivals, absences, scheduling exceptions, and employee attendance history.
Tasks
Manage operational tasks for opening, closing, inventory, compliance, cleaning, and general store work.
Certifications
Track employee certifications, documentation, requirements, issue dates, and expiration dates.
Workforce Reports
Review labor, attendance, task completion, employee performance, and workforce reporting.
Workforce Settings
Configure workforce, scheduling, attendance, task, certification, and human-resources settings.
