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Point of Sale Guide
Logging In & Clocking In
- Go to
/posin your browser - Select your name from the dropdown
- Enter your 4-digit PIN
- Click the Clock In button in the top-right corner
Screen Layout
Left Side — Products
- Search bar — type to search by name, or scan a barcode
- Category tabs — filter by category (All, Flower, Edibles, etc.)
- Strain filters — filter by Sativa, Hybrid, or Indica
- Product cards — show name, strain type, THC%, price
Right Side — Cart & Checkout
- Customer info — selected customer, type, loyalty points
- Cart items — products added with quantity and price
- Tax lines — sales tax and cannabis tax (auto-calculated)
- Pay Cash — opens the payment modal
Adding Products to the Cart
Click the Product Card
Browse or filter products, click a card. If multiple sizes exist, select the one the customer wants.
Barcode Scanning
- Make sure the search bar has focus (click it or it auto-focuses)
- Scan the product barcode with your scanner
- Product is added to cart automatically with default pricing
If the product isn't found, a red "Product not found" message appears.
Search by Name
Type the product name in the search bar. The grid filters in real time. Click the product to add it.
Compliance Tracking
The POS shows purchase limit bars for cannabis products:
| Status | Meaning |
|---|---|
| OK (Green) | Under the limit |
| WARNING (Yellow) | Approaching the limit |
| EXCEEDED (Red) | At or over — sale is blocked |
If a customer is at their limit, you cannot add more cannabis products.
Applying Discounts
Automatic Deals
Active promotions apply automatically when qualifying products are in the cart. The discount shows in the cart summary.
Loyalty Points
- Click Redeem Points (visible when customer has points)
- Use quick buttons (100, 250, 500, All) or enter a custom amount
- Click Apply
Store Credit
If the customer has credit from a previous return, click Use Credit to apply it.
Completing a Sale
- Verify the cart items and total
- Click Pay Cash
- Enter cash received (or use quick buttons: $20, $50, $100, Exact)
- Change calculates automatically
- Click Complete Sale
- Click Print Receipt then New Sale for the next customer
Processing Returns
- Find the original order (search by receipt # or customer name)
- Click Return/Exchange
- Choose Single Item or Multi-Item return
- For each item, specify quantity, condition, and disposition
Condition Options
| Condition | Restocking Fee |
|---|---|
| Unopened | None |
| Opened | 10% (default) |
| Damaged | 10% (default) |
| Defective | None |
Resolution Types
| Type | What Happens |
|---|---|
| Cash Refund | Money back to customer |
| Store Credit | Credit added to customer account |
| Exchange | Swap for a different product |
Clocking Out
- Click the Clock Out button in the top-right
- Enter break time (quick buttons: None, 15, 30, 60 minutes)
- Click Clock Out
Your shift hours are recorded in the timesheet.
Common Scenarios
Customer wants to use points + cash
Apply loyalty points first, then complete the sale with cash for the remaining amount.
Customer is over the purchase limit
Remove items to get under the limit. They can return another day for the rest.
Scanner isn't reading a barcode
- Check that the search bar has focus
- Try scanning slower
- Reprint the label if blurry
- Search for the product by name instead
Check-In & Support Guide
Customer Check-In Flow
Access at /checkin.html.
- Log in with your staff PIN
- Search for the customer by name or phone
- Existing customer: Click their card to check them in
- New customer: Click Add New Customer (see below)
- Customer appears in the Waiting column
- Budtender clicks Serve when ready
- Budtender clicks Complete when done
Registering a New Customer
Scanning Their ID (Fastest Method)
- Click Scan ID Barcode
- Scan the barcode on the back of their driver's license
- Form fields auto-fill from the ID data
- Verify the info is correct
- Fill in remaining fields (phone, email, customer type)
Required Fields
| Field | Notes |
|---|---|
| First Name | Required |
| Last Name | Required |
| Birthday | Required — must be 21+ for recreational |
| License/ID # | Required |
| License Expiry | Required — system warns when expired |
| Customer Type | Required — Recreational or Medical |
| Medical Card # | Required if Medical |
| Medical Card Expiry | Required if Medical |
Taking a Photo
- Click the camera icon
- Webcam activates
- Click Capture
- Click Retake if needed
Click Save & Check In to create the customer and add them to the queue.
The Queue
Three columns:
| Column | Actions |
|---|---|
| Waiting | Serve (move to Now Serving) or Cancel (remove) |
| Now Serving | Complete (move to Completed) |
| Completed | Dismiss or Clear All |
Customer Card Warnings
| Warning | Color | Meaning |
|---|---|---|
| License Expired | Red | Their ID has expired |
| Medical Card Expiring | Yellow | Expires soon |
| Medical Card Expired | Red | Card has expired |
Support Portal
The public support page at /support.html lets customers:
- Submit a ticket — fill in name, email, type, subject, message
- Check status — enter ticket number to view status and reply
Ticket Statuses
| Status | Meaning |
|---|---|
| Open | Received, not yet reviewed |
| In Progress | Staff is working on it |
| Waiting | Staff needs more info from customer |
| Resolved | Issue fixed or answered |
| Closed | Ticket finalized |
Staff can manage tickets in Admin > Marketing > Support Tickets.