Flowhub FAQs

You will want to select this option for any medical customer to automatically remove all taxes from their cart upon checkout. Let's make a med member tax exempt: 1) Select Customers from the left sidebar navigation menu 2) Select the "+" icon in upper right the top menu 3) Select "med" by the customers name 4) Select the member checkbox (Fields will dynamically update as you type this in) 5) Scroll to the bottom, and check "Tax Exempt" 6) Save and check the customer in

**DO NOT Proceed Until Your Nug Receives a Text Message with a Link to 'Enroll with Simple MDM'** If you have not received the text message, please email [email protected] with the phone number of your device. Once the link has been received you may proceed. Step 1. Go to Settings > General > Profiles & Device Management Step 2. Remove Profiles and Device Management (three steps): 1. Select Remote Management, then select remove management 2. Select Flowhub Nug Basic Profile, then select remove profile 3. Select Trust Profile for Flowhub, then select remove profile Step 3. Enable location services: Go to Settings > Privacy > Location Services > Enable Location Services Step 4. Open text message from Product Support and allow SimpleMDM tracking: Go to Messages and open message: 'Enroll with SimpleMDM.' Open link and click 'allow' for the message: 'This website is trying to open settings to show you a configuration profile. Do you want to allow this?' A new window titled Install Profile will popup. Click 'Install' and click 'Install' again on the next window titled Warning. A message will pop up titled Remote Management, click 'Trust,' allow the profile to install then click 'Done.' Press circle button to return to home screen and open SimpleMDM App. Allow tracking and notifications. A message will pop up: 'Allow SimpleMDM to access your location?' Click 'Always Allow.' If you receive the following error message, go back to step 3 (location services):

Guest Check Out is a great new feature that allows dispensaries to create a transaction for recreational customers without retaining their personal information. For states like Oregon, California, Alaska, Nevada, and Colorado, recreational customers only need to provide a valid form of identification to prove they are of legal age. For more information on this feature, please feel free to view our recent blog post here. To enable Guest Check Out, click on Manage > Location Management > Select Settings from the dropdown > Choose Cart > Click Enable New Sale / Guest Checkout. Once this is enabled, you'll see the New Sale button appear on the Cashier tab. After clicking the New Sale button, you'll see these options: Although no personal information is recorded, you can include State, Zip, Customer Sources and Groups as optional fields for your dispensary analytics. Once you click Save, you'll see a customer labeled Guest appear in your queue to be checked out.

Gift Cards are awesome, people love to buy them for friends and loved ones. With Flowhub, Gift Cards are easily sold, redeemed, and managed. Let's sell a customer a gift card: Add the Customer from the Queue to the Cart Select Sell Gift Card from submenu next to customers' name Enter Gift Card ID# and Dollar amount of the Gift Card Add Gift Card to Cart Proceed with checkout Note: Taxes are not applied when purchasing gift cards. Let's have a customer redeem a gift card: Add inventory to the cart Select Check out near the bottom right corner of green checkout box Select the Use Gift Card link Add the Gift Card ID, the amount available will auto populate You will then either see the remaining total due or that the gift card covered the total amount of the cart Add your pin Select Accept Let's inspect a customers gift card: Add the customer from the Queue to a Cart Select the customer sub menu (three dots by their name) Select "Inspect gift cart" Add the card number and the total remaining on the card will be displayed

The Dashboard is a new data visualization tool designed to provide clarity and convenience for viewing store analytics. The Dashboard uses a number of graphs to view a snapshot of sales, customer trends, and inventory items over time. This feature will allow executive and management level users to quickly track and analyze performance for all of their locations in Flowhub. This feature is comprised of two different dashboards, Executive and Store, which are accessed on the Reports New tab. Please note: to access the Reports New tab, you'll want to view the web-based version of Flowhub. For more information on the included graphs and panels, please see the links below: Executive Dashboard Store Dashboard To enable the Executive and Store Dashboards, you’ll need the corresponding permissions. Once the permissions are added, the dashboards will display as the default view when accessing the Reports New tab. Once enabled, you can access your reports by selecting the dropdown in the upper left. When you access the dashboards, the default date range will show the previous 90 days. The date range can be adjusted by selecting the desired dates and clicking Update Charts. You can also see your daily analytics in real time by selecting the same date for the range. Please note: Voided transactions will NOT be included in the Dashboards The dashboards can be utilized in conjunction with your custom and scheduled reports for a more granular view on the data. For information on Reports, please Click Here.

This feature allows you to add bulk bud upon receiving the inventory and at a later date take that bulk bud and change it to pre-packed weights with a button. The modal will count down how much bulk you have left to pack and will create new inventory items automatically for you. Notes: - Fields that remain the same from bulk to the new prepackaged inventory: Package Tag, Batch #, Supplier License, Invoice #, Strain Name. - The new modal will ask for: Price Profile, Child-Proof, Quantity, Room, Weight, Cost 1) Add your bulk flower: 2) Search and select the bulk flower from inventory main screen >> Select "Pack Bulk Bud" from details tab (right navigation sidebar) 3) Package your bulk bud accordingly. You can chose to do all the same weight / joints, or mix and match 4) After you unpack the flower, navigate back to main screen inventory, and you will find the new pre packs. All the new pre-packs will have same package tags as they had previously. You can then select and edit the new items if you would like to assign new package tags to them. It's also a best practice to leave the grams that represents the waste as bulk bud, after packing the new inventory, you can go back to the original bulk bud and from the details select Waste and record the waste.

Before printing your first receipt we need to ensure you set up the right sized paper for the printer: Navigate to "Settings" on your windows menu Select "Devices and Printers" Right click on your printer Select "Printing Preferences" Toggle to "Paper/Quality" Select "Advanced" Under the "Paper Size" dropdown, choose "72mm x Receipt" Choose "Apply" "Okay" All done!

As a Budtender, if your adjustments permissions are not activated, you will see "timesheet" in the left sidebar navigation menu. As a manager, if you do have adjustments permissions, you can edit a sale should the Budtender inform you of a mistake. Let's adjust sales: 1) Select Adjustments from the left sidebar navigation 2) Select Sales from the dropdown in the top navigation bar 3) Use the search bar, med/rec filters, or date picker to narrow your results and locate the sale in question 4) Use the search bar, med/rec filters, or date picker to narrow your results and locate the sale in question 5) Select the sale from the main screen and navigate to Details Tab in the right sidebar navigation menu and 6) Select Edit and select the scope: Product (update SKU or quantity sold | General (budtender, payment type) 7) Select the new value >> enter a reason >> Save

Each time an employee clocks in, they create a shift. As a Budtender, if your adjustments permissions are not activated, you will see "timesheet" in the left sidebar navigation menu. As a manager, if you do have adjustments permissions, you can edit or create a shift if a Budtender forgets or makes a mistake. Let's Create a Shift: 1) Select Adjustments from the Sidebar Navigation (Left) 2) Select Timesheets from the dropdown in the Top Navigation Bar 3) From the ‘Choose One’ dropdown, select the employee who needs a shift 4) Select the "+" button 5) Add the correct date 6) Time in | Time out 7) Select Create Let's Edit or Remove a Shift: 1) Select Adjustments from the left sidebar navigation menu 2) Select Timesheets from the dropdown in the top navigation bar 3) Use the search bar, Budtender filter, and date picker to narrow your results and locate the shift in question 4) Select the shift from main screen, and navigate to the Details Tab in the Navigation Sidebar (Right) 5) Select Adjust and edit the following: Store Location | Shift date | Shift time 6) Add a reason 7) Save Note: Select Remove from the right sidebar details tab to delete a shift

Let's add a customer: 1) Select customers from the left sidebar navigation 2) If this is a new customer select the "+" button in upper right corner 3) Fillin required information and save 4) If this is an existing customer, click the download button in the upper right corner 5) Type and select their name to check them in!

To remove an employee from a drawer: 1) Select Drawers from the left sidebar navigation 2) Hover your mouse over the name or photo of the employee you would like to remove 3) Click the minus sign 4) Repeat

Should a customer have a long wait, or you need to make an exception and extend a happy hour or early bird special, Flowhub makes this easy with inline discounts. You will only have access to this option if you are set up with the correct permissions. Let's add an inline discount: 1) Select Cashier from the Side Navigation (Left) 2) Select customer from the right navigation menu 3) Click the triangle next to the item in their cart you want to discount 4) Enter the dollar amount or percentage you want to take off 5) Enter your reason (ie = long wait) 6) Click apply

If a customer needs a refund or exchange without a receipt, you can find the previous purchase under Adjustments on the left sidebar navigation. In order to access Adjustments, you will need to have the make Adjustments permission activated. If you are unable to see or access Adjustments, please check with your Manager to have them assist with a refund. To issue a refund without a receipt: Select Adjustments from the left sidebar navigation Search using the filters on the top menu bar Locate the transaction & copy the receipt number Select Cashier from the left sidebar navigation Select the customer from the queue and click the customer sub menu (three vertical dots by their name) Select "Refund previous purchase" Paste receipt number in the text box or scan the barcode at the bottom of the receipt Select add refunds to cart and voila!

Ingredients such as Nutrients and Pesticides live within Supplier information. If you have an inventory item that does not print ingredients take the following steps: 1. Click Manage in bottom navigation 2. Select Company Management 3. Select Suppliers from the drop down 4. Find the correct supplier, click Edit from Details aside 5. Please enter your ingredients under "Nutrients and Pesticides" 6. Click Update Supplier Now, when an inventory item with this supplier is sold, an ingredients label will print. Learn more about labels here!

To make life easier, be sure to store all your important employee documents in Flowhub. To add or edit an employee, you need manage employee permissions. You can upload the following items to Flowhub: State ID W4 MMR Badge Employee Agreement Have an existing employee who needs new documents uploaded? Click here to learn how Have a new Budtender you need to add? Click here to learn how Have a new manager you need to add? Click here to learn how

If a customer decides they no longer wish to make a purchase, it's easy to add the items from their cart back into inventory. This happens in real time so the inventory will immediately be re-sellable Let's clear a cart: 1) Select cashier from the left sidebar navigation 2) Select the customer from the queue 3) Select the customer sub menu (three dots by their name) 4) Select clear cart

Let's check in an international customer from the NUG: You cannot scan the passport, so you need to enter their info manually Click add customer If they do not want their name added, make sure you put in a space between the two words you choose as a placeholder (USA Passport) Enter their information and save Let's check in an international customer from the APP: Select Customers from the left sidebar navigation menu Select "+" button from the upper right corner In the state text box, type in "IT" and select "internacional" Fill in the rest of the information and add them to the queue

For an introduction to Flowhub Reports please check out our article: Reports End of Day Report The End of Day PDF report is a helpful report that shows all the sales data for the day, as well as an overview of sales by Drawer and employee. If you would like to have this data in a CSV format, or if you are unable to run the End of Day PDF Report due to a drawer not being closed, you can create the following report: This will be a custom report. When you make a custom report it will only be available to you. Note: In order to create a report, make sure your manager has you set up with Access Reports permissions. Check out our article on Permissions for more information. To create the report: Select Reports from the Sidebar Navigation (Left) Select the "+" button to open the Report Modal Name the report, we suggest: EOD CSV Replacement Enter the description, we suggest: End of Day PDF in CSV Format Select the Type of report: Sales Selecting the Type will update the fields and filters available for the report. Select the following Fields. If you are using the Chrome Browser you can drag and drop the fields into the order below. You can also use the below screenshot for a reference. Transaction Time Transaction Date Employee Name Customer Name Drawer Sale Id Sale Total Total Cash Total Debit Total Gift Card Total Loyalty Tax In Dollars Voided Select the following Filters: Date Range Select Save Your report will now be listed in the Reports list. You may need to search the reports if you have created multiple Custom Reports. Report Modal View To run the report Select the report At the top of the screen you can select your filters (Location, Date Range, etc.) On the right hand side near the bottom of the page click the CSV button A CSV file will download to your computer The first time you generate a report, Chrome’s pop up blocker may prevent the report from opening up. Change the settings in the Chrome browser to always allow pop ups from *.flowhub.co.

For states that require taxes to be applied in a specific order or cumulatively, Flowhub gives you the control and visibility to ensure you’re calculating taxes correctly and collecting the proper amounts. To achieve this in Flowhub, you must first create all applicable taxes in Manage > Location Management > Taxes. Make sure to clearly name each tax for reference later. Once all applicable taxes have been added, navigate to the Cumulative Taxes option in the Location Management drop-down. Next, establish the order in which previously created taxes will be calculated in the cart. There are up to three tiers you can assign. Each tier calculates the tax in the order that you define. If needed, you can apply multiple taxes at each level. Select ‘What type of tax’ from the drop-down. (Med or Rec) Select ‘Which tax’ from the drop-down of previously created taxes. Select order in which to calculate. (You can apply multiple taxes at each tier) Once you’ve established Cumulative Taxes, Flowhub gives you the ability to generate an example calculation to ensure everything has been setup and is calculating correctly. Finally, select ‘Enable Cumulative Taxes’ at the top of the Manage > Location Management > Cumulative Taxes screen. Once selected, you’ll be given an alert that ‘Cumulative taxes are now enabled in the cart.’

This article shows how you how to select multiple products and make bulk edits to Brand, Product Type, Default Par Level, and Child-proof/Non-childproof status. First off, you'll need two permissions: Company Management and Bulk Edit. Next, navigate to Company Management > Products and filter by a category to enable the checkboxes. Use the top left checkbox to select all products or select individual products. You can also page to different pages and drill down using the search bar to select any number of products. To edit the products, select Edit. You can edit Brand, Product Type, Default Par Level, and Child-proof status. Only filled in fields will be edited. Depending on how many products you're editing and how many inventory items are associated with those products, this operation may take a few minutes. Inventory items will be updated immediately with the changes.

For states that require taxes to be applied based on the ‘micro-business’ status of the supplier, Flowhub allows you to identify which suppliers are vertically integrated and then applies the appropriate taxes in the cart. To set up micro-business taxes for specific Suppliers within Flowhub, follow these steps: 1. Navigate to Suppliers: Manage > Company Management > Suppliers and select or create a supplier that is a vertically integrated ‘micro-business’ 2. Check the box under ‘Supplier is part of Retailer’s Company’ 3. Navigate to Taxes: Manage > Location Management > Taxes 4. Select the applicable tax and check ‘Applies ONLY when the supplier is a micro-business’ Flowhub will now apply the above tax rate for all products associated to Suppliers that have been identified as a ‘micro-businesses’.

To enable this new feature, managers will need a new permission “Edit Open Carts.” Queue Display & Filters Currently, the queue displays: Customers NOT being actively checked out by a budtender Med or Rec customers depending on which drawer you’re assigned to Users with the new “Edit Open Carts” permission will be able to see ALL customers in the queue along with the name of the user checking out each customer. During busy times of the day, the queue will become overwhelming so we added a filter so managers can clearly see: Customers being checked out Customers waiting in line Manager Enters a Cart Remotely With the “Edit Open Carts” permission, managers will be able to enter carts that are already open. Budtenders will NOT have to move the customer back & forth to the queue. And when a manager enters a cart, the Budtender will be notified. Manager Exits a Cart Similarly, Budtenders will be notified when a manager exits their cart. “Assign to Drawer” Prompt With this new permission, managers do NOT need to be assigned to drawers to to make changes to an open cart. If the manager wants to complete a sale, then the system will prompt the manager to assign him/herself to a drawer so that sale is logged correctly. Discount Usage Report in Reports Beta This new report is VERY similar to the existing one, with a few improvements: With this new permission, the employee that applied a discount could be different than the employee that completed the sale, so we add a “Discount Applied By” field to the report. The “Discount Applied By” is the user that applied the discount to a single item in the cart. A field for “Discount Type” displays as well, so you know exactly how a discount was applied (in-line vs. auto-apply vs. coupon code).

Not everyone who is added to the customer queue ends up making a purchase. These customers must then be removed from the queue. To expedite this process, Flowhub gives you the ability to multi-select customers and remove from the queue in mass. To accomplish this: Check the boxes to the left of the customers you’d like to remove from queue. The box at the top left will select all customers on that page. Selected customers will appear on the right side of the screen. You can deselect individual customers by clicking the x next to their name. Click ‘Remove Customers From Queue’ Select the reason for removing.

Auto-Run and Schedule Reports In Reports Beta, you’ll now be able to schedule reports to be run automatically at different frequencies, which you can receive via email or auto-upload to an FTP site. Now you won’t have to manually run reports. You won’t even have to login! To setup a scheduled report, follow these steps: Go to Reports Beta Use Chrome, NOT the Flowhub Desktop app. Select an existing report Click “Schedule Report” Decide which frequency Frequency What That Means Example Example Scenario Hourly Report runs every hour for each day and includes data for the previous hour. Report received at 11:01am, includes data from 10-11am. Sales, Sales by Item Daily Report runs each morning and includes data for the day Report received on Tuesday, with data for Monday. Inventory, Drawer Activities Weekly Report runs Monday morning and includes data for the week prior (Mon-Sun). Reports received on Monday with data for the Monday- Sunday beforehand Discount Usage Monthly Report runs on the 1st of the month for the month prior Report received on Sunday, July 1st with data for June 1-30 Sales Select how you want to receive those files Email Files will be emailed to the email addresses entered at the frequency selected FTP Files will be automatically upload to your FTP server ***We’ll need your FTP server information BEFOREHAND***. After your FTP server is setup, then please call Flowhub Product Support to schedule reports via FTP. Example of how reports will be received via email.

Loyalty programs are a great way to incentivize your customers to keep coming back. Flowhub gives you the ability to build in your own custom Loyalty program. Set it up once and begin rewarding your loyal customer base today! Your Loyalty Programs are created and updated in Company Management. This means you can set up your Loyalty Programs one time and they will roll out to each of your various locations. Remember: $1 is equal to one point in Flowhub. You get to choose how much money that point is worth. Once activated, your Flowhub POS will track every dollar (before tax) spent by your loyalty members (at all stores). Below are each of the steps you will need in order to set up your Loyalty Programs. Once you log into your account, click on the Bottom Navigation Menu Click Manage > Company Management from the menu From the Top Navigation Bar, click Manage > Loyalty In the upper right of the Loyalty page, click the + symbol to create your first set of rules. The Loyalty Program can apply to the following customer types (each one must be set separately) Medical Patients Recreational Patients Medical Members (primary patients) You will determine a threshold: How many points do your members need to collect before cashing in for their loyalty rewards? You may have multiple thresholds. For example: you can set one threshold to be 100 points, and have that be worth a set amount of money. You can set a second (higher) threshold and make that worth more money. This would incentivize them to save their points. It is completely up to you how many thresholds you want to create, and what each is worth. Next, set how much the points are worth: As mentioned above, each set of points needs to have a value. For example: for the first threshold of points (100), you can set those points to be worth 5 cents each. This would make your 100 points worth $5 off a purchase. Create as many Thresholds as you need, and then save the profile. You would then repeat this for the other customer types (Medical, Primary Medical, and Recreational). Adding Customers to the Loyalty Program Any customer or patient can join the loyalty program. When checking in the customer, select the Loyalty Member checkbox option and add required information. This customer is assigned to this group going forward and will receive points per dollar spent. From the NUG: Once you scan a user's ID, but before you check them in, click on the More option in the upper right. On the next screen, you would enter in the phone number of the user. Then click on the check box to save this info to the user's profile. Use Loyalty Points When a customer (who is also a loyalty member) reaches the first threshold, they will gain the ability to redeem their points for the dollar amount allocated by the dispensary within their cart, click to see check out section. Let's add some new rec loyalty: Check customer into the Queue (NUG or manually) When adding the customer > Select Loyalty Member check box Fill in additional information collected from the customer (Required fields are phone number and email address) Click Save This customer is now saved in the database, so we track their sales (points) Data Saved: All data provided when becoming a member Purchase history Loyalty points If a member has already been added to the loyalty program, and you would like to check them into the queue they will already be saved in the system. When checking them in, just click the customer search icon (arrow next to the check box) and type their name: Example program for medical customers: For every dollar spent, the customer will receive a point. There are three thresholds set up based on points collected and the value of those points: Threshold 1 - At 100 points (or $100 spent) the customer can redeem for 5% discount. 5% of $100 spent = $5 to use towards a purchase. Threshold 2 - At 1,000 points (or $1,000 spent) the customer can redeem for 10% discount. 10% of $1,000 spent = $100 to use towards a purchase. Notes: If the customer’s total is greater than the ‘points in dollars’, you can then select cash or card and continue with a second payment option. If you do not see the option to use loyalty points, the customer either does not have enough points, or you need to adjust your threshold.

When an employee is created in the system an email is sent from [email protected], which will prompt them to create a password and a personal identification number (PIN). To reset your PIN you will login at: https://pos.flowhub.co Once you login you'll see a few options on the left hand side of the page. Select Employees from left sidebar navigation Once on the Employees screen you will want to search for and select your name. If you have limited permissions your name should be the only one listed. Once you've selected your name the details for your profile will open on the right. Here you will see the all options for your account Select Change Pin You will get a window that will allow you to enter a new PIN, verify the PIN, and a field to enter your Flowhub Password. Fill this information out and select Update Pin and you're set!

BUZZ KILL! No worries, this is a quick fix. To reset your password: 1) Grab your Badge ID 2) Click here to visit the login page (https://pos.flowhub.co/) 3) Enter your Badge ID 4) Click "Forgot Password" and fire away Notes: Don't see the email, check your spam folder. If the email was directed to your spam folder, be sure to add [email protected] to your address book. If you are not able to click the link from the email below, please ensure you access this from a computer rather than a phone. The email will appear:

Working with Customers To check in a customer go to https://pos.flowhub.co and use the same login information that you used to sign into the Cashier Application. Once you are signed into Classic Flowhub you will see options on the left hand side. Choose the option: Customers Once on the Customer’s page you will see a few options in the upper right hand corner: a download and a plus sign. Checking in Current Customers The download icon allows you to search for Customers that have already visited your dispensary. Clicking this option will open the following screen which will allow you to search for the customer by name: As you start typing you will see potential customer's listed: Once you find the customer you are looking for select them from the dropdown. You can now choose to Remove, Edit, and/or Check-in the customer. You can also expand the customer's details by clicking the down arrow next to Display Customer Details: Select Check-in and the customer will now be added to your customer queue! Adding a New Customer The plus sign/+ icon allows you to add a new customer to your customers. Clicking this option will open the following screen which will allow you to enter the customer's information. All fields marked with an asterisk (*) will be required in order to save the account. Make sure to specify if this customer is a Medical Patient or a Recreational Customer by choosing med or rec in the Name field. Note: Depending on the type of store you have, you may only have one customer type and it will be selected by default. (Recreational Customer View) (Medical Patient view) Once you have entered all the required information you can choose the Add & Check In button at the bottom of the Add New Customer page to add the customer to your queue. If you select the Add button this will simply add the customer to your customer's list. You will then need to use the download icon to search for the Customer to add to your queue.

Managing Your Specials in Cashier Specials offers two distinct ways of creating specials and offers through the Flowhub Point of Sale system! Buy Something, Get Rewarded Great for rewarding Brand specific purchases, or creating BOGO type deals. Cart Discount Allows for an overall discount of a person’s shopping cart! No specific purchases necessary. Great for group discounts for Veteran’s or Employees. Let’s Take a Look! You’ll be able to manage and create Specials through https://manage.flowhub.co/ When you sign into https://manage.flowhub.co, all created Specials will be listed here. If no Specials have been added yet, you’ll see a screen like this: At the top of this page you will see a few options to the right: Flowhub Classic Link This Links to Flowhub Classic POS so that you can navigate between the two systems if needed. Profile Signout Allows you to sign out of https://manage.flowhub.co You will also have a search feature that will allow you to search your Specials for a specific offer. As Specials are added they will be listed on this screen. Highlight a Special and you will see the Special details on the right hand side of the screen. Take a look at the two examples below: A Cart Discount Special created for employees of all store locations, and a Buy Something Get Rewarded Special. Cart Discount: In this Cart Discount example, you can see that this Special: Applies to member of the Employees group that shop at all store locations. Is good for 10% off their entire purchase. Available everyday, started on 8/29/2019 and is ongoing. Requires a code and will not auto-apply to those who are eligible. This code is listed as Employees and will need to be entered by the Budtender ringing them up. Is Active. Any inactive Specials will not be available for Customers. Buy Something Get Rewarded: In this Buy Something Get Rewarded example, you can see that this Special: Applies for Everyone that shops at all locations and purchases the specific brand: Sweets. Available everyday, started on 8/29/2019 and is ongoing. Required that the customer purchase two items. The item that allows for the discount, and the item to be discounted. Will only apply twice for a single transaction. The customer will only be discounted on two of the items even if they purchase more of that Brand's products. Does not require a code and will auto-apply to any customer that purchases two Sweets brand items. Is Active. Any inactive Specials will not be available for Customers. Now that you have an overview of our Specials, let’s have you start making your own! For an in-depth guide to the two Specials check out the following articles! Specials: Buy Something Get Something Special Specials: Cart Discount Special

Inline discounts are a great way to add a discount to a customer's purchase at the time of purchase. There are two ways to do this within Cashier: Overall Cart discounts and Product Level discounts. Overall Cart Discount Once you have a customer ready to check out you will see the option: ADD DISCOUNT TO CART. Select this option and you will open the Add % Discount to Cart window. This will allow you to enter a percentage and reason for the discount: Once you've entered your information you can choose APPLY You'll be returned to the cart and the discount will be applied: If needed you can select the DISABLE button listed next to the discount to remove the applied discount. Product Level Discounts To add a product level discount to an item in a customer's cart you will want to click the ellipsis/three dot menu next to the item in the cart: Select Add Discount. This will open the Add Discount window: You can reduce a product's price with a cash amount or by percentage. Select the discount type of your choice and enter the value needed: Apply the discount and you will be directed back to the cart: Where you will see the discount has been applied. If you need to remove the discount you can select the DISABLE button listed next to the discount.

What is Guest Mode/Anonymous Checkout? Due to local laws and regulations dispensaries may be required to allow their customers to make their cannabis purchases anonymously. The Guest/Anonymous Checkout features allows you to make cannabis sales to customers without having to gather any identifying information. When your location has Guest Mode enabled the view of Cashier will look like this: On the left hand side of the screen you will see the Guest Mode/Anonymous Checkout button above the Customer Queue. Note: If this feature is not available please reach out to your Flowhub Administrator to see if this can be made available for your location. Using the Guest Mode/Anonymous Checkout Select the Guest Mode/Anonymous Checkout button located above the Customer Queue. Once you select Guest Mode/Anonymous Checkout you will be taken into a Guest cart: An anonymous/guest customer will have a simple cart view. There won’t be any notes or identifying information for the customer shown. Making a Sale Now that you have the Guest/Anonymous Customer selected, you can continue ringing up the customer as you would a non-anonymous customer! For more information on making sales to customers check out the Budtender Guide to Cashier! Returning to the Customer Queue If your Guest/Anonymous Customer decides to leave without making a purchase, you can close the cart and return to the queue by choosing the NEW SALE button in the upper right hand corner of the cart.

In an effort to better assist our Oklahoma clients, we’ve compiled a step-by-step guide on how to successfully report to the OMMA for each monthly period. By following these steps, you should experience a more efficient method of obtaining the required information before navigating to the OMMA portal. Flowhub Reports To get started, you’ll want to make sure you have the necessary permissions in order to run the necessary reports for the OMMA. These consist of the following: Access Reports and Report Admin. If you do not have the permissions necessary to run the OMMA related reports, please reach out to a manager or your Flowhub administrator. All Oklahoma users with the Report Admin and Access Reports permissions will automatically have access to the OMMA Report. The report can be found and selected within Reports New. To access Reports New log into https://pos.flowhub.co using the Chrome Browser and select Reports New from the left hand navigation. Select Reports from the available dropdown to see your reports. Accessing & Scheduling the OMMA Report Under Reports New, you will see the OMMA report listed along with any other created reports. This report can be removed and added back. If you do not see the report listed, you can manually create the report by following the steps below. Creating the OMMA Report Click the + Add New Report button at the top of Reports New. Enter the name OMMA Report, along with a description. Then select the OMMA option in the Report Type dropdown. Once you select the report and click Next, you'll see the options for the report fields. You can choose the Select All option at the top and click Next. The only filters you'll see are for Month and Year. You'll want to select both of these options and save the report. Scheduling the OMMA Report For the purposes of streamlining the overall reporting process, we recommend scheduling the report to have it automatically sent to you on the first of each month. To schedule this report, click on the OMMA Report then select the Schedule Report option under the Details panel to the right. After selecting the Schedule Report option, you'll see the options to select the frequency and delivery method of the report. Select the frequency of Monthly and enter the desired email(s) to have the report delivered to. Make sure to click “add” after email address to make sure the email is saved. Once done, click Save and you're all set! Each month, on the first, the OMMA report will be automatically sent to the email addresses entered on this screen. If you'd like to run the report manually and have more control over the time and date at which you receive the report, click the Run Report option and select the desired month and run the report. Flowhub’s OMMA Report includes the following: Sales Weight (lbs) & Count (units) for each category/customer type Beginning Inventory for the month Ending Inventory for the month Pre-tax sales amount (Medical Cannabis Sales for Adult Patients & Caregivers) Taxes Collected (Listed by Tax rate) Inventory Added (Count) Inventory Added (Weight) The OMMA Report pulls the counts for Concentrates. If you use Extract as a Type of concentrate, you’ll receive a count for Extracts as well. In the OMMA Portal, ‘Edibles’ is the only category that requires a weight AND count to be entered. The rest of the categories require a weight OR count. Because of this, the OMMA Report provides the weight and count for edibles and either a weight OR count for the remaining categories. NOTE: For values not required by the OMMA portal, the OMMA Report displays 0’s in those fields. This does not mean that the value is zero, rather that the cell is NULL and not required for OMMA reporting. Monthly Workflow Each month, we’d recommend following the steps below to efficiently gather all of the above information before you navigate to the OMMA portal. That way, you’ll have all of the reports on hand and ready to go. Step 1: Schedule the OMMA Report from Reports NEW to have it delivered to your email with a frequency of Monthly. You’ll receive the report on the first of each month and will simply need to confirm by checking your Inbox. Step 2: Once you receive the report, open the OMMA portal and use the Flowhub report to copy and paste the data into the appropriate fields. Please note, the OMMA monthly portal does not have an API connection or CSV file upload and will require users to manually enter the data from the Flowhub OMMA report into the OMMA portal.

Sign in at https://manage.flowhub.co This is where you will manage all of your Specials. As you add Specials the page will list the Specials and allow you to view the details for each Special. Creating a New Special Click the + NEW SPECIAL button. Enter the name of your Special and choose the CART DISCOUNT option Creating Your Special Select which customers are eligible for the discount under Eligible Customers. Specials default to Everyone as the eligible customer type. You can choose to have the discount apply to everyone, recreational, medical, medical primary, or both medical & medical primary customers. You can also specify Specials by Customer Groups you have created in Flowhub. Select which Participating Locations will have this Special available. Check & uncheck any locations depending on the type of Special you are creating. You can also decide to only have a specific location by unchecking all but the location you have in mind. Enter the amount for Discount Received: Choose a percentage between 1-99 Please Note: Due to local compliance laws and regulations we do not allow for a 100% off discount for any products within Flowhub. Now you’ll choose the Timeframe for the Special. Edit the Start and the End date to make a Special available only for that time. Specify a day or days of the week for the Special to occur. If you un-check the ONGOING SPECIAL box the current date will populate in the End Date. The last step for the initial Specials setup will be the Additional Settings section. Special will Auto-Apply by default. Select YES under CODE REQUIRED to add a code. For our example, we want this Special to: Be available for everyone at all of our locations Be good for 25% off the customer’s purchase Only be active in the mornings Require a code in order to get the Special To do this we’ll do the following: Under Eligible Customers we have selected everyone For Participating Locations we have chosen ALL LOCATIONS (CURRENT AND FUTURE) We entered 25 under Discount Received for 25% off The Timeframe we kept all the days selected, but changed the time frame to be in the mornings from 7am to 11:59am Last but not least, for Additional Settings we selected YES and entered the code: MADNESS Confirm your options by checking the Special's Cart details: Choose SAVE & MAKE ACTIVE from the three available options. Your Special will now be available in your Specials list and active for customers. SAVE AS INACTIVE will save the Special but it won't be available for customers. CANCEL will cancel all changes and you’ll be returned to the Main page.

If you never received the email for your Flowhub Point of Sale account you will be able to verify your account by doing the following: Reach out to your manager/supervisor to have them verify your Badge ID/Username for your account and to make sure your email address is correct. Once you have your Badge ID/Username and confirmed that the correct email address is on file go to https://pos.flowhub.co Enter your Badge ID/Username in the Login field Click Forgot Your Password If the Badge ID/Username you entered does not exist, you will get the message: User not found. Please check the badge ID. If you get this message after verifying your Badge ID/Username was typed correctly, please contact your direct Supervisor/Manager to have them verify your account status. If the Badge ID/Username you entered does exist, you will get the message: Success! Check your inbox to reset your password. Once you get that message use a computer to access your email's inbox. Look for the email: Reset Your Password for Flowhub, (Your Name) Click the green Reset Password button in the email On this page enter a new password and confirm it. Click Reset Password when done entering new password. Once successful you will be logged into your account in Classic Flowhub! Click the Employees link on the left hand side to find your profile. Select your name. Once you select your name you'll see options to the right of the screen. You'll want to choose: Change your PIN This will allow you to set your PIN which will allow you to ring up customers and close out Drawers. Setting the password and PIN will finish setting up most accounts! Other Articles to See METRC API Key

Sign in at https://manage.flowhub.co This is where you will manage all of your Specials. If it is the first time creating a Special for your location the page will look like this: As you add Specials the page will list the Specials and allow you to view the details for each Special. Creating a New Special Click the oval + NEW SPECIAL button near the top of the page. This will launch the screen: Enter the name of you special and choose the right option: BUY SOMETHING, GET REWARDED For our example we’ll be making a Penny Joint deal. First, you’ll want to select which customers are eligible for the discount under Eligible Customers. The Special engine will default to Everyone as the eligible customer type. You can choose to have the discount apply to everyone, recreational, medical, medical primary, or both medical & medical primary customers. You can also specify Specials by Customer Groups you have created in Flowhub. Next, you’ll want to select which Participating Locations will have this Special available. Check & uncheck any locations depending on the type of Special you are creating. You can choose to have the Special carry over to future locations by leaving the ALL LOCATIONS (CURRENT AND FUTURE) checked. This will make it so the Special will be applied to any new locations automatically. You can also decide to only have a specific location by unchecking all but the location you have in mind. Now you’ll choose the Timeframe for the Special. You can edit the Start and the End date to make a Special available only certain dates. You can also specify a day or days of the week for the Special to occur. If you un-check the ONGOING SPECIAL box the current date will populate in the End Date. The last step for the initial Specials setup will be the Additional Settings section. Here you can choose how this Special will be applied. By default the NO, SPECIAL AUTO-APPLIES will be selected. This means that if a customer purchases the correct products the discount will be applied. If you’d like to choose a redemption code you can select YES. This will allow you to enter a code: This number limits how many times the discount will apply to a customer's purchase. For our example, we want this Special to: Be available for everyone at all of our locations. Active everyday.. Auto-Apply to those who meet the purchase requirements. Apply up to 2 times in a single transaction. To do this we’ll do the following: Under Eligible Customer we have selected everyone For Participating Selections we have chosen ALL LOCATIONS (CURRENT AND FUTURE) Leave Timeframe as is Last but not least, for Additional Settings We didn’t add a code, which makes the Special Auto-Apply so long as the transaction includes the needed purchases. We updated the amount per transaction to 2. Check the Cart Details to verify your selections: Select the TRANSACTION INCLUDES button to continue What does the Customer Need to Buy? On the left hand of the screen you will see a list of all available Products. You can filter based on Brand, Product Type, and also by Product Category. If you select a Product Category you can continue to filter down based on Brand & Type. For Bud Categories you will also be able to filter based on Weight and Price Profile. The view will default to All Products. As you filter items the Inventory list will update. Click the + ADD ITEM next to the product you want to add. Once you select a Product, the Special’s Details will update showing you that you have selected the BUY SOMETHING portion of the Special. For our example Special, we want anyone who purchases a Bulk Bud product of an 1/8th to receive a Penny Joint. To do this we will choose the following: Chose: + ADD WEIGHT Select Eighth as the weight type. Note: If you select a product and change your mind, click the ellipsis/three dot menu to remove the product Click the CUSTOMER RECEIVES button. What reward does the customer receive? These are the options that you can select from: $ OFF ON PURCHASE This option will apply a cash discount for all products listed under: Transaction Includes. The price is based on the value entered. % OFF ON PURCHASE This option will apply a percentage discount for all products listed under: Transaction Includes. The price is based on the value entered. SPECIFIED LOWER PRICE This option will adjust all products under: Transaction Includes to the lower price you specify. DISCOUNT ON OTHER PRODUCTS This option allows you to specify another product that the Customer will get a discount for. (This is the option we are using for our example of Penny Joints.) Reward for Additional Products This Dropdown offers the following for the specific product you will select for your BSGS Reward. $ Off on Purchase % Off on Purchase Specified Lower Price For our example choose Specified Lower Price. Assign the value: .01 to the purchased product. On the left hand side choose PACKED BUD, then choose WEIGHT as the filter. Select JOINTS. Verify your Special details: Choose SAVE & MAKE ACTIVE from the three available options. Your Special will now be available in your Specials list and active for customers. SAVE AS INACTIVE will save the Special but it won't be available for customers. CANCEL will cancel all changes and you’ll be returned to the Main page.

Create a report for Gift Cards Sold: Type: Sales Breakdown Fields: Product, Price After Discount Filters: Date Range, Category, Customer Types Create a report for Gift Cards Redeemed: Type: Sales Fields: Created At, Sales Total, Gift Card ID, Customer Name, Gift Card Amount, Items Sold Filters: All Invoices / Purchase Orders Type: Inventory Activity Fields: Created At, Source licenses, Invoice, Package ID, Cost, Employee Name, Operation, Brand, Product Name, Quantity, Price, Employee Badge # Filters: All (Filter by date and Operation: add to see new inventory added ) Note: please make sure to add invoice numbers to all inventory added to the system! Invoices numbers are provided by your suppliers. Waste / Remove Type: Inventory Activity Fields: Created At, Source Licence, Package ID, Reason, Employee Badge #, Old Values, Operation, Brand, Product Name, Quantity, Employee Name Filters: All Timesheets Type: Timesheet Report Fields: All Filters: All Why did they leave without purchasing? Type: Customer Activity Fields: Customer Name, Reason for Leaving, State, Employee Name Filters: All Primaries & Plant Counts Type: Customers Fields: Is Med, Name, MED Exp, Gram Limit, Is Primary, Med ID, Plant Count Filters: All Discount Report Type: Discount Performance/ Usage Fields: Date, Time, Employee Name, Coupon Code, Special Name, Inline Discount, Quantity Applied, Dollars per Item, Toal Discount in Dollars Filters: Date Range

Welcome to the Flowhub Platform’s Cashier App! This article will walk you through getting started as a Budtender in the Cashier App! Verify Your Account When your account for Cashier is created you will receive an email titled: Verify Your Flowhub Point of Sale Account, (Your Name) Click the Let's Do This button in the email and you'll be directed to a page where you can set your PIN and verify your Badge ID/Username: Once you finish here, head to http://cashier.flowhub.co and sign in! If you do not receive this email Click Here for an alternative way of getting your account set up! Signing into Cashier When you first sign into Cashier, you’ll be directed to the main Cashier page: More than likely you will see the message: “You must be assigned to a drawer to start making transactions.” You are seeing this because this is your first time signing in and you are not assigned to a drawer. What is a Drawer? A Drawer in Flowhub is a digital representation of a physical cash drawer. A Drawer will be assigned to a Room which will allow the worker's assigned to the Drawer to make sales from that Room's inventory. What is a Room? A Room in Flowhub is the location of your Inventory. Rooms can be set up as either For Sale or Not For Sale. Any Rooms designated as "Not For Sale" will not be able to be linked to a Drawer. Note: A Room's inventory will only be available to Budtender's that are assigned to the corresponding Drawer. Getting Assigned to a Drawer Assign Yourself: You’ll be able to assign yourself to a drawer by choosing the DRAWERS link in the upper left hand corner of the page. Be Assigned: If you don’t have the permissions needed to assign yourself to a Drawer, you must be assigned a drawer by a supervisor or manager. Assigning a Drawer Click DRAWERS. Once on the DRAWERS page you’ll see a page similar to the following: All your Drawers will be listed here. You will click the + icon for the Drawer you need to assign yourself to that Drawer. Once you are assigned to a Drawer the icon will move over and and an icon with the word YOU will be visible. You are now assigned to a drawer and ready to take in customers! What do I do if there is no + sign on the Drawer ? This means that you do not have the permissions needed to assign yourself to a Drawer. You will want to check with your direct supervisor to have someone with the correct permissions add you to the drawer. What do I do if there is no Drawer? If there is no Drawer and you also do not see a + NEW DRAWER option at the bottom of the page, you will need to check with your manager/supervisor to have a Drawer created as you’ll need elevated permissions in order to create a Drawer. Note: Even if you are able to see the + NEW DRAWER option we highly recommend that unless you are tasked with specifically creating a Drawer, that you confirm with your direct Supervisor or Manager before you do so. Click the links below to find additional information: Rooms & Drawers Making Sales as A Budtender Now that you are assigned to a Drawer you can begin selling products to Customers! Select the Flowhub Leaf in the upper left hand corner of the page to be directed to Cashier. This screen highlights the separate sections you will navigate while working within Cashier: 1 | Navigation You can use these links if you ever need to toggle between Cashier and Drawers. The Flowhub Leaf will take you to Cashier. The Drawers link will take you to Drawers. 2 | Location Information and Profile Sign Out The first link/drop down will say which location you are at. If you select this link, it will drop down and show you your current Drawer assignments. The second link that displays your name will allow you to log out if selected. 3 | Customer Queue The customer queue is where all Customers will be listed and it is from here you will select a customer in order to check them out. 4 | Inventory Catalog You will be able to view all products currently listed within Flowhub. At the top of this section there is a search feature that allows you to search product. If you select a VIEW DETAILS link for a product you will see additional information for the product. How to I check in Customers? Most locations will likely have Customers added by a Front Desk or Reception area. To learn how to add Customers to the queue check out the following links! Checking In a Customer with the Nug Check-In App! Checking In a Customer with Flowhub Classic at https://pos.flowhub.co Working with a Customer Once Customers have been added to the cart, you’ll be able to ring them up in Cashier! Select a Customer from the Customer Queue. They are listed in order of wait time. When you select a Customer you will be taken into their Cart. This image highlights the options that are available through the Customer Cart. 1 | Customer Queue You will see the Customer Queue is collapsed so that there is more room for the Inventory and the Cart to be shown on the page. To re-open the queue, you can click the > arrow. This will allow you to see other customers still in the queue. 2 | Customer Information This section will show the customer’s name, age, and the state they are from. This is also where you can view and edit any notes. If you select “No Notes” you will be given a window to add a note. Once the note is added it will display in its entirety in this section. 3 | Return to Queue and Ellipsis Menu Selecting RETURN TO QUEUE will move the Customer back into the queue. Selecting the ellipsis or triple dot menu will give you the option to remove the Customer from the queue entirely after you enter a specific reason for their departure. 4 | Inventory Catalog and Gift Cards This is where you can select and add products to add to the customer’s cart by selecting the + sign listed next to the product. You can also add a Gift Card by choosing the SELL GIFT CARD link. This will open a modal that will allow you to enter the Gift Card’s ID, and assign an entered amount to the card. 5 | Customer Cart This is the Customer’s cart. To add products to the cart you can select the round + sign next to the product. Adding Inventory to a Cart Once your customer has made their selection, you can use the search feature to locate the item, use a scanner to scan the item's barcode, or scroll to find the product. When the product is located, if the item is available for sale, there will be a + icon listed next to the product that looks like this: Once you select/hover over it, it will highlight in purple: This will allow you to click and add the product to your cart. What if there is no + Icon and the product should be available? You will want to check the following: Is the Drawer you are assigned to assigned to the type of Inventory the product is listed under? A Recreational Drawer will not allow for Medical inventory to be sold even if it is in the same room. Is the Drawer you are assigned to associated to the Room that the product is stored in? If not: You'll need to add yourself to a Drawer that is associated to that Room If it is in a Not For Sale room you will need to have someone with the correct permissions move the products into a Room that is marked For Sale. Is there any product left in stock? Once an item sells out it may still be listed but the quantity will show as 0. Verify all of these details are correct and if you should be able to add the product to your customer's cart! As products are added to the cart the cart will update the cart's subtotal & totals: As products are added to the cart, you will see the cart will display additional information based on the products that are added. Cart Details & Options Cannabis Legal Limit Counter The Cannabis Counter indicates how much product a customer is legally able to purchase at a time based on your State’s legal purchasing limits. Product Information & Product Menu Each product added to the Cart will list the Product Name, Product Price, Quantity being sold, and it will also show what Type of item the product is. Every product that is added to the cart will have its own ellipsis Menu which will give you the below options when you click it: Those options: Remove From Cart Allows you to remove an item from the cart. If a customer changes their mind, select this option and the item will return to inventory and be available for another customer to purchase. Add Discount While most discounts will likely be created by your dispensary’s management team, you may be given the ability to add in-line Discounts. Click here for more information about Inline Discounts! Print Exit Label Exit Labels are often required due to compliance regulations and will print after a sale has been completed. This option will allow you to print the exit label before the purchase has been made. Cart Options Clear Cart This clears the cart of any selected products while keeping the customer still assigned to you. Add Discount to Cart Allows for a percentage discount for all items in the cart. Cash Amounts off are not available for this type of discount. Click here for more information on Inline Discounts! Enter Promo Code Any Specials that are not set to Auto-Apply are applied to a customer’s cart by entering a Promo code in this field. Sale Information & Collect Payment As products are added to the cart the sales total, tax, and fee information will update. Once you have finished adding products to the cart you can press the COLLECT PAYMENT button. This will open up the checkout window where you will be able to enter the amount and method the customer is using to pay. After entering the payment method, enter your 4 digit PIN in the PIN field. If you’ve entered the correct PIN the Checkout button will light up green. Select CHECKOUT and you can then provide the customer with their receipt and apply any appropriate exit labels that are printed! You can also reprint labels and receipts if needed. Select DONE and you will be directed back to the Cashier Queue. You can select a new customer and continue making transactions! That’s it for Budtending basics in Flowhub! If you’d like to learn more about the Cashier application check out the following links and the rest of our Help Pages at: http://flowhub.desk.com Rooms & Drawers Guest Checkout (Not Available at all Locations) Updating My Pin Checking In a Customer with Flowhub Classic And the rest of our Help Pages at: http://flowhub.desk.com

Adding an Employee Use the following steps or the video below to learn how to add an employee to your account. Log into your Flowhub account. In the left menu, click on the Employees tab If you do not see this, you will need "Employees" permission In the upper right, click on the + symbol. A modal will pop up, where you can fill in the information about the user Name, email, title, badge ID, badge exp date are required for CO accounts Name, email, title are required for non-Colorado accounts. Save when you are done, and the user will receive an email with info on how to set their password and PIN Editing Employees Did one of your employees transfer to a different location? Do you need to terminate an employee, or upload new hire documents to their profile? No problem! Flowhub makes it simple to manage all of your employees. Select Employees from the left side navigation Select the Employee you need to edit Select details from right menu Scroll to the bottom, click edit Edit and make adjustments Note: An employee without Edit employee permissions can only edit their own password, pin, or API key. Any manager or owner with edit employee permissions can make changes to other employees. What can be changed: Each employee can upload a profile picture: by selecting the button at the top left of the employee creation window Location: if an employee is working at multiple locations, they can be assigned to all locations they are working at. This can be done by either assigning them upon creation or through editing employee and selecting those locations in the employee creation/edit window If you have access to view multiple locations: you will see a dropdown in the Bottom Navigation Menu where you can select the location specific information you wish to view/work in Active/Inactive Employee Status: if an employee’s status is set to Inactive, they will remain in the system but cannot log in or access the point of sale application Documents: you may upload and name documents to the employee record To retrieve an uploaded document: select the Employee - Details - click the link to open the file To remove a file: select the Employee - Edit - “x” after the document name METRC API Key: if the employee has a METRC access, add the key here API Key Adding and Editing: Note: You can only add the API key for yourself. Select Employees from the left side navigation Select your own user profile Select details from right menu Scroll to the bottom, click Change API Key Paste in your API Key from MERTC, and your Flowhub password Making an employee Inactive: Since Flowhub is built around compliance, we know it's important to keep logs of past employee activity. Thats why the employee section gives you an option to mark someone as "inactive". If an employee’s status is set to Inactive, they will remain in the system but cannot log in or access the point of sale application. If an employee leaves suddenly, without logging out, there is an option to Force Clock/Log Out. Doing this will not only Log and Clock out the user, but it will also make them Inactive. Select Employees from the left side navigation Select the user who you would like to make Inactive Select details from right menu Scroll to the bottom, click Force Clock/Log Out The user will be clocked out, logged out, and moved to the Inactive section of the Employees page. Permissions: Permissions help you control the level of access given to each of your employees! Here is a recap of each permission option: Manage Price Profiles Create, edit, delete Price Profiles for bulk or prepackaged flower Manage Strains Create, edit, delete strains Manage Customers Create new medical & recreational customers and edit their information, check customers in Apply Discounts in Cart Add in-line discounts ($ and %) to customers at the time of sale Manage Drawers Create new drawers, open and approve/close pending drawers, see the counting cash screen, see revenue and totals, and conduct payouts and cash drops Salaried Employee Check this box if a user does not need to clock in / clock out throughout their work day Report Admin Allows you to run reports across all the locations in your account Company Management Manage (create, edit, delete) products, suppliers, loyalty programs, and customer groups company wide Manage Rooms Create, edit, and delete rooms where inventory is stored. Edit descriptions, and designate whether the items in a room are for sale or not for sale Manage Inventory Create, edit, delete, update inventory within rooms, record waste, update quantities, print inventory labels Manage Employees Create new employees and edit current employee information, including permissions Manage Specials Create or edit specials that are coupon-activated or auto-applied at the time of the sale Access Reports View pre-loaded reports and create custom reports Manage Taxes Allows you to configure tax rates for your location Edit Loyalty Points Gives access to editing customer loyalty points Make Adjustments Edit completed sales and all employee’s time sheets

The “METRC Discrepancy - Inventory Report” found in the REPORTS tab shows ALL Discrepancies between your Flowhub and METRC inventory quantities. This report DOES NOT list all active packages within the location's inventory. Rather, this report only displays packages with varying quantities or other errors between METRC and Flowhub's inventory. *This report DOES NOT include current day's sales* Because the report represents inventory quantities from the most recent METRC Sales push, to collect the most accurate data we recommend running the METRC Discrepancy - Inventory report immediately after pushing sales to METRC or before sales have been conducted for that day. In order to run the METRC inventory report, simply click the Reports tab from the left hand side menu, find the report labeled “METRC Discrepancy - Inventory Report”, select your license and the license type (med or rec), and click CSV. You will need a valid METRC API Key in order pull this report. For instructions on how to generate and assign a METRC API Key, click here. Once the METRC Discrepancy - Inventory Report is ran the following fields will be displayed within the CSV: Package ID License Flowhub Category METRC Category METRC Product Name Flowhub Unit of Measure METRC Unit of Measure Unit of Measure Matches METRC (yes / no) Flowhub Quantity Flowhub Calc. Weight METRC Quantity, Quantity Varience (METRC - Flowhub Calc. Weight) Notes. Please see the Notes column located on on the right hand side of the csv to view the discrepancy reason. The METRC Discrepancy - Inventory Report will appear in the following format: Please use the following guide for brief descriptions and troubleshooting steps for each discrepancy note: Active Package not in Flowhub: The package has been created in METRC but has yet to be added to Flowhub's inventory. This Package simply needs to be added to your Flowhub inventory. Please use the following link for instructions on how to import packages from METRC through the Packages tab. You can also add in the inventory manually or through a CSV file through the Inventory tab. For instructions on how to add inventory, please click here Inactive Package not in Metrc: The package is currently in Flowhub and within the inactive portion of METRC, meaning the package was sold down to 0, adjusted, or combined before the package was finished. Search for the package tag within inactive METRC > use the drop down to locate the effected package tag > determine what actions were taken. Adjusted - If a negative adjustment occurred within the tags, the user is still in compliance if this package is “unfinished” > navigate to active portion within METRC > adjust the package UP to reflect the same # of units that were previously adjusted out. This number should match the Flowhub quantity as well. Sold through - If a package was sold through with no adjustments this implies an under/oversold has occurred. It is very important the user finds the UP adjustments (oversold) matching the DOWN adjustment (undersold). Combined Packages - If all of the weight from this package has been moved into a new package, the inactive package can not be adjusted. If any adjustments occur, they need to be applied to the active package the weight was moved into. Multiple SKUs in Flowhub: Multiple inventory items in Flowhub are attached to one package tag in METRC but are separated within the Flowhub Inventory because the packages are assigned different SKUs. Although both share the same package ID, a discrepancy will still appear in the METRC Inventory - Discrepancy report as the report compares the quantity in METRC to the quantity assigned to each individual SKU. Solution: It is recommend to utilize a pivot table to group these SKUs together to properly compare Flowhub and METRC quantities. First, copy and paste all of these packages into a new Google Sheets file. Highlight the spreadsheet > click Data > select Pivot Table and create a pivot table with the following options: Use the newly calculated sum to compare to the METRC quantity. Not Found in METRC: The package tag is not listed under the license in METRC the report was ran under, active or inactive. Solution: Double check the package ID is correct by searching for the package in the active OR searching the last 4 digits of the package tag to see if a package is incorrectly entered. If there are no results, navigate to Transfers > Outgoing or Incoming >> and search within those manifest to find the package tag. Lastly, if the company utilizes a warehouse facility, the package maybe sitting in another license waiting to be shipped. Quantity Discrepancy: Flowhub and METRC package’s calculated weight (flower) or number of units (infused products/”each”) do not match. Solution: Confirm the METRC Inventory - Discrepancy Report has not been run in middle of the day, this variance could be a result of the current day's sales that have yet to be reported to METRC. If this is not the case, physically count inventory with any quantity discrepancy to try to find under/over sales. Unit of Measure Discrepancy: The each or gram unit of measure does not match in Flowhub or METRC. *Unit of measures in Flowhub must match the unit of measure displayed in METRC when pushing sales via CSV* Solution: Change the unit of measure in Flowhub to match what is displayed in METRC.

The Store Dashboard is primarily designed for these users in Flowhub: Store Manager, Inventory Manager, Budtender. The included graphs are as follows: Busy Times of Day Total Sales by Month Sales by Budtender Number of Transactions by Month Number of Transactions by Budtender Average Sale Amount by Month Average Sale Amount by Budtender % of Sales Discounted by Budtender Types of Specials by Budtender Customer Sources Click here to return to the Dashboard Overview.

Once you have your scale, with the USB port installed, you can plug the scale directly into your computer's USB and it will be ready to go! On the cashier screen, when adding product to the cart: Tare the scale to 0 Weigh your product on the scale Place your cursor into the quantity field on the cashier screen Hit the Print button on the scale The amount will be transmitted to your quantity field!

As of April 1st, 2019, the OLCC requires exit labels to be printed for pre-roll joints. Pre-roll exit labels need to not only include the usable marijuana weight, but also the net weight of the joint. The total net weight of the joint includes the total weight of the usable marijuana, paper weight, filter tip, as well as any additional weight components of the pre-roll. This article highlights recent packaging and labeling changes made by the OLCC. Click here to view OLCC packaging and labeling regulations Flowhub now allows you to accurately enter the total net weight for these pre-rolls and display both the usable marijuana and net weight on your exit labels. Adding new joints into inventory manually When manually adding new pre-packed joints into inventory, click into the Inventory tab > Click the + button on the top right of your screen > select Flower-Prepacked from the Category dropdown > Finally, assign Joints as the Weight Unit. After the Weight Unit is set to Joints, you'll notice a new field displaying where Total Net Weight can be entered. Adding new joints into Inventory via CSV Adding Pre-packed Bud into Inventory via CSV now displays a Usable Marijuana + Paper Weight column. Enter the total weight of the usable marijuana and the paper/crutch into this field. For additional instructions on how to import inventory via CSV, click here. Packing Bulk Flower into Joints When packing Bulk Flower into Joints, Flowhub now allows you to include the total net weight for these joints. When packing down Bulk Flower into Joints, select Joints from the weight category dropdown, enter the usable marijuana weight into the weight field and the Total Net Weight into the includes paper weight text box. For additional information on how to pack down bulk flower flower into your own pre packs, click here In order to print out exit labels for joints with the total net weight and weight displayed, select the ^ on the bottom left > Click Manage > Location Management > Select Settings from the manage dropdown > under the Print tab check the Print Exit Labels For Joints And Bulk Flower check box.

Flowhub’s new Stash App™ allows users to manage their dispensary’s inventory without being tethered to a computer. The Stash app allows increased visibility into your dispensary’s inventory activity by allowing the user to manage their inventory straight from the palm of their hand through three primary functions. The following article provides step by step instructions on how to audit inventory, transfer inventory between locations, and move inventory between rooms all within Stash. First things first, you will need to log in to the app. Your username and password for the Stash app are the same credentials you use to log in to the Flowhub Point of Sale. If you experience any login issues, please feel free to click the following link or reach out to our Product Support team at 844-FLOWHUB Audit Inventory Once you successfully signed into the Stash app, you will be greeted with the Stash app home page. In order to begin an audit click Audit Inventory from the menu. Choose a product to audit: This can be done most easily by scanning the physical inventory item SKU or package tag with the NUG. You can also search for products by filtering the inventory by category and room. The Categories and Room filters are located near the top of the inventory listing. In order to filter by either the category or room, simply click the dropdown, select the desired category or room and select the product you wish to audit. Inventory will appear in the listed in order by last audit date. With the audit feature, you have the option to batch select inventory to audit multiple items at the same time. Simply check the blank bubble for as many inventory items you wish to audit and press the Audit Items button below. You will then be directed to this screen displaying the inventory items awaiting audit. For each inventory item, you will be able to see when it was last audited. If it has never been audited before, the SKU as well as the package tag, the room where the inventory item is located and the expected quantity. To confirm the inventory quantity, simply click Confirm. If in your audit you find a discrepancy between the physical quantity of the audited item and the Flowhub quantity select QTY IS OFF, enter the new quantity and a reason for the discrepancy. The Stash app also provides a free text field to submit any vital information for the submitted discrepancy. Once a discrepancy has been submitted, you will notice the product will appear grayed out within the STASH application. Below the product information, located immediately to the left of the Last Audited date, the status of the submitted discrepancy will appear as “Discrepancy Under Review”. All Discrepancies must be approved on the Flowhub web browser by an Employee with the Manage Inventory permission. For more information about permissions, please click here. Once the discrepancy is submitted, a yellow notification will appear on the Stash app's home screen informing you a discrepancy is awaiting approval. Select the notification to either accept or reject the discrepancy. This new screen will display both the old and new count for the submitted discrepancy. After reviewing the submitted discrepancy either select Approve or Reject. Discrepancies can also be approved or rejected from the Flowhub browser. Click the following link for instructions on how to approve or reject the submitted discrepancy from the Flowhub browser. After the discrepancy has been approved, the quantity of the item will be accurately represented on STASH as within the inventory tab on your desktop. Transfer between locations The transfer feature allows users to transfer Flowhub inventory from one location to another. In order to begin a transfer, navigate back to the home screen and select Transfer Between Locations. Like the audit app, inventory items can be searched by simply scanning the SKU or package tag assigned to the product or manually searching for the product using the category and room filters. Multiple packages can easily be transferred at once by checking the blank bubble located next to the inventory item for transfer and selecting the green transfer button located on the bottom of the Stash app. Select the transfer location from the Select location dropdown. Locations receiving shipments must be set up on the same backend regs as the shipping location. If the location you are attempting to transfer to appears grayed out, please contact Flowhub product support at 844-FLOWHUB. In order to change the quantity being transferred, simply click Change next to the inventory item and submit the new quantity. If you do not submit a change in the transferred quantity, the default will include the entire package total. Once the location and transfer quantity have been entered, click the blue Transfer button located at the bottom of the Stash app to submit the transfer. Once an inventory item is transferred to the new location, you will NOT need to import the package from the packages tab. Move Between Rooms The Stash app allows inventory to easily be moved from room to room through the Move feature. In order to begin a move, navigate over to the Stash app home page and select Move Between Rooms. Simply scan the SKU or the package ID to locate the inventory item needing to be moved or manually locate the product or products. Like the audit and transfer features products can be filtered by the category and room filters and moved in batches. To move multiple inventory items, check the blank bubble located next to the product and select the green Move Items button on the bottom. First, select the room from the Destination Room Dropdown. Once the destination room is selected, set the quantity being moved by clicking Change and submitting the desired quantity to be moved. When both the room and quantities have been determined, select Move at the bottom of your screen. You will receive the following confirmation that the inventory items have been moved to the requested room. FAQ's: Q: If not completed or submitted, are the progress of my audits, transfers, or moves saved? A: Yes, navigating back to the home page before pending audits have been submitted will display the quantity of these pending audits in the green bubble to the right of “Audit Inventory”. However, navigating to another part of the app by selecting either the Transfer Between locations, Move Between Rooms, or Audit Inventory while will bring you to the following screen: In order to keep your data clean, the Stash app will remove any pending audits, moves or transfers if you navigate to a separate part of Stash. These items will need to be re-scanned if you want to continue to audit, move, or transfer the pending product. Q: What if I accidentally select an item I don't want to Audit, Move, or Transfer? A: If you accidentally select an item you don't want to audit, transfer, or move, simply deselect the checkbox or swipe left to return to the home page and navigate to another part of the app to abandon the pending action.

In order for employees to be able to push sales to METRC via API, that user must generate a new API key within their METRC account. Once the key is created, that API key can be linked in their Flowhub employee profile. Generating a new API Key within METRC API key's must first be generated within your METRC account. Please use the following steps in order to create the METRC API key: 1. Login to your METRC account 2. Select the down arrow located by your account name 3. Click API Keys In order from the dropdown 4. Select New API Key from this new window to generate the new API Key Adding your new METRC API Key into Flowhub Now that you have generated your new API key, login to your Flowhub account and click the Employees tab. Within the Employees tab select your name from the employee's listing, scroll down on the Details panel on the right hand side, and click Change API Key A new window titled, 'Change Your API Key' will allow you to paste your new API key into the first text field. Enter your Flowhub password and select Update API Key to confirm.

We've recently launched an update to our Check In Mobile App on the NUG. For a complete walkthrough of the new interface and features, please check out the video below: When opening the new version of the Check In app, you should hear a happy beep. This sound represents the iPhone connecting to the Honeywell Scanner, ensuring you're able to scan properly. Interface/UI Changes A few things you'll immediately notice are the new layout and color scheme. We've updated the interface to allow for easy customer creation and scanning. The green pencil icon allows you to manually add a customer. This is helpful for international customers shopping with a passport. The blue camera icon represents the phone's camera which can be used to scan IDs as an alternative to the barcode scanner. Once customers are checked in, you'll see the wrench icon in the upper left. This option allows you to remove a single customer or your entire queue. When there are no customers checked in, this option will not display. . You also can access the Remove and Edit options for individual customers by swiping left on a checked in customer. Customer Documents For Medical patients or customers that require additional documentation, you can access the document uploads panel by swiping right on customer details panel. Swipe left to return to the customer details view. To access this view for recreational customers, you'll want to select the Add Info button in the upper right before you select the Check In/Add Customer options. Once a photo is taken of the desired document, it will be listed as pending until you select the Check-In button. If you need to remove or redo the document uploads, you can select the trash can icon next to the pending upload. Questions? If you'd like more information on the benefits of the Check In app, please feel free to check out our recent blog post here. You can also give us a call at 844-FLOWHUB and we'll be happy to discuss any additional questions.

The Executive Dashboard is primarily designed for these users in Flowhub: CEO, COO, GM, Owner. The included graphs are as follows: Total Pre-Tax Sales by location (week/month/year) Number of Transactions by location (week/month/year) Average Pre-Tax Sale Amount by Location Average Number of items/grams per transaction by location Average Customer Wait Time in minutes Quantity Sold Per Category Average Number of items/grams Sold by location Percentage of customers that purchase (conversion rate) Top Customer Sources Click here to return to the Dashboard Overview.

**This article is for Mac users only** If your printer decides to start spitting out tiny pieces of receipt, you will need to reset your printer settings. To do that take the following steps: Choose System Preferences from the Apple menu Click Printers & Scanners. Put your cursor anywhere in the list of devices on the left, select control on your keyboard and click your mouse Choose "Reset printing system" from the shortcut menu that appears. Re-add your printer within system preferences. Re-open the Flowhub app and make sure the correct printer is selected for receipts

Are you receiving this error message? Follow these steps: 1. Go to System Preferences (Click on the magnifying glass in the upper right corner, then search for System Preferences). 2. Go to Security and Privacy. 3. Under ‘Allow apps downloaded from’ select ‘Open Anyway’ next to the message, “Flowhub was blocked from opening because it is not from an identified developer.” 4. Finally a new message will pop up, select ‘Open’

Let's add med members and patients: Select Customers from the left sidebar navigation Select the "+" button in the Top Navigation Bar Select Med Enter in First and Last Name, State, and Birthdate from the Identification Card provided by the customer Add their 8 digit MMR card number & expiration, plant count, gram limit Upload documents When adding the following details to med patients or members, please take note: Primary License - Provide the store license number for the dispensary that holds the customer’s plant count (This may be different than your own store license) Add as many attachments as your dispensary requires - and name the attachment by selecting a name for the list or typing out a different name To retrieve an uploaded document - select the Customer >> Details >> click the link to open the file To replace a file - select the Customer - Details - Edit - Select “Choose File” of the document you which to replace and rename if necessary Select the loyalty check box - to record loyalty points if they want to enroll Plant Count & Gram Limit - are both fields that default to the CO standard but can updated depending on the patient’s prescription If the patient’s plant count is greater than 6 - update the gram limit so the patient can purchase more cannabis within the cart. If you leave these fields blank, the patient can not purchase any cannabis Returning med members or patients - Begin typing their name and select the user from the dropdown If you have someone picking up for an outpatient or caregiver, they do not need to have a second ID in Flowhub. Data Saved: All data provided in the patient section is saved Purchase history Loyalty points (if they become a member)

The pin is unique to each team member and is required before an employee can fully check a customer out. Each team member will set their own four digit pin. When an employee is created in the system an email is sent from [email protected], which will prompt them to create a password and a pin. Don't remember your pin? We've got your back! Let's reset your pin number: 1) Select "Employee" from left sidebar navigation 2) Select your name from main screen 3) Select "Details" from right sidebar navigation 4) Click "Change Pin", enter new pin, verify password, and save Note: Only the employee which is logged in will have access to view the option to change their PIN.