Dashboard

Manage products, check in inventory, audit inventory, and manage your settings all from your dashboard

Albert Kim avatar Darryl Mahoney avatar Lilani van Niekerk avatar +1
33 articles in this collection
Written by Albert Kim, Darryl Mahoney, Lilani van Niekerk and 1 other

Ontario Customers: Manually documenting the compliance report (Optional)

Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Ontario Customers: One-click compliance report (Recommended)

Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Dashboard- Login, account activation, forgotten password

Log into the dashboard to manage your products, inventory, employees, and reporting.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Dashboard- Overview

Become familiar with your dashboard and easily find information.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Dashboard- Connection Issues

Know what to do when you have a connection issue.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Settings

Learn how to configure your dashboard settings.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Settings - Understanding inventory/wholesale costs

Accurate profit margins are important for running your business. Here's how Greenline can help.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Products- Product List Overview

Learn more about sorting, searching, and viewing products.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Products - Add and Edit

Learn about the different fields in your product edit page.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Products - Add from Greenline's provincial product database

Greenline makes it easy to add per-province cannabis product information
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Lot tracking- Products, Purchase Orders, Audits

Lot tracking your products is highly recommended for cannabis retailers in Alberta. Optional for other provinces.
Darryl Mahoney avatar
Written by Darryl Mahoney
Updated over a week ago

Products - Print custom barcode labels

Learn how to generate and print barcode labels if products do not come with barcodes.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Products- Delete Products

Learn how to delete and undelete your products.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Products - Categories

Learn about the importance of product categories and how they impact compliance reports. Add, delete, edit and view categories.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Products - Vendors

Learn how to add, delete, and edit your vendors.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Products - Discounts

Learn how to apply cart, product, and automatic discounts
Albert Kim avatar
Written by Albert Kim
Updated this week

Inventory- Overview

Learn how to view, edit, add, remove, and update your inventory.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Inventory- Audits

Ensure inventory accuracy when completing your audit.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Inventory - Transfers

Transfers move inventory of one or more products from one location to another.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Multi-Dashboard- Transfer Product Process

Learn how to transfer products between your locations with multiple dashboards.
J
Written by Jordan Scherer
Updated over a week ago

Customer Profiles

Learn about the benefits of adding customer profiles.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Employees - Access and security

Control employee access to your system
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Written by Albert Kim
Updated over a week ago

Sales - View, cancel, and change payment types

Learn how to view your sales transactions, cancel, and change payment types.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Purchase orders - Creating a purchase order

Check in inventory and track product costs.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Purchase orders - Import Options

Save hours of data entry every week.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Sales - Parked sale barcode validation

Set up an additional layer of barcode scanning for parked sales on the Dashboard
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Reports- Financial Overview

Learn about the various financial reports.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Reports- Financial Sales

Learn about the various sales reports available.
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Written by Lilani van Niekerk
Updated over a week ago

Reports- Financial Inventory

Learn about the various inventory reports available.
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Written by Lilani van Niekerk
Updated over a week ago

Reports- Financial Customers and Employees

Learn about customer and employee reports.
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Written by Lilani van Niekerk
Updated over a week ago

Reports- POS Shifts and Inventory Logs

Review shift activity on each of your POS devices.
Lilani van Niekerk avatar
Written by Lilani van Niekerk
Updated over a week ago

Reports - Financial terminology

Gross vs net sales? Payment types? What should you be paying attention to?
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Reports - Provincial compliance reports

Greenline aims to make it as simple as possible to generate and edit your compliance reports
Albert Kim avatar
Written by Albert Kim
Updated over a week ago