Dashboard

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

Albert Kim avatar Darryl Mahoney avatar J
39 articles in this collection
Written by Albert Kim, Darryl Mahoney, and Jordan Scherer

Resetting Passwords

Resetting passwords in the Greenline dashboard
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Written by Jordan Scherer
Updated over a week ago

Reports - Advanced

Learn about the advantages of the advanced reports page
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Written by Jordan Scherer
Updated over a week ago

How Greenline Calculates Taxes

This article breaks down how Greenline calculates taxes on your sales
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Written by Jordan Scherer
Updated over a week ago

Greenline Loyalty Feature

How to utilize Greenline's customer loyalty at your retail store
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Written by Jordan Scherer
Updated this week

Products - Bulk Pricing Updates

Learn how to update your product prices in bulk
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Written by Jordan Scherer
Updated over a week ago

Ontario Customers: Manually documenting the compliance report (Optional)

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Written by Jordan Scherer
Updated over a week ago

Sales - Dashboard Parked Sales

Learn the ins and outs of your Dashboard's parked sales tab.
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Written by Jordan Scherer
Updated over a week ago

Ontario Customers: One-click compliance report (Recommended)

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Written by Jordan Scherer
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.
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Written by Jordan Scherer
Updated over a week ago

Dashboard- Connection Issues

Know what to do when you have a connection issue.
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Written by Jordan Scherer
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.
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Written by Jordan Scherer
Updated over a week ago

Products - Add and Edit

Learn how to add products and edit the fields in your product details
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Products - Add from Greenline's 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.
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Written by Jordan Scherer
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 over a week ago

Inventory- Overview

Learn how to view, edit, add, remove, and update your inventory.
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Written by Jordan Scherer
Updated over a week ago

Inventory- Audits

Ensure inventory accuracy when completing your audit.
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Written by Jordan Scherer
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.
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Written by Jordan Scherer
Updated over a week ago

Customers

Learn about the benefits of adding customer profiles as well as importing and exporting the customer list and bulk updating credit balances.
Albert Kim avatar
Written by Albert Kim
Updated over a week ago

Employees - Access and security

Control employee access to your system
Albert Kim avatar
Written by Albert Kim
Updated this week

Sales - View, Cancel, Change Payment Types and Add Customers

Learn how to view your sales transactions, cancel, change payment types, and add customers
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

Reports - Analytics - Overview

Learn about the various analytical reports.
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Written by Jordan Scherer
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 - Analytics - Sales

Learn about the various sales reports available.
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Written by Jordan Scherer
Updated over a week ago

Reports - Analytics - Inventory

Learn about the various inventory reports available.
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Written by Jordan Scherer
Updated over a week ago

Reports - Analytics - Customers and Employees

Learn about customer and employee reports.
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Written by Jordan Scherer
Updated over a week ago

Reports- POS Shifts and Inventory Logs

Review shift activity on each of your POS devices.
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Written by Jordan Scherer
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