Dispensary Setup Part 1
Before you begin, you need to know exactly how you are going to be using this platform. Please decide the following:
Are you going to accept money?
Are you going to ship herbs and products?
Do you need to charge tax?
If you answer No or Yes to the above items, it will affect how you setup your dispensary. Just skip the parts you do not need. For example, if you don’t need shipping, during that step, go into the shipping settings and turn off shipping. I will remind you!
- You are going to create a new practitioner in the system, by going to Admin > Practitioners > Add Practitioner
- Fill out the Form, and ensure the practitioner is set to Active.
We do not put any herbs into your dispensary when its setup. This is because not everyone uses the same herbs, so it would be overwhelming to have every herb already in there, and many you wouldn’t even use. To save you time, we have lists of herbs you can use to quickly add herbs to your dispensary.
For specific instructions to add herbs, click here.
If you do not want to add premix formulas to your dispensary, you can skip and move on.
If you do want to add premix formulas to be used in custom formulas, click here for instructions on how to import premix formulas.
Do you want to list products in your dispensary? If no, skip this section. If yes, click here for information on how to import products into your dispensary.
Do you want to ship products to practitioners or patients?
If no, skip this section. If Yes, click here for information on how to setup your shipping
Do you need to charge taxes on herbs and products?
If no, Skip this section
If Yes, go here to setup your taxes.
Set Herb Name Type
There are currently 4 herb name types in your dispensary; Latin, English, Pinyin and Chinese. Pick your preferred name type and the system will default to this, go to Admin > Settings > Catalog > Single Herbs
Set Herb Types
There are currently 4 herb types; Granules, Tinctures, Concentrates and Raw/Bulk. You many not need all of these, and you can turn them on and off.
Go to Admin > Settings > Catalog > Single Herbs and toggle these herb types to on or off. You can also select your default herb type on this page.
After building a custom formula, you may also want to print a custom label for your order. You can design different labels for different herb types. To create your first label, click here.
You can collect money from patients and other practitioners from within your dispensary application. If you using the dispensary-tree system to just keep track of herbal medicine and do not want to collect money, you can turn the checkout off.
To turn the checkout, go to Admin > Settings > Orders, and then toggle off “Practitioner Checkout”
To setup Square, Click Here
To setup Authorize.net, Click Here
To setup Moneris, Click Here
To setup PayPal Pro, Click Here
To setup Moliie, Click Here
Add Inventory / Stock
THIS SHOULD BE DONE ONLY ONCE YOU ARE COMPLETELY FAMILIAR WITH THE PLATFORM AND WILL BEGIN USING IT. IF YOU ADD THE QTY & LOT INFORMATION TO THE PLATFORM AND THEN DISPENSE OUTSIDE OF DISPENSARY-TREE, YOUR INVENTORY WILL BE WRONG.
When we refer to inventory, we are referring to how much you have of each single herb, premix formula or product. There is a seperate section in your admin called “Inventory”, which holds all the information pertaining to lot numbers, quantities, transactions, balances. The other sections “Single Herbs, Premix Formulas and Products” are just information about what is contained in your catalog. Those sections do not deal with how much of it you have on hand.