You can set up sales rules in your retail module to stop a retail sale from completing if it breaks sales rules in your jurisdiction. For example, you can set the maximum amount of Infused Edibles sold to a customer in a month.

For direct instructions on setting up your sales limits, see How to Set Up Retail Sales Limits.

To access your sales settings, Open the App Drawer, expand the Facility Settings menu and click Settings (Advanced). Then click Sales.

Note: These settings are facility-specific. See Applying the Settings to Facilities below to manage the rules for multiple facilities.

Note: You will not be able to save changes unless you have the appropriate permissions.

Applying the Settings to Facilities

When you finish setting up the settings on this page, click Manage Facility Group Integration to open the Facility Groups Manager modal. Facility Groups provide a shortcut to applying the same Sales Compliance settings to multiple retail locations at the same time.

Click Add Facility Group to create a new group, or click the name of an existing group to change which retail locations are assigned to it. Once your groups are set up, click Assign These Settings To This Group to apply the Sales Compliance Settings as they currently are on the page to all retail locations assigned to the group.

If you only want to save the current Sales Compliance Settings to the retail facility you are currently logged into, click Save at the bottom of the page.

Sales Limits/Equivalencies

For information on the controls in this section, see How to Set Up Retail Sales Limits.

Patients

The rules in this section pertain to the information in patients' profiles and sales workflows.

Field	Description
Allow sales with temporary paperwork?	Determines whether a sale can be completed for a patient whose only document on their profile is temporary paperwork.
Require physician information for temporary paperwork?	Determines whether physician information is required to be added to a patient's profile before temporary paperwork can be saved to the profile.
Packaging Workflow	Set this to Yes if you use a fulfillment center to pack all your orders and want to have the product fulfillment workflow changed reflect that.
Reset patient sales limits every:	Determines the period of time to wait before resetting a patient's sales limits. Use the Calendar Week or Calendar Month option to base it on the first day of the week/month instead of a full 7 or 28-31 days rolling count.
Allow Anonymous Orders?	Set this to Yes to allow orders to be started that are not linked to any patient or caregiver profile. You can start an anonymous order by clicking Anonymous Order at the top of the Patient Listing page, the Check-In page, or the Queue. This is not available in some jurisdictions.
Require Birthdate For Anonymous Orders	Determines whether users will be prompted to enter the customer's birthdate when starting an anonymous order.
Select Customer Types for Anonymous Orders	Determines the kind of order that an anonymous order can be. Select Medical and/or Recreational.
Minimum age restriction for recreational sales	Determines the minimum age requirement to buy a product for customers marked as recreational in their profile or for a recreational anonymous order when the birthdate field is filled out.
Allow expired driver license for recreational purchases?	Determines whether a sale can go through for customers marked as recreational in their profile if the driver's license document in their profile is past the expiry date.

System

Use the rules in this section to enable specific features and automations.

Field	Description
Allow document uploads?	When set to Yes, you can upload documents to a patient/customer profiles in the Documents section. This setting does not affect the ability to upload documents to other types of profiles.
Automatically set expired patients inactive?	When set to Yes, any patients whose medical marijuana ID is expired will automatically have their profile status set to inactive. You can find inactive patients on the Patient Listing page under the Inactive tab.
Allow patients to purchase on the date their Medical Marijuana ID expires?	When set to Yes, patients whose medical marijuana ID expires on the current day will be able to purchase medicated items.
Grace period (in days) before expired patients are set inactive.	This setting is applicable if Automatically set expired patients inactive is set to Yes. Enter a positive whole number to set the number of days a patient's profile will remain active after their medical marijuana ID expires.
Print Retail Labels & Receipts Without Payment	When set to Yes, you will be able to print the receipt and label for items sold without payment.
Allow API Integrators to Place Reservations	When set to Yes, a can be placed on an inventory item through the API. You can see all reservations placed on an item on the Inventory page.
Standard Receipt Foot Text	The text entered into this field will appear at the bottom of sales receipts.
Enable Weigh On Hand	When set to Yes, a margin of error is allowed between the amount requested and the amount fulfilled when dealing with bulk Flower orders. If the difference in the amounts is less than the margin of error, the fulfillment will succeed. For compliance purposes, the amount fulfilled is used rather than the amount requested.
Weigh On Hand Margin of Error	The margin of error allowed for the above setting.
Enable Auto Printing	When set to Yes, printing will immediately begin after clicking Complete on the Payment page for customer orders. Select the checkbox for each type of item you want automatically printed. For patient labels, use the drop-down menu to select the label definition to use for auto-printing.

Payments Accepted

Select the checkbox for each type of payment to accept on the Payment page. Unselected payment methods will not appear at all on the Payment page.

Register Settings