Skip to main content

Budtender Guide

This guide covers everything you need as a budtender using GreenPOS day-to-day: processing sales, managing customers, applying discounts, handling returns, and working the register.

Logging In​

  1. Navigate to your store's GreenPOS URL (e.g., https://greenpos.io/s/your-store-slug).
  2. Enter your username and password.
  3. If your store uses multi-user register mode, you will also need your employee PIN at checkout.

The POS Screen​

When you click Sales / POS in the sidebar, you'll see three main areas:

AreaWhat It Does
Product search (left)Search or scan products to add to the cart
Cart / basket (center-right)Current items in the sale with quantities and prices
Checkout panel (bottom)Customer info, totals, discounts, and payment buttons

Adding Products to the Cart​

There are several ways to add products:

  • Type in the search bar — Search by product name, SKU, or barcode number.
  • Barcode scanner — Scan a product barcode with a USB or Bluetooth scanner. The product is added automatically.
  • Camera scanner — Tap the camera icon to scan barcodes using your device camera (useful on tablets).
  • Click/tap a product — If products are displayed, tap one to add it.

Adjusting Quantities​

  • Use the + and - buttons next to an item in the cart to change the quantity.
  • For weight-based products (sold by gram), enter the specific weight.

Removing Items​

Click the trash icon or X next to an item to remove it from the cart.

Adding a Customer to the Sale​

Adding a customer is important for tracking purchase limits, loyalty points, and medical license compliance.

Search for an Existing Customer​

  1. Click the customer area at the top of the checkout panel.
  2. Type the customer's name, phone number, or license number.
  3. Select the customer from the results.

Scan a Customer's ID​

  1. Click the ID scanner button (camera icon near the customer search).
  2. Scan the barcode on the back of the customer's driver's license.
  3. GreenPOS reads the AAMVA barcode and auto-fills the customer information.
  4. If the customer already exists, they'll be matched automatically. If not, you can create a new record from the scanned data.

Quick-Add a New Customer​

  1. Click Add Customer in the customer search area.
  2. Fill in the required fields:
    • First Name and Last Name
    • Customer Type (Medical or Recreational)
    • Medical License Number and Expiration (required for medical customers)
  3. Click Save.

Customer Info at Checkout​

Once a customer is attached to the sale, you'll see:

  • Their name and customer type (Medical/Recreational badge)
  • Today's purchase summary — How much flower, edible, and concentrate they've already purchased today
  • Loyalty points balance
  • Birthday or New Customer badges (if applicable — these may trigger automatic discounts)

Applying Discounts​

Automatic Discounts​

Some discounts apply automatically when conditions are met (e.g., birthday discounts, happy hour, loyalty tier discounts). These appear in the cart with a discount badge showing the discount name and value. You don't need to do anything.

Manual Discounts​

  1. To apply a discount to a single item, click the item in the cart and select Apply Discount.
  2. To apply a discount to the entire order, click the Add Discount button in the checkout panel.
  3. Select from the available discounts list.

Manager-Approved Discounts​

Some discounts require manager approval. When you select one of these:

  1. A PIN dialog appears.
  2. A manager enters their employee PIN to authorize the discount.
  3. The discount is applied after approval.

Discount Types You'll See​

TypeHow It Works
Percent offTakes a percentage off the price (e.g., 25% off)
Dollar amount offTakes a fixed dollar amount off (e.g., $5 off)
Set priceSets the item to a specific price (e.g., $10.00)
BOGOBuy one get one free or discounted

Checkout and Payment​

  1. Review the cart: items, quantities, discounts, and totals.
  2. Verify the tax breakdown (MMJ tax, state tax, local tax) is correct.
  3. Choose a payment method:

Cash Payment​

  1. Click Cash.
  2. Quick-select a common bill amount, or type the exact amount tendered.
  3. GreenPOS calculates the change due.
  4. Click Complete Sale.

Card (Debit) Payment​

  1. Click Card.
  2. Process the payment on your card terminal.
  3. Click Complete Sale.

Split Payment​

  1. Click Split to pay with both cash and card.
  2. Enter the cash amount first.
  3. The remaining balance is charged to the card.
  4. Click Complete Sale.

Redeeming Loyalty Points​

If the customer has loyalty points available:

  1. Click Redeem Points before completing payment.
  2. Choose how many points to redeem. Points convert to a dollar discount based on your store's settings (e.g., 100 points = $1.00).
  3. The discount is applied to the order total.

Receipts​

After completing a sale, you can:

  • Print a receipt — Sends to the configured thermal printer automatically (if auto-print is enabled).
  • Email a receipt — If the customer has an email on file.
  • The receipt shows the transaction details, tax breakdown, payment method, and loyalty points earned.

Held Orders​

If a customer needs to step away or you need to help someone else:

  1. Click Hold to save the current cart.
  2. The sale (with customer and items) is saved.
  3. To resume, click Held Orders and select the order to bring it back to the cart.
  4. Each held order shows who held it and when.

Handling Returns​

Returns are processed from the Returns page in the sidebar (under Sales & Operations).

  1. Click Returns in the sidebar.
  2. Search for the original sale by Sale ID, Package ID, or customer name.
  3. Select the sale from the search results.
  4. Choose the item to return.
  5. Enter the return quantity and a reason (required).
  6. Optionally check Restock to add the quantity back to inventory.
  7. Click Process Return.

The refund amount is calculated automatically, including proportional tax. Items can be partially returned — GreenPOS tracks how much of each item has already been returned.

info

Returns do not require manager approval. Any budtender with return access can process them.

Virtual Queue / Check-In​

If your store uses the queue system:

  • Customers check in at the kiosk (tablet at the entrance) by looking up their account or entering as a guest.
  • The Queue Panel on your POS screen shows who is checked in and waiting.
  • When you're ready, select the next customer from the queue to start their sale.

Register Open and Close​

Opening the Register​

The register must be open before you can make sales. If it's closed, you'll see a prompt to open it. Enter the opening cash amount (the starting cash in the drawer).

Closing the Register​

At the end of your shift:

  1. Your manager will typically initiate the register close.
  2. Count the cash in the drawer.
  3. Enter the closing cash amount.
  4. GreenPOS calculates any variance (overage or shortage) between expected and actual cash.
  5. A session summary is generated showing total sales, payment breakdown, and cash drops.

Keyboard Shortcuts​

GreenPOS supports keyboard shortcuts to speed up your workflow:

ShortcutAction
F1Open search / add product
F2Focus customer search
F4Hold current sale
F8Open cash payment
F9Open card payment
F12Complete sale
EscCancel / close dialog

See the full list in the Keyboard Shortcuts Reference.

Tips​

  • Always add the customer before checkout — This ensures purchase limits are enforced and loyalty points are tracked.
  • Check the purchase summary — The customer's today's purchase totals help you stay within legal limits.
  • Watch for auto-discounts — Birthday and loyalty discounts apply automatically. Don't stack manual discounts on top unless intended.
  • Use barcode scanning — It's the fastest way to add products and reduces errors.