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Budtender Training Path

Cashier Manager

Use this checklist to train a new budtender on the register, in the order they'll use it on a real shift.

Practice on the register itself

The register has a built-in cashier training course that walks a new budtender through a sale on the real screen, with your own products, and saves nothing. Turn on its button in the register's Settings, then tap Training. See Training Courses in the App.

Quick steps​

  1. Sign the trainee in on a register under their own email, password and PIN — never yours.
  2. Work through the numbered sections below from top to bottom. Each one links to the full guide.
  3. For each section: you show it once, you do it together, then they do it alone while you watch. People remember what their own hands did, not what they watched.
  4. Tick each box as they do it themselves.
  5. Once they've rung a sale, taken a payment, done a void and closed a drawer on their own, fill in the Sign-off at the bottom.
What a budtender can do

At a newly set-up store, budtenders can apply discounts, void sales, process returns, and run the cash drawer on their own — these actions are recorded rather than blocked. If an admin has tightened this on the Role Permissions page (Settings → Manage Users → Role Permissions), discounts and voids will ask for a manager PIN instead. See User Roles & Permissions and Manager Override.

1. Sign in & start the shift​

  • Sign in with your email, password and 4-digit PIN
  • Unlock the register with just your PIN after it has been locked
  • Understand that PIN sign-in still works when the internet is down, on a register you have signed in to before
  • Use Lock / Switch User to hand the screen to another budtender
  • Open the register with a starting float if you're the one opening

📖 Logging In · Opening & Closing Cash Drawers

2. Find a product​

  • Scan a barcode — it adds itself to the cart
  • Search by name in the search bar
  • Browse by category (Flower, Edibles, Concentrates, Accessories…)
  • Pick the weight or variation when a product asks for one

📖 Product Search & Scanning · Barcode Scanner

3. Build the cart​

  • Change quantity with + / −
  • Remove a line
  • Attach a customer to the sale

📖 Cart Management · Making a Sale

4. Weigh flower​

  • Add a weight-based product and choose a preset weight (for example 1 g – 28 g)
  • Use the weight from the connected scale
  • Know that if you pour heavy, the give-away amount is tracked automatically — it's not something you toggle

📖 Weight-Based Products · Scale

5. Apply a discount​

  • Add a % or $ discount to a single item or the entire order, with an optional reason
  • Remove a discount added by mistake
  • Know when a manager PIN is needed (only if your store restricted discounts)

📖 Applying Discounts

6. Customers & loyalty​

  • Look up a customer by name, phone, email, or loyalty card
  • Create a new customer at the counter (the Create New Customer option shows if your role has Create Customers, which you normally will — ask a manager if you don't see it)
  • Watch the customer's loyalty tier discount apply automatically (tier names are set by your store)
  • Redeem a loyalty reward from the discount screen

📖 Customer Lookup · Creating Customers · Loyalty at Checkout

7. Take payment​

  • Take Cash — enter the amount tendered, give the change shown
  • Take Card — customer pays at the terminal, then Complete Sale
  • Use Split Payment to combine cash and card on one order
  • Clear the age check prompt on age-restricted items
  • Finish on the success screen with Start New Sale

📖 Completing Payment · Split Payments · Receipts

8. Print a product label​

  • Print or reprint a product label from a cart line
  • Know which printer the labels come out of

📖 Label Printing

9. Hold & recall​

  • Hold an order to park it and serve the next customer
  • Recall a held order to finish it

📖 Hold & Recall

10. Fix a mistake — void or return​

  • Find a past sale on the Recent Sales tab of Sales History
  • Void a sale (you must type a reason) or a single line (you pick a reason)
  • Process a Return for a customer bringing product back
  • Understand the difference: a void cancels a sale; a return refunds items a customer brings back

📖 Sales History · Voiding Sales · Returns

11. Cash drawer​

  • Do a Cash Drop (move big bills to the safe)
  • Do the cash count and close the drawer at end of shift
  • Read the Z-Report the close produces
  • Take over someone else's drawer mid-shift with Close & open mine

📖 Cash Drops & Payouts · Opening & Closing · Z-Reports · Taking Over a Drawer

12. When the internet drops​

  • Read the sync indicator — it shows how long since the last sync, or Offline
  • Keep ringing — sales queue on the device and sync themselves when you're back online
  • Trust that products still scan from what the register has saved

📖 Offline Mode

13. Online orders​

  • Know that online / storefront orders show up on the Orders tab of Sales History
  • Load an online order to the register, or hand it to whoever fulfills it

📖 Online Order Tickets

Sign-off​

New budtender____________________________
Trained by____________________________
Date______ / ______ / __________

Once every box above is ticked and they've personally rung a sale, taken a payment, done a void, and closed a drawer, they're ready for the floor.

What's next?​