Budtender Training Path
This is a guided checklist for training a new budtender on the register. It walks through everything they do in a normal shift, in teaching order, and links to the detailed guide for each step. Work top to bottom — each section builds on the one before it.
Teach one section at a time using show → do together → they do it solo: you demo it once, they repeat it on their own register while you watch, then they lead the next one. Have every trainee personally ring a full mock sale, take a payment, and close the drawer — people remember what their own hands did, not what they watched.
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 tracked in the audit trail rather than blocked. If your store has tightened this under Settings → Users & Permissions, those actions will instead ask for a manager PIN. See User Roles & Permissions and Manager Override.
1. Sign in & start the shift
- Sign in with your 4-digit PIN on the keypad
- Understand that PIN login works even when the internet is down
- Use Switch User / Lock 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 + / − or by typing an exact amount
- Remove a line, or clear the whole cart
- Add an order note or customer info
📖 Cart Management · Making a Sale
4. Weigh flower
- Add a weight-based product and choose a preset weight (0.5 g – 28 g)
- Pull the weight straight 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 line or the whole order, with a reason
- Remove a discount added by mistake
- Know when a manager PIN is needed (only if your store restricted discounts)
6. Customers & loyalty
- Look up a customer by name, phone, email, or loyalty card
- Quick-create a new customer at the counter
- Watch loyalty apply automatically — Bronze / Silver / Gold / Platinum tiers give their own pricing
- Redeem a loyalty reward when the banner appears
📖 Customer Lookup · Creating Customers · Loyalty at Checkout
7. Take payment
- Take Cash — enter the amount tendered, give the change shown
- Take Debit — customer taps/inserts at the terminal, then Complete
- Use Split Payment to combine cash and debit on one order
- Clear the age / ID check prompt on age-restricted items before payment
- Finish on the success screen: email the receipt, then Start New Sale
📖 Completing Payment · Split Payments · Receipts
8. Print a product label
- Print or reprint a product/price label from a cart line
- Know which printer the labels come out of
9. Hold & recall
- Hold an order to park it and serve the next customer
- Recall a held order to finish it
10. Fix a mistake — void or return
- Open Sales History and find a past sale
- Void a sale or a single line (records a reason)
- Process a Return for a customer bringing product back
- Understand the difference: a void reverses a sale from this session; a return gives money back on an older sale
📖 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
- Hand off mid-shift with a takeover
📖 Cash Drops & Payouts · Opening & Closing · Z-Reports · Takeover
12. When the internet drops
- Read the sync status button (Online / Offline)
- Keep ringing — sales queue on the device and sync themselves when you're back online
- Trust that products still scan from the local cache while offline
13. Online orders
- Know that online / storefront orders flow into the POS
- Recognize an incoming online order ticket and hand it to whoever fulfills it
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?
- POS Quick Start — the condensed first-sale walkthrough
- Navigating the POS — every part of the register screen
- User Roles & Permissions — what your role can and can't do