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Owner & Manager Training Path

Owner Manager Admin

This is a guided checklist for training an owner or manager. It covers the admin back office on top of the register, grouped by area rather than in a strict order — work through the sections that match how your store runs. Each item links to its detailed guide.

Start at the counter

Before any back-office training, complete the whole Budtender Training Path yourself. You approve overrides, cover the register, and troubleshoot for staff — so you need to know the sell screen cold first.

Products & inventory​

  • Create and edit products, including price, category, and cannabis details
  • Import products in bulk from a CSV
  • Run bulk operations — price, stock, category, or activate/deactivate in one pass
  • Set up categories & brands
  • Receive stock with Purchase Orders and Scan to Receive
  • Make stock adjustments and transfers between locations
  • Print barcode labels for products

📖 Managing Products · CSV Import · Bulk Operations · Categories & Brands · Purchase Orders · Scan to Receive · Stock Transfers · Barcode Labels

Cannabis catalog​

  • Maintain the strain library
  • Set up quality tiers (AA / AAA / AAAA…) and their pricing
  • Configure weight presets (0.5 g – 28 g)
  • Manage terpenes, effects & flavours shown on products

📖 Strain Library · Quality Tiers · Weight Presets · Terpenes, Effects & Flavours

Orders, returns & online orders​

  • Review and manage orders
  • Process and review returns from the admin side
  • Handle online / storefront orders coming into the store

📖 Order Management · Returns (Admin) · Online Orders

Cash management​

  • Review cash drawer sessions across registers
  • Read Z-Reports from the admin side
  • Reconcile cash drops & payouts

📖 Cash Sessions · Z-Reports (Admin) · Cash Drops & Payouts (Admin)

Reports & analytics​

  • Run the Sales report (PDF / CSV / Excel)
  • Run End of Day to close out the day
  • Check Margin Analysis and Customer Analytics
  • Review the Weigh-Heavy / Give-Away report (how much flower is being over-poured)
  • Export any report for your accountant

📖 Sales Reports · End of Day · Margin Analysis · Customer Analytics · Weigh-Heavy Give-Away · Exporting Reports

Customers & loyalty​

  • Manage customer records (import/export, tags, notes)
  • Set up the loyalty program — points, tiers, and rewards

📖 Customer Management · Loyalty Setup · Loyalty Tiers · Rewards

Discounts & campaigns​

  • Understand the store's pricing models
  • Build a sale campaign with a date range and product targeting
  • Set up tier pricing

📖 Pricing Models · Sale Campaigns · Tier Pricing

Staff & permissions​

  • Add staff accounts and assign a role (Admin / Manager / Clerk)
  • Set each staff member's PIN
  • Decide, under Roles & Permissions, whether budtenders can discount, void, and return on their own or need a manager PIN

📖 User Management · PIN Setup · Roles & Permissions

Storefront & online​

  • Edit the storefront website
  • Embed the online menu

📖 Storefront · Online Menu Embed

Hardware​

  • Set up receipt printers and confirm the cash drawer kicks
  • Set up label printers and label templates
  • Connect and calibrate scales

📖 Receipt Printers · Label Printers · Label Templates · Cash Drawers · Scales

Store settings​

  • Review General settings (store info, loyalty, customers)
  • Confirm Tax configuration
  • Set Operations (hours, cash drawer rules, alerts)
  • Tune Product Display (THC/CBD, strain type, effects)
  • Configure age verification
  • Set up registers

📖 General · Tax Configuration · Operations · Product Display · Age Verification · Registers

Oversight & trust​

  • Use the Audit Trail to see who changed what (with undo)
  • Check Activity Logs for security events

📖 Audit Trail · Activity Logs

Your operating rhythm​

A quick routine to hand a new manager:

Every day

  • Confirm each register opened a drawer with the right float
  • Glance at sales through the day
  • Run End of Day, reconcile cash, and read the Z-Reports

Every week

  • Review Margin Analysis and the Weigh-Heavy Give-Away report
  • Receive outstanding purchase orders and check low-stock alerts
  • Skim the Audit Trail for anything unexpected

Every month

  • Review Customer Analytics and loyalty performance
  • Reconcile inventory with a stock adjustment pass
  • Export reports for your bookkeeper

📖 End of Day · Low-Stock Alerts · Owner Dashboard

Optional add-ons

Features like delivery & shipping, B2B/wholesale, promo games, memberships, and SK/SLGA compliance reporting are off unless your store turned them on. If you enable one later, its guide lives under the matching section of the Admin Guide. For a Saskatchewan store, see Compliance and Tax Configuration for SLGA reporting and the Vapour Products Tax.

Sign-off​

Owner / Manager____________________________
Trained by____________________________
Date______ / ______ / __________

What's next?​