Owner & Manager Training Path
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.
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.
Manager training (your account menu, top right) walks you through the everyday jobs on the real pages — adding products, tier prices, sales, receiving stock, reports — and saves nothing. Owners of more than one store also get Owner training in the owner portal. See Training Courses in the App.
Products & inventory
- Create and edit products using the product page tabs (Details, Pricing, Specials, Inventory and more), and save with Update Product
- Import products in bulk from a CSV
- Run bulk operations — prices, stock, categories or wholesale settings for many products in one pass
- Set up categories & brands
- Receive stock with Purchase Orders and Scan to Receive
- Make stock adjustments, and transfers between stores
- 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 (for example 1 g, 3.5 g, 7 g, 14 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 the Sales Report's Profit tab 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 · Daily Close · Sales Report -- Profit tab · 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
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 the Sales Report's Profit tab 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
📖 Daily Close · Low-Stock Alerts · Owner Dashboard
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?
- Admin Quick Start — the condensed back-office orientation
- Navigating the Admin Panel — every part of the admin interface
- Store Setup — first-run configuration