Setting Up Your Dispensary

These pages explain how to set up a dispensary, in the order most clinics do it. Most of the settings are in the dispensary’s Dispensary Settings menu, and only the dispensary owner and the staff with full access to the dispensary can change them.

Step	Page	What it explains
1	Initial Dispensary Configuration	Tax rates and where they apply, tax groups, product categories, and the dispensary’s address.
2	Dispensary Preferences	The Pay Online default, the Manage orders setting, the default currency and the printout footer.
3	Shipping Carriers	The carriers offered when an order is shipped. Only needed when the dispensary manages orders.
4	Your Invoice Header and Printouts	The header and footer of order printouts.
5	Setting Up Payment Processing with OutSmart Pay	Taking card payments, and how the dispensary owner sets it up.
6	Dispensary Permissions	Giving practitioners and staff access to the dispensary.

The Dispensary explains the two kinds of dispensary, regular and order management, before you choose with the Manage orders setting.