Introducing: Greenline Pocket

At Greenline, we understand that running a high volume cannabis retail store is not easy. Reducing the cost for routine inventory operations can have massive impacts on your productivity and success.

We’re proud to introduce: Greenline Pocket

The idea started when we observed back-end inventory management among our customers. As powerful as our Dashboard and POS is, managers were having to wrestle with the physical layouts of the store. Often times, paper clipboards would have to be used to track inventory, then inputted into Greenline after the fact.

We wanted to eliminate that need. You shouldn’t need to run back and forth to a computer all the time. You should have the power of inventory management in your fingertips.

Greenline Pocket is an iOS application combined with a powerful 2D barcode scanner to provide stores with key inventory management functions:

  • Purchase orders
  • Stock checks
  • Audits
  • Transfers

Welcome to the speed revolution.

Greenline Pocket is currently in limited beta. Availability will increase throughout Q1 2020. If you feel Pocket will benefit your retail operations, please schedule a demo and get in touch with our sales team.

Reflecting on 2019 – thank you

As 2019 comes to an end, I wanted to show my sincere appreciation to all of our customers.

When we started back in 2018, we were a small technology business servicing 20 stores. Our focus was making sure that we serviced stores the best we could during those tumultuous times. Business owners experience a lot of anxiety – loans, rent, staffing, unexpected surprises, competition, self-doubt, business partners – and the uncertainty of the cannabis industry certainly did not help. As someone who experiences anxiety as well, I truly saw it as my job to put in my all to make sure retailers did not experience more than they needed to.

We’ve grown to service 100+ stores by the end of 2019, but the way we think has not changed.

Our job being far from over, with so many exciting features and new offerings scheduled for 2020. Our promise to our customers has always been that we will grow with you through thick and thin, through any challenge the industry may throw at us.

Thank you for letting us be part of that ride.

Sincerely,
Albert Kim
CEO

Introducing: AGLC receipt email imports

When we talk about what takes the most time when managing a cannabis retail POS system, we consistently hear the same thing:

“We want purchase ordering to be faster”

This week, we’re introducing a beta feature for exactly that – receipt email imports. Here’s how it works:

  1. Download your AGLC confirmation receipt email
  2. Upload into a Greenline purchase order
  3. You’re done!

For an order including upwards of 200 to 300 unique SKUs, this import can save an inventory manager hours at a time, not to mention a reduction in human error. As cannabis retail license counts increase, stores need to focus their time and efforts on differentiation. At Greenline, our aim is to understand the needs of our clients and build unique solutions that can give you a competitive edge.

At the moment, this feature works for Alberta stores using Greenline. Imports for the BC LDB and the OCS will be coming shortly.

What’s new in Greenline – July 26, 2019

Purchase orders – barcode scanning

The purchase ordering process is something that can take a very long time to fill out, especially in the province of Alberta where inspectors want stores to track via lots. We’ve received numerous requests to be able to scan products straight into purchase orders.

Now, when you have a non-complete purchase order, you will see a button called “Click to scan” next to the product addition input. Once you click it, there will be a popup that shows the last scanned barcode.

When you connect a 2D barcode scanner and start scanning, the products will automatically be inputted into your list. Even better, if you are tracking via lot numbers, the lots will automatically be inputted into the system for you! This can save upwards of half an hour for lot-tracked purchase orders!

Greenline is always looking for ways to speed up the purchase ordering process, so stay tuned for more updates!

BC product catalog updates

The BC wholesale cannabis store has added the ability to export product catalog information. In collaboration with our BC clients, we have expanded our BC product catalog dataset to include barcodes in addition to SKUs, something that wasn’t readily available before.

You can check out our BC product catalog by clicking “Import from BC LDB” when adding a product.

Inventory audits – bulk product imports

Stores have let us know that they wanted to save time in their inventory auditing process, in particular, when they are adding their list of products to count. Some challenges in the past were:

  • You have too many products that are inactive/irrelevant
  • You want to add products by category and/or vendor
  • You only want to count products that have sold in the past X days

To alleviate those challenges, we added the audit bulk product importing feature.


When adding products to count, you can now filter your products down by multiple categories, multiple vendors, active dates, and whether you only want on-stock products or not!

Initial observations indicate that frequently counting stores can save anywhere from 15 to 30 minutes per inventory audit, giving your team more time to focus on what matters.

Purchase order reports

To give store owners a sense of how much capital is going into their supply, we’ve built a series of purchase order reports.

WooCommerce product auto-sync

For WooCommerce users, it can take a lot of time to sync your new products on a periodic basis. In the WooCommerce API settings page, there is a new setting called “Sync all products”. Once enabled, every product creation and update will sync both product and inventory data to your website.

What’s new in Greenline – June 25, 2019

Lot tracking – Alberta

Alberta has started to enforce the use of lot tracking in their store inspections. As a result, we’ve worked to provide to best lot-tracking experience possible within the Greenline platform.

What is lot tracking? It’s the act of tracking each and every lot number you receive from your cannabis shipments. It can be a pretty tedious process – every time you receive a purchase order, rather than just entering the number of units you receive, you will have to break down the total quantity by each individual lot. Usually, every shipment will contain multiple lots.

Audits for lot-tracked products also change. Instead of just counting 10 units of Product A, it will now have to be broken down into 6 units of Product A, lot ABC, and 4 units of Product A, lot DEF.

When selling a lot-tracked product, you will have 2 options. By default, budtenders will have to select the matching lot number on the package, and select from a dropdown. However, if you scan a lot-tracked barcode, and the label is of high quality, Greenline will detect that and automatically select the lot for you.

Lot tracking is an optional feature, but highly recommended for stores in Alberta. To enable it, please contact Greenline support first. Once enabled, you can select which products you want lot tracked. Once that product is saved, inventory audit, purchase order, and sales pages will be updated to include lot numbers.

An example of a lot-tracked barcode to the left

If you have an existing product that you’re looking to convert into a lot-tracked product, a lot called UNTRACKED will automatically be created with all existing inventory. Please perform an inventory audit to fill in all the correct lot # details.

You can learn more here: 
https://intercom.help/greenlinepos/articles/3085341-lot-batch-tracking

If your store is not in the province of Alberta, but are interested in adding lot-tracking to your operations, get in touch with our support team, and we’ll help with the transition.

Enhanced Buddi integrations

Buddi is a trusted partner of Greenline that provides an in-store customer-facing ordering platform. Initially the integration consisted of the Buddi platform reading inventory data and sending orders to the POS.

Cannabis Retail Software Application

Now, the integration includes the auto-completion and cancellation of orders based on actions done in Greenline. For example, if an order is sent to Greenline, and the budtender completes the sale, the Buddi platform will reflect that in real-time. Likewise, if nobody picks up an order and the budtender decides to cancel the order on Greenline, it will also be cancelled on Buddi. Completed/cancelled orders on Greenline now sync with Buddi’s order list

Learn more about Buddi here: https://buddi.io/

More reports

Some old reports have been fully redesigned to allow for more flexibility and customizability.

The inventory-on-hand report can how be broken down by location, products or categories, only show in-stock products to reduce noise, and show more product fields such as the product price, cost, etc. in additional to the overall value of the inventory.

The product sales report can similarly be broken down by location, products or categories, show parent or nested products, and be ordered by any of the available fields.

We hope that these continuous improvements to reports will deliver more value to business owners. Of course, if you are looking for further business intelligence, we recommend Headset, another trusted partner of Greenline.

Feedback?

Greenline POS is built by our customers. Have features suggestions? Bug reports? Gripes? We’d love to hear at info@getgreenline.co. Our mission is to help stores run with excellence, and the team works hard every day to hold up to that standard.

What’s new in Greenline – June 4, 2019

More Cannabis Sales Reports

Retailers are always looking for ways to get the edge over their competition through reports. At Greenline, we understand that the more reports there are, the better.

We’ve rolled out a series of new reports over the past month, including:

  • Number of sales over time report
  • Average cart value over time report
  • Financials (gross sales, net sales, etc.) over time report
  • Payment types (cash, debit, etc.) over time report
  • Product sales over time report
  • Category sales over time report

In addition, the new reports can be grouped by day, week, or month, providing store owners with more ways to break down their data. Each report will also be individually exportable as a csv.

There are many more reports the team is working to deliver to our customers. Stay tuned!

For stores with more advanced reporting needs, Greenline recommends Headset – a real-time business intelligence tool. To learn more, please visit 
https://www.headset.io/

Weighted average cost tracking

Greenline now supports 2 product cost algorithms. The first and default is called “last cost”, where the product costs will be changed to the latest purchase order price using the following formula:

The new second option is called “weighted average”. This will account for the cost of your existing inventory and the cost of the new incoming inventory. This setting can be found in your Dashboard > Company settings page.

More information can be found here: 
https://intercom.help/greenlinepos/dashboard/how-product-costs-are-calculated

Automated Ontario AGCO cannabis compliance reports

With the launch of private cannabis retailers in Ontario, Greenline launched one-click compliance reports for the rigorous AGCO requirements. Our first month results have been very positive for both the stores and the government. We will be continuing to take in feedback from our Ontario clients to make the process as smooth and easy as possible over time.

More information on compliance report generation can be found here: 
https://intercom.help/greenlinepos/dashboard/generating-provincial-compliance-reports

Splitting products

Some stores add products as variants accidentally, especially during the early stages of product setup. To move it out, our recommendation has been to delete the product and re-create it – however, that can result in inventory history being lost.

To solve this problem, we built the ability to split products out from their parent products. We call this process “convert to standalone”. The option can be seen in the attached screenshot:

Cannabis item split function on a marijuana POS system.

What’s new in Greenline – Apr 26, 2019

 New product edit page

We want to help you add products into the system faster. As a result, we are rolling out a new and improved edit product page on a per-store basis. If you’re looking for beta access, get in touch with us over live-chat!

This screen now supports:

– Faster loading
– Edit variant SKUs, names, and prices immediately without expanding details
– The save button will always be visible
– Always-visible warnings and errors to reduce mistakes
– More responsive layout

It will be rolling out to all customers over the next 2 weeks.

Legal age birthday indicator

Selling cannabis to a consumer not of legal age is a serious offense that can cost you your license. To reduce the amount of mental calculations sales staff have to perform in their heads every day, we’ve added a handy minimum birthday indicator right on the POS itself.

When your staff are looking at a drivers license, they will simply need to compare the card birthday with the POS birthday to see if they are of age or not.

You can show or hide this notification by pressing the settings gear icon on the top-right of the iOS app.

Float limit indicator

When your cash levels reach a certain threshold, ideally the sales staff know to perform a cash drop – however, it’s often difficult for staff to know how when to do it.

To help managers with cash management, we’ve added a per-till cash limit setting. Once the till detects that the cash levels are past the threshold, a warning will show up until a cash drop is completed.

This can be toggled on or off in your Greenline POS > Cash Management tab, and scrolling down to the float limit field.

Show nested categories on the POS

If your store has nested categories, Greenline now allows users to select them after selecting the main parent categories. While we always recommend barcode scanning to prevent dispensing human errors, nested categories should further reduce issues for manually selected products.

Sale link from inventory logs

Most stores debug inventory issues using our inventory log feature. Do identify which sale resulted in specific logs, users can now click the “sale” link.

Clicking the link will take you to the following page

What’s new in Greenline – Mar 26, 2019

Our clients have spoken, and we have listened. Here are the key updates to Greenline over the past month to save your business more time and money.

Only show non-empty inventory

Greenline used to display all inventories all the time. The challenge for retailers though, was that once the catalog started nearing the hundreds, the vast majority of products were inactive. Without searching, managers had to scroll through dozens of empty products before reaching the data they wanted to see.

Now, by default, only products that have inventory will show up. There will always be the option to show all products as needed, but most of the time, managers will want to work with their active inventory. What’s more, this setting will persist between browser sessions! When you come back to this page, the site will remember your preferences.

 

Hourly/day of week sales graphs

Stores need to understand how to staff their stores based on hours and day of week. It sucks to be overstaffed during non-busy hours, and it sucks to be understaffed when your store is a massive hit. Greenline now provides a report called “day of week/hourly” to help with those decisions.

See your store performance broken down in these 2 different dimensions on a single page, and see your trends for the past 3 weeks to determine your next steps.

 

Inventory audit titles

Every store does inventory audits differently, but one thing in common is that it’s very difficult to count everything at once. If you have a catalog of 300 different products, it will take ages to count everything at once. If you’re trying to do counts outside of regular business hours, your staff may be in for a long night.

Partial audits are the name of the game, but historically, it’s been difficult to differentiate between them. If your manager performed 3 audits in one day, you would have to click on each individual audit to see what the included products were.

Now, managers are able to add custom titles to each audit. Stores are free to come up with their own naming conventions to help identify products by time/category/status. They can be modified at any time, even after completion.

 

Product list extra fields

It’s not uncommon to want to see more fields than the default image/sku/name/category etc. on the Greenline product listing page. What if you want to compare current THC/CBD levels? Compare your current costs vs your retail price?

To support these use cases, we’ve build a filter called “extra fields”. Once selected, you’ll see a series of additional columns to add to the product table. Even better, the system will remember your selections, so that the next time you enter this page, you won’t need to re-select columns.

 

Add forgotten products to completed purchase orders

One of the biggest feature requests we’ve gotten several months back was the ability to adjust quantities in purchase orders even after they were checked in. We realized that retail stores were very imperfect environments, that that it was way too easy to type in the wrong quantities. Perhaps a new employee entered the number of cases they received instead of the individual units.

After we added that feature in, however, we got further requests to be able to add products that stores had forgotten to add in their older purchase orders. In the meantime, we’ve requested that those stores manually increase those inventories via audits then fix via compliance reports later, but it turned out to be quite unwieldy and not what customers were looking for.

Now, managers are able to add products to completed purchase orders. The inventory differences will be added after saving, and all events will be tracked via inventory logs for maximal accountability. We hope this helps stores save a lot of time during their error correction stages.

 

Important note for ELO Paypoint customers regarding iPad restarts

We now recommend all ELO Paypoint customers turn off their iPads overnight in addition to enabling “USB Accessories” under the “Passcode & Touch ID” iOS settings page.

There is a bug within the iOS operating system that may stop all USB accessory communications after 1-3 days of continuous use. Upon further investigation, we’ve determined that the best way to keep store operations streamlined is to keep iPads off overnight, and only turn them on when starting shifts for the day. The team at Greenline is in communications with ELO and Apple to work on long-term solutions for this.

 

Have feature suggestions?

Please let us know! Our job is to support Canadian cannabis retail in whatever way we can. Our customers lay out the roadmap for us, so we welcome all suggestions. Please get in touch with us at info@getgreenline.co

What’s new in Greenline – Feb 13, 2019

2019 is well on it’s way! Here are some of the improvements made to the dashboard and POS platform that we believe can really help stores take more control of their business.

 

Inventory summary reports

Something store owners often want to know at the end of the month

We’ve received lots of strong positive feedback about our compliance analysis reports, especially from provinces such as BC and Saskatchewan where compliance reports are generated on a per-category basis. We’ve taken the lessons from that and created what we now call inventory summary reports.

This is a complex, yet powerful report. You can use it to answer the following:

  • What were by inventory levels at X date?
  • How many $ of inventory did I have at X date?
  • What is the retail $ of inventory at X date?
  • How many grams of cannabis did I have at X date?
  • How did my inventory change between X and Y dates?
  • How did my inventory change by category?
  • How did my inventory change by product?
  • … and much more

 

Top products by category and vendor

When store owners view their category and vendor reports, they often want to see the top selling products for each category/vendor. When you visit these reports now, you’ll see exactly that to the left-hand side.

 

Employee sales/performance reports

As a business owner, it’s important to understand how your employees are performing. We’ve added several key performance indicators to your employee sales reports.

  • Barcode usage: A significant part of inventory discrepancies come from employees selling the wrong items. The chance of this happening is reduced or eliminated with proper use of barcodes, but how can you tell if your employees are following proper scanning protocols? The new barcode usage statistic will show you what percentage of products sold by that employee was scanned vs. what was manually selected.
  • Count: The number of sales made by the employee
  • Avg units: The average number of units sold per sale by that employee
  • Avg cart: The average $ value of sales made by that employee
  • Total sales: The total $ value of sales made by that employee
  • Total discounts: The total $ value of discounts assigned by that employee

 

Employee discount reports

The biggest question store managers have during a promo is: how are the promos being used? To help answer that question, we’ve added the ability to drill-down into a specific discount, and see the employee-level breakdowns.

 

Penny rounding

Some stores may have noticed that they’ve seen fewer cent-level cash discrepancies at the end of the day. The POS will perform penny-rounding by default when making a cash sale. For more information on how penny rounding works in Canada, please visit https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/phasing-penny.html

 

ELO Paypoint new lighting settings

To significantly improve barcode scanning consistencies, we’ve set the default scanner LED light to be always on – however, it’s not ideal to leave lights on overnight. There are no concerns about the hardware burning out or anything, but leaving your store with all lights off except for a bright white LED light for each scanner is not great.

In your POS quick-barcode settings, you will now see a new dropdown option called “Always off”.

 

Hide employee names from receipts

For privacy purposes, some stores may not want employee names printed on receipts (by default, Greenline prints the first name of the employee). To change that setting, Go to your Dashboard > Company > Locations > Edit receipt, then check off the “Employee name” option.

 

Improved discounting UI

We are always looking for ways to make the front-of-store experience as simple and intuitive as possible. Stores let us know that when entering discounts, it was slow to have the entire keyboard show up every time you want to type in a number. As a result, we’ve updated the UI to be a popover instead of a full-screen popup, and integrated a keyboard.

 

Improved parked sales queue UI

Similar to discounts, we’ve used our new popovers to present your list of parked sales. You can now easily clear them from the cart by pressing the trash icon to the right.