Help center

How to use Cannavate

Step-by-step guides for the register, Store HQ, and your online shop — written the way your floor actually works.

Getting started

Basics

Getting started

The three parts of Cannavate, how to create your account, and how each person on your team signs in.

Setup

Stations, printers & devices

Pick the right station at each computer, then give every register its own printers and drawer behavior.

Register (POS)

Guestlist

The guestlist & lanes

How tickets move across the board, what the Clear rail does, and the three ways to lay out your queue.

Check-in

Checking guests in

Look up a profile, create one, or check in a guest or anonymous walk-in — with ID verification built in.

Tickets

Tickets, pick lists & the vault

Standard vs Fulfillment, sending pick tickets to the vault, scanning packages, and add-ons.

Charge

Checkout, discounts & payment

Totals, promo codes, loyalty, Illinois purchase limits, and taking cash, debit, or split payments.

After the sale

Returns, voids & sale history

Reprint receipts, take returns with or without restocking, and void mistakes.

Cash drawer

Shifts & the cash drawer

Open the drawer with a counted float, record drops and payouts, and close to a deposit with variance.

Store HQ

Products

Catalog

Your product master: create products, manage SKUs and batches, set compliance data, and publish to the menu.

Floor

Inventory & restock

Restock tasks, quantity adjustments, move sheets, and cycle-count audits — the floor’s daily rhythm.

Intake

Receiving deliveries

Scan Metrc packages or import a manifest, verify counts, map to catalog, and print labels — one worksheet.

CRM

Customers & loyalty

Profiles, purchase history, feel preferences, and the loyalty program.

Marketing

Discounts, promos & BOGOs

Build percent, dollar, bundle, and BOGO deals — as promo codes or automatic rules — and manage expiring-stock promos.

Compliance

Compliance & Metrc

Illinois purchase limits, age and ID enforcement, the audit log, and the live Metrc connection.

Analytics

Reports

Closing, sales, inventory, employee, marketing, and operations reports — with date ranges and CSV export.

Team

Staff & permissions

Add budtenders and managers, set what each role can do, and hand out manager PINs.

Settings

Store settings

Appearance, rooms, devices and hardware, modules, restock tuning, integrations, and the audit log.

Online ordering

Online

Your online shop & pickup orders

Publish the menu, brand your storefront, share the link or connect your own domain — and work online orders from the register.