Basics
Getting started
The three parts of Cannavate, how to create your account, and how each person on your team signs in.
Customize the three Home priority metrics
- Open Home and choose Customize priorities above the three tiles.
- Choose Priority 1, Priority 2, and Priority 3 from the grouped dropdowns. Choose three different metrics.
- Press Save priorities. This preference is saved on this browser/device.
- Activity metrics show today. Inventory and open orders show current totals. Click a report metric to open its source report.
A dash means data or report access is unavailable; it does not mean zero. The 45 choices include inventory, sales, loyalty, returns, tax, customers, online orders, and operations.
The three parts of Cannavate
Cannavate is one system with three faces:
| Surface | Where | Who uses it |
|---|---|---|
| Store HQ | hq.cannavate.net | Owners and managers: catalog, inventory, receiving, reports, compliance, settings. |
| Register (POS) | pos.cannavate.net | Budtenders at the counter and vault staff watching pick tickets. |
| Online shop | /shop/your-store or your own domain | Your customers: browse the live menu and place pickup orders. |
Everything shares the same catalog, inventory, and queue — a sale at the register, a restock move on the floor, and an online order all update the same data instantly.
Create your store account
- Open Get Started (or go to
/app/signup.html). - Enter your Invite code, Dispensary name, Work email, and a Password (at least 8 characters), then press Create account.
- Follow the onboarding steps to set up your store basics.
Signing in
Everyone signs in at Sign In (/app/login.html) with a Username or email and Password. Where you land depends on the account:
- Store owner / HQ email — full Store HQ. You can also sign in on the register with the same email to run vault boards.
- Staff with “Access Store HQ” — Store HQ with the permissions their role grants.
- Budtender staff — sent straight to the Register at
/pos/.
The register has its own sign-in screen (Open your register) that accepts the same staff username or HQ email. There is no PIN sign-in — a separate Manager PIN is only used to approve discounts at the counter.
Finding your way around Store HQ
The sidebar is organized by job:
- Home — today’s sales, queue, and floor metrics at a glance.
- Inventory — Inventory Hub (restock), Update Potency, Move Sheets, Inventory Audits.
- Ordering — Ordering, Receiving, Lab / Potency, Shelf Velocity.
- Catalog — the product master list.
- Website — Products, Customize Homepage, Shop link & domain, Online orders.
- Reports, Customers, Marketing (Discounts, Promos / BOGOs), Registers, Compliance, Settings.
Use the top-bar search (press /) to jump to products, reports, and pages, or press ⌘K to open Ask — the built-in help bot that answers “How do I…?” questions with links into the right screen.
