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Retail: Organization Settings Overview
Retail: Organization Settings Overview

This article will cover the Organization Settings page and the various options that you will be able to access from this page.

Chris avatar
Written by Chris
Updated over a week ago

In addition to the Store Settings page, GrowFlow also has an Organization Settings page. The Organization Settings icon will appear below the Store Settings icon for Org Admins, Admins, and Users with Custom Permissions for features that are located on the Organization Settings page.

If the User has custom permissions, they will only have access to areas on the Organization Settings page that are granted by their specific permission(s). For example, if a user has custom permissions to Add/Edit Suppliers, they will have access to the Suppliers page within Organization Settings.

All options found under the Organization Settings page will be global, meaning they will be represented in all your locations, rather than having to add the same discounts, products, suppliers, etc. to each of your stores. You can now manage these pieces of your business from a centralized location, the Organization Settings page.

The Products page is displayed in two places: The Organization Settings page and, the Inventory page. When viewing the Products page from Inventory > Products the list of products shown may mirror the list of products in Organization Settings, or it may be a subset, as it will only display products that currently have inventory, or have had inventory in the last 30 days.

Organization Settings

  • To access Organization Settings, click on the Organization Settings Icon in the left-side navigation bar.

  • All tabs listed on this page have their data shared across all stores.

  • Some of the tabs on the Organization Settings page will have custom settings for individual stores within the feature's options. We will cover this in more detail below. Additional custom settings are available for Discounts, Loyalty, and Products.


Products

To access the Products page, please navigate to Organization Settings > Products.

This is the Products page that you will use for adding new product profiles for all stores. This products page will show you a list of all products for the whole organization.

Adding a Product for the Organization

The process for adding a new product or editing an existing one has not changed, but we will go over the process briefly below.

  • To add a product, click the Organization Settings icon then select Products.

  • Click the green "+" button in the top-right corner of the screen.

  • Complete all appropriate fields for the product profile you are creating. The Product profile information entered will be seen across all stores. For more details on pricing, see the Pricing section below.

  • When finished, press Save & Close.

Editing a Product for the Organization

  • To edit a product, click the Organization Settings icon then select Products.

  • Select the product from the list.

  • Click the kebab in the top-right corner of the Product Details pane and select Edit from the drop-down.

  • Edit the appropriate fields. Edits are reflected in all your locations.

  • For pricing, see the Pricing section below.

Products displayed under Org Settings > Products will NOT be shown with a quantity. The quantity of the product will only be displayed when viewing the products from the store level, via Inventory > Products. If you want to filter your product list using the Stock Types, (Out of Stock, Low Stock, etc.) you must view the products page under Inventory.


Pricing

The pricing field on the Product Profile is where the price for the product, in ALL stores in the organization, will be input. Should a different price need to be set for a particular store(s) you will use the Price Override option. See the section below for Adding Price Overrides.

The pre-tax or post-tax prices will be displayed below the pricing field. In some cases, there will be a range displayed, which is caused by taxes being different between stores.


Adding Price Overrides

If you have a store that has different prices on items, a different price can be set for the product(s) in that store. Below we will do a quick overview of how to use this option.

Click the Add Store Override button.


Select a Store location to apply the price override. Only one store can be selected. Each store with a different price will need its own price override.


Enter the Medical and/or Recreational price you would like the selected store to have for your product.

Repeat this process for any product(s) that need to have store-specific pricing.


Loyalty

Loyalty discounts are created and managed for all stores under Organization Settings > Loyalty. By default, new loyalty discounts will be available to all stores. As with Products, you do have the option to specify which stores will be able to access a particular loyalty discount. Let's take a look at the process below:

  • Navigate to Organization Settings and then select Loyalty.

  • Add a new loyalty discount by clicking on the green "+" button in the top-right corner of the screen. You can also choose to edit an existing Loyalty Discount by selecting it, clicking the kebab in the top-right corner of the Loyalty Details pane, and selecting Edit from the drop-down menu.

  • Build the loyalty discount and make sure to fill in all necessary fields.

  • To apply the loyalty discount to a specific store(s), you will need to add a rule. Please add the rule Store Location then specify the store(s) this loyalty discount will be made available.


Discounts

Discounts are created and managed for all stores under Organization Settings > Discounts. By default, new Discounts will be available to all stores. As with Products, you do have the option to specify which stores will be able to access a particular Discount. Let's take a look at the process below:

  • Navigate to Organization Settings and then select Discounts.

  • Add a new discount by clicking on the green "+" button in the top-right corner of the screen. You can also choose to edit an existing discount by selecting it, clicking the kebab in the top-right corner of the Discount Details pane, and selecting Edit from the drop-down menu.

  • Build the discount and make sure to fill in all necessary fields.

  • To apply the discount to a specific store(s), you will need to add a rule. Please add the rule Store Location then specify the store(s) this discount will be made available.


Users

With the addition of the Organization Settings page, Users can now be managed from two locations — Organization Settings and Store Settings.

Store Settings > Users

The Users page found under Store Settings > Users will display all Users with Admin and Custom permissions for the specific store. It does not display Organization Admin users.

Organization Settings > Users

The Organization Settings > Users page will display all users within the organization.


Users with Organization Admin permission can add, remove, and/or edit Users from this page. This includes providing users access to the current store or any store within the organization.

Admins will also be able to add, remove, and/or edit Users, but can only give users access to the current store.


Stores

From the Stores page, you can easily view a list of all stores in the organization. Select a store from the list to see additional details about that specific store.


Additional Options

In addition to the features we covered, there are several other pages you will be able to access from the Organization Settings menu.

Brands - Here you can manage your list of Brands. This list will contain all brands found in your organization.

Pricing Groups - This is where you will manage your pricing groups. Pricing groups are also globally available and can be used in all locations after being created.

Product Categories - This is where you will add or remove Product Categories for your stores. The Product Categories listed here will be available throughout the organization.

Strains - Here you can manage your list of Strains. This list will contain all strains found in your organization.

Suppliers - This is where you will add or remove Suppliers for your stores. The suppliers listed here will be available to each store in the Organization.

Tags - The Tags page will allow you to add, delete, and manage your list of Tags. This list will contain all strains found in your organization.

Vehicles - Here you can manage your list of Vehicles, including adding, removing, and editing.

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