This article will go over how to access and use the LucidRetail web portal.
Logging into the LucidRetail Web Portal
- Navigate to retail.lucidgreen.io on your web browser
- Here you will see the login page:
- Enter your email address that was used to create your account. A sign in code will be sent to your email address:
Note: This is a one-time code and cannot be reused
- Enter the code on the site:
- When you are signed in, you will be brought to this screen:
Navigating the LucidRetail Web Portal
The sidebar is where you will find all your options on the web portal. This is what it will look like if you are a company admin user:
Note: If you have multiple dispensaries under your account, pages where you can select dispensaries will default to all dispensaries. You can click on "All Dispensaries" and select a dispensary to see only what is available in that location.
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POS Data
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POS Products: Displays all POS products for your dispensary by the Catalog (Dutchie) / Product (Treez) record
- POS Inventory: Displays all POS products for your dispensary by individual batches
- POS Strains: List of strains for all POS products in your inventory
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POS Products: Displays all POS products for your dispensary by the Catalog (Dutchie) / Product (Treez) record
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Inventory Management
- COA Digital Archive: This is where you can find all the digital COAs for products ingested through LucidRetail LITE
- CaseIDs: All CaseIDs ingested by your dispensary can be found here
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Received Inventory Scanning (Only if this feature is enabled for your dispensary)
- Virtual Manifests: A list of created virtual manifests for receiving CaseIDs into your inventory
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Inventory Audits
- Inventory Audit Reports: This page is where you can create and view your inventory audit reports
- Inventory Audit Sessions: All inventory audit sessions are stored here for review
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Company Settings
- Team Members: See all and manage team members, including adding, editing, and archiving users
- Dispensaries: Displays a list of dispensaries under your account
- LucidRetail LITE Sign In Codes: All the LucidRetail LITE sign-in codes for the dispensaries are stored here in case you need to find any
- LucidRetail LITE Installations: This is where you can find the installation IDs for all devices signed into LucidRetail LITE using the sign in codes that are assigned to your dispensaries
- API Keys: Used to help integrate LucidRetail systems
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Profile Icon: Manage your profile on LucidRetail or logout. Hover over the icon with your cursor to pull up the menu:
Inventory Auditing
Here is where you can find all the articles on Inventory Auditing: Inventory Auditing and Cycle Counting with LucidRetail Mobile and LucidRetail
Managing Users
To add a new user, follow the instructions here: Adding a New User
To edit a user, follow the instructions here: LucidRetail: Editing a User
To deactivate or reactivate a user, follow the instructions here: LucidRetail: Deactivate and Reactivate a User
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