LucidRetail: New Dispensary Onboarding SOP for Existing Clients

This is the standard operating procedure for dispensaries to follow when opening or migrating an existing dispensary to a new location. This will ensure a smooth and efficient transition.

1. Initial Contact:
   • Contact the Lucid Green Retail Operations team at retailsupport@lucidgreen.io at least 2 weeks in advance to inform them of the new location or if it is an existing location being moved to the new location.
   • Fill out the LucidRetail LITE Installation Questionnaire.
     
     
2. Data Provision:
   • Provide the Lucid Green Retail Operations Team (retailsupport@lucidgreen.io) with essential dispensary information, including:
     • Dispensary name, address, phone number, and website
     • Contact information for key personnel (phone and email)
     • Existing location information if this is a migration to a new location
     • New dispensary location name in the Point of Sale (POS) system
       
       
   • Data Migration Assistance for Moving Existing Dispensaries:
     • Work with the Lucid Green Retail Operations Team to assist in migrating existing inventory data in LucidRetail to the new location.
       
       
   • Upon setting up the dispensary in the LucidRetail system, you will be sent confirmation along with supporting documentation to assist with training.
     
     
3. System Integration:
   • Work with the Lucid Green Retail Operations Team or your IT team to integrate the dispensary's POS system with LucidRetail.
   • Participate in testing the integration to ensure seamless data flow.
     
     
4. Training Coordination:
   • Coordinate with the Lucid Green Retail Operations Team to schedule training sessions for dispensary staff (if needed for new hires).
   • Review the training agenda and materials provided by the Retail Operations Team.
   • Configure your InventoryAI settings for the new dispensary before intaking CaseIDs: LucidRetail: How to Configure InventoryAI