Retail - Med and Rec purchases

Updated 1 month ago by NIr Malchy

Jurisdiction

The instructions and processes below apply for:

  • A state that allows recreational retail.
  • A facility that is not designated as a Medical facility.

Med and Rec purchases

  • You can start a recreational sale when you check in an adult customer. 
  • You can start a recreational or medical sale for customers who are verified medical patients and have state registry ID on their profile.

The sales differ in two ways:

  • Purchase limits.
  • Taxes.

Purchase limits

The purchase limits change according to the type of sale.

  • Medical purchase limit validation should only consider the previous two-week purchase/return history of medical purchases. The limits do not consider recreational purchases to calculate the "Max Purchase Allowed" quantity. 
  • Recreational purchase limit validation is only concerned with the quantity purchased in the current transaction, irrespective of the customer making the purchase.

Taxes

The tax rate for recreational purchases differs from that for medical sales.

Check-in and sales process

POS

Intake

When you intake the customers, you can see who is a Recreational customer and who is a Medical one.

Checked In

Once the customers are checked in, you can start the sale:

  • For a Recreational customer, start a Rec Sale.
  • For a Medical customer, start a Rec Sale or a Med Sale.
Shop

Set the type of sale

  • When you are in the cart, processing the sale for a Medical customer, you can select the type of sale to be Med | Rec:
  • Recreational customers can only have a Rec Sale. You cannot select a Med type of sale for a Recreational customer. If you try, you will see this message:

Toggle Med | Rec:

When you toggle the Med | Rec types, you can see how the sales differ and the numbers change in two ways:

  • Purchase limits.
  • Taxes.

Here is an example of a Med sale. Note the Purchase limits and Taxes:

Here is an example of a Rec sale. Note the Purchase limits and Taxes are different from the ones on the Med sale:

Sometimes, changing from one type to another creates a situation where the amount exceeds the purchase limit. When that happens, Flourish displays a message like the one here:

Web App

Customers

When you go to Retail / Customers, you can see who is a Recreational customer and who is a Medical one.

You can also see it on the Customer profile:

Start a Purchase

When you click Start a Purchase:

  • For a Recreational customer, start a Rec Sale.
  • For a Medical customer, start a Rec Sale or a Med Sale.
Process the purchase

Set the type of sale

  • When you are in the cart, processing the sale for a Medical customer, you can select the type of sale to be Med | Rec:
  • Recreational customers can only have a Rec Sale. You cannot select a Med type of sale for a Recreational customer. If you try, you will see this message:

Toggle Med | Rec:

When you toggle the Med | Rec types, you can see how the sales differ and the numbers change in two ways:

  • Purchase limits.
  • Taxes.

Here is an example of a Med sale. Note the Purchase limits and Taxes:

Here is an example of a Rec sale. Note the Purchase limits and Taxes are different from the ones on the Med sale:

Sometimes, changing from one type to another creates a situation where the amount exceeds the purchase limit. When that happens, Flourish displays the "Estimated qty in cart" in red :

When you click to Validate, Flourish displays a message like the one here:


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