| Troubleshoot a product not showing up in the POS by ensuring a jar exists, transferring inventory, verifying patient details, and contacting support. |
| 1 • Ensure a Jar Exists |
| a. |
Go to the Products page and click the product’s batch number. |
| b. |
Choose Add A Jar to create a jar for the product. |
| 2 • Transfer Inventory to the Jar |
| a. |
On the product’s batch number, click the Options button beside the jar details. |
| b. |
Select Adjust Jar and choose Take More Inventory From Package. |
| c. |
Enter the quantity you want to transfer to the jar. |
| 3 • Verify Patient Details |
| a. |
Check that the patient’s record includes a card effective date, expiration date and card number. |
| b. |
Confirm the effective date is at least 2 years before the expiration date (e.g., in Oklahoma). |
| 4 • Contact Support |
| a. |
If the product still isn’t showing after you’ve added inventory and checked patient details, submit a tech support ticket. |
| ✅ Product should now appear in POS. |