Get Started with Sales

Sales provide you with the tools needed to manage and maintain your accounts, products, campaigns, and orders while identifying sales opportunities with in-depth sales analytics from a single application.

If you haven't already, please take a look at the Bamboo Trace and Sales Starting Guide.


The Clients Menu

The Clients menu is the starting point of Sales.  From the Clients menu,  you can add and manage Accounts, create Pricing Groups to group accounts and assign pricing to them, and create Distribution Lists to group accounts when sending mass communication. 


Step 1.  Add Accounts 

All Retailer accounts are managed in Sales.  Accounts must be added so they can receive campaigns and access the live Offer Menu to place orders. After accounts have been added, you have the option of using them to create Pricing Groups and Distribution Lists.           

If you require assistance from the Bamboo Team to mass import your existing clients list, simply reach out to us via the in-app help. Our team will provide you with a Google Sheet to complete, and we'll take care of importing it for your company.

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The Products Menu

After Accounts have been added, the next step is to create products. Products are created and managed from the Products menu. Before products can be added, Brands, Categories, and Product Attributes must be added.

Step 2. Add Brands 

 Products cannot be added to Sales without first adding their brand(s).                                   add_brand.gif


Step 3. Product Attributes First

Product Attributes might initially seem complex, but there's no need to worry about them. Simply put, each Category you create will require its own set of Product Attributes. These attributes could relate to weight, strains, or general characteristics like flavor or size – essentially, they can encompass whatever details you deem necessary for the Category that you're creating.

Example: Flower (Category)

If you want to create "Flower" as a category, the typical product attributes are "Weight" and "Strains."

Please note that if weight can serve as one of your product attributes, you should avoid having two general product attributes.

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In Bamboo Trace, you can add the necessary Strains for your products

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Please note: Adding Categories at the Attributes level is unnecessary; you will complete this step when adding the Categories. You may choose to keep it as "None" until you reach the next step.


Step 4. Add Categories

Creating Categories in Bamboo is straightforward. Just input a Category Name and choose between Price by Unit or Price by Weight. This selection will be visible in the Sales Menu as wholesale prices. These prices are customizable and can be edited later. Additionally, you can leverage Pricing Groups, Custom Client Pricing, and Offer Pricing, which can be adjusted in the specific Offer.

Note that for Price by Unit display on the Sales Menu, your products should be set as Off the Shelf. For Price by Weight display, products should be classified as Made to Order.

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Please choose the product attributes applicable to this Category, and then click on "Add."

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And then select the terms for the product attributes you wish to add for the Category, and then Save.

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Step 5. Create Product Template

After saving your Category with the product attributes and terms added, you should be taken to a screen that looks like this below. Click on Create Product Template.

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Please fill in the information.

If you opt for Category Price, it allows for a bulk adjustment of pricing across all products created using the template. Alternatively, you can deselect Category Price and individually modify pricing for each product.

Both Product Description and Public Ingredient are mandatory fields. If Public Ingredient doesn't apply to your products, you can input "N/A."

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Step 6. Products Using This Template Are Made to Order (By Available Inventory)

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Selecting this checkbox indicates that your products are made to order and priced by grams on the sales menus.

Unchecking this box indicates that your products are off the shelf and priced by units on the sales menus.
Please note: you have the flexibility to switch between "Made to Order" or "Off the Shelf" later within the Product Templates.

In the Templates, please select the Bamboo ID that you want to modify. 
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In the Template, you will be able to modify Made to Order <-> Off the Shelf and other information if necessary. 

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* Please be aware that if you opt to select products manually without utilizing templates, you can directly access the Products module. Nevertheless, we strongly recommend using Templates for efficient creation, maintaining data integrity, and streamlining the process of mass product creation.


Step 7. Create Inventory Allocations

Inventory Allocations sets inventory levels and limits for products you want to sell. 


Please note that to remove unwanted products from the Inventory Allocation, you can check the respective products and then click the "Remove" button. In case your Inventory Allocation has a lock icon, you must locate the associated Offer and put it on hold. This action will allow you to unlock the Inventory Allocation for updating purposes.

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IA (Inventory Allocation) Locked (Requires unlocking for modification)

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Offer (Put on Hold)

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Please note: if you wish to retain the product in the Inventory Allocation (e.g., due to multiple Offers linked to the main IA, etc), you can choose to hide them from the associated Offer instead of removing them by unchecking the checkbox under the Visibility column. To update the Offer, it needs to be put on hold first. After making the necessary changes, you can reactivate the Offer.

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Step 8. Create Offers then Customize the Offer Menu

Creating an offer involves selecting the products you want to sell and setting offer (discount) pricing (if necessary) along with quantities and limits for those products at the Offer level. You can preview the Sales Menu before initiating a Campaign.




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Step 9. Create a Campaign

Campaigns are used to send Offers to clients and/or sales reps to input orders for clients.  You can choose to send an Email or Link campaign to your accounts.  A Link campaign generates a link that gives your accounts immediate access to the live offer menu and an Email campaign sends offers via email. When accounts receive an email campaign, they can click on any of the email's Call-to-Action buttons to instantly access the live offer menu. 

If you want to send proposals or recommended orders to your clients, it's recommended to use link Campaigns for this purpose.




Step 10. Approve Orders 

After Orders have been submitted by clients or sales reps, they need approval before fulfillment and ability to be manifested. Approving an order signifies a review of the order details, confirming products, quantities, credits (if applicable), and pricing.