Potent Goods Onboarding

Process Overview

Brand Info

Quick Guide

FILIGREEN TO DO LIST

FAQ

Working Pieces

Marketing

Explore

Quick Guide

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Download our Business Doc Packet

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(SF & LA Licenses, SF OOC Permit, CA Tax Permit, CA Seller’s Permit, EIN, and W9)

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Download our Receiving SOP

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(Filigreen Receiving SOP)

License Numbers

San Francisco: C11-0000371-LIC

Los Angeles: C12-0000015-LIC

Filigreen Contacts

Your Account Service Rep

Your Account Service Rep

Name

Phone

Hours

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Department Contacts

Department Contacts

Dept

Use Case

Orders

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orders@filigreen.com

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Issues or questions about a submitted and processed order

Logistics and Delivery Scheduling

Checking on delivery status

Account Assistance

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asr@filigreen.com

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Goes to the entire ASR team

Best to copy asr@filigreen.com on ALL emails, in case someone is OOO

Adjust product images on the marketplace

Order doc set revisions

Accounting

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ar@filigreen.com

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Questions regarding payments

Marketing

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marketing@filigreen.com

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Collaborate on New Product Releases

Request Product Photography Services

Collaborate on Product Sales

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Order Deadlines

Order Approval

M-F, 10am PT for 24-48 hour shipping

* An order is considered approved once a retailer marks it as approved in our system. An order that has been submitted, but not approved by the retailer, is not considered approved.

Inter-hub Transfer Submission

SF > LA: Thursday 10am for Tuesdays transfer

LA > SF: Wednesday 10am for Monday transfer

Service Tickets and Transfers

Should be entered at least 48 hours prior to event

** An event could be sample pickup, bulk pickup from farms, retail ready units from manufacturer, etc

Payout Appointments

All brand payouts occur on Fridays and require an appointment. Click the button below to schedule your appointment.

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Schedule a Brand Payout

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This action can also be accessed within the Filigreen Portal. Click the bullet for info.

1. Login to the

Filigreen portal⁠

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2. Click on "SUPPORT" in top navigation bar

3. Click on

Schedule Payment⁠

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COA Expiration Options

We know there are a lot of questions around what to do if your product is coming up on a COA expiration. That’s why we’ve created a super simple infographic explaining all your options. Click the link below to view/download the infographic.

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Download Filigreen COA Expiration Options

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Marketplace Photography Standards

All products listed on our marketplace need to have a photo that falls within the parameters set in the doc below. If you don’t have product images to these specifications, let us know! We have an incredible photography team that can help you in no time.

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Interested in product photography services?

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Email Marketing

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Dashboards

Dashboards are quick chart views of preloaded reports displaying your account data. This could be anything from how many of each SKU you have available to which of your products are selling best in a certain region. Some of the most frequently used Dashboards are:

My Products and Inventory Dashboard

Shows real-time visibility into inventory quantity by SKU and underlying Batch ID, inventory value by SKU and underlying Batch ID, inventory by strain type or product category, etc.

My Order to Cash

Shows all sales and order shipment data. To get a detailed look at all your shipped orders to date, click into the “YTD Shipments by Product” report and make sure the “details” box is checked for a comprehensive snapshot.

My Receivables

Shows all things receivables and payables, broken down by what we owe you, what you owe us, what you owe the State of California in taxes

This dashboard also highlights past due, pending, or unpaid invoices at the retail account level