Bamboo Sales—Everything You Need to Run and Scale Your Business
Welcome to your all-in-one Sales Hub—built for efficiency, visibility, and growth. Every module in Bamboo Sales is designed to give your team the power to move faster, stay aligned, and sell smarter.
A high-level dashboard
Designed for owners, executives, and directors to quickly assess overall business performance. Mobile-friendly for on-the-go access, it offers a clear snapshot of how both the company and its brands are performing.
Powerful, Customizable Reports
Top-Level insights, performance metrics, campaign tracking, opportunities, abandoned carts—you name it.
The Reports module offers an extensive range of customizable reports, similar to a mini-Tableau. Whether it’s by rep, product, or category, every report can be tailored to suit the needs of different team members. Whatever you’re looking for, the Reports module has it covered.
Effortless Client Management at Any Scale
Keep your entire team informed with on-the-go account notes, and manage multiple contacts per account, store, or client.
Add unlimited clients, upload documents, set custom pricing, and create pricing groups for client cohorts or individualized pricing. You can also set payment terms and build tailored distribution lists for email campaigns.
With a wide range of features designed to simplify and streamline your workflow, managing tens, hundreds, or even thousands of clients becomes effortless and efficient.
Sales and VMI reps can log notes on the fly—no matter the device, no matter the location.
Sales and VMI (Vendor Managed Inventory) reps can easily access the system from any device—phone, tablet, or laptop—to quickly add notes after store visits. Notes can be added to client profiles or specific sales orders, keeping the entire team aligned and informed in real-time.
Run Offers. Move Product. Stay in Control.
Manage stock, pricing, visibility, and campaigns—all from one hub.
Your Products, Your Way—Across Every Brand.
Create unlimited brands, categories, products, and samples for all your organizations—or just one. Upload images to enhance the experience for sales reps, buyers, general managers, and retailers.
The Sales Menu is fully customizable, but it all begins with your products—the core of your sales system.
Each product is seamlessly mapped to its counterpart in Trace, ensuring 100% compliance and enabling fast, accurate processing and manifesting in Bamboo Trace in just minutes.
Inventory Rules? You Make Them.
Trace inventory for all your source/bulk materials, packages, and final product quantities is fully visible within Sales. However, Bamboo gives you the flexibility to oversell—perfect for situations where a harvest is incoming and you want to sell in advance. We don’t place restrictions on how much you can sell across your product categories—flower, vapes, edibles, and more.
That’s where Inventory Allocations come in. This feature lets you define exactly how much of each product you want to make available on your Sales Menu.
With Offers, you can take things further—set special pricing, display lab results, enable automatic order approval, control the visibility of stock levels and limits, apply custom styling (like banners), and much more.
Hit Send, Get Sales.
And finally, Campaigns give you a powerful email-building tool. Create link-only campaigns (no email required) or send branded email campaigns to your full client list, a custom distribution list, or specific client cohorts. You can even send campaigns to specific contacts if needed.
Buyers and sales reps can place orders directly through their unique links—no login required—offering a seamless e-commerce experience.
There’s no marketplace here—we want buyers focused solely on your products, not browsing competitors’ menus.
Smarter Order Management from Start to Finish
Track, edit, and fulfill orders with total visibility and control—backed by automation and built-in tools that keep your team moving fast.
Track all orders placed by sales reps, clients, or retail stores—all in one place. Easily cancel, merge, or edit orders as needed.
Clients can leave notes, and your internal team can add their own for full visibility. You also have full control to make adjustments, apply credits, and customize order labels so everyone across the company stays informed on the order status.
Use automation to update statuses when orders are processed by compliance, fulfillment, or operations teams.
From there, you can quickly manifest an order directly after approval—unless you’ve already enabled automatic order approval, of course. You’ll also have the ability to download everything you need: pull sheets, purchase orders, invoices, COAs, and more—quickly and easily.
