This article will walk you through the necessary steps to successfully activate your Menu integration with GlobalTill POS. You will complete the following high-level steps (in order) →
- Set up your sync
- Enter your Leafly API key in GlobalTill
- Activate and configure your menu sync in Leafly Biz
Menu attributes that will sync to Leafly’s front-end →
- Item Name
- Category Type (Accessory | Seeds | Clone | Flower | Edible | PreRoll | Concentrate | Cartridge | Topical | Other)
- Strain Name
- Brand Name
- THC + CBD (see FAQs for further details)
- Inventory Level
- Price (Sales tax is not included, please see FAQs for further details)
Menu attributes that will not sync to Leafly’s front-end →
- Enable / Disable Pickup on Items (products can be manually updated on Leafly Biz with Menu)
Product name can be overridden with a
the consumer-friendly name under Web Data Title
Product: Other Category
THC is Product: Numerical Description One
CBD is Product: Numerical Description Two
Web data: Body HTML
Web Data: Product Image
Product: Retail Price/Unit Sell
FAQ (please review prior to menu sync)
If I have an existing menu in Leafly, do I need to save it prior to syncing my POS menu?
- No. Leafly will automatically save a copy of the menu that you maintained before connecting your POS system. If you encounter any issues with the data that is pulled in from your POS, you can quickly revert back by selecting “Disconnect and restore pre-POS connected menu data” when disconnecting the POS and reverting the menu back to its original state. To learn how to disconnect your point of sale, we advise following the instructions in this article: How do I disconnect my point of sale?
Once I make a change in my POS, how soon will I see the changes on Leafly’s menu?
- Changes made in GlobalTill will automatically sync to Leafly’s menu. Please allow up to 15 minutes for the change to appear.
Can I manually update fields on Leafly Biz that are missing?
- With this integration, when you are synced, you can:
- manually select staff picks
- override status of items received from the POS (active/inactive)
- set inventory thresholds at a global and category level
- override your POS menu items with your own product photography, descriptions, potency values and more
- If you disconnect and choose to retain data from your last POS sync, any overrides made in Leafly Biz will remain unless a POS is reconnected and resynced to Leafly.
- If you disconnect and choose to restore pre-POS connected menu data, any overrides made in Leafly Biz will not remain and will be deleted.
Do products on the menu have sales tax associated?
- Currently, sales tax is not included in the pricing for products. Clients can update the pricing in their POS or use the Deals module to notify clients.
What if I do not see the “Web Data” tab in my store?
- By default, the Web Data tab is visible only if it is enabled for your account. Please contact GlobalTIll support at email@example.com to enable this.
We use mg per ml, how is that calculated onto the Leafly menu?
- The unit (mg per ml) is currently not supported on the Leafly menu. To resolve this, GlobalTill will add the total volume of the product to the item name and use the ml measurement to describe this and then complete the math (mg per ml x volume). The total of that would then be put into the compound information using the mg unit. Example:
- --- 30ml bottle, 10mg/ml -> 300mg thc
- --- 30ml bottle, .5mg/ml -> 15mg thc
- Add product volume to item name for clarity
- Open your web browser and sign into Leafly Biz → https://business.leafly.com/Admin
- Once on your dashboard, click on the 'Menu' tab (a new window will open)
- Navigate to your Menu Settings on the Menu page by clicking on the navigation bar in the upper right-hand corner.
- Click on Settings in the drop-down to navigate to your Menu Settings.
- On the Connect your POS screen, select 'connect my POS' to begin the integration sync process.
- Select 'GlobalTil' from the dropdown.
Select 'continue to next step'. Once you do, your Leafly API key will be generated for you to copy.
- Click copy to copy your Leafly API key to share with the GlobalTill team.
- Note: If a key does not appear, you can click go back and restart the steps outlined above. Your Leafly API key will always be available in your POS Settings tab.
- Once copied, click continue to next step to continue the sync process on Leafly Biz.
- Click acknowledge and accept to accept the Data Override Warning and complete the sync process on Leafly Biz.
- You will be taken back to the POS Settings page, with a success message in the upper right corner.
Note: There are steps on the GlobalTill side to finish this setup and fully activate the sync. The next section will walk you through steps on how to complete this activation within GlobalTill.
- Log into your GlobalTill system.
- Click Settings on the left-hand side.
- Once you open the Settings toggle, click onto the Store Settings option
- Once you are on your Store Settings page, click onto the Edit Store button on the top, right-hand side of your page
Once you are on your Edit Store page →
- Scroll down to the Leafly Dispensary Client Key text box.
- Paste your Leafly API Key from Leafly Biz.
- Once the key is entered / pasted, the “Submit” button will be available to select.
- Click the Submit button.
Note: Once submitted, you will be shifted off of this page.
After you submit, you will be brought to this page. Once processed, you are done + your menu should now be synced!
Leafly Configuration (post-POS sync)
Once you have successfully synced your GlobalTill menu with Leafly, you can configure the integration and override menu data in Leafly Biz. These changes will persist in your Leafly menu unless you disconnect and then reconnect your POS and resync your POS menu data. This section will walk you through the configuration available in Leafly Biz today.
Default Item Status
On the POS Settings page, automatically set new and restocked items to either active or inactive by default. Items automatically set to an inactive status will need to manually be set to active before being visible on online menus.
- Items set to “Active” will show up on all online menus and be set to “Available for Pick-Up/Delivery” if your store participates in any of Leafly’s order ahead programs.
- Items set to “Inactive” will be hidden from all online menus and will no longer be “Available for Pick-Up/Delivery” if your store participates in any of Leafly’s order ahead programs.
Inventory Availability Rules
On the POS Settings page, you can set inventory thresholds at both the Global and Category levels. If a threshold is defined, items with inventory counts under the thresholds set will be automatically hidden from your online menus. By default, the threshold is set to 1.
Inventory Exclusion Rules
On the POS Settings page, you can permanently exclude inventory from appearing on your online menus. You can set exclusions by keywords and categories.
We currently support the following categories → Accessory, Seeds, Clone, Flower, Edible, PreRoll, Concentrate, Cartridge, Topical, Other. If your POS assigned category does not align with a predefined Leafly category, it will be assigned a category of Other by default. Remap categories as desired on the POS Settings tab once your GlobalTill menu is successfully synced to Leafly.
Disconnecting your POS
To learn how to disconnect your point of sale, we advise following the instructions in this article: How do I disconnect my point of sale?
Integration Guide Disclaimer
Please also visit our Knowledge Base for helpful hints and tips.