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Cova Order Integration Guide

Amy
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Process Overview

This article will walk you through the necessary steps to successfully activate Leafly’s Order integration with Cova POS. You will complete the following high level steps (in order) → 

 

Integration Guide Disclaimer

For more on the functionality of processing orders in Cova, please take a look at this article: Processing Orders in Cova 

For further assistance or questions, please contact Cova Support (apisupport@covasoftware.com) or email help@leafly.com to connect with the Leafly Support Team. 

 

 

Leafly Setup

1. Order Settings

Follow these steps to enable the Cova Order integration in Leafly.

  • Open your web browser and sign into Leafly Biz → https://business.leafly.com/Admin
  • From the left-side panel click on 'Settings'
  • Click on 'Integrations' from the drop-down

Settings-Integrations.png

On this page, flip the toggle to activate your Ordering integration. 

Screen_Shot_2022-02-28_at_10.33.36_AM.png

Once doing so, you will see that the ordering integration is now activated:

CovaOrderingActve.png

If you need to disable the ordering integration, flip the toggle on this page to disconnect. 

 

 

2. Order Notifications

Follow these steps to enable email notification alerts for Leafly Orders through the Cova Order integration: Enabling Email Notifications for Leafly Pickup

 

 

Cova Ordering Flow

For more on the functionality of processing orders in Cova, please take a look at this article: Processing Orders in Cova 

Ordering Flow

Once an order is submitted on the Leafly side, the order comes through into the Cova POS tablet in the Orders section.

Screen_Shot_2022-08-18_at_1.30.18_PM.png

 

Customers will provide their name on the order submitted to Leafly. The name given should appear in the Customer Column in your Cova dashboard. Find and select the order in your Cova dashboard to see the Order details. 

 

Screen_Shot_2022-08-18_at_1.32.11_PM.png

When ready, toggle the stage of the cart (i.e. Order Placed, In Progress, Ready for Pickup)

 

Screen_Shot_2022-08-18_at_1.33.47_PM.png

 

When the order is being picked up - selecting the option: Confirm & Tender will complete the sale

 

Screen_Shot_2022-08-18_at_1.36.00_PM.png

 

There will be presented with the various payment options. In this example, the Cash option is selected.

 

Screen_Shot_2022-08-18_at_1.37.40_PM.png

 

After the Take Payment option is selected, the confirmation screen is presented and Customer can have their receipt emailed or printed. The order is now complete.

 

 

Cova Ordering FAQs

Do I need to enable my POS menu sync from Cova before enabling the Order integration?
  • Yes, at this time, you must have the Menu integration enabled and actively syncing before enabling the Order integration.
  • You can find instructions to enable the Menu integration sync in this Help Desk guide: Cova Menu Integration Guide 
Do I need to be a Pickup partner + Leafly customer in order to activate the Cova Order settings?
  • Yes, at this time, you must have both Leafly Pickup and a current subscription to our advertising services activated in order to use the Cova Order Integration settings.
  • To learn how to enable online ordering, please take a look at this article: Adding Leafly online ordering to your location
Do customers still receive notifications when order status changes?
  • Yes. They receive automated SMS notifications when order status is changed within POS.
Once Order Integration is enabled, will the Leafly Order Dashboard be disabled?
  • Yes. Once the Order Integration is enabled the Leafly Order Dashboard will be read-only. The dashboard will update appropriately but will not be actionable.
  • All order actions must be performed within your Cova fulfillment dashboard. 

Will customer government ID images transfer to Cova for delivery orders?

  • Yes. Leafly will include customer government IDs in the payload to Cova for delivery orders.
  • Government ID upload is not currently available for pickup orders.

Does Cova support a “hold queue”?

  • No. Menu items are removed from inventory when the order transaction is completed.

What are the potential pitfalls to managing orders solely in Cova POS?

  • Currently, Retailers will not be able to substitute menu items for customers or be able to distinguish first time customers until the customer is in-store.

How can I cancel an order?

  • At this time you need to perform all cancellations within the POS.
  • In addition, you cannot provide a reason for cancellation and these do not carry through from Cova to Leafly. 

 

 

 

 

 

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