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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) → 

  • Setup Cova + Leafly Menu integration sync, if not already done
  • Enable Cova Order integration in Leafly Biz
  • Configure Order notifications in Leafly Biz

 

 

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. 

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  • 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

1. Ordering Flow

Once an order is submitted on the Leafly side, the order comes through into the Cova POS tablet in the Orders section. Usually, it is either the Cashier Role or Fulfiller Role who monitors this screen.

The most recent orders will appear at the top of the list. Default status of order is “Order Placed”. There is also the ability to filter orders by “Order Placed”, “In Progress”, “Order Completed”.

 

Follow these steps to find and complete the Order transaction when a customer arrives and says they have a Leafly order. You can also find these instructions in Cova’s Knowledge Base article on supported order flows, available HERE

  • Customers will provide their name. 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. The name given should appear in the Customer Column in your Cova dashboard. In the Cashier Role, there is also the ability to Edit the order to add or remove products on an existing order.

Screenshot_4.png

  • When the order is ready to be paid for, the Cashier Role should select the Tender button to go to the next step. If there are multiple Fulfillers, there is also the ability to change the status from “Order Placed” to “In Progress”.

Screenshot_5.png

  • Upon selecting the Tender button, the Cashier Role will be presented with the various payment options. In this example, the Cash option is selected.

Screenshot_6.png

  • Enter the cash amount and select the Take Payment button.

Screenshot_7.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.

 

 

FAQs (please review prior to enabling Ordering)

Do I need to enable my POS menu sync from Cova before I can enable the Order integration?

  • Yes, at this time it is necessary for you to have the Menu integration enabled and actively syncing prior to enabling the Order integration.You can find instructions to enable the Menu integration sync in the Cova Menu Integration Instructions article in the Leafly Help Center for POS Integrations, if needed.

Do I need to be a Pickup partner + Leafly customer in order to activate the Cova Order integration?

  • Yes, at this time it is necessary for you to have Leafly Pickup and a current subscription to our advertising services activated in order to use the Cova Order Integration settings.

Once the 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.

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 Pickup/Kiosk 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. The Leafly order dashboard will not update in the case of Cancellations.

Can I provide a cancellation reason?

  • Currently, there is no option to notify the customer of a cancellation reason.

Can I turn the Order Integration off?

  • Yes. You can disable the Cova Order Integration at any time in Leafly Biz. You can find the instructions to disable the Order Integration  under Leafly Configuration > Disconnect the Order Integration in this article. 

 

 

Integration Guide Disclaimer

For further assistance or questions, please reach out to Cova Support (apisupport@covasoftware.com) or use our Request Form to contact the Leafly Support Team. 

Please also visit our Knowledge Base for helpful hints and tips.

 

 

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