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Cova Order Integration Guide

Amy
Amy
  • Updated

 

Cannabis POS, eComm, Payment & Inventory Management | Cova Software

This guide will walk you through the essential steps to activate your Ordering Integration with your Cova POS. 

💡 Before you start the integration process, we kindly ask that you take a moment to review the information below: 

💡 To successfully complete your ordering sync, please follow the steps below: 

  1. Setup Cova + Leafly Menu Integration (if not already completed) 
  2. Enable the Cova Order Integration on Leafly

❗ Please note that once you enable the Cova order integration, your Leafly order dashboard will become read-only. While the order integration is active, order fulfillment will take place within Cova.  

 

Looking for Cova menu integration information? Check out this article!

 

Leafly Setup

1. Accessing the Leafly 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

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2. Toggling On/Off the Order Integration

Click on the Orders tab once inside your Integration Settings. 

  • On this page, flip the toggle to activate your Ordering integration. 
  • After doing so, you will see that the ordering integration is active. If you need to disable the order integration, flip the toggle on this page to disconnect.

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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 

 

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.

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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. 

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

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

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

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

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Cova Ordering FAQs

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

⭐If you need further assistance or have any questions, please contact Cova Support (apisupport@covasoftware.com) or email help@leafly.com to connect with the Leafly Support Team. 

 

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

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. 

Does Cova support a “hold queue” or soft inventory allocation?

  • No, at this time, a hold queue or soft inventory allocation is not supported with Cova

Do customers still receive notifications when order status changes?

  • Yes. They receive automated SMS notifications when the order status is changed within Cova.

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.

What attributes are used to match Leafly customers to existing customer profiles within Cova?

  • Leafly currently collects names, phone numbers, DOB, email, and MMJID. 

  • Leafly will match the name and phone number. However, if the matched customer profile is missing a value (like email), it will create a new profile with extra data included.

  • For any issues, please connect with the Leafly Support Team at help@leafly.com

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. 

Can I provide a cancellation reason?

  • No, at this time, you cannot provide a cancellation reason within Cova.

How do I communicate that an order is filled back to Leafly?

  • Order status changes are automatically sent back to Leafly to trigger text message updates to the customer whenever you update the order status.

Will the integration work for both in-store pickup and delivery orders?

  • Yes. The order integration supports both in-store pickup and delivery orders.

Can I turn the Order Integration off?

  • Yes. You can disable the Cova Order Integration at any time in Leafly Biz. In this article, you can find the instructions to disable the Order Integration under Order Settings.

  • Please note: Disabling the Order Integration does not disable Leafly Pickup or Delivery. You can still receive orders if the Order Integration is disabled, and will need to use the Leafly Order Dashboard to update order statuses.

What do I do if there is an Order Integration Outage?

In a time when there is an order integration outage, orders will not flow to your POS and will need to be managed via the Leafly Order Dashboard.

* Leafly will alert you by email and Leafly Biz pop-up if there is an issue with your POS integration connection that impacts Leafly orders flowing to your POS system for fulfillment.

 

There may be 2 types of outages:

Partner Outages and Credential Issues.

  • When a partner outage occurs, a POS vendor has identified a widespread issue impacting one or multiple services within their software. Your POS provider will notify you of any system issues, instability, or outages and keep you updated on their efforts to resolve the problem.

  • When a credentials issue occurs, you will receive a notification stating that invalid credentials are impacting Leafly's ability to send orders to your POS system. This means that some portion of the credentials used are incorrect or invalid.

  • In the event of these issues, you will need to handle orders that do not reach your POS system by using the Leafly Order Dashboard until the problem is fixed. Depending on the seriousness of the issue, some orders may still be successfully transferred to your POS system for fulfillment.

For more information please visit:

POS Order Integration Connection Issue Hub

 

Will my Leafly Deal pricing sync to my POS via the order integration?

  • No. At this time, you will need to replicate the deal in your POS and apply it to any applicable items in Leafly-sourced orders once you begin filling them in your POS system.