Process Overview
This article will walk you through the necessary steps to successfully activate your Menu integration with Greenbits POS. You will complete the following high level steps (in order) →
- Obtain your Greenbits credentials from Greenbits
- Enter your Greenbits credentials into Leafly Biz
- Activate and configure your menu sync
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
- Brand
- Compound Data (THC/CBD)
- Description
- Price
- Inventory Level
Menu Attributes that will not sync to Leafly’s front-end →
- Enable / Disable Pickup on Items (please see FAQ for further details)
- Images (please see FAQ for further details)
Field Mapping
|
Leafly Field |
Greenbits Field |
Notes |
|
Item Name |
Flower: {Strain} by {Brand} Concentrate: {Strain} {Concentrate Type} by {Brand} All other categories: {Name} |
If {Brand} is empty, {Vendor} will be used in its place. If required fields are empty, menu item name will default to {Name} |
|
Category Type |
Product Type |
{Product Type} `Concentrates` will be mapped to Concentrates, unless their {Concentrate Type} in GB is `Cartridges` You can alter category mapping through Product Categories settings on Leafly, or exclude GB categories through POS Inventory Settings on Leafly |
|
Strain Name |
Strain |
|
|
Brand Name |
Brand by default, otherwise Vendor |
|
|
Compound Data |
THC/CBD |
|
|
Description |
Description |
|
|
Image |
-- |
Can be uploaded via Menu Manager |
|
Price |
Price (pre-tax) |
FAQs (please review prior to menu sync)
Does Leafly support standard and tiered pricing?
- Yes, Leafly supports both standard and tiered pricing with this integration.
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?
When I make a change in my POS, how soon will I see the changes on Leafly’s menu?
- Changes made in Greenbits 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
- enable/disable items availability for Leafly Pickup
- 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.
Can I use a single Greenbits username for multiple locations?
- No. This isn’t currently supported for this integration, even if you have unique Location Names for each location. The username will default to a specific location and show that primary menu for all locations, regardless of the Location Name used. You will need to create a separate GB Username for each Leafly listing in order to display unique menus for all locations.
How do I upload images?
- You can find the instructions to upload images to your ingested POS menu under Leafly Configuration > Image Uploads in this article.
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.
- Clients can also use our tax feature in the Menu Manager Settings Biz to set sales and excise taxes to apply in checkout. To learn more about setting these options, please check out this Help Desk article: Setting up Tax Estimates for your Leafly Menu
Where is my data being pulled from?
- Once your menu is successfully synced, we will only pull fields from your inventory moving forward.
What is the logic for unit size?
- Currently, if a unit size within Greenbits falls outside of Leafly menu parameters, it will appear as is (i.e. exactly as it does in GB) on your Leafly menu (e.g 4g = 4g, 28.3g = 28.3g, etc).
Is there a way to set a minimum threshold amount for products?
- Yes, 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 (one). You can find instructions for this setup under Leafly Configuration > Inventory Availability Rules in this article.
Can I deactivate the menu sync?
- Yes, you can disconnect your POS in Leafly Biz. 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?
Greenbits Setup
Greenbits Credentials
You will need your Username, Password, and Location Name to successfully sync your Greenbits menu into Leafly. For more information on configuring a new role and new user for this integration, please refer to Greenbits' help article that walks you through required steps.
- You will use your Greenbits login credentials for the Username and Password.
- You can find your Greenbits Location Name in your Greenbits Back Office under Settings > Location Settings.
Leafly Setup
Menu Tab
- 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)
Menu Settings
- 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.
POS Settings
-
On the POS Settings tab, select connect my POS to begin the integration sync process.
- Select 'Greenbits' from the drop-down. (Please note: do NOT select the menu feed option)
- Select 'continue to next step' to proceed to the next screen
- Enter your Greenbits API credentials in the appropriate fields. You’ll need to enter a valid Username, Password, and Location Name to successfully connect.
- Once you’ve entered your credentials, click 'test connection' to confirm entered correctly.
- Once you’ve successfully tested your credentials, click 'continue to next step'.
- 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 and POS Status of Connected. Your POS menu data will now begin to pass to Leafly.
Leafly Configuration (post-POS sync)
Once you have successfully synced your GreenBits 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 (one).
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.
Category Mapping
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 Cova menu is successfully synced to Leafly.
Edit your POS Credentials
Complete the following steps to edit your POS credentials:
- On the POS Settings page, select the navigation bar under the Status section. This will expose the drop-down navigation menu.
- Select 'Edit POS Credentials' in the drop-down navigation menu.
- An overlay window will appear with your existing API credentials included. Edit the necessary information and click Save when complete. When successfully saved, you’ll be taken back to the POS Settings page.
Image Uploads
Complete the following steps to override your POS images and upload product images to your Leafly menu.
- Within the item details for the applicable item, you’ll first need to delete the product image ingested from your POS by selecting the “X” next to the product image.
- Select “upload a product image” to select the file you wish to upload.
- The uploaded image will now display under Product Image. Select 'Save and set active' for changes to take effect on your Leafly menu.
Cannabinoid Calculation
On the POS Settings page, you can select which calculation method is applied by default to the THC and CBD values coming from your POS menu. More information on the available calculation methods can be found here.
To learn more, please review this article: Customizing your cannabinoid values on your Leafly menu
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
For further assistance or questions, please reach out to Greenbits Support (help@greenbits.com) or use our Request Form to contact the Leafly Support Team.
Please also visit our Knowledge Base for helpful hints and tips.