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Dutchie POS Menu Integration Guide

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Amy
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This guide will walk you through the essential steps to activate your menu integration with your Dutchie POS

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

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

  1. Obtaining Your Dutchie Credentials
  2. Entering Your Dutchie Credentials Into Leafly
  3. Activate and Configure your Dutchie Menu Sync 

 

Looking for Dutchie order integration information? Check out this article!

 

Step One: Dutchie Setup

1. Obtaining/requesting your DutchieCredentials

To get your credentials, please email support@dutchie.com and request the following: 

  • Setup for Leafly 2-way integration**
  • API Key

2. Setting up the E-Commerce Room

You will need to ensure your rooms are listed correctly within Dutchie. Access the Room settings with your Dutchie and make sure the following have been completed: 

  • Is E-Commerce Room? the field selected as yes
  • Room Accessible by Menus field has Leafly selected

Screenshot_2023-05-15_at_3.25.12_PM.png

 

Step Two: Leafly Setup 

1. Accessing the Integration Settings 

  • Open your web browser and sign in to Leafly Bizhttps://business.leafly.com
  • Navigate to the left side panel, and click on the Settings arrow. A drop-down will appear. Select the Integrations option.

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2. Integration Setup 

  • Access the Menu tab once you are in the Integration Settings. 
  • Click on the Connect My POS button 

Screenshot 2023-05-15 at 2.00.05 PM.png

  • From the drop-down selection, choose the option: Dutchie POS (Leaf Logix).
  • Select continue to next step to proceed 

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  • Enter your Dutchie API Key
  • Click 'test connection' to confirm that the API credentials are valid.
  • Once you’ve successfully tested your credentials, click 'continue to next step'. 

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  • Click 'acknowledge and accept' to accept the Data Override Warning and complete the sync process on Leafly Biz.

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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. 

At all times, you can preview your connection status from your Integrations Page, along with the number of items and last sync period: 

Screenshot_2023-05-15_at_3.17.10_PM.png

 

Step Three: Integration Configuration and Settings

Once you have successfully synced your Dutchie POS 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 reconnect your POS and resync your POS menu data.

Locate your Menu Manager Settings by checking out this Help Desk article: Where do I locate my menu manager settings and options?

With Dutchie POS, you have the following configuration settings in Leafly: 

  1. Default Item Status
  2. Category Mapping
  3. Inventory Availability Rules
  4. Inventory Exclusion Rules
  5. Room Exclusion Rules
  6. Cannabinoid Calculation
  7. Disconnecting your POS

Default Item Status

Automatically set new and restocked items to either active or inactive by default. Items automatically set to an inactive status must be manually set to active before being visible on online menus.

  • Items set to “Active”: these items 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”: these items will be hidden from all online menus. They will no longer be “Available for Pick-Up/Delivery” if your store participates in any of Leafly’s order ahead programs.

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Category Mapping

Related article: Mapping your categories on Leafly

We currently support the following categories → Accessory, Seeds, Clone, Flower, Edible, PreRoll, Concentrate, Cartridge, Topical, and Other.

If your POS assigned category does not align with a predefined Leafly category, it will be assigned a category of Other by default. You can remap your POS Category to the Leafly category. 

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Inventory Availability Rules

Related article: Setting inventory thresholds

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. 

Note: If your POS has the ability for thresholds, those settings will override Leafly. 

Screen_Shot_2022-08-02_at_2.32.16_PM.png

Inventory Exclusion Rules

Related article: How do I exclude items from syncing over to my Leafly menu from my point of sale?

You can permanently exclude inventory from appearing on your online menus by product keyword or category.

Screen_Shot_2022-08-02_at_2.33.14_PM.png

Room Exclusion

Related article: Including/excluding inventory rooms on Leafly

You can exclude inventory that resides within a POS “ROOM” that you do not wish to be shown on your online menu. 

Screen_Shot_2022-08-02_at_2.36.16_PM.png

Cannabinoid Calculation

Related article: Customizing your cannabinoid values on your Leafly menu

You can select which calculation method is applied by default to the THC and CBD values coming from your POS menu on the POS Settings page. More information on the available calculation methods can be found here.

Screen_Shot_2022-08-02_at_2.37.17_PM.png

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?

 

 

Dutchie POS FAQs

For more information on the functionality of Dutchie, please visit Dutchie - Leaf Logix POS.

You can also contact Dutchie Support through support@dutchie.com or email help@leafly.com to connect with the Leafly Support Team. 

 

What is the SLA for receiving your credentials from Dutchie? 

  • You should receive these credentials within 48 hours (not including weekends). For any issues obtaining your API key, please reach out to support@dutchie.com for further assistance. 

How often does Dutchie sync with Leafly? 

  • Leafly pulls updates from Dutchie every 6-10 minutes. However, any changes can take up to 15 minutes to reflect on your menu. 

  • You can force a sync within your Leafly Integrations Settings page and click the resync now button. 

Screen_Shot_2022-08-02_at_1.49.59_PM.png

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 your maintained menu before connecting. If you encounter any issues with the data, you can quickly revert by disconnecting. 

  • To learn how to disconnect, we advise following the instructions in this article: How do I disconnect my point of sale?

What fields do you pull data from in Dutchie?

  • You can preview our field mapping below: 

Leafly Field

Dutchie POS Field

Notes

Item Name

Name or Online Title

 Leafly will pull data from the online title field, but if there is no value present - we will fall back to the product name on the menu item

Category Type

Category

Categories can be remapped on Leafly. Follow these steps: Category Mapping

Strain Name

Strain 

 

Brand Name

Brand

 

Compound Data (THC + CBD)

THC/CBD Content or Lab Results

Leafly will pull data from the lab results, but if there is no value present - we will fallback to the fields on the product details

Description

Online Description

Leafly will pull data from the online description field, but if there is no value present - we will fall back to the description on the menu item.  

Image

Product Images

 

Price

Price or Default Pricing Tier

Leafly does not pull in deal/sale pricing.

 

What fields do you pull data from in Dutchie POS? 

  • Product Name: Leafly will pull data from the online title field, but if there is no value present - we will fall back to the product name on the menu item

  • Compounds (THC/CBD): Leafly will pull data from the lab results, but if there is no value present - we will fallback to the fields on the product details

  • Description: Leafly will pull data from the online description field, but if there is no value present - we will fall back to the description on the menu item.  

Can I manually update fields on Leafly Biz that are missing?

Do products on the menu have sales tax associated?

  • Currently, sales tax is not displayed in the Leafly menu. 

  • Clients can use our tax feature in the Menu Manager Settings Biz to set sales and excise taxes in checkout. To learn more about setting these options, please check out this Help Desk article: Setting up Tax Estimates for your Leafly Menu

Why is Leafly showing something different for Brand or Strain information than what I have in my POS?

  • After Leafly receives a menu payload, we will try to match strain and brand information to existing entries in Leafly's database to cross-link and provide greater visibility for menu items across the platform.
  • Sometimes particular Strains or Brands do not exist yet in Leafly's database. In that case, we are trying to smart-match to the closest available entry. This can result in incorrect links.
  • You have the ability to change or remove incorrect links by editing those fields within your Menu Manager.

Can I make changes to item data on Leafly while my POS integration is active?

  • Yes, with some limitations.
  • You are able to override every menu item field except for the price point. This allows you to update Strain or Brand links or supplement other information like cannabinoid data, photos, or description. Leafly defers to your POS system as the source of truth for item pricing.
  • These manual overrides will persist on items you edit until they go out of stock and fall off your menu entirely.

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.