Process Overview
This article will walk you through the necessary steps to successfully activate your Menu integration with Anthea (RCS). You will complete the following high level steps (in order) →
- Set up your sync
- Enter your Leafly API key in Anthea (RCS)
- Activate and configure your menu sync in Leafly Biz
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 Name
- Brand Name
- Compound Data (THC + CBD)
- Description
- Image
- Price (Sales tax is not included, please see FAQs for further details)
- Inventory Level
- Enable / Disable Pick-Up on Items (please see FAQs for further details)
Field Mapping
|
Leafly Field |
Vendor Field |
Notes |
|
Item Name |
Item number |
-- |
|
Category Type |
Category code |
-- |
|
Strain Name |
Strain |
-- |
|
Brand Name |
Primary Vendor |
-- |
|
Compound Data (THC/CBD) |
THC / CBD qty MG / PCT |
-- |
|
Price |
Leafly Price 1,3,5,7,14,28 |
-- |
|
Enable/Disable Pickup |
Avail for Pickup? (checkbox) |
-- |
FAQ (prior to syncing, please review)
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?
Once I make a change in my POS, how soon will I see the changes on Leafly’s menu?
- The sync occurs every hour. Please note: you can manually push the sync within Anthea. If changes are not updated after, please email support@retailcontrolsystems.com.
Can I manually update fields on Leafly Biz that are missing?
- With this integration, when you are synced, you can:
- manually select staff picks
- override status of items received from the POS
- 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.
If I have Pickup enabled on my menu, how do I enable / disable products for Pickup?
- To do this, you can go into your POS system → select Items → go to the Leafly tab → check off Avail for Pickup? if the product should be available to customers for Pickup (leave unchecked if they should not be).
How do I upload images?
- Images are uploaded into Counterpoint, which will be sent in the sync. Leafly will then accept the image and display this on your Leafly menu. Please note, if you have a blank image appear, it is due to a bad URL. Once you update the image URL in Counterpoint, that should resolve the issue.
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 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
Can I regenerate my Leafly API key?
- If you need to regenerate your Leafly API key, please contact Leafly support using our Request Form.
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?
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 Connect your POS screen, select 'connect my POS' to begin the integration sync process.
- Select Anthea from the drop-down selection
- Select continue to next step. Once you do, your Leafly API key will be generated for you to copy.
- Click copy to copy your Leafly API key to share with the Anthea team.
-
Note: If a key does not appear, you can click go back and restart the steps outlined above. Your Leafly API key will always be available in your POS Settings tab.
-
Once copied, click continue to next step to continue the sync process on Leafly Biz.
- 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.
Note: There are steps on the Anthea side to finish this setup and fully activate the sync. The next section will walk you through steps on how to complete this activation with Anthea.
Anthea (RCS) Setup
Global menu control is accessible from the Anthea main menu, depending on the security code.
- Select Leafly Control to configure API keys, URL, and sync status with Leafly. This is a per store setting.
- Select Leafly Sync Menu to synchronize Leafly-enabled Anthea items to Leafly.
- Delete Menu will clear the menu completely, regardless of item sync status
- Price, image, and sync-status are configured at the item level. Individual items can be updated or deleted on-the-fly by selecting Sync Item to Leafly via the Anthea items maintenance window
Leafly Configuration (post-POS sync)
Once you have successfully synced your Anthea 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.
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 Anthea menu is successfully synced to Leafly.
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 Anthea (RCS) Support (support@retailcontrolsystems.com) or use our Request Form to contact the Leafly Support Team.
Please also visit our Knowledge Base for helpful hints and tips.