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Treez Menu Integration Guide

Amy
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Process Overview 

This article will walk you through the necessary steps to successfully activate your Menu integration with Treez POS. You will complete the following high-level steps (in order) → 

Note: Currently, this integration is exclusive to v2 of Treez. Clients using v1 will need to first contact their Treez rep to transition to v2.

 

 

FAQs (please review prior to menu sync)

Which Treez version does this integration support?  
  • Currently, available exclusive to v2 of Treez. Clients using v1 will need to first contact their Treez rep to transition to v2 in order to proceed with enabling the menu sync. 
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?
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. 
Do products on the menu have sales tax associated? 

  • 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

Why are some products that should appear in a specific category falling into the “Other” category?
  • We currently support 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. You can remap categories in Leafly Biz. You can find the instructions to remap under Leafly Configuration > Category Mapping in this article. 
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?


Treez Setup

Treez Credentials

Send an email to Treez Support (support@treez.io) or have a Manager reach out via Chat to request your API credentials from Treez. You will be requesting the following identifiers:

  • API Key
  • Dispensary Name

To access Treez Chat: 

  • Select Need Help tab
  • Select Chat with Us icon
  • Include the following information within the request
    • Customer URL
    • Name of Application Requiring API Access (Leafly)
    • Customer Contact Name and Email
    • Integration Partner Name and Email (Optional; however, including will expedite the process)

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Leafly Setup

Menu Tab

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Menu Settings

  • Navigate to your Menu Settings on the Menu page by clicking on the navigation bar in the upper right-hand corner. 

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  • Click on Settings in the drop-down to navigate to your Menu Settings.

Select_Settings.png

 

 

POS Settings

  • On the POS Settings tab, select connect my POS to begin the integration sync process.

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  • Select Treez from the drop-down selection

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  • Select 'continue to next step' to proceed to the next screen

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  • Enter your Treez API credentials in the appropriate fields. You’ll need to enter a valid API Key and Dispensary Name to successfully connect.
  • Note: your dispensary name will be in lowercase and entered this way. 

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  • 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'. 

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  • Click 'acknowledge and connect' 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.

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Treez Cannabinoid Data

For cannabinoid data, Treez provides the Lab Results section associated with the batches themselves in Inventory.

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Which is linked to, within the menu item here:

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In the absence of cannabinoid data there, Treez will default to the Product Details section and convert to percent where applicable.

 

Screenshot_9.png

 

 

Leafly Configuration (post-POS sync)

Once you have successfully synced your Treez 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.

Screenshot_1.png

 

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).

 

Screenshot_2.png

 

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.

 

Screenshot_3.png

 

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 Treez menu is successfully synced to Leafly.

Screenshot_4.png

 

Room Exclusion Rules

On the POS Settings page, you can exclude inventory that resides within a POS “ROOM” that you do not wish to be shown on your online menu. 

Screenshot_6.png

 

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.

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  • Select 'Edit POS Credentials' in the drop-down navigation menu.

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  • 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.

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

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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 Treez Support (support@treez.io) 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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