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Leaf Logix Ordering Integration Guide

Amy
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Process Overview

This article will walk you through the necessary steps to successfully activate Leafly’s Order integration with Leaf Logix POS. You will complete the following high level steps (in order) → 

  • Setup Leaf Logix + Leafly Menu integration sync, if not already done
  • Enable Leaf Logix Order integration in Leafly Biz
  • Configure Order notifications in Leafly Biz

 

Leafly Setup

1. Order Settings

Follow these steps to enable the Leaf Logix 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

Settings-Integrations.png

  • On this page, flip the toggle to activate your Ordering integration. 

LeafLogixToggleDisable.png

  • Once doing so, you will see that the ordering integration is now activated:

LeafLogixEnabled.png

  • If you need to disable the ordering integration, flip the toggle on this page to disconnect. 

 

2. Order Notifications

Follow these steps to enable email notification alerts for Leafly Orders through the Leaf Logix Order integration: Enabling Email Notifications for Leafly Pickup

 

Leaf Logix Set Up and Order Flow

1. Set Up - Customer Notifications

The “Notify” button needs to be enabled per store in Leaf Logix by Leaf Logix Support. The “Notify” button changes the order status in Leaf Logix to “fulfilled” which notifies Leafly of the status change for customer notification that the order is either ready for pickup or en route if delivery. This is a per-store requirement for the Order workflow. Contact support@leaflogix.com to enable the “Notify” button.


2. Set Up - Guestlist Statuses

  • In order to accept orders from Leafly, you will need to ensure your integration is active.

  • You will need to configure your POS Guestlist Statuses in the LeafLogix backend. To do so head into your Leaf Logix POS and complete the following: 

    • Select POS

    • Select Layout

    • Select Guestlist Status

Most integrations can be set up like below: 

 

Screenshot_51.png

 

3. Ordering Flow

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FAQs (please review prior to enabling Ordering)

Do I need to enable my POS menu sync from Leaf Logix before I can enable the Order integration?
Do I need to be a Pickup partner + Leafly customer in order to activate the Leaf Logix Order settings?
  • Yes, at this time it is necessary for you to have both Leafly Pickup and a current subscription to our advertising services activated in order to use the Leaf Logix Order Integration settings.
Do customers still receive notifications when order status changes?
  • Yes. They receive automated SMS notifications when order status is changed within POS. In order for the 'Notify' button to appear after configuring your Guest Statuses, you will need to contact the Leaf Logix Support Team directly at support@leaflogix.com to have this enabled. 
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.
Does Leaf Logix support a "hold queue"?
  • Yes. Once an order is placed, menu items will be placed in a "hold queue" and deducted from inventory counts. Upon completion of the transaction, the items on "hold" will be fully deducted from the inventory count.
What are the potential pitfalls to managing Pickup/Kiosk orders solely in Leaf Logix POS?
  • Currently, Retailers will not be able to substitute menu items for customers or be able to distinguish first-time customers until the customer is in-store.
How do I cancel an order?
  • At this time you need to perform all cancellations within the POS by removing all pre-order items from a customer's cart. The Leafly order dashboard will update in the case of Cancellations.
Can I provide a cancellation reason?
  • Currently, cancellation reasons do not carry through from Leaf Logix to Leafly.
How do I communicate that an order is filled back to Leafly?
  • Use the 'Notify' button in Leaf Logix POS to communicate that an order is filled. In order for the 'Notify' button to appear after configuring your Guest Statuses, you will need to contact the Leaf Logix Support Team directly at support@leaflogix.com to have this enabled. 
If a customer includes their personal information with their online order, is it included with the order in Leaf Logix?
  • Yes. Leaf Logix matches customer profiles on MMJID, email address, f/l name, phone number, in that order. If a match is made on at least one of these identifiers, the profile is attached to the order in Leaf Logix. If a match is not made, a new profile will be created in Leaf Logix. In the case of a mismatch or duplicated profile, you will need to manage the customer profiles in Leaf Logix POS directly. Contact support@leaflogix.com for any assistance needed.
Can I turn the Order Integration off?
  • Yes. You can disable the Leaf Logix Order Integration at any time in Leafly Biz. You can find the instructions to disable the Order Integration under Leafly Configuration > Disconnect the Order Integration in this article. 

 

Integration Guide Disclaimer

For further assistance or questions, please reach out to Leaf Logix Support (support@leaflogix.com) 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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