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POSaBIT 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 POSaBIT POS. You will complete the following high-level steps (in order) → 

  • Set up your sync 
  • Enter your Leafly API key in POSaBIT
  • 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)
  • Price (Sales tax is not included, please see FAQ for further details)
  • Inventory Level
Menu attributes that will not sync to Leafly’s front-end →
  • Images (can be manually updated in Leafly Menu Manager)
  • Description (can be manually updated in Leafly Menu Manager)

 

FAQs (please review prior to 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?
Once I make a change in my POS, how soon will I see the changes on Leafly’s menu? 
  • Changes made in POSaBIT 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
    • override status of items received from the POS (active/inactive)
    • 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. 
Where do I upload my photos?
  • POSaBIT does not currently support photo uploads to menu feeds. You are able to manually upload images via Leafly Biz (after the next sync,these images will remain). If you run into an issue where images are disappearing, please reach use our Request Form to contact our Support Team
Who should I contact with menu sync issues?
  • Please contact POSaBIT support (support@posabit.com or 1-855-767-2248). If issues need to be escalated to Leafly to investigate, their team will reach out.
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?
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

Leafly Setup

Menu Tab

Screenshot_5.png

Menu Settings

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

Screenshot_5.png

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

Select_Settings.png

 

POS Settings

  • On the Connect your POS screen, select 'connect my POS' to begin the integration sync process. 

Connectmypos.png

  • Select POSaBIT from the drop-down

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  • Select continue to next step. Once you do, your Leafly API key will be generated for you to copy.

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  • Click copy to copy your Leafly API key to share with the POSaBIT team.

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  • 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.

Screenshot_12.png

  • 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.

Screenshot_14.png

 

Note: There are steps on the POSaBIT side to finish this setup and fully activate the sync. The next section will walk you through steps on how to complete this activation within POSaBIT.

 

POSaBIT Setup

Create New Menu Feed
  • Log into the Admin Tool
  • Go to Productions → Menu Feeds
  • Select New Menu Feed
  • Once opened, name it Leafly and select the type to be Leafly

Screenshot_15.png

 

Menu Sync Credentials

Screenshot_16.png

 

Edit the Menu
  • Go to the Leafly feed
  • Click the Edit button on the right-hand side of the feed. Once here, you will be able to set up your categories, products, etc.

Screenshot_17.png

 

On this page, click New Category. From there →

  • Select the name from the dropdown
  • Add a Description
  • Set to Sort by Name or Strain

Screenshot_18.png

  • Filter what shows up in the Category →
    • Product Types
    • Flower Type
    • Product Tags
    • Minimum Quantity on Hand
  • Select Combine Weights (only for Flower)
  • Hit Save

You will need to repeat this for each category for your Leafly Menu Feed.

 

Screenshot_19.png

 

Leafly Configuration (post-POS sync)

Once you have successfully synced your POSaBIT 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. 

 

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 POSaBIT menu is successfully synced to Leafly.

 

Screenshot_4.png

 

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

Screen_Shot_2021-06-16_at_10.04.34_AM.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?

 

Integration Guide Disclaimer

For further assistance or questions, please reach out to POSaBIT Support (support@posabit.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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