TechPOS Order Integration Guide

Amy
Amy
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Ordering Process Setup Guide

This guide outlines the key steps to activate your ordering integration with TechPOS successfully. Follow the steps below in order to complete the setup process: 

 

  1. Start by Reviewing the TechPOS Ordering FAQs

  2. Setup TechPOS + Leafly Menu integration sync, if not already done

  3. Enable the TechPOS Order Integration in Leafly Biz

  4. Review the Online Order Flow in TechPOS

  5. Configure Order Notifications in Leafly Biz 

For further assistance or questions, please contact TechPOS Support (support@techpos.ca) or email help@leafly.com to connect with the Leafly Support Team. 

Please note that once you enable the POS order integration, your Leafly order dashboard will become read-only. While the order integration is active, order fulfillment will take place within your POS.

 

 

Enable the Order Integration on Leafly

 

Order Settings

  • Select the Orders tab to access the Order Integration Settings.
  • Flip the toggle to enable the integration. Once you do so, you will see that the ordering integration is now activated:
    • If you need to disable the ordering integration, flip the toggle on this page to disconnect. 

 

On this page, click connect to order integrator to activate your Ordering integration. 


 

Next, you will need to provide TechPOS with the API key, the TechPOS support team will manually update it on their side. After doing so, you will see that the ordering integration will be activated.

 

If you need to disable the ordering integration, click the three vertical dots then select Deactivate to disconnect.

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Note: To disable your order integration, all open orders in your Leafly Dashboard will be closed out. You will receive the following alert to inform you of this information:

 

Order Notifications

Follow these steps to enable email notification alerts for Leafly Orders through order integration: Enabling Email Notifications for Leafly Pickup

 

 

TechPOS Ordering Flow

Ordering Flow

Once the integration is set up by the TechPOS support team, the Leafly order button will be enabled on the POS page.

 

Please click the button to view Leafly orders.

 

Order list can be viewed in the dialog

  • Click the start to prepare button. This action updates the order status to Preparing.
  • You can also cancel the order by clicking the cancel button, which will update the order status accordingly. 

 

Please scan the item and select the lot for the order. 

  • Once completed, click Finish Online Order to finish the order. It will update the order status to Ready.
  • When the customer arrives at the store, complete the payment, the order status will be updated to Completed. 

 

 

Online Order List 

Go to Web > Online Orders List 

Please note the new type Leafly is added in the search box.

 

 

TechPOS Ordering FAQs

 

Do I need to enable my POS menu sync from TechPOS before enabling the Order integration?
  • Yes, at this time, you must have the Menu integration enabled and actively syncing before enabling the Order integration. You can find instructions to enable the Menu integration sync in this Help Desk guide: TechPOS Menu Guide
 
Do I need to be a Pickup partner + Leafly customer in order to activate the TechPOS Order Integration?
  • Yes, at this time, you must have Leafly Pickup or Delivery and a current subscription to our advertising services activated in order to use the Order Integration settings. To learn how to enable online ordering, please take a look at this article: Adding Leafly online ordering to your location
Do customers still receive notifications when order status changes?
  • Yes. Customers will receive notifications via email and SMS. Additionally, if they have enabled in-app messaging, they will receive push notifications with order status updates.

 

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. All order actions must be performed within your TechPOS fulfillment dashboard. 

 

Will customer government ID images transfer to TechPOS for delivery orders?

  • No, TechPOS does not store this information.

 

Does TechPOS support a “hold queue”?

  • TechPOS holds the item when the order status is 'preparing'.

 

What are the potential pitfalls to managing orders solely in TechPOS POS?

  • Currently, Retailers will not be able to substitute menu items for customers or distinguish first-time customers until the customer is in-store.

 

How can I cancel an order?

  • At this time, you need to perform all cancellations within the POS. In addition, you cannot provide a reason for cancellation, and these do not carry through from your POS to Leafly. 
     

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.

 

What do I do if there is an Order Integration Outage?
In a time when there is an order integration outage, orders will not flow to your POS and will need to be managed via the Leafly Order Dashboard.

* Leafly will alert you by email and Leafly Biz pop-up if there is an issue with your POS integration connection that impacts Leafly orders flowing to your POS system for fulfillment.

 

There may be 2 types of outages:

Partner Outages and Credential Issues.

  • When a partner outage occurs, a POS vendor has identified a widespread issue impacting one or multiple services within their software. Your POS provider will notify you of any system issues, instability, or outages and keep you updated on their efforts to resolve the problem.

  • When a credentials issue occurs, you will receive a notification stating that invalid credentials are impacting Leafly's ability to send orders to your POS system. This means that some portion of the credentials used are incorrect or invalid.

  • In the event of these issues, you will need to handle orders that do not reach your POS system by using the Leafly Order Dashboard until the problem is fixed. Depending on the seriousness of the issue, some orders may still be successfully transferred to your POS system for fulfillment.

For more information please visit:

POS Order Integration Connection Issue Hub