Process Overview
This article will walk you through the necessary steps to successfully activate Leafly’s order integration with BLAZE POS. You will complete the following high level steps (in order) →
- Setup BLAZE Pull + Leafly menu integration sync, if not already done
- Enable BLAZE order integration in Leafly Biz
- Configure order notifications in Leafly Biz
- If applicable, configure your delivery zone, fee, and order minimums in Leafly Biz
Please note that once you enable the BLAZE order integration, your Leafly order dashboard will become read only. While the order integration is active, order fulfillment will take place within BLAZE.
Leafly Setup
1. Order Settings
Follow these steps to enable the BLAZE 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
- On the Integrations Settings page, click on the Orders tab.
- From there, flip the toggle to activate the order integration.
- Once done, you will see that the ordering integration is now active:
- If you need to disable the order integration, flip the toggle on this page to disconnect.
2. Order Notifications
Follow these steps to enable email or SMS text notification alerts for Leafly orders through the BLAZE order integration:
- Enabling Email Notifications for Leafly Online Orders
- Enabling Text Message Notifications for Leafly Online Orders
3. Delivery Settings
Please note: The order minimums you have set in BLAZE must match the order minimums you have in place for delivery zones on Leafly. Failure to set matching minimums on Leafly will prevent customers from completing checkout.
Follow these steps to configure delivery-related settings such as delivery zones, order minimums, delivery fees, and delivery hours:
BLAZE Ordering Flow
For information on order fulfillment processes within BLAZE, please refer to these helpful articles:
- Retail | Fulfillment Overview
- Retail | How to Set Up Your Delivery Service
- Retail POS App | Two-Step Fulfillment (Two-Step Fulfillment on Web)
- Retail POS App | Three-Step Fulfillment (Three-Step Fulfillment on Web)
- Retail | Assigning an Order
- Retail POS App | How to Process an Assigned Order
- Retail | How to Create and Assign New Orders from Dispatch
FAQs (please review prior to enabling Ordering)
Do I need to enable my POS menu sync from BLAZE before I can enable the Order integration?
- Yes, at this time it is necessary for you to have the latest menu integration enabled and actively syncing prior to enabling the Order integration. You can find instructions to enable the menu integration sync in the Blaze Pull Menu Integration Instructions.
Do I need to be a Pickup or Delivery partner + Leafly customer in order to activate the BLAZE Order integration?
- Yes, at this time it is necessary for you to have either Leafly Pickup, Leafly Delivery, or both activated in order to use the BLAZE Order integration.
Once the Order Integration is enabled, will the Leafly Order Dashboard be disabled?
- Yes, the Leafly Order Dashboard will be read-only once the Order Integration is enabled. The dashboard will update statuses appropriately, but will not be actionable.
Does BLAZE support a “hold queue” or soft inventory allocation?
- Yes, BLAZE will place products within an order in a “hold queue,” deducting the count of the products on hold from the total inventory availability count.
- If the order is canceled, those products in the “hold queue” will return to sellable inventory and the inventory availability count will adjust accordingly.
Do customers receive notifications when the order status changes in BLAZE?
- Yes. They receive automated SMS notifications when order status is changed within BLAZE.
How do I cancel an order?
- At this time, you need to perform all cancellations within BLAZE. The Leafly order dashboard is read-only, so you will not be able to cancel orders or update their status on Leafly.
- When enabled to accept incoming orders from an online source, the orders will sync through the Incoming Orders queue. Here you can view and Accept orders or reject orders by clicking the Remove button.
- The Active and Rejected orders can be viewed by clicking on the Active or Rejected buttons at the top of the Incoming Order Schedule within BLAZE.
- For more information, please refer to the Incoming Orders section of the Retail POS Web Overview article.
Can I provide a cancellation reason?
- There is not a cancellation reason within BLAZE at this time. However, it has been requested.
How do I communicate that an order is filled back to Leafly?
- Order status changes are automatically sent back to Leafly to trigger text message updates to the customer whenever you update the order status.
Will the integration work for both in-store pickup and delivery orders?
- Yes. The order integration supports both in-store pickup and delivery orders.
Is the "ice cream truck" delivery model supported?
- Not fully. While you are able to designate which rooms display on your menus or use terminal IDs to select a specific inventory for a specific menu, you will still need to have multiple Leafly profiles to support this setup for use of different rooms or terminal IDs.
Will images of customer government IDs appear in the order details when a Leafly order arrives in BLAZE?
- Government ID photos are captured during checkout for delivery orders only at this time on Leafly.
- Currently, government ID photos will not transfer to BLAZE as part of order details. This is on the roadmap for a fast follow, as we understand the safety and compliance implications around not having this information accessible within BLAZE.
- In the interim, government ID photos are available for delivery orders on the read-only Leafly order fulfillment dashboard. You can view and download the government ID photo, and attach the ID to the customer profile within BLAZE.
Can I turn the Order Integration off?
- Yes. You can disable the BLAZE Order Integration at any time in Leafly Biz. You can find the instruction to disable the Order Integration under Order Settings in this article.
- Please note: Disabling the Order Integration does not disable Leafly Pickup or Delivery. You can still receive orders if the Order Integration is disabled, and will need to use the Leafly Order Dashboard to update order statuses.
Integration Guide Disclaimer
For further assistance or questions, please reach out to Blaze Support (support@blaze.me) or use our Request Form to contact the Leafly Support Team.
Please also visit the Blaze Help Center and Leafly Knowledge Base for helpful hints and tips.