This guide will walk you through the essential steps to activate your Ordering Integration with your Treez POS. 

💡 Before you start the integration process, we kindly ask that you take a moment to review the information below: 

• Treez Order FAQs
• Treez Order Flow

💡 To successfully complete your ordering sync, please follow the steps below: 

1. Setup Treez + Leafly Menu Integration (if not already completed) 
2. Enable the Treez Order Integration on Leafly
   

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

Looking for Treez menu integration information? Check out this article!

Leafly Setup 

1. Accessing the Leafly Order Settings

Follow these steps to enable the Treez 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 options

2. Toggling On/Off the Order Integration

Click on the Orders tab once inside your Integration Settings. 

• On this page, flip the toggle to activate your Ordering integration. 
• After doing so, you will see that the ordering integration is 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 notification alerts for Leafly Orders through the Treez Order integration: Enabling Email Notifications for Leafly Pickup

Treez Order Flow

Once you are enabled for the Order Integration, all order management is done within your Treez Fulfillment Dashboard. Please refer to the following Treez Help Center articles for more information regarding order fulfillment within Treez:

• SellTreez: Navigating the Fulfillment Dashboard
• SellTreez: How do I find a specific order on the Fulfillment Dashboard?
• SellTreez: Processing Orders
• SellTreez: Canceling/Removing Orders
• SellTreez: How do I remove or change which customer is associated with an order?

Treez Ordering FAQs

⭐ For more on the functionality of processing orders in Treez, please take a look at their Help Center: Treez Help Center

⭐ Please contact Treez Support (support@treez.io) or email help@leafly.com to contact our Leafly Support Team for further assistance or questions. 

Do I need to enable my POS menu sync from Treez 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 to sync in the Treez Menu Integration Guide

Do I need to be a Pickup partner + Leafly customer in order to activate the Treez Order settings?

• Yes, to use the Treez Integration settings, you must currently have both Leafly Pickup and a current subscription to our advertising services activated.

• To learn how to enable online ordering, please take a look at this article: Adding Leafly online ordering to your location.

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.

• You will fulfill or cancel orders using the Treez fulfillment dashboard once the order integration is enabled.

Do customers receive notifications when the order status changes in Treez?

• Yes. They receive automated SMS notifications when the order status is changed within Treez.

How do I cancel an order?

• At this time, you need to perform all cancellations within Treez. The Leafly order dashboard is read-only, so you will not be able to cancel orders or update their status on Leafly.

• For more information on how to cancel orders in Treez, please refer to the steps outlined in this article: SellTreez: Canceling/Removing Orders

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.

If a customer includes their personal information with their online order, is it included with the order in Treez?

• Treez has two endpoints to look up a customer, we check them in the following order:

  • via email on their email/{emailAddress} endpoint

  • via the phone number on their phone/{phoneNumber} endpoint

If there’s no match, we create a new user using their customer/detailcustomer with the following data:

first_name: reservation.first_name,
last_name: reservation.last_name,
birthday: reservation.date_of_birth&.to_date&.to_s,
email: reservation.email_address,
phone: reservation.phone_number.last(10),
patient_type: TreezClient::Customer::ADULT

and if there’s a medical card with:

memo[:patient_type] = TreezClient::Customer::MEDICAL_MMID
memo[:state_medical_id] = card.number
memo[:permit_expiration] = card.expiration&.tr("/", "-")

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

Can I turn the Order Integration off?

• Yes. You can disable the Treez Order Integration at any time in Leafly Biz. You can find the instructions 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. If you need to disable online ordering functionality entirely, please refer to the steps outlined in this guide.