Treez Order Integration Guide

Meghan
Meghan
  • Updated

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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: 

💡 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

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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.

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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:

 

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, at this time, you must have both Leafly Pickup and a current subscription to our advertising services activated in order to use the Treez Integration settings.

  • 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?

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?

  • Yes. Customer information includes: Name, date of birth, phone number, email address, medical card number (if applicable), physical address (for delivery orders), and government ID (for delivery orders).

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.

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.