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Navigate to Configurations > Config Page > Basic Configurations

Fill in your Dispensary Name and Address as you want them to appear on your receipts and digital menu. Clicking outside of the card or pressing 'enter' will save the information and the changes will be reflected immediately. Be sure to also include your business hours.

Navigate to Configurations > Config Page > Customer Management

These configurations allow you to dictate what types of customers you serve and how different sign-ups should be handled in the Customer Management module.

If your dispensary sells to Adult-Use patients, make sure to turn on the toggle to allow customers without a medical recommendation to make purchases in your shop. If ‘Adult-Use’ is enabled, you’ll also need to select what the default customer type should be. This selection will determine what the default requirements are when signing up a new customer. It’s best to default to the majority customer type for your store.

Configurations > Config Page > List Management

List management allows managers to configure lists of reasons for 3 categories that save time and provide uniformity across several workflows in SellTreez. We will cover how to edit the How Did You Hear? Options, Discount Reasons, and Adjustment Reasons lists.

Configurations > Config Page >

Let's cover a few miscellaneous configurations found on the config page including Distributor Payment Terms, Inventory Shrinkage, Product Collections, Purchase Limits, and User Employee IDs.

If you are planning on using the built-in Treez Ecommerce page, you can add a Collection bar to your menu. This allows you to add products to a collection, and link directly to that collection from your own website. This can be very useful when you want to advertise your own brands’ products, or if you have an upcoming sale.

To create your collections, navigate to the Product section of the Config Page and expand Collections. Click the +Add New Collection button, and input the Name of the Collection. You can also choose to add icons that will appear next to the collection’s name on your menu. Once your collection is created, head on over to the product card of something you would like to add, scroll down to the E Commerce section, and you will see the option to add it to the collection.

Set up your METRC integration, request API keys for partner integrations, and see where to input Webhook integrations in Treez. During the implementation process, your Implementation Manager will be responsible for connecting your Treez instance to METRC. To do this they will need your METRC API key. This will be different for each user, so make sure you provide the API key with the highest user permissions.

To find your METRC API key, log in to the METRC Portal and click the dropdown arrow in the top right corner. Select API Keys, from this page, you can copy your key and send it to your Implementation Manager.

Please Note: You do not need to generate a new API key for Treez, doing so will disable any METRC integrations you currently have.

Request API keys for any partner integrations. To request an API key from Treez, please have a manager send [email protected] an email and include the integration partners name, and your Treez URL. It is also helpful to CC both your implementation manager and your contact for the integration partner.
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Treez will generate and send over an API key for you to use in the partner’s portal (with the exception of Weedmaps, which you can plug the Key from Treez support directly in yourself).

For specific directions on how to integrate with each partner, it is best to reach out to each one directly.

There is one partner that doesn’t need Treez to generate an API key. If you use Onfleet to manage your delivery orders, you can generate an API key in Onfleet and plug it into Treez under the Delivery Integration section. For step-by-step directions, use the Help Center to look up the “Configuring the Onfleet Integration” article.

Some integrations will use a Webhook to get information in real-time. The integration partner will provide specific directions including what to input in the Endpoint URL and Notifications fields. If you don’t see ‘Webhook Integration’ in this section of your configurations, contact [email protected] to have it enabled.

Configurations > Configs > Discounts and Rewards

Note: To avoid the non-compliant scenario where a BOGO discount would reduce the price of the GET product(s) to $0, we spread the discount over the BUY items and GET items as defined in your BOGO discount.

For example, let's say a customer is purchasing one $50 eighth and one $16 gram (either of the same or different strains). If this toggle is enabled, the price break associated with the next highest tier will be applied to the additional weight.

This is mainly used if your store weighs out flower at the time of transaction. If tier thresholds are disabled, the tier discount won't kick in until the customer has added enough product to their cart to reach the next standard pricing tier.

You also have the ability to set whether the tier discount can be applied to the exact same product, or any product in the tier. If All Products in a Given Tier is selected, then discounts will apply across all products that have the same tier selected on their product card.

By default, Treez calculates the amount of rewards dollars accrued per purchase based on the pre-tax subtotal. If you would like rewards accrued on the post-tax total instead, switch this toggle on.

The Auto-Enroll New Customers option will determine if new customers will be automatically enrolled or need to be manually added to the Rewards program on their customer profile. The last option will allow you to input how many cents in Reward Dollars a customer will earn for each dollar they spend. This usually falls between 1 and 3 cents per dollar.

Make sure to let your Implementation Manager or Customer Success Manager know if you decide to enable rewards so we can confirm everything is working as intended.

Configurations > Configs > eCommerce

To start, you will need to set these eCommerce requirements first. Use the dropdown icon to set your preferences.

You will see general requirements first:

If you don’t see delivery as an option at the POS, or your customers can't see it as an option, its likely because this delivery toggle is not turned on.

First, decide your delivery radius (in miles). You can get specific by entering “Included Zip Codes” for where customers CAN order from, and “Excluded specific zip codes” where customers CANNOT order from. This allows you to decide where you want order to come in from and where you send your drivers.

Regarding Checkout, we are referring to customer checkout. When visiting the online menu, the customer can leave notes if the “Delivery Notes'' toggle is on. You can also Allow notes to be added to the customer ticket or allow login via their phone number for existing customers. This toggle allows the customer to link their account via phone number for easy login.

Configurations > Configs > eCommerce

Note: Treez comes with an ecommerce platform when you purchase Sell Treez. To locate it, go to the hamburger menu, click Retail, and select ecommerce.

You want to confirm your ecommerce ordering hours are reflective of when you will allow customers to place orders. Some companies set this to 24/7, allowing customers to order after hours, which the team fulfills in the morning. On the other hand, if you set the hours from 8am-8pm, your customers will be unable to place an order outside these hours. Note that the add to cart button will also not be visible outside these hours.

Once in a while you may receive an order from a customer who gives you an expired ID or incorrect ID number. Whether it is expired or invalid, you may want to set up a reason for why an order may be canceled. You can create a custom cancellation reason in this Deleted Order Reasons section.

An online customer also has the ability to specify the order type as pickup or delivery, as long as those options are toggled ON.

As eCommerce orders flow through your Treez Fulfillment dashboard, you have the option to automatically clear any completed sales from that view after a certain amount of time. On busy days the completed column may fill up quickly, so Treez gives you the ability to have those completed orders cleared from the fulfillment page automatically by setting the time here in “Remove Completed Sales after.”

You can also display a specific warning message or logo which is prompted at the end of the ordering cycle. This can be turned on or off as you wish. For example, we can toggle the warning on, and you can see the preview.

The next section is Display preferences, which allows you to customize the actual appearance of the Ecommerce page.

Saved Sales Fulfillment - when you are creating saved sales these toggles allow you to choose the type of order to save. Force barcode scan is an option that forces your back of house staff to scan the items being fulfilled in your orders. By toggling this on, you help to avoid incorrect batches or items being added to the cart. Scanning prevents the creation of discrepancies that might arise from selling from the wrong batch, therefore we highly recommend toggling this option on.

Menu Display Quantity Threshold allows you to set a minimum inventory quantity available for a product to display on the ecommerce menu. If you start out with a threshold of 10 for example, any time a product falls below that count, it will be hidden from your ecommerce menu. This can be setup specific to product type or you can set a global quantity for all product types.

Hold orders messages can go out to customers when they order outside of business hours. They can be customized and allow you to communicate how you see fit.

Treez messaging is currently disabled due to the cannabis industry being highly regulated and subject to ever-changing text messaging policies. Companies like T-Mobile and other providers will be leveraging fines for outbound messages which are deemed to be SHAFT violations. Please review our help center article “SellTreez: SMS Messaging Changes” which better explains the current status surrounding messaging and how we recommend approaching the situation moving forward.

Collection bar allows you to group products into a bucket which is displayed on the online menu as a Collection, such as “Featured Products” or any premade collection of items you would like to highlight on your menu. Products can be added to these collections manually as you build product cards.

Configuration > Configs > POS

These toggles allow you to decide which features are enabled within your Point of Sale or “Sell Treez''. Each of these settings can help you create unique operation workflows within your shop.

Inventory Section - When enabled and a product is added to the cart, Treez will automatically pick inventory from a sellable location. Disabling this means the user will have to manually select packages from a location if you are not requiring scanning at POS. Disabling this toggle can be beneficial if you have sellable products that exist in more than one location and need to pull a specific one, otherwise Treez uses a FIFO method in inventory management and automatically decreases inventory for you with the oldest package date first.

Auto-End All shifts Daily - Will automatically end all open shifts in the POS at 11:59 PM each day. This prevents shifts from being left OPEN from the day before. Remember this will not CLOSE the shift and cash drawer, it simply ends it. The following day you will need to remember to count the drawer and close out that shift as well which will help avoid impacting the following day's cash totals.

Print and Save toggle enables a button in SellTreez that allows you to print a customer receipt and save the sale in a single click. If you prepare orders in advance this config will save you time and effort during the fulfillment process.

Hide Live Inventory in the POS. This function prevents the live inventory count from showing in product information. You can decide if you want to show the customer age along with other information specific to the customer.

Hide Product Image is useful if you do not want to display images for every product. This can be useful if you have slow internet; it may allow SellTreez to load faster, but without images.

Auto decimal is a function that places an Auto-decimal in your checkout keypad which allows your sales associates to enter 1-2-00 which would be recognized as 12.00 the same way it works in a calculator. Enabling this function reduces the likelihood of transactions accidentally being rung up as a greater amount. For example, an item incorrectly entered as 5000 instead of 50.00.

Inventory Adjustments is similar to selling into the negative and allows you to make adjustments to your inventory on the fly. Enabling this feature means that in the event the system recognizes you as having ‘0’ of an item when you actually have 1 or more available — potentially due to a miscount or found item — you will be able to adjust your inventory directly from within SellTreez and sell the product to the customer without issue.

Payment Types section - allows you to enable any payment types you’d like to accept in your shop, choose which types can be used when issuing refunds, and configure pre-tipping for ACH payments. To enable a Payment type, simply switch the specific toggle to ON.

Shops that are fully adult-use or serve both medical and adult-use customers have the ability to check customers in at the POS, instead of through Intake. If this workflow is enabled in your shop, these settings will tell Treez what to do when a new customer signs up.

To help ensure that inventory isn't held captive within incomplete orders, you can configure Treez to automatically release reserved inventory after a specific amount of time (by order type). This feature requires a manager PIN and should only be enabled outside of business hours. As soon as this setting is enabled, any orders that have been inactive for more than 60 minutes will immediately be abandoned.

To get started, click on the “SellTreez: All About Configuring New Hardware” article, and scroll down to the “Downloading the Treez Hardware Agent” section and click Download Treez Hardware Agent. After you install the program, it is a good idea to Pin the program to your taskbar for easy access. Remember, this program is not required for 2D barcode scanning, but it is necessary in order to use a flatbed scanner, receipt printer, or label printer with Treez.

The first time you open the Hardware Agent it will ask for your Treez URL. Input your store’s Treez URL, then select the corresponding hardware location. Next, you can click the Launch Treez button to open up a new tab in Chrome to that URL and print location. On this page, you can see the same print location is selected in the top right corner.

If the Treez Hardware Agent is set to the wrong location, you can click on the Treez icon in the program, select Settings, and then click Reset All Settings And Exit. Reopen the program by clicking the icon in your taskbar, and you will be prompted to re-enter the URL and select a new print location.

The Treez hardware Agent is only for Windows and is cloud-based, meaning as long as you have the program running on one computer and connected to this print location, multiple devices can use that same flatbed scanner.

To use the flatbed scanner, receipt printer, or label printer on another computer, all you have to do is change the print location in Treez to that location. This means that multiple devices can use the same hardware as long as they have the correct print location selected in their Chrome browser.

Before you begin configuring hardware in Treez, make sure all devices are installed and working properly on Windows, and the Treez Hardware Agent is logged in to the correct instance and location.

Launch Treez, navigate to Configuration > Config Page > Hardware

Expand the Hardware location and select the hardware device from the applicable dropdown. Next, click the Test button and make sure Treez is able to “talk” to the device through the Treez Hardware Agent.

After confirming the hardware is installed correctly in Treez, it’s a good idea to test the hardware as if it’s actually being used.

To test the barcode scanner and flatbed scanner for reception, navigate to the Customer Management page under the Customer section of Treez. Click the + Add button, then choose Signup by Scanning Barcode. Scan the driver’s license barcode and the customer’s information should be automatically filled into a profile. Next, place the Driver’s License on the flatbed scanner, and click the Capture photo button in Treez. After the scanner is finished, click the Save & Back button to confirm their driver’s license photo was saved onto the profile.

Next, test the barcode scanner and receipt printer in Sell Treez. Navigate to the Retail menu, then choose Sell Treez POS. Select a Cash Drawer, then choose to start the shift. Select No Customer, select your Username, and input your Pin. Scan a sellable product barcode and you should see it added to the cart. If you receive a Barcode Not Found message this is also good, it just means the product is not in a sellable location, but the scanner is working. After you’ve added a product to the cart, confirm your print location at the top of your screen, then click the Print Receipt button. This should print a draft receipt and also pop the cash drawer.

Lastly, test the inventory label printer. Navigate to the Inventory Management section of Treez and select a line item. Click the Print button, then choose Inventory Barcode. Input the quantity and printer location, then choose print. If the label margins are off, you can calibrate the label printer by holding the pause and X button.

Configuration > Configs > Label (New)

Our new label maker allows you to create and customize Inventory, Batch, and Customer labels. With increased flexibility, you can now easily edit a label's placement and size, enter static text with limitless characters, and link data pulled from SellTreez. On top of it all, the new Customer label can be printed at Point of Sale, with Deli Labels for operators that weigh out flower at the time of transaction.

Click the blue Create New button. You will first choose the label type.

To start with an inventory label, first choose the label size. If you don’t see your label size, that’s ok, you will be able to edit the template size on the next screen. Click next and you will see a blank label. Adjust the size if needed, and you can also zoom in by clicking the dropdown in the top right corner.

There are a few types of fields you can add to a label. A static text field is an open text field that allows you to input anything. What you type is what you get. A dynamic text field is captured within SellTreez. This field may change depending on the stored data per product. Both text field types have 5 different font styles and can be aligned in 3 different ways, left, right, and center.

Barcode is a scannable barcode that you can associate with product information or a dynamic field. A QR code is a scannable QR code that you can associate with a dynamic field. Usually, you will want to use a QR code as it will take up less space on the label.

After you design your label template, click Save and name your label. Make sure to add the size of the label when you name it for easy identification.

To Edit a label, click on the blue Edit button and you will be taken into the label editor. Make any adjustments, then you can choose to Save and overwrite the current label, or Save as new if you would like to rename the label.

Creating a customer label will work the same way, however, you will notice when you add a dynamic field you have a few customer options available to you.

Once you’ve created your inventory labels, head over to Inventory Management and select an inventory line. You will see the Print button on the bottom of the screen, click it then select Inventory Barcode. Fill in the Label Size with the label you just created, then change the quantity to 1 and select your printer. Click Print and see how it looks!

Before testing a customer label, confirm you have selected the label template in the Point of Sale config page. Enable the Customer Label toggle, then choose your customer label from the dropdown. To test this label, head to SellTreez and open a new transaction. Make sure the print location is set up with a label printer, then add a product to the cart. This should trigger a label to print in Sell Treez.

Configurations > Configs > Receipt

There are two types of receipts in Treez - SellTreez receipts will be for orders rung up at the POS, and Fulfillment receipts will be used for orders that are processed through the Fulfillment Dashboard.

Under Common Settings you can upload the logo that will be printed on the top of the receipt.

The SellTreez receipt header will print at the top of the receipt, and we can choose which options will be displayed. If you would like a scannable QR code on the receipt that links to your own website, let your implementation manager know and they will help you set that up.

In the receipt Body you will have the option to enable even more information on the receipt. By default, the product name and price will always show on the receipt.

The SellTreez Footer will appear at the bottom of the receipt. This is a great place for a thank you message, your store return policy, or any compliance language you would like to add.

You can now go through the Fulfillment receipt options when all of the same toggles will be available.

Please Note: Before making any changes to your tax structure, be sure to brush up on your local tax regulations and understand how to properly calculate and compound taxes in your area. Treez will not be held liable for tax discrepancies caused by incorrectly structured tax models. We recommend consulting a tax professional before making any alterations to your tax structure.

Configurations > Configs > Taxes

Our self-service tax module is designed with the flexibility to organize and compound state and local taxes to any level of complexity. By understanding your individual tax rates, what types of products or customers they apply to, and how they compound, you can be sure you’re always charging customers the exact right amount for your area.

Expand the top section, Tax Rates, and input your Sales Tax. If you are in California, please read this article: SellTreez: CA ONLY - Excise Tax Changes Coming 1/1/2023

After adding your first tax you have two options. You can add another tax on this layer to add a non-compounding tax, or you can click the yellow + button on the left side to create a new layer. Creating a new layer and adding a new tax on that layer will make the tax compound on the previous layer.

After setting up your Medical tax configuration, make sure to switch over to the Adult Use tab and configure those taxes as well.

With Post-Tax enabled, if you price an item at $10 our system automatically calculates how much the item is pre-tax, so the customer is charged $10 for the item, all taxes included. It is important to know that your tax configuration will still show up on the receipt when using this option.