Edit Dispensary Name, Address, and Business Hours
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.
Customer Management
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.
Customer Restrictions
The Customer Restrictions settings allow you to control which types of customers are permitted to purchase from your business. You can choose from:
Adult Only – Restrict sales to adult-use customers.
Medical Only – Restrict sales to medical patients.
Both – Allow both adult-use and medical customers.
You can also configure Age Restrictions to ensure compliance with local regulations:
Minimum Age for Adult Use – Typically set to 21.
Minimum Age for Medical Use – Typically set to 18, though this may vary by state.
These settings ensure only eligible customers are able to shop with your dispensary, helping maintain compliance with local laws.
Customer Sign Up
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.
The Show Clear Queue button at Intake will display a trash icon at the top of the customer queue and will allow intake employees to clear the entire queue at any point throughout the day from the Customer Management module.
Customer Source Reasons
The Customer Sources section allows you to track how customers are finding your business. You can manage common source reasons such as Weedmaps, Culture, Instagram, Google, Advertisement, Word of Mouth, Leafly, or Friend/Family by toggling them on or off or editing the text as needed.
This helps your team capture valuable insights at checkout and better understand which channels are driving customer engagement
Membership Agreement Content and Fields
In Membership Agreement Content, you can write or upload your Membership Agreement.
The preview button will allow you to view your current membership agreement to confirm it is working correctly.
The edit button will open a text editor where you can enter or adjust the body text of your Agreement.
The Upload Docx button will allow you to upload an external word processing document that can include your logo.
Please note, only '.DocX' file formats are currently supported for upload. If your Membership Agreement file is saved in a different file format, you can still copy and paste the text into Treez using the Edit Agreement button.
In the Membership Agreement Fields, you can dictate which customer types are required to sign your membership agreement in order to enter your shop.
You can also choose which fields are required to be filled in, such as a phone number or email address.
Enabling the Output Bypasses Required Fields toggle will allow customers to check this box and bypass any required information being collected on the membership agreement.
To track your marketing efforts, you can also add a How Did You Hear About Us? Field, and even customize the available dropdown options.
Delivery
Configurations > Configs > Delivery
To start, you will need to set these eCommerce requirements first. Use the dropdown icon to set your preferences.
To enable the Treez Delivery module, please follow this article!
Delivery Order Requirements
Use this section to configure the desired requirements for Delivery orders when Customers order on Treez Ecommerce or other Delivery platforms.
Minimum Spend – Set the minimum order amount required for delivery (based on Subtotal or Grand Total).
Delivery Fee – Add a fee for all delivery orders.
Free Delivery Threshold – Specify an order amount at which the delivery fee is waived.
Taxable Delivery Fee – Apply tax to delivery fees (requires a non-inventory tax category).
Refundable Delivery Fee – Allow delivery fees to be refunded when orders are canceled or adjusted.
Delivery Service Area
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.
Delivery Address Origin – Set your business address as the starting point for delivery.
Delivery Radius – Define the maximum distance (in miles) where deliveries can be made.
Included Zip Codes – Add specific zip codes outside of your delivery radius that you still want to allow.
Excluded Zip Codes – Block certain zip codes within your delivery radius where delivery should not be offered.
Vehicle Management
Search & Filter – Quickly find vehicles by license plate, make, model, year, or status.
Vehicle Details – Track key information such as year, make, model, color, and assigned name.
Status – Mark vehicles as Active or inactive to manage which are available for delivery.
Last Updated – View the most recent update to vehicle records for accurate tracking.
Discounts & Rewards
Configurations > Configs > Discounts and Rewards
Discounts
BOGO and Bundle Discounts – Option to apply discounts to the more expensive item.
If disabled, customers will buy the less expensive item and have the discount applied to the more expensive item, resulting in a larger total discount.\
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.
Stackable Manual Discounts – Allow multiple manual discounts to be combined with non-stackable Automatic discounts.
Tier Discounts
Options include:
Enable Tier Thresholds
Choose Tier Discount Type
Apply to Same Products Only or All Products in a Tier
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.
Tier Discounts section sets the rules for Tier Pricing. If tier thresholds are enabled, customers will receive a price break when the same-tier products (weight-based OR unit-based items) are purchased together, and their cumulative amount is between standard sizes.
Rewards
Offer Reward Dollars – Enable customers to earn rewards on purchases.
Return in Reward Dollars – Provide option for refunds as store credit.
Rewards Accrued on Post-Tax Total – Set rewards to calculate after tax.
Auto-Enroll New Customers – Automatically sign up new customers for the rewards program.
Reward Redemption on eCommerce – Allow customers to redeem rewards online.
Reward Earnings Rate – Set how many cents in rewards are earned per dollar spent (e.g., 5¢ per $1).
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.
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.
eCommerce
Configurations > Configs > eCommerce
Note: Treez comes with an Leecommerce platform when you purchase Sell Treez. To locate it, go to the hamburger menu, click Retail, and select ecommerce.
General Requirements (Legacy and TreezEcommerce)
Order Types available for Ecommerce: Pick Up / Delivery / Express – Enable the shopping options you want customers to use: in-store pickup, delivery, or express checkout.
Phone Number: List a phone number you want to display to Customers for calling your store.
The following Ecommerce sections areonly for (legacy) Treez Ecommerce, for the new Treez Ecommerce Admin configuration options please view this article for help.
General Requirements (Legacy Only)
Menu Enabled – Turns the online menu on or off. If disabled, customers see a “Server Under Maintenance” message.
eCommerce Ordering Hours – Define the times of day when customers can place orders online.
Google Analytics Tracking ID – Add your Google Analytics ID to track website traffic and order behavior.
Warning (Legacy Only)
Enable Warning – Toggle to display a health or compliance warning at checkout.
Warning Logo – Upload a custom image to display with the warning.
Warning Message – Enter and format the warning text (e.g., California Prop 65 warning).
Display Preferences (Legacy Only)
Nav Bar Logo – Upload your brand logo for the online menu navigation bar.
Ecommerce Logo URL Link – Add a URL link to your logo if desired.
Placeholder Image – Upload an image to display when a product image is missing.
Color Customization – Define brand colors for navigation bar, address bar, text, icons (hamburger, search, purchase limits, cart), and category filters.
Pickup Message – Add default pickup instructions (e.g., “Pickup available at [Address]”).
Checkout Buttons – Customize the text for prepay (Pay Now) and standard (Pay Later) checkout buttons.
Tax Display Options – Choose to show “Plus Tax” or “All Taxes Included” under product pricing.
Display Post-Tax Price on Menu – Option to display final, post-tax pricing on the menu (only when Automated Excise Tax is not enabled).
Checkout (Legacy Only)
Delivery Notes (Customer) – Allow customers to add notes to their delivery order (e.g., “Doorbell broken”).
Delivery Notes (Employee) – Allow staff to add notes to a delivery ticket (e.g., “Elderly customer”).
Login via Phone Number – Let existing customers log in using their phone number.
Estimated Tax Disclaimer – Add a disclaimer about estimated taxes at checkout.
Custom Checkout Message – Enter a thank-you or confirmation message displayed after checkout.
Hold Order (Legacy Only)
Hold Order Settings – Choose how long an order should be held before pickup:
Business hours only
Specific number of hours after placed
Until the next business day
Order in Queue – Custom message when an order is waiting in line.
Reserved During Business Hours – Message shown when an order is placed outside business hours.
Processed in X Hours – Message shown with estimated processing and hold time.
Held Until Next Day – Message shown if the order will be held until the next business day.
Product Collections (Legacy Only)
If you are planning on using the built-in (legacy) 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 eCommerce > expand 'Collection Bar (Legacy Only)' and 'Collections (Legacy Only)'. 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:
Online Menu Threshold
The Menu Display Quantity Threshold controls when products are shown on your eCommerce menu based on available inventory.
Global Minimum Inventory – Set a minimum quantity required for a product to appear online (e.g., 5 units). If stock drops below this number, the product will be hidden from the menu.
Category-Based Minimums – Override the global setting with custom minimums for specific product categories.
Example:
Flower: 3 units minimum
Topical: 4 units minimum
Beverage: 4 units minimum
All other categories: 0 (always display, even if only 1 unit is available)
This configuration helps ensure that customers only see products with enough inventory available to fulfill orders, reducing the chance of overselling or disappointing shoppers.
Hardware
This section is made to manage POS Hardware Locations and how to assign your hardware to assign your devices per Hardware location. As you may know, there could be many articles to be shared with Hardware.
Please view some of the articles below for more assistance on creating and managing your hardware!
All about configuring new hardware in Treez
Integration
Here is the section to set up your METRC integration, request API keys for partner integrations, and see where to input Webhook integrations in Treez.
Metrc
During the implementation process, your CSM 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.
Partner Integrations
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:
API Key Request
Customer URL:
Application Requiring API Access:
Customer Contact Name:
Customer Contact Email:
Integration Partner Contact Name (optional):
Integration Partner Contact Email (optional):
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.
If you use Onfleet to manage your delivery orders, you do not need a SellTreez API Key as you 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.
Webhooks
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.
Users
You can choose to generate an Employee ID number in Treez. This will be visible in User Management next to the Employee name.
POS Configuration Settings
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.
The customer label - in some area's regulations require you to print a customer or patient label for every product that gets purchased. When enabled a label will print every time a product is added to the cart. This label can be customized, just contact your Treez Implementation or Customer Success Manager to configure the proper fields.
The Cash Drawer pop allows the employees to pop the cash drawer separate from a transaction. When enabled you can go into Sell Treez, Click on the Current Sale button, and then Pop Cash Drawer
We recommend you Automatically Print a Receipt, although disabling this will still allow the user to select a digital or paper receipt.
Extra Receipt will allow you to print both a merchant and customer copy of the receipt at checkout.
Require Scanning will force your staff to scan items at the point of sale and will remove the ability to add items to the order by simply searching and selecting. Similar to the option to force scanning while in the Fulfillment Dashboard, this function helps prevent discrepancies by ensuring the correct package is being added to the cart each transaction.
You can also hide the ability to manually increase the ticket line quantity. This option will only display if the “require scanning” toggle is enabled. Turning this ON will prevent users from manually increasing the quantity of an item by pressing the plus sign to the right of the product icon while at the POS.
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.
How To Install the Treez Hardware Agent
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.
How To Configure Hardware in Treez
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.
How To Create & Edit Labels
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.
An inventory label is a label that is attached to your inventory that you can use to identify specific METRC package IDs. This is usually printed when you finish the invoice and accept the inventory into Treez.
A customer label is printed at the time of transaction, so only create this label type if you have a label printer set up at the cash register. This label type will be used if you need to print a label with customer information, or a deli label that won’t have a weight until you weigh it at the time of transaction.
The batch label is an optional label and is less commonly used but can be used to identify a batch of inventory if you plan on splitting your inventory into batches before you move it to the sales floor.
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.
How To Customize Your Receipt
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.
How To Configure Your Taxes
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
Custom Tax section - click the + Add New Tax button. Here we will be creating any local taxes, like a local cannabis tax. Once you name the tax click Save and refresh the page.
Point of Sale tax setup section, where we will create both your Medical and Adult Use tax configuration in Sell Treez. Click the Edit button to get started, and you will see that the first layer is already created for you. Click the Add Tax button, then select the Tax Label. Next choose which items will receive this tax, then input the rate. If you chose Excise tax, then this will be automated based upon the AMP multiplier and the cost of the product.
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.
When adding the sales tax, we have a few different options. The sales tax option will always use the sales tax you input in the section above. Using the dynamic sales tax option will use the sales tax associated with the delivery address for delivery orders. Choosing a sales tax option with MMID Cannabis Exemption will make it so Medical patients with the State Medical ID# toggle enabled on their profile will not have to pay this tax.
After setting up your Medical tax configuration, make sure to switch over to the Adult Use tab and configure those taxes as well.
The last section in the Taxes Config Page will allow you to enable Post-Tax. This is an optional setting that makes it so your eCommerce and partner channel menus advertise the final price of products (all taxes included), instead of the price before taxes. This is a great option for shops that want to display the most transparent pricing on their menus or want to minimize coin change.
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.