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SellTreez: Configuring List Management

Allows customers to configure a list of reasons for 3 categories that save time and provide uniformity across several workflows.

Treez Support avatar
Written by Treez Support
Updated over 2 weeks ago

Legacy Discount Reasons:

Customers can edit a pre-populated list and create new item that can be pulled down at the POS giving a list of reasons for a discount at the POS, saving time spent at checkout.

Please note: The Discount Category are reasons for a discount and is separate from Creating Discounts.

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Tag Management:

Our new 'Tag Management' which handles both Customer Groups and Discount Reasons can be found under your Latest Version of Treez login >

Organization Settings on the bottom-left of the sidebar:


On the upper left-hand sidebar you can find the new section for 'Tag Management':


Using the '3 dots' on the left side, you can 'Add' or 'View all tags' for managing them accordingly:

Add:

Clicking 'Add Tag' will allow you to populate a 'Discount Reason' or 'Customer Group' accordingly:

Discount Reason:

Customer Group:

View All Tags:

Clicking 'View All tags' will allow you to see your entire list of tags with the ability to 'Add' with the green 'Add Tag' at the top-right, as well as 'Edit' or 'Delete' using the 3 Dots to the left each row:


How Did you Hear Category:

Customers can edit a pre-populated list and create new items in a dropdown list that appear in the Customer Membership Agreements and when editing a customer profile under the Customer Source field.

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Adjustment Reasons Category:

Inventory Adjustment Reasons can now be found under Config Page > Inventory > Inventory Adjustment Reasons

Customers can edit a pre-populated list and create new items in a dropdown list that appears in the Inventory Adjustment, Return to Vendor and Destroy workflows in SellTreez.

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Please Note: Adjustment reasons that appear in a Metrc state are set by Metrc and can't be edited.


Configuring Customer Sources

Customer Sources can now be found under Config Page > Customer Management > Customer Source Reasons

  • Click the toggle on left to enable or disable a list item

  • Click into the text box to edit a list item and save

  • Add a new list item which will appear at the bottom of the list

Note: These lists will be pre-populated with default values but can be toggled off or on, edited or newly created by the customer.

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