* Note, the SMS features referenced in this video are no longer relevant due to SMS regulations related to cannabis
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Our eCommerce engine enhances the online shopping experience for customers while streamlining the in-house order fulfillment process. Orders placed online are fed to the Fulfillment dashboard where employees can walk through the process of verifying recommendations and ID’s, processing orders, and preparing them for pick-up or delivery.
The configurations you set for eCommerce will determine how your online menu looks, your order preferences, when and how you communicate with customers, and much more.
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Configuring eCommerce
To begin configuring your shop's online menu and fulfillment process, navigate to Configurations > Config Page > eCommerce.
General Requirements
Minimum Delivery Amount: Set the minimum amount a customer must spend in order to be eligible for delivery. Use the toggle below to choose if the minimum is achieved based on the pre-tax amount (Subtotal) or the post-tax amount (Grand Total).
Delivery Fee: Enter the delivery charge amount to be applied to delivery orders.
Business Hours: Your hours of operation.
Deleted Order Reasons: In the Fulfillment dashboard, if for whatever reason you need to cancel an order, you will see a drop-down where you can select 'Deleted Order Reasons'. Here you can set what ‘Deleted Order Reasons’ will appear in the drop-down.
eCommerce: Use these toggles to enable the various fulfillment options you’d like available to online customers.
Pick Up: When an order is placed online/over the phone and the customer will come to the shop to pick it up.
Delivery: When an order is placed online/over the phone and it will be delivered to their address.
Express: When an order is placed in-store from a mobile device (such as a phone, tablet, or kiosk) and the customer will pick up their order in the express/pick-up area.
NOTE: If you want to customize your receipts so that Fulfillment (orders from eCommerce) include different information than those printed from Sell Treez (orders rung up at the point of sale), simply navigate to Configurations > Config Page > Receipt and update the relevant section.
Remove Completed Sales After: Enter the number of minutes that pass before the ‘Completed’ column in fulfillment is cleared. This makes your dashboard easier to navigate when you have a large number of completed eCommerce orders.
Google Analytics Tracking ID: If you have a Google Analytics account, you can enter your Google Tracking ID here to connect it to your eCommerce website and begin tracking related visitor analytics.
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Warning
This section allows you to display a legal warning for customers on your shop's eCommerce checkout page.
By default, we include a Proposition 65 warning. Prob 65 is a California law that requires businesses to notify customers if products contain certain chemicals designated by the California Office of Environmental Health Hazard Assessment (OEHHA). A clear and reasonable warning is required for all sales, including those conducted online.
Enable Warning: This slider enables or disables the warning.
Warning Logo: Upload a warning image to accompany your message, or stick with the default warning icon.
Warning Message: By default, the warning message is a standard Prop 65 warning. However, you can customize the message using the text box.
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Display Preferences
This section allows you to dictate how your menu should appear online and what information is being displayed.
Help Contact Info — Enter information here that will appear on your online menu when customers click on the ‘Help’ and ‘Location’ options.
Phone Number: Enter a phone number customers can call to get help with an online order.
Address: Your shop’s physical address or the address where customers will pick-up orders from (if that is different than your main address).
Delivery Radius: Enter your delivery radius in miles.
Included Zip Codes: Enter any additional zip codes that fall outside of your chosen ‘Delivery Radius’ where delivery should be made available.
Excluded Zip Codes: Enter any zips codes that fall inside your chosen ‘Delivery Radius’ where delivery should be made unavailable.
Nav Bar Logo: Upload your logo image to display it on the navigation bar on the online menu. The logo image you upload must be .png and have a dimension of 2:1 (which means you can upload something 400 x 200 px or 200 x 100 px etc).
No Product Image: Upload a default image to appear on your menu when there is no image uploaded for a product.
Nav Bar Color Selector: Select what color the navigation bar will be on the online menu. In the example below this is orange.
Address Bar Color Selector: Select the color the ‘Address Bar’ will be in your online menu. In the example, this is bright blue.
Address Bar Confirmation Text: Enter the text customers will see in the ‘Address Bar’ when no order address has been selected yet. In the example, it says “Select Delivery or Pick-Up Address” in the blue address bar.
Address Bar Text Color Selector: Select the text color for the ‘Address Bar’ on the online menu. In the example, this is white.
Hamburger Icon Color Selector: Select the color of the main menu icon. In the example, this is dark gray.
Search Icon Color Selector: Select the color of the search icon. In the example, this is dark gray.
Purchase Limits Icon Color Selector: Select the color of the purchase limit icon.
Cart Icon Color Selector: Select the color of the cart icon.
Tax Display: The 'Tax Display' slider determines whether the words "Plus Tax" or "All Taxes Included" are displayed below your product prices online.
When enabled, it will display “All taxes included” directly below the product price, so customers know that the price displayed is the exact price they’ll pay for this item at checkout.
Disable the slider to display “Plus Tax” below the product price, so customers know additional taxes will be applied at checkout.
Display Post Tax Price On Menu: Turn this on to display the total cost of the product with all taxes added in. This toggle can only be used when Automated Excise tax is not used in the tax config page.
Automatic Printing: Enable this to have receipts print automatically whenever a new order is placed.
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Saved Sales Fulfillment
Ticket Types: These toggles allow you to choose the order types not created from an eCommerce order that will display on the Fulfillment dashboard.
For example, if you have Pickup orders enabled, when a Pickup order is created via SellTreez > Save Current Sale, the order will be displayed in the Fulfillment dashboard along with your online orders.
Force Barcode Scan: Enable this toggle to force users to scan Treez inventory labels while fulfilling an order. Read more about barcode management
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Checkout
This section allows you to enable the ability for customers and employees to leave notes on an order, allow existing customers to log in using their phone number, and allows you to add an estimated tax disclaimer text to the checkout.
Delivery Notes: This will display a ‘Delivery Notes’ box on the checkout screen to allow customers to leave a note when placing an order.
Allow delivery notes to be added to a customer ticket: Enable this option to allow employees to add delivery notes to an order.
Estimated Tax Disclaimer Text: You can choose to add a disclaimer informing customers final tax amounts at pick-up may differ.
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Menu Display Quantity Threshold
This section lets you control when to hide a product from your eCommerce menu if inventory for that product is low. This helps prevent an online customer from ordering a product that could sell out (in-store) before their order is fulfilled.
Global Minimum Inventory Quantity: Specify the minimum quantity available in live inventory for a product to display online.
Category Based Minimum Inventory Quantity (Overrides the Global Minimum Inventory Quantity): Set a different minimum inventory number for a specific product category by enabling the toggle next to the category and entering a new minimum.
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Hold Order
In this section select which “Order ETA Message” will be sent to customers after they’ve placed an online order. It will inform them how long their order will be held after it's been placed. Once you select a message you can edit it, or use the toggle to disable it from sending to the customer.
NOTE: Regardless of which option you choose, orders that surpass their pick-up timeframe will need to be abandoned manually to free up the corresponding inventory.
Business hours only: This correlates to the hours entered in the “General Requirements” section above. If you select this option, customers will be given until the close of business to pick up their orders.
# of hours after the order is placed: If you select this option, you need to input the number of hours to hold the order after it's been placed.
Next day (Close of business): If you select this option, customers will have up until the close of business the following day to pick up their orders.
NOTE: The “slugs” (e.g. #${someHours}), pull information from relevant fields and auto-populate these values into the SMS. When the text is sent, the slug will be replaced with meaningful information from the customer.
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Misc.
This section allows you to specify how much cash and inventory you want delivery drivers to have at a given time.
Maximum Retail Value of Products: The cumulative maximum retail value of products a driver can carry at any given time. Depending on your region, this limit may be defined in local or state regulations.
Start Amount: Similar to a cash drawer float, this is the amount of cash a delivery driver starts each shift with.
Max Amount: The maximum amount of cash a delivery driver can have on them at any time during their shift. Once they reach this amount, they’ll be notified that the maximum balance has been reached and a cash drop should be performed.