Point of Sale
These toggles let you dictate which features are enabled within the Point of Sale system, allowing you to create unique operational workflows within your shop.
POS Access: This option will determine is a user tile is required to be selected when opening a cart in POS. When toggled ON, only a user PIN is required. When toggled OFF, a user tile must be selected first, then the corresponding user PIN must be entered.
Round Down: This option allows transactions to be rounded down to the nearest whole dollar automatically.
Show Round Down Button: This option enables a button to optionally round down a transaction to the nearest dollar in the payments page.
Inventory Section: Enabling this setting will automatically pick inventory from a sellable location based on the Batch Created date. Disabling this means the user will have to manually select inventory when not scanning.
FIFO with Invoice Accepted Date: Enabling this setting will automatically pick inventory from a sellable location based on the Invoice Accepted date.
Require Scanning (only): This toggle will force sales associates to scan items at the point of sale and remove the ability to add items to an order by searching and selecting.
Hide ability to manually increase ticket line quantity: This option is only enabled if Require Scanning is enabled. This will determine is the user can manually increase the quantity of a ticket line that was already added to a sale when disabled or require scanning of each and every unit when enabled.
Abandon Ticket Pin Override: This option determines if a manager Pin is required to abandon a ticket at POS.
Delete Ticket Line Pin Override: This option determines if a manager Pin is required to delete a ticket line.
Auto-End All Shifts Daily: This functionality allows you to automatically end any shifts that remain open at 11:59 pm each day. This will help ensure that any End of Shift or Close of Shift procedures that weren’t performed the previous day don’t affect the next day's cash totals.
Print & Cash Control
Automatically Print Receipt: This causes the receipt to print without manual interference at the end of each sale. Disabling this setting will allow the user to select a digital or paper receipt.
Extra Receipt: This will print both a merchant and customer copy of the receipt at checkout.
Show 'Print Receipt' button: This option enables a button to allow a user to manually print a receipt in the POS and checkout screens.
Show Print and Save button: This feature allows you to print a customer receipt and save the sale in a single tap. If you prepare orders in advance, this configuration will save you time and effort during your fulfillment process.
Customer Label: In some areas, regulations require you to print an additional customer label for every product a customer purchases. If this is enabled, a customer label will print every time a product is added to the cart. This label can contain a variety of information and can be configured in Configuration > Config Page > Label. Once the label template has been created, it can be selected in the dropdown that appears when this is configured.
Print Patient Label For Medical: This option will only display if the ‘Customer Label’ toggle has been enabled. Turning this slider ‘On’ will ensure the customer label only prints for medical customers.
Print Patient Label For Adult: This option will only display if the ‘Customer Label’ toggle has been enabled. Turning this slider ‘On’ will ensure the customer label prints for adult-use customers.
Cash Drawer Pop: This will give employees the ability to pop the cash drawer separate from a transaction. If enabled, the ‘Pop Cash Drawer’ function can be found by going to Sell Treez > Current Sale timer > Pop Cash Drawer.
Auto Decimal: This function places an auto-decimal in your checkout keypad, allowing your sales associates to enter 1-2-0-0 and have it be recognized as “$12.00”, the same way it does with a calculator. Enabling this function reduces the likelihood of transactions accidentally being rung up as a much greater amount than intended, for example, incorrectly entering an amount of $50.00 as “$5000”.
User Interface and Reporting
These functions dictate the way certain aspects of customer and inventory information is displayed within SellTreez.
Show Discount Tags on Pos Product Menu: This will display a discount tag on the left hand product menu within the Pos cart screen to inform but tenders of products with active discounts.
Show "Deals" Section on POS: This will display a new tab in the Suggestions section called "Deals" which will highlight currently available discounts. Clicking into a given deal will display the products included in that discount group.
Hide Inventory: This function will prevent the live inventory count from showing the product information within the product list on the left side of the Pos screen and within the product details when clicking directly into a product.
Hide Product Images: This controls the visibility of image thumbnails displayed next to each product in the left hand menu of the POS cart screen. This configuration is ideal when internet bandwidth is limited and should reduce load times in the POS cart.
Show Customer Age: This allows you to display the customer’s age in the SellTreez customer queue.
Show Average Order Value: This controls visibility of the Average Order Value display in the upper right of the POS screen.
Deduct Refunds from the Average Order Value: This controls the calculation used for the Average Order Value display and will deduce refunds from the calculation.
Include Tips in Gross Receipts Paid: This enables the inclusion of tips in gross receipts paid calculation.
Include Fees in Gross Receipts Paid: Enable the inclusion of Fees in gross receipts paid calculation.
Payment Types
This 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.
Enabled: To enable a payment type, simply switch the associated toggle to ‘On’.
Allow Returns?: By checking this box, the payment type will be enabled for returns and will show as an option in Sell Treez once a return has been initiated.
NOTE: If you already have Treez Rewards enabled, and would like to allow users the ability to refund in rewards dollars, navigate to Configurations > Config Page > Discounts and Rewards > Rewards > and enable the ‘Return in Rewards Dollars?’ settings. To learn more about Treez Rewards, click here.
Require Manager PIN for Return?: Checking this setting will require a manager’s PIN in order to process a return.
Default Routing Account: For some payment methods, you can select the account that the sales of that payment type will route to once a shift has been closed. To do this, select the appropriate routing account from the drop-down.
ACH Settings: To enable ACH pre-tipping, scroll down to the ‘ACH Settings’ section, and check the ‘Ticket Pay Link’ box. Enter a custom message, if desired. After this setting is enabled, when customers are sent the Unicode #${link}, they’ll see an option to give a predefined or custom tip amount.
Customer Management
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.
Always create a profile at POS scan: When an ID is scanned at the POS and the user doesn't exist, create a new customer profile.
Only verify age and exp date at POS scan: When an ID is scanned at the POS and the user doesn't exist, verify the ID is valid and the customer is over 21. This will not create a profile for the customer or attach existing customers to a ticket. This is essentially a “No Customer” transaction.
Give the option to create a profile or select ‘No Customer’: When an ID is scanned at the POS sales associates will have the option for a profile to be created or select ‘No Customer’ and process the sale.
Abandon Draft and Saved Sales
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).
Note: 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.
