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SellTreez: Product Updates 12.0.0
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Written by Treez Admin
Updated over 9 months ago
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^ Updated semantic versioning, same Treez.

April 28, 2021

NEW! 🎉

TSYS Pin/Debit Integration

  • Our new TSYS integration allows SellTreez users to integrate Dejavoo terminals to use Pin/Debit rails directly.

  • Pin/Debit allows users to make payments directly to the dispensary using their debit card without the need for cash!

  • Pin/Debit also offers the marked improvement of allowing users to not have to offer change back, unlike the existing Cashless ATM. Victory!

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ACH Authorization/Capture Workflow

  • An 'Authorization' status will be introduced to customers using ACH. This feature allows orders to be treated as 'Authorized' by Stronghold until the order is moved to 'Completed' or 'Out for Delivery' status.

  • 'Authorized' status means Stronghold has checked the status of the customer’s bank account, and the account is active and funded.

  • An authorization check does not pull funds from the account immediately, allowing SellTreez users to cancel 'Authorization' status tickets without processing a refund. A 'Paid' status occurs after an order has been moved to 'Completed' or 'Out for Delivery', at which point, Stronghold then pulls funds from the account.

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Ecommerce Pay

  • Error handling has been added that prompts users to relink their bank accounts when the account has become 'stale' and requires a new login for Stronghold ACH.

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Ecommerce Checkout 'Thank You' Page

  • A Thank You page has been introduced to Treez eCommerce that will allow for improved marketing analytics relating to conversions.

  • When a customer checks out, they will now be greeted with a 'Thank You' page indicating a successful transaction. We suggest using this page to track conversions in external marketing tools such as Google Analytics. Reach out to your Account Manager to upload a logo on this page!

Notifications

  • We added functionality to allow users to filter what message a customer receives based on whether they have paid with an ACH or non-ACH method.

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Config Page

  • New configuration alert! Lab results can now be configured to be a required field which will then cause any invoice lines with the missing required lab results to be highlighted. Reach out to your Account Manager or Treez Support to have this feature enabled.

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Non-Inventory Products

  • We've introduced the ability to create products in the Non-Inventory category and add them to purchasing invoices!

  • Non-Inventory products are tax-free and excluded from any tax calculations.

  • Non-Inventory products are non-cannabis and can be used for charges such as Fees/Add Service charges.

Label Maker – Beta

  • The new Treez Label maker allows you to create your own labels with the exact data you want to display allowing you to fulfill specific compliance requirements for product labeling.

  • Custom Inventory and Batch labels can be created.

  • Custom print at POS labels such as Customer and Deli Sale labels can also be created.

  • Reach out to your Account Manager to get your hands on this awesome feature!

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Packaging – Beta (Arizona, Michigan)

  • Packaging allows SellTreez users to break down bulk flower inventory into smaller, sellable sizes while tracking the sale of those products compliantly in Metrc.

  • All Metrc users can only pack bulk flower.

  • AZ users can pack bulk flower and bulk extract products.

  • All users will only be able to pack one product at a time. This feature doesn’t allow for multiple products to be selected and packed from.

  • This feature has a reporting feature under the 'Packaging History' tab in Inventory Management. In this tab, users will be able to see all the packing actions taken during any date range, print out labels for any product, and export the report in a CSV format.

  • Reach out to your Account Manager to get your hands on this awesome feature!

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Metrc Control – Beta

  • To make it easier to troubleshoot Metrc reporting issues, we have added row filters so you can easily find relevant Sales or Inventory Adjustments in Metrc Control.

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IMPROVEMENTS 🔨

Purchasing

  • If your instance has Metrc enabled, it will not be possible to add cannabis products to an invoice manually, as expected. This is a safety feature to ensure Metrc compliance.

User Management

  • We’ve added the ability to disable the Treez Sample user on your User Management page.

Stuck Inventory

  • We implemented several backend code changes to prevent high volume operators from experiencing stuck inventory issues as a result of pay link volume.

FIXES 🐞

Customer Management

  • We've fixed the issue that was allowing expired customer profiles to be checked in from the customer directory.

Integrations

  • We resolved an issue on the webhook configuration page which prevented users from adding new webhooks (in some cases).

Inventory Management

  • Searching on the Inventory Management page has been improved to ensure that exact matches are always present in the search results.

  • Exporting by batch to a CSV on the Inventory Adjustment page is now working as expected.

Product Management

  • We resolved an issue in eCommerce where products shared via Enterprise Product Management were unable to be toggled from the online menu. The 'Hide from Menu' toggle to add or hide the product from the online menu now functions properly.

Purchasing

  • We resolved a situation where under certain conditions when importing a Metrc Manifest and Packages to a new Treez Purchasing Invoice, the Treez product was not automatically assigned to the invoice line based on a previously imported Metrc Item.

  • We've solved the case of the disappearing discounts when an operator removes a single item from a ticket!

Reports

  • The Customer age field will now appear on the payment log CSV report.

Compliance Management

  • We've increased the reliability of reporting delivery sales to Metrc in states where delivery sales are reported using a different API from retail in-store sales.

SellTreez

  • The performance and stability of the application were greatly improved!

API

  • Customer API

    • With this release, driver license number and driver license expiration date are independent fields. Update one or both as information is available.

  • Product API

    • It is now possible to remove product subtypes via the product API by sending an empty string in the subtype field. Product types where subtype is not required: Beverage, Pill, Tincture, Cartridge, Misc, Extract, Edible, Topical, Merch.

  • Ticket API

    • We fixed the issue of external Product IDs not being recorded on ticket line items in some cases.

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