Feature Overview
With the introduction of multi-provider checkout supportability, TreezPay aims to stay true to its mission: provide enhanced payment processing capabilities and payment provider redundancy.
Upon release of this feature, admins will now be able to enable multiple providers of the same payment type in checkout from within their TreezPay Portal. By doing so, a Treez POS user will have the ability to switch between enabled providers on the checkout screen locally without impacting the provider settings at other pos locations.
Admins will also have the flexibility to add/change the provider display name that is seen by budtenders at checkout, allowing them to utilize naming conventions that better suit their teams needs (Ex: Primary, Backup1, Backup2).
With multi-provider checkout functionality, Treez customers now have the tools needed to effectively leverage payment provider redundancy when it matters most. And for those interested in testing the waters with new providers, they can do so at their own pace without disrupting business and accounting workflows.
Implementation Guide
Post Release Expectations:
Upon release, there will be no interruption to the status quo or need to set additional configurations out the gate.
Without configuring this feature, current TreezPay clients will see new UI components in under each payment type within the TreezPay Portal and POS checkout screen.
TreezPay admins can find these configurations in their TreezPay Portal > Payment configurations for:
"Checkout enabled"
"Display name"
POS users will now see a provider selection dropdown right of the charge integrated payment button.
Only the default provider for the payment type will be available for selection in the dropdown until additional providers are “checkout enabled” (see below)
The default provider name = TreezPay defined provider name as displayed in the TreezPay portal
Configuration
Pre-conditions:
User must have appropriate TreezPay Platform: “Organization” permissions (create, view, update)
User must be underwritten & TreezPay* approved for each individual provider
Shop should have terminals on hand for each individual provider and setup at the desired POS locations
Config Flow: Set Default Provider
Establishing a default provider designates it as the primary payment routing backend for all POS stations. Please note, this is merely a refresher in the event a client needs to change their default provider down the road. Again, the current default provider will automatically be available in checkout post feature release.
User navigates to TreezPay Portal > Settings > Payment Configuration > {payment Type} tab
User selects desired primary payment provider from dropdown
User selects “Set to default”
Save
Config Flow: Enable Multiple Providers (same pay type) in Checkout
Once your dispensary approved and enabled for an additional provider of the same payment type, they will be able to enable that provider in checkout as well. A client can have as many alternate TreezPay supported* payment providers enabled for a single payment type as they like.
User navigates to TreezPay Portal > Settings > Payment Configuration > {payment Type} tab
User selects desired alternate payment provider from dropdown
User toggles “checkout enabled” = on
Save
Config Flow: Changing a Provider’s Display Name
As the day-day POS user may not recognize the payment provider by name, an admin or permissioned user can change the provider’s display name to one that better suits their team's needs. If a display name is not setup, the provider name in checkout will appear as it does in the TreezPay Portal.
User navigates to TreezPay Portal > Settings > Payment Configuration > {payment Type} tab
User selects desired provider from provider dropdown
User inputs “display name”
Save
Best Practices - Swapping payment providers at the POS
As each provider has their own terminal, it is best to have backup provider terminals readily available at the desired pos location, pre-setup, and sufficiently charged.
It is best to configure this feature outside of business hours or during slow periods.
Switching providers at one pos station will save the new provider locally as that pos users temporary default for as long as they are logged in. Users should be mindful of the provider they have selected.
Card terminals remain associated to pos stations. Users will want to continue to ensure they have the correct location selected in cart and that the corresponding terminals are properly configured at that location.