SellTreez POS
Sales, fulfillment, inventory, and cash handling
232 articles
- SellTreez: Product Configurations
- SellTreez: How can I customize what order types are shown on the Fulfillment dashboard?
- SellTreez: Receipt Configurations (POS and Fulfillment)
- SellTreez: How do I scan items into Fulfillment orders?
- SellTreez: Embedding Your Legacy Treez eCommerce Menu
- SellTreez: Basic Configurations
- SellTreez: Cash Handling Configurations
- SellTreez: How Do I Edit the Titles of Cash Drawers and the Main Vault?
- Discounts and Rewards Configurations
- SellTreez: eCommerce Configurations
- SellTreez: Purchase Limit Configurations
- SellTreez: How can I pop my cash drawer separate from a transaction?
- SellTreez: All About Point of Sale Configurations
- SellTreez: How Do I Enable Email Receipts
- SellTreez: How do I change the text displayed on my receipt?
- SellTreez: All About Configuration
- SellTreez: How Do I Enforce Product Thresholds on My eCommerce Menu?
- SellTreez: How Do I Force Scan Inventory?
- SellTreez: How Do I Configure the POS?
- SellTreez: How Can I Manage Rewards?
- SellTreez | Custom Tender TypesCustom tender types let you accept payment methods beyond the standard options, like gift cards or store credit, and track them across checkout, reports, and cash handling.
- SellTreez: Configuring the New AOV Display on a Cash Drawer
- How Do I Create a Custom Invoice Field?
- SellTreez: Pro-Active Prevention of Fraud and Theft Enhancements
- SellTreez: Using Abandon Draft and Saved Sales in Configurations
- SellTreez: Label Management
- SellTreez: Configuring List ManagementAllows customers to configure a list of reasons for 3 categories that save time and provide uniformity across several workflows.
- SellTreez: Enhanced Email Notifications Guide
- SellTreez: Email Notification Service
- SellTreez: How Do I Require Scanning When Adding Items to an Order?
- How Do I Name a Cash Drawer?
- Using Manufacturer Barcodes to Save Time and Overhead Costs
- Skip POS User Selection with the "Require Only PIN" Config
- SellTreez: How to Enable Automatic Printing in FulfillmentThis helps streamline operations by reducing manual intervention. Follow the steps below to enable automatic receipt printing for your store.
- SellTreez: Rewards Set as a Discount
- How Do I Create a Bag Fee?
- Where Can I See My No-Shift Association Totals?
- Why Can't I See No-Shift Association Totals in the Overview Section of my Shift Report?
- SellTreez: How Do I Export My POS Ticket Adjustments?
- SellTreez: How Do I Add an Expense?
- SellTreez: How Do I Set Up an Account?
- SellTreez: How can I reprint an End of Shift receipt?
- SellTreez: All About Cash Handling
- SellTreez: End of Day Revenue Reconciliation SOP
- SellTreez: Paying Vendor Debt
- SellTreez: Making a Transfer in Cash Handling
- SellTreez: Adjusting the Float Amount
- SellTreez: Adding and Tracking Expenses
- How can I troubleshoot and prevent cash drawer discrepancies in Treez?
- TreezSupport: Quick Guide – Static vs. Dynamic Float in SellTreez
- TreezSupport: Quick Guide – Target Total in SellTreez
- SellTreez: Why Does My Cash Handling Total Look Different from My Product Report Total?
- All About: Cash Handling
- Adjusting the Float Amount
- In the Inventory Valuation Report, What Does "D.P. Qty" Stand For? (In App Reports)
- SellTreez: Why is the “Total Cost” in the Inventory Log Report not matching the “Total Cost” listed in the Invoice Report?
- SellTreez: How Do I Generate A Reconciliation Report (In App)?
- SellTreez: Inventory and Invoice Reports (In-App)
- How Do I Activate or Deactivate a Sellable Location in Location Management?
- How Do I Edit a Sellable Location in Location Management?
- How Do I Create a Sellable Location in Location Management?
- Why Should I Use Location Management?
- SellTreez: All About Location ManagementLearn more about Location Management including how to create and edit locations.
- What is the Cost Entry Validation Feature?
- What Can I Do When Packages Accepted from METRC are Incorrectly Counted Against a Customer's Purchase Limits?
- SellTreez: Inventory Wanding SOP
- SellTreez: Investigating Inventory Count Discrepancies
- SellTreez: Inventory - Differences Between Move, Transfer and Return to Vendor
- SellTreez: How Do I Destroy Non-Cannabis Inventory?
- SellTreez: How Do I Conduct a Dispensary-to-Dispensary Transfer Outside of METRC?
- SellTreez: How Do I Move Inventory?
- SellTreez: How Do I Merge Batches?
- SellTreez: How Do I Split Batches?
- SellTreez: How Do I Return Inventory?
- SellTreez: How Do I Destroy Cannabis Inventory?
- SellTreez: Bulk Packaging
- SellTreez: All About Inventory Control
- SellTreez: All About Inventory Adjustment
- SellTreez: Inventory Count Process Best Practices
- SellTreez: Inventory Cycle Count SOP
- Reserved and P&R Units in Inventory Adjustment
- What Do Invoice Details Tell Me?
- How Do I Navigate the Invoices Page?
- Where Can I See My Custom Invoice Fields?
- SellTreez: Changing Costs and Discount Fees
- SellTreez: How do I find inventory associated with an Invoice?
- SellTreez: How Do I Invoice Inventory Imported from METRC?
- SellTreez: Updating a Distributor's License
- SellTreez: Reassigning Inventory to a Different Product
- SellTreez: Resolving Refunds in the Purchasing Module
- SellTreez: All About Distributor Management
- All About InvoicesLearn about receiving inventory into Treez through invoices!
- SellTreez: Navigating the Purchasing ModuleLearn how to navigate the Purchasing module!
- Intaking CBD or Hemp Products in Treez
- How Do I Update an Invoice That Has Been Accepted from AL to NAL?
- SellTreez: How Can I Test a Discount?
- SellTreez: How Do I Create a BOGO Discount?
- SellTreez: How Do I View & Delete or Edit a Discount?
- How Do I Enable or Disable the Auto Display of Weedmaps' Strikethrough Discounts from My Online Menu?
- SellTreez: How Does a Cost + % Discount Work?
- SellTreez: Discount Nuances for the Massachusetts Market
- SellTreez: What is a Manual Discount?
- SellTreez: What is a Discount Method?
- How Do I Create a Product Group?
- SellTreez: How Does it Work When Multiple Discounts are Applied to a Single Item?
- TreezSupport: Quick Guide – Discount Compounding in SellTreez
- SellTreez: Can I Apply a 100% Discount on Cannabis?
- SellTreez: Barcode ManagementLearn how to manage your product and inventory barcodes by creating new barcodes or editing existing barcodes!
- SellTreez: All About Product List Module
- SellTreez: Why are there duplicate products on my menu?
- SellTreez: What's the Difference Between CBD Product Type and CBD Classification?
- SelllTreez: How Can I Create A Non-Cannabis Donation in SellTreez For A Specific Cause?
- SellTreez: Creating Non-Taxable Gift Cards & CertificatesTo create a non-taxable gift card/certificate follow the steps outlined below
- SellTreez: What Does I/S or S/I Mean in Product Classification?
- SellTreez: What is a "Bag" Intended to Be Used for in Product Details?
- SellTreez: How Do I Properly Fill in the Product Card Fields for Weight and THC Content?
- Can I Run a Report for All Products Hidden from My eCommerce Menu?
- SellTreez: How Do I Search for a Product?
- SellTreez: How Do I Create Pre-rolls & Edibles?
- SellTreez: How Do I Hide a Product from My eCommerce Menu?
- SellTreez: How Do I Add Tags to My Products?
- SellTreez: How Do I Set a Primary Image?
- SellTreez: How Do I Process a Refund from the Fulfillment Dashboard?
- SellTreez: How Do I Set Up My Personal View on the Fulfillment Dashboard?
- SellTreez: How Do I Find a Saved Sale on the Fulfillment Dashboard in the POS?
- SellTreez: Navigating the Fulfillment Dashboard
- SellTreez: How do I find a specific order on the Fulfillment dashboard?
- SellTreez: Processing Orders
- SellTreez: Canceling/Removing Orders
- SellTreez: Curbside Pickup
- How Does a Budtender Process Returns/Refunds?
- Complete a Sale Using the iOS Retail App
- How Do I Check Out a Customer?
- SellTreez: How Do I Find a Receipt?
- SellTreez: How Do I View a Customer's Purchase History at the POS?
- SellTreez: How Do I Find Draft Sales at the POS?
- SellTreez: How Do I Abandon a Ticket in the POS?
- SellTreez: How Do I Add a Discount at the POS?
- SellTreez: How Do I Find a Saved Sale in the POS?
- SellTreez: How Do I Build a Sale in the POS?
- SellTreez: Where Do I Find the Dispensary Queue in the POS?
- SellTreez: How Do I Search for a Customer in the POS?
- SellTreez: How Do I Check-in A Returning Customer?
- SellTreez: How Do I End My Shift Properly
- SellTreez: Why Are Some of My Receipts Now Saying UNPAID at the Top?
- SellTreez: What Is the Difference Between an Express Order and a Pick up Order?
- SellTreez: How do I remove a discount that is automatically applied?
- SellTreez: All About POS (Point of Sale)
- SellTreez: Where can I view Order History?
- SellTreez: How do I remove or change which customer is associated with an order?
- SellTreez: What's the difference between Saved and Draft sales?
- SellTreez: Configuring the SellTreez Retail iPad App
- SellTreez: What Do I Do if a Customer is Not Showing in the Customer Queue at the POS?
- SellTreez: Reprinting Customer Labels
- SellTreez: How Do I Save a Sale in the POS?
- SellTreez: How do I delete a saved sale?
- Redeeming Rewards Configured as a Discount
- SellTreez: Reprinting ReceiptsThis article is intended to walk through the steps of reprinting a Customer's receipt, after a transaction is finalized.
- SellTreez: Why are some POS discounts greyed out?
- SellTreez: Processing a Refund in POS
- SellTreez: Starting a Shift
- SellTreez: How do I split a payment between multiple methods?
- SellTreez: Pausing a Shift
- SellTreez: Ending a Shift
- SellTreez: Creating a Scannable PIN
- SellTreez: Troubleshooting Purchase Limit issues in the CartThis article covers common reasons why a customer’s purchase limit in SellTreez POS may not appear correct and steps to resolve the issue.
- SellTreez: Configure Transaction Rounding in POS
- How Does Treez Handle Expiring Inventory?Managing expiring inventory is essential for cannabis retailers to maintain compliance and protect margins.
- SellTreez - All About Deli-Style
- TreezSupport: Quick Guide – Redeeming Rewards as a Discount in SellTreez
- SellTreez: How Do I Pause My Shift in the POS?
Customer: Membership Agreement Form
Help Center content related to Membership Agreement Form
Customer: Customer Management
Help Center content related to Customer Management functionality
- SellTreez: What Does Expired Mean on the Fulfillment Dashboard?
- SellTreez: How Do I Convert a Medical Customer to an Adult Use Customer?
- SellTreez: How Do I Convert an Adult Use Customer into a Medical Customer? (CA Only)
- SellTreez: How Do I Deactivate a Customer Profile?
- SellTreez: How Do I Add a New Customer to the POS?
- SellTreez: Customer Management Nuances in Massachusetts
- SellTreez: Why Is There a Negative Rewards Balance for My Customer?
- SellTreez: Scanning ID's & Unsupported Identification Documents
- SellTreez: How do I apply a lifetime discount to a customer?
- SellTreez: All About Customer ManagementLearn all about the Customer Management module including creating and editing profiles!
- SellTreez: What do the green and red customer icons mean in SellTreez?
- SellTreez: Customer Management - Using the Treez Intake App
- SellTreez: How do I clear the Queue from Customer Management?
- SellTreez: Caregiver Check-in and FlowsLearn more about managing caregivers in Treez
- Required Information to Prevent Duplicate Customers for Partners/Kiosks
- SellTreez: Why Am I Getting a "Not Supported" Error When I Try to Upload an Image File in Customer Management??
- ID Scanning in SellTreez POS Customer Queue ModuleThis article provides insight into a setting to allow operators to scan customer's IDs in the Customer Queue Module of SellTreez POS.
- Treez Companion iOS App: Customer ManagementManage check-in for new and existing customers with Treez Companion, the new iOS app available on the App Store for iPad and iPhone.
Tag Management
Latest Version of Treez - Tag Management