Please note: No '/' or other special characters (underscores are OK) should be used in the name of your hardware location(s).
In order for your hardware (flatbed scanners, label printer(s) and receipt printer(s)) to be compatible with the Treez system, your devices will need to be configured first.
NOTE: You can visit our list of approved hardware here.
- Testing Your New Hardware
- Downloading the Treez Hardware Agent
- Creating a Hardware New Location
- Configuring Barcode Scanners
- Adding Flatbed Scanners
Testing Your New Hardware
When setting up a new printer or scanner, you'll want to ensure the device is working properly before configuring it to Treez. To do so, you'll begin by printing a test page or completing a test scan.
NOTE: Before testing your new hardware, install any required drivers and check the physical connections and indicator lights to make sure it's hooked up and ready to go! In some cases, the printer or scanner will not light up or allow you to turn it on until the driver is downloaded.
Printing a Test Page Using Windows 10
Step 1: In the Search box on the taskbar, type Devices and Printers.
Step 2: Tap the Devices and Printers option on the Control Panel.
Step 3: Touch and hold or right-click your printer.
Step 4: Select Printer Properties. *Be sure to select Printer Properties and not 'Properties', or you will not see a Print Test Page button.
Step 5: Under the General tab, tap Print Test Page.
If you were able to print the test page, continue below. If you were not able to print a test page, we recommend getting in touch with your IT provider to complete the installation of the hardware.
Performing a Flatbed Scan Test Using Windows 10
Step 1: Place a document in the flatbed and close the lid.
Step 2: Use the Search box on the taskbar to navigate to Windows Fax and Scan on the Control Panel. You may need to download the Windows Scan program.
Step 3: Click New Scan.
If you completed a test scan successfully, continue to Adding Flatbed Scanners.
If you were not able to complete a test scan, we recommend:
- Restarting the scanner
- Removing the scanner and manufacturer driver from the computer and then reinstalling
Tip: You may need to download the manufacturer’s uninstall tool.
If the test scan is still unsuccessful, we recommend getting in touch with your IT specialist as there may be an issue with the hardware itself.
Downloading the Treez Hardware Agent
To set up new hardware for use (including flatbed scanners, label printers and receipt printers) you'll need to download the Treez Hardware Agent. The Treez Hardware Agent (a.k.a. The Treez Dispensary Portal App) allows your Treez portal to communicate with external devices connected to your workstation.
NOTE: The Treez Hardware Agent (Treez Dispensary Portal App) is only supported on Windows. We do not support MacOS at this time.
Step 1: Download the Treez Hardware Agent (Treez Dispensary Portal App) by clicking the following 'Download Treez Hardware Agent' below.
|Download Treez Hardware Agent|
Step 2: Locate the "Treez Hardware Agent.msi" downloaded in Step 1 and double click it to begin installing the file.
TIP: The file should download to your default downloads location as set by your Operating System. If you are unsure where it's downloaded, you can use your Operating System's search functionality to look for it or reach out to your IT provider for additional assistance in locating the file.
TIP: If a download blocker is enabled in Windows, it may block the program from running. Please select 'More Options > Run Anyway' to continue the download.
Step 3: Follow the instructions outlined in the setup wizard until the process is complete and hit Finish. The Treez App is now downloaded onto your computer.
Creating a Hardware New Location
Once the Treez App is installed on your computer, a 'location' must be configured for it so Treez is able to recognize the device. This can be done using our Hardware Agent (HWA).
Step 1: From within the Treez portal, navigate to Configuration > Config Page > Hardware Agent > Add Location. This option is located at the bottom of the list of existing locations.
Step 2: Tap Add, then enter a name for the location of the device and hit Save Changes. For example, if the device is located at Intake, you may opt to enter "RECEPTION_1". Short, descriptive names are best.
Note: Do not use '/' or other special characters (underscores are OK) when naming of your hardware locations.
- If you have multiple devices in a small area, you may want to physically label each of them with their corresponding name, so you're aware of which device is associated with which location.
NOTE: Locations should correspond to the physical location the device is located in your shop.
Step 3: Ensure the device is plugged into your computer and open the Treez App from your Applications folder, or by using the Search box on the taskbar.
Step 4: From this screen, enter your Treez portal URL [yourshopname.treez.io] and click GO. On the following screen, choose the location you just created and click GO.
Step 5: After you select your location, the Treez App will scan for devices quickly and it will display a 'Device List Updated' message. This indicates that the app has recognized your hardware, and has linked it to the correct location.
Step 6: Refresh your Treez portal and navigate back to Configuration > Config Page > Hardware Agent. Your newly created Location will be listed here.
Step 7: Click on the desired location to expand this dropdown to reveal each of the hardware options available. From the corresponding dropdown menu, select the model and click 'Test Scan/Print' to confirm it's working properly.
NOTE: If you're not seeing your device in your location dropdown, hit Scan For New Devices.
Configuring Barcode Scanners
In Treez, two-dimensional (2D) barcode scanners can be used to expedite the check-in and check-out processes. Once configured, the same scanner can be used to read the back of a customer’s driver’s license — allowing you to shave minutes off your new customer sign-up process & quickly check-in returning customers — and they can also be used to ring up products containing one-dimensional (1D) barcodes. To configure your barcode scanner, follow these instructions.
NOTE: Only 2D barcode scanners can read the barcode that appears on the back of driver’s licenses. These 2D scanners can be configured to read both 2D and standard 1D barcodes.
Adding Flatbed Scanners
Once you've verified your flatbed scanner has been successfully set-up on your computer by performing a test scan, follow the steps below to add it to a Treez location.
Step 1: Restart the Treez Hardware Agent by following the directions here. Be sure to choose the location (e.g. 'INTAKE') where you'd like to use your flatbed scanner when restarting.
Step 2: Navigate to Configuration > Config Page > Hardware Agent in the Treez portal.
Step 2: Find the location where you'd like to add the flatbed scanner and click Scan for New Devices.
Step 3: Select the device from the 'Flatbed Scanner' dropdown, and click Test Scan to verify it is connected.
NOTE: The Hardware Agent must be restarted and connected to the browser and scan location before scanning for new devices.