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SellTreez: All About Configuring New Hardware

Treez Support avatar
Written by Treez Support
Updated this week

For your hardware, including flatbed scanners, label printers, and receipt printers, to be compatible with the Treez system, your devices will need to be configured first.

You can visit our list of approved hardware here.


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.


Creating a New Hardware Location

A 'location' must be configured so Treez can recognize devices such as receipt printers, label printers, and flatbed scanners through the Hardware Agent App (HWA), which will be downloaded later in this process.

Step 1: From within the Treez portal, navigate to Configuration > Config Page > Hardware > 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 your hardware locations.

  • If you have multiple devices in a small area, you may want to physically label each of them with its corresponding name, so you're aware of which device is associated with which location.

step1_1.jpg

NOTE: Location names should correspond to the physical location where the device is located in your shop (eg. POS_1, POS_2, POS_3, Fulfillment, etc.)


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.

The Treez Hardware Agent

Step 1: Download the new Treez Hardware Agent by clicking the link below

Step 2: Locate the "TreezHardwareAgent_Setup.exe" downloaded in Step 1 and double-click it to begin installing the file.

💡 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.

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. The Treez App is now downloaded onto your computer.

Step 4: Ensure the printer or flatbed scanner device is plugged into your computer and open the Treez Desktop App from your Applications folder, or by using the Search box on the taskbar.

💡 Look for the gray and green Treez logo. Pin the app to the taskbar for easy access.

Step 4: Sign in with your Treez credentials.

Step 5: Select your store and the print location.

Step 6: The app will auto-detect devices and populate the dropdowns for device assignment. Select the appropriate devices in the dropdowns.

Step 7: Select the printer icon next to the dropdown to complete a test print within the app to confirm proper setup.

Step 8: Click on the desired location to expand this dropdown to reveal each of the hardware options available. From the corresponding drop down menu, select the model and click 'Test Scan/Print' to confirm it's working properly.


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.

1d_vs_2d.jpg

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.

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