Updated: The New Treez Hardware Agent Is Here!
We’ve released a new version of the Treez Hardware Agent for Windows, designed for faster setup, seamless connectivity, and built-in updates.
If you are installing hardware for the first time, including receipt printers and flatbed scanners, we recommend using the new agent. This article references the setup process for both versions. If you already use the legacy agent shown below, you can continue for now, but we encourage upgrading when possible.
📄 Learn more & download here: Introducing the Latest Treez Desktop Hardware Agent
This training video demos the legacy hardware agent app.
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.
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
⚠️ Confirm with your store admin whether you should be using the latest hardware agent or the legacy hardware agent. We highly recommend that new stores get set up with the new agent and encourage all existing stores on the legacy to switch over as soon as possible.
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.
Option 1: The Latest Treez Hardware Agent
Step 1: Download the new Treez Hardware Agent by clicking the link below
Step 2: Locate the "TreezDesktop.msix" 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.
NOTE: If you already have the legacy hardware agent app installed, downloading the new hardware agent does not automatically uninstall the older version. Both apps can be installed on the same machine, but we recommend uninstalling the legacy app to avoid confusion. A future update will automate uninstalling the legacy version.
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.
Option 2: Legacy Hardware Agent
Step 1: Download the Treez Hardware Agent (Treez Dispensary Portal App) by clicking the following 'Download Treez Hardware Agent' below.
Step 2: Locate the "Treez Hardware Agent.msi" 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 and hit Finish. The Treez App is now downloaded onto your computer.
Step 4: 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 5: From this screen, enter your Treez portal URL [yourshopname.treez.io] and click GO. On the following screen, choose the print location and click GO.
Step 6: 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 7: Refresh your Treez portal and navigate back to Configuration > Config Page > Hardware Agent. Your newly created Location will be listed here.
NOTE: To add a Treez Pay PIN pad at this location, follow the instructions here. Keep in mind the hardware must be set-up and connected to the internet first. For more information, click here.
Step 8: 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.
Step 9: 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.