With the Treez & Onfleet integration, you can send delivery orders from your Treez portal into Onfleet automatically and in real-time. To learn more about setting up this integration, click here.
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Sending Orders to Onfleet
Delivery orders will automatically be sent to Onfleet once they reach the status of your choice. To select the order status that will act as the trigger, navigate to Configuration > Config Page > Integration > Delivery Integration > Send to Delivery Status Threshold.
NOTE: Any changes to an order's details in Treez will be automatically sent to the corresponding Onfleet Task. Cancelling an order in Treez will automatically remove the corresponding task from Onfleet.
This is the information sent to your Onfleet Task List from the Treez integration:
Customer Information
Name
Phone number
Order Information
Delivery address
Order notes
Delivery window start and/or end time
In the Task Details section of the Onfleet task, you can view additional information about the order, including:
Payment amount to be collected
Total item count
Item details
quantity
brand
product name
package label
In the Metadata section of the Onfleet task, you can view this additional information:
Dispensary
Treez order number
Treez ticket ID
Payment status
Create date/time
Payment amount to collect
Expected payment type
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Navigating Onfleet Orders
Sync Statuses
Each delivery order's card on the Fulfillment dashboard will have a truck icon. The color of the truck indicates the order's sync status with Onfleet. A green truck equates to a successful sync and a red truck indicates there was an error that must be resolved.
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Orders Synced to Onfleet
Click on any order card that’s been sent successfully to view the order's Onfleet ID. To view the accompanying order in Onfleet, click the ID.
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Sync Errors
If an order is encountering a sync error, you can retry sending it to Onfleet. Mouse over the 'Sync Error' message to view error details — if there are information-related errors (such as an invalid delivery address) correct them before resending the order. To resend an order to Onfleet, click on the order card, and then select the reload icon directly to the right of the Onfleet ID.
If you continue to encounter an error, you can also copy and paste the customer and order information into Onfleet.
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