To ensure that every customer's needs are taken care of, the SellTreez Point of Sale system offers a unique and intuitive way to personalize the retail experience. 

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• Using the POS System
  • Processing Transactions
  • Checking In Customers at the POS
• Current Sale Tile
• Saved Sales
• Returns and Refunds
• Purchase Limits

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Using the POS System

Members who have been added to the ‘Customer Queue’ from Customer Management will populate in the order they arrived on the main screen of the POS module. From here, you’ll be able to assign customers to yourself and help walk them through the purchasing process.

To access the SellTreez POS module, navigate to the Retail > SellTreez POS. 

Processing Transactions

Step 1: Click on the first member tile to assign them to yourself.

• Tiles will populate in chronological order of when the member was checked-in from Patient Intake/Customer Management.
• If the member is a caregiver purchasing on behalf of their associated patient(s), a blue CG symbol will be shown on their tile. Tap on the caregiver’s tile to start an order for any of their patients or a personal order for the caregiver.
  
  
• Clicking No Customer will allow you to enter the POS view without a customer attached to yourself.
  • After clicking No Customer, type a name into the search bar to select a member to begin a new order, select a customer from the queue, or click the ‘Current Sale’ tile to view saved, draft, or recent sales. 
    Tip: You can change or remove the customer associated with an order at any point during the order process.

Step 2: Select your name and log in using your personalized PIN. This will take you to the sales screen.

NOTE: At the top of the sales screen, you will find a running timer for your current sale. This timer begins as soon as you assign a member to yourself.

Step 3: You can quickly familiarize yourself with the customer by clicking on their name in the top left corner of the sales screen. This will allow you to view a summary of their profile. 

• The summary includes key information about the customer (from their customer profile). Including contact information, accrued rewards dollars, and customer notes.
• You can click ‘Edit Phone’ or ‘Edit Email’ to update this information in the customer profile. 
• Click on Favorites to display both favorite products and customer notes at the same time. Favorite products will automatically populate based on purchase history.

Click View Profile to open the customer's profile in Customer Management in a new tab.

NOTE: If the patient is associated with a caregiver and both are checked-in, a toggle will display allowing you to select whether or not the caregiver is attached to the sale. 

Step 4: From the sales screen, scan product barcodes, or manually select products from the menu to add them to the order.

• If you don’t have access to a barcode scanner, or your retail label isn’t scanning properly, you can quickly search the entire menu by entering product information into the search bar to narrow down your results.
• The ‘Categories’ feature allows you to manually search your menu by product type and is a helpful tool for making specific recommendations.   

NOTE: Clicking on products will pull up information specific to that item including attributes and lab results (if available), product sizes, flavor options, etc., and the amount you have left in live inventory (if configured).

Step 5: Select the size and quantity of each product and tap Add to Cart. This will add the product as a line item to the current order.

• If the customer decides they want more/less of a product after it’s been added, changes can be made to quantities and/or sizes by clicking the + or - buttons on the left-hand side of the line item.

NOTE: If you select a deli-style bulk flower product, you’ll need to follow additional steps to add the product to the cart.

Step 6: Apply any additional discounts by clicking the Discount button. For increased accountability, these can be configured to require a manager’s PIN. If an item has any automatic discounts attached to it, this will display in the ‘Discount’ column, along with the name and specifics about the discount. 
Tip: If your shop has rewards configured as a discount, you’ll need to click the discount pop-up to show the full details.

NOTE: In the standard discount view, some coupons will display as greyed out depending on whether the coupon is created for a single item versus an entire cart. Highlighting a product in the shopping cart by clicking on it will cause item-based discounts to become available, while entire cart discounts will be greyed out. Clicking away from the line item will allow cart discounts to become available again.

Step 7: Once the order is complete, click Checkout. This will take you to the payment screen.

Step 8: Select the payment method, or a combination of methods if your shop accepts debit cards, and/or has rewards points enabled.  

• Cash: The first tile is reserved for exact change, while the following tiles relate to whole cash increments. Selecting one of these will complete the sale, print the receipt, and display the change due, if any.
• Card: Select the appropriate charge option, use the keypad to enter the proper amount, then tap Charge. Once charged, the sale will be complete, and the receipt will print.
• Rewards Dollars/Points: If your shop has rewards enabled, customers may use their accrued points to pay for purchases. Reward accrual rates can be configured by going to Configuration > Config Page > Discounts and Rewards.
• TreezPay Debit: If your shop has TreezPay enabled, click the first tile to charge the exact amount, or Charge Custom TreezPay Debit Amount to enter a partial amount. Then, swipe the card on the PIN Pad and follow the prompts to complete the sale. If you're using custom amounts, the TreezPay PIN pad will only activate once the full amount of the ticket has been entered across the payment method(s).
• Custom: The ‘Custom’ buttons allow you to split payment between a variety of payment methods.
• Target Total: If your shop has this feature enabled, clicking it will allow cashiers to use a customer’s rewards dollars to turn the balance owed into an easy to transact whole dollar amount or any amount the customer chooses. 
  Tip: The current default setting is for SellTreez to treat rewards dollars as a payment type. To use the Target Total feature, you must have rewards dollars as a discount enabled. To set this up, just contact us at support@treez.io!

Step 9: Return any change to the customer and click Done to complete the sale. This will turn the sale into a line item on the ‘Purchased’ tab.

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Checking In Customers at the POS

For shops that serve adult-use customers, you have the ability to bypass checking in customers at a dedicated intake area and instead scan a customer’s ID directly from the POS. To begin checking customers in from the POS terminal, ensure your POS barcode scanners appear on our approved hardware list and are properly configured to read 2D barcodes — some scanners may be too old to perform this function and will need to be updated in order to do so.

NOTE: If you serve only medical patients, you’re required by law to have a dedicated patient intake area and this configuration should not be enabled.

Step 1: To begin configuring your retail barcode scanners, open the Treez portal in a separate browser window. Then, tap on the orange ‘Help’ tab and select Downloads & Tools from the main menu.

TIP: Opening the ‘Downloads & Tools’ page on your phone or another mobile device, such as a tablet, will allow you to streamline the configuration of all POS scanners as you’ll need to scan 2 QR barcodes with each scanner to properly configure them to perform this function.

Step 2: From this page, open the Configure POS Scanner.png in one tab and the Configure Intake Scanner.png in a separate tab.

Step 3: Proceed to scan both of these barcodes—first Configure POS Scanner, then Configure Intake Scanner—with each of the barcode scanners found on the retail floor.

• There will be a series of beeps that occur after each scan to let you know the configuration has occurred. If you do not hear any beeping, scan the QR code again before moving on.

Step 4: Once all your scanners have been configured, navigate to Configurations > Config Page > Point of Sale > Customer Management to select how you’d like to handle new customer sign-ups that occur at the POS.

• Returning customers can easily be checked in once their ID has been scanned, as the system will quickly recognize their existing profile.
• For more information on POS configurations, click here.

NOTE: Checking a customer in through SellTreez will perform the same verification checks (age, valid ID, etc.) that occur when a customer is checked in from Patient Intake/Customer Management. If an issue is flagged, sales associates will be prevented from moving forward with a customer who isn’t eligible.

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Current Sale Tile

The ‘Current Sale’ tile displays how long a member has been assigned to you for a current order. Clicking into it will reveal additional actions that you can take around saving and retrieving orders.

• Abandon Sale: Clicking this will send the customer back into the queue and will delete the order if started.

• Save Current Sale: Clicking this will save the sale in its entirety so it can be paid for at a later time. If your shop does delivery or express in-store pick-up, this will allow you to prepare the order in advance, and collect payment later.

• View Saved Sales: This is where you’ll be able to view and open all of the ‘Saved Sales’, as well as retrieve orders placed through your online menu.
  • Use the ‘Sale Statuses’ and ‘Sale Types’ filters to narrow down search results.

• To reopen a Saved Sale click on the appropriate order from the list or search for the receipt number in the ‘Search’ bar. Clicking on a saved sale will open the sales screen so you can complete an order.
• From the sales screen, you'll be met with a variety of options for continuing with the sale:
  • Edit will allow you to update the order’s contents.
  • Print Label will allow you to print a customer label with previously configured information. Displaying this additional information is a requirement in some areas.
  • Print Receipt will print a receipt (if you’d like to include it in the delivery bag, for example).
  • Pay will open the payments screen and allow you to tender payment.

• View Recent Receipts: This is where any receipts that were accidentally navigated away from mid-transaction will live. Draft receipts, much like 'Saved Sales', reserve inventory so they will be automatically cleared out every 90mins to release products back into live inventory. 

• View Draft Receipts: This is where you’ll be able to retrieve pending orders that were closed before they were completed — these are not the same thing as ‘Saved Sales’. For example, if your browser window gets closed accidentally or if you navigate away from an order in the middle of it, this is where the receipt will be stored.

• End Shift: Clicking this will initiate End of Shift protocols, such as printing an end of shift receipt and ending your accountability on a given register.
  • Once you’ve ended your shift, you’ll be prompted with a pop-up that allows you to reprint the EOS receipt or confirm your end of shift action.
    • Selecting Reprint will cause your EOS receipt to reprint. Once printed, you’ll be prompted once again to select either ‘Reprint’ or ‘Confirm’ just in case you encountered an error with the initial reprint or want multiple copies for whatever reason.
    • Selecting Confirm will log you out of the Treez portal.  

NOTE: Once EOS has been ‘Confirmed’, you’ll no longer be able to reprint an additional receipt for this shift.

• Once ‘End of Shift’ is selected, sales associates should take their drawer and end of shift receipt to the cash handling team for counting and documentation in the ‘Close Shift’ view.

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Returns and Refunds

Follow this process to return an item and issue a refund to the customer.

Step 1: Navigate to Retail > SellTreez POS.

Step 2: From SellTreez, select a customer from the queue or choose 'No Customer.'

Step 3: Select your name and log in using your personalized PIN. This will take you to the sales screen.

Step 4: If a customer has been assigned, click the Purchased tab to view the member’s purchase history. Then, enter the receipt number in the ‘Search’ field to locate the appropriate order.

If there's no customer assigned click on the Current Sale > View Recent Receipts. Then, enter the receipt number in the ‘Search’ field to locate the appropriate order.

Step 5: Click Refund to select the refund method.

• If refunding the entire purchase, select the correct refund action and return the proper amount via the chosen method.
• If refunding a portion of the order, select Partial Refund. Then enter the number of units to refund in the ‘Units to Refund’ column. Click Refund (partial) and select the correct refund action and return the proper amount via the chosen method.
  

Step 6: At the bottom of the sales screen, click Edit Reason and leave a note about why the product is being returned. This will help ensure an easier reconciliation can take place.

Once a refund has been issued, it will display in red as a line item in the ‘Returns’ tab.

Step 7: The refund is now complete. A receipt will print and you can return any change to the customer, if necessary. 

You can assign a new patient to yourself by clicking Customers in Queue in the upper right corner and tapping on the member at the top of the list.

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Purchase Limits 

City and state regulations limit the amount of cannabis that can be sold to both medical and adult-use customers. To ensure you're remaining compliant, our system will show you how far each customer is to reaching their daily purchase limit. To view purchase limit information for the order you're working on simply click the Purchase Limits button at the top of the cart in SellTreez.

SellTreez will prevent you from overselling certain types of products to different customers — If the amount of product added to a customer's cart exceeds their daily limits, the system will block you from checking out.

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Configuring Purchase Limits

Step 1: Navigate to Configuration > Config Page > Purchase Limits > Customer Restrictions.

• Certain states require you to have separate licenses and inventories for adult use and medical customers. Local regulations and available licenses will determine which type of customers are allowed to purchase from you.

Step 2: Select the 'Type' of customer that can purchase from you (Adult, Medical, or both), then select the appropriate age restrictions.

NOTE: If you want to add a minimum age that’s under the standard 18 or 21, clicking into the medical age restriction field will allow you to enter a custom age. Once you tap Add, the new minimum age will be saved into your configurations.

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