TreezSupport: SellTreez SOP - Offline Best Practices

Please bookmark this article and immediately download and save the Treez Offline Best Practices document for your outage and recovery plan. 

If there is a Treez outage or your business loses power or internet the Treez Offline Best Practices document provides a way to track and save your sales until accessibility to the Treez POS system is restored. 

You can use this document to determine your tax structure, make sales, provide receipts and stay in compliance during any kind of outage so your business can remain running. 

Keep it Simple in the event of an outage and practice smart preparedness every day. For example: 

• Export the inventory valuation report (for Price List & Inventory availability reference)
• Navigate to the Configurations> Config Page> Taxes> POS Tax Set up> and print page for medical or AU tax setups, whichever is most common for your business

Helpful videos will walk you through each step:

• Introduction To Treez Offline Mode
• Call Outs, Caveats & Limitations
• Have This Doc On Hand & Choose Your Taxes
• Fill Out Your Taxes
• Record & Track Sales (Includes Printing A Receipt)
• Offline Mode Catch Up

Spreadsheets are pre-populated with formulas and instructions to help you keep track of taxes, sales & receipts.

No business wants or likes an interruption in service, however Treez is committed to providing our customers with a solution that will allow you to continue to provide for your customers until service is restored. 

For Treez customers in Nevada, please reference the Nevada Receipt & Label tab. 

Customer Disclaimer: The calculator provided to assist operators in the event of an outage is a supplement only and is not to be relied upon exclusively. By using the calculator, you agree that it is provided for general informational purposes only, and does not constitute legal, financial, or tax advice on any matter. Treez disclaims all liability with respect to actions taken or not taken based on any or all of the content to the fullest extent permitted by law. No user of this information should act or refrain from acting on the basis of information provide by this calculator without seeking appropriate professional advice (legal, financial, tax, or otherwise) in the relevant jurisdiction. Treez reserves the right to update at any time without notice.

Other Resources: TreezSupport: How Do I Follow a Service Incident?