SellTreez: Configuring List Management

List management allows customers to configure a list of reasons for 3 categories that save time and provide uniformity across several workflows in SellTreez. 

Skip to: 

• Discount Category
• How Did You Hear Category
• Adjustment Reasons Category
• Configuring List Management

Discount Category:

Customers can edit a pre-populated list and create new item that can be pulled down at the POS giving a list of reasons for a discount at the POS, saving time spent at checkout.

Please note: The Discount Category are reasons for a discount and is separate from Creating Discounts.

How Did you Hear Category:

Customers can edit a pre-populated list and create new items in a dropdown list that appear in the Customer Membership Agreements and when editing a customer profile under the Customer Source field.

Adjustment Reasons Category:

Customers can edit a pre-populated list and create new items in a dropdown list that appears in the Inventory Adjustment, Return to Vendor and Destroy workflows in SellTreez. 

Please Note: Adjustment reasons that appear in a Metrc state are set by Metrc and can't be edited.

Configuring List Management: 

Navigate to Configuration > Config Page > List Management

Chose the list you want to configure for your shop by clicking on the dropdown icon

• Click the toggle on left to enable or disable a list item
• Click into the text box to edit a list item and save
• Add a new list item which will appear at the bottom of the list

Please note: These lists will be pre-populated with default values but can be toggled off or on, edited or newly created by the customer.