SellTreez: Treez & Cannveya Integration Guide

This document is the integration guide for Treez & Cannveya. This guide will help provide you with all the information you need to make sure the Treez & Cannveya integration runs smoothly.

Integration Overview

Cannveya is a cannabis-specific delivery logistics solution that helps automate compliant delivery. The integration with Treez allows you to use the order fulfillment management flow while utilizing Cannveya to efficiently consolidate delivery routing and general dispatch operations. With tools like Auto-Dispatch, delivery zoning, and the automatic driver and vehicle compliance tools, adding delivery as a new sales channel is easy and can bring additional revenue to your business.

Set-Up

API Credentials - In order to start the integration, you’ll need to provide the Cannveya team with the API
credentials for all the systems they’ll be connecting to. To get your Treez API Credentials, follow the steps outlined in the API Key help center article.

For Cannveya, the request should contain the following:

• Treez URL: yourdispensaryname.treez.io
• API Partner Name: Cannveya
• Contact Information: firstName lastName , your_email_address@company.com

Metrc API Credentials, you’ll need to:

• Log into Metrc
• Select Your User Profile Dropdown
• Select API Keys
• Copy or generate an API Key
• Once you’ve either generated an API key or copied one over to share, make sure to also
  copy your Metrc Store ID to share as well.

Note: If your Cannveya integration does not include Metrc, you can skip the Metrc steps.

Once you’ve collected all your API credentials, simply send them to your integration specialist.

Use this Checklist to make sure you have everything you need.

• Treez without Metrc Integration
• Treez API Key
• Treez URL

• Treez with Metrc Integration
• Treez API Key
• Treez URL
• Metrc API Key(s)
• Dispensary License #(s) & License Type

Driver & Cash Drawer

Note: If you will not be doing cash deliveries, you can skip the steps outlined below. 

Once Cannveya syncs with your Treez credentials, you’ll have 2 new fields made available for you in the Additional Information section of the Driver’s profile. These two new fields will be the Treez Employee ID field & the Treez Cash Drawer field.

In these fields, you can connect a driver to a cash drawer. This is helpful for making sure all the sales they complete through Cannveya will be sent to Treez in the appropriate Cash Drawer. When entering the Employee ID & Cash Drawer, we strongly recommend that you copy and paste the information from Treez into Cannveya. Any differences in letters, numbers, or characters will lead to the connection not working and generating an error. You can find the Treez Employee ID on the User Management Page.

The ID will be found in the Employee Number Column. You can find the Treez Cash Drawer name by navigating to Configuration > Config Page > Cash Handling > Existing Accounts. From there copy and paste the Name of the Cash Drawer.

Once both have been copied into their respective fields, be sure to save the driver’s profile. Now all transactions made in Cannveya by this driver will reflect back to their respective user in Treez and assigned to the Cash Drawer assigned in Cannveya.

Dynamic Delivery (Optional)

If your dispensary does Dynamic Delivery (informally referred to as the Ice-Cream Truck model), then you’ll simply need to add a few custom attributes so your vehicle can get associated with your Treez inventory location.

The first thing you’ll need to do is log into Cannveya and go to Settings > Custom Attributes. In the Vehicle section add the following Label / ID combination. Label: Treez Inventory Location | ID: treez_location

Note: Please be sure to copy the above text verbatim or the two system will not successfully
work with each other.

Once you’ve saved the Treez Inventory Location field, log into Treez and go to Inventory >Location Management. Find the inventory location you plan to assign to a vehicle. Confirm on the Treez side that the location is marked “YES” for Sellable & the location status is “Active". After copy the location name.

With the copied location name, go back to Cannveya > Vehicle > and search for the vehicle that will represent that location. Click the edit form on the desired vehicle and paste the assigned location into its Treez Inventory Location section.

Once this has been completed, hit save and now you’ll have a Cannveya Vehicle tied to a Treezinventory location.

Please note that if a vehicle & inventory location combination changes, you’ll need to make sure to update this information in Cannveya so the vehicle doesn’t accidentally associate with the incorrect inventory location.

Advance Configurations

Once you’ve completed setting up your Cannveya portal, the last thing you’ll need to do is ask Treez support to toggle your Advance Configurations.

If you have a Treez integration WITHOUT Metrc, you can ask their support (over chat or email)
to set“EXTERNAL_TICKET_API_SALE_BY_INVENTORY_ENABLED = True”

If you have a Treez integration WITH Metrc, you can ask their support (over chat or email) to
set "EXTERNAL_TICKET_API_SALE_BY_INVENTORY_ENABLED = True” & “SEND_DELIVERY_SALES_TO_TRACE_TREEZ = OFF”