Why Integrate Blackbird with GreenBits?
If you use GreenBits as your point-of-sale software in the dispensary, and Blackbird for CRM tools or an online menu, you may benefit from setting up an integration between the two software platforms.
An integration allows for sharing of relevant data between the two platforms which can save time and money by eliminating double entry of data and reducing the need to manage info manually. Creating an integration for use with CRM and online menu features increases efficiencies and automates processes that would have to be handled manually.
You can use an integration with GreenBits to facilitate points per dollar loyalty. By pulling order information into Blackbird from GreenBits, points can be automatically awarded to customers based on the value of their order. This removes the need to manually add points to customer profiles for orders completed in the point of sale and incentivizes customers to spend more money.
You using an online menu through Blackbird can find value in using the integration with GreenBits to pull inventory into Blackbird for sale online. This removes the need to duplicate the inventory in Blackbird manually and try to keep the two systems in sync with each other. It allows inventory information online to match GreenBits at all times, and updates to inventory in GreenBits are updated on the online menu
Information is shared between GreenBits and Blackbird in one direction: Blackbird requests select information from GreenBits and syncs and syncs it in Blackbird. Blackbird syncs customer, product and order information from GreenBits and stores the info for use with loyalty or online menu. You will have the ability to determine what functionality is useful for their business application, and only enable relevant syncs. Below, each of the syncs are described in more detail.
The customer sync requests customer information from GreenBits and stores it in Blackbird for use with a Blackbird loyalty program. In order to assign points to customers in Blackbird based on their orders in GreenBits, we have to know who the customers are in GreenBits. By syncing this info, we can ensure Blackbird and GreenBits are sharing customer information to allow accurate assigning of points per dollar spent.
The following fields are pulled from the customer profile in GreenBits:
- First Name
- Last Name
- Phone Number
Customer syncs are set to run every 3 hours. On the first sync, all customers are pulled in to Blackbird and on the subsequent syncs Blackbird pulls in any new customers and updated customer information every 3 hours.
Customer Information in Greenbits
Customer info is pulled from the customer profiles in GreenBits. Clients can verify the customer info by navigating to Customer tab. The image shows where the phone number and email address are pulled from for use with a Blackbird loyalty program.
The order sync requests order information from GreenBits and stores it in Blackbird for use with the loyalty program. The order information is used to assign points to customers per dollar spent in the order. Orders are pulled for all statuses, but only completed orders are used to award loyalty points.
The following fields are pulled from orders in GreenBits:
- Order Subtotal
- Order Totals
- Total Taxes
- Customer Name
- Customer ID (Internal)
Order syncs are set to run every 3 hours. On the first sync, all orders are pulled in to Blackbird and on the subsequent syncs Blackbird pulls in any new orders from the previous 3 hours.
Syncing in products from GreenBits will be beneficial to those using an online menu through Blackbird. This functionality will allow inventory information already stored and maintained in GreenBits to be utilized on the menu. This removes the need for manual entry of products in two systems. Any changes made to inventory information like price or product attributes will be updated in Blackbird automatically. Additionally, stock quantity is tracked through the integration, so inventory items cannot be oversold and do not require manual removal from the menu when they run out.
The following fields from inventory are pulled into Blackbird:
- Location ID
- Product Name
- Product ID
- Unit Quantity
- THC %
- THC mg
- CBD %
- CBD mg
- CBN %
The product sync runs every 5 minutes. On the initial sync, all products are pulled in. On subsequent syncs only new products and updated products are synced (including price and quantity updates).
For Sale Products in GreenBits
Products in GreenBits have Statuses that indicate whether products are available to be sold or not. There are three statuses: For Sale, Not for Sale and Archived. The product sync will only pull inventory with the status For Sale. To verify the status of a product in GreenBits, you can navigate to the Inventory tab and select Products.
Bulk Inventory in GreenBits
Some flower products may be sold in bulk form within GreenBits. In this case, the product will be pulled through the integration with base gram quantity and the base price per gram. For example, if a bulk flower product with 50 grams available for sale and the Sell Price is $15/gram, the product will pull through the integration as an individual gram item with 50 units available with a price of $15 each. In this way, the product would be available for purchase online in one gram units.
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