Why Integrate Blackbird with MJFreeway?
If you use MJFreeway Platform 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 MJFreeway to facilitate points per dollar loyalty. By pulling order information into Blackbird from MJFreeway, 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.
Those using an online menu through Blackbird can find value in using the integration with MJFreeway 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 such as price and available quantity to match MJFreeway at all times.
Additionally, orders placed online can be sent directly to your MJFreeway account with all the order information so there is no need to recreate orders (or customer profiles) that come in from the menu into MJFreeway.
Information is shared between MJFreeway and Blackbird in two ways: Blackbird either requests information from MJFreeway and syncs and syncs it in Blackbird, or Blackbird pushes new information into MJFreeway. Blackbird syncs customer, product and order information from MJFreeway, and has the ability to push online order information into MJFreeway. You will have the ability to determine what functionality is useful for their business application, and only enable relevant sync or push functionality. Below, each of the syncs and information pushes are described in more detail.
The customer sync requests customer information from MJFreeway 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 MJFreeway, we have to know who the customers are in MJFreeway. By syncing this info, we can ensure Blackbird and MJFreeway are sharing customer information to allow accurate assigning of points per dollar spent.
The following fields are pulled from the customer profile in MJFreeway:
- First Name
- Last Name
- Phone Number
- Customer ID (Internal Use)
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 Requirements in MJFreeway
MJFreeway helps users prevent creating duplicate customer accounts by making certain fields on the customer profile unique. MJF designates that the government ID number should be unique per customer record, the thinking being that no two customers would have the same ID number. This means that if anID number is being used in a customer profile, that number cannot be used when creating a new customer profile. When users create a new customer profile with an ID number that is already is use they will be prompted to change the ID number or use the customer account that already exists with that number.
Note on Customer Phone Numbers
Customer profiles can have many phone numbers. Users have the option to designate which phone number if the customer’s default number. For the purposes of the integration, the customer sync pulls the default number on the customer profile.
The order sync requests order information from MJFreeway 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 MJFreeway:
- Customer ID
- Order Total
- Total Taxes
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.
This functionality sends online order information to MJFreeway automatically when a customer places an order on a Blackbird menu. This will be helpful to those using an online menu and for those that do not want to manually recreate orders into MJFreeway. Order information is pushed to MJFreeway in real time - as soon as an order is submitted on the menu, the info will be sent to MJFreeway automatically.
A customer record will be created along with the order, if the customer does not exist in MJFreeway already.
To determine if the customer exists in MJFreeway, the integration checks for one of the following things:
- Government ID Number and Customer Last Name - attempts will be made to identify a customer with the last name and ID number associated with the Blackbird order
- If no customer is found with the criteria above, a check will be done to see if a customer record matches on phone number or email based on the customer sync data.
If there are no customers with a phone number or email in MJFreeway that match the customer information from the order, a new customer record will be created in MJFreeway. The new customer profile will include the information from the customer’s BlackbirdGo profile.
Pre-Order Functionality in MJFreeway
MJFreeway accounts have a separate section for incoming online orders that is distinct from the in-store ordering section. In this way, you are informed about new online orders that need to be fulfilled and can monitor which orders are still open all within their MJFreeway account.
Syncing in products from MJFreeway will be beneficial to clients using an online menu through Blackbird. This functionality will allow inventory information already stored and maintained in MJFreeway to be utilized on the menu. This removes the need for manual entry and upkeep of product information 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 inventory information is pulled from MJFreeway:
- Location of the Inventory
- Product Name
- Product ID
- Price (updated in real time)
- Quantity (updated in real time)
- THC %
- CBD %
Understanding What Inventory is Available to Sync
MJFreeway has several configurations that allow their customers to decide how an when inventory will be sold. In this way, customers can determine which inventory is available for sale versus what is in back stock, what inventory can be sold online, and what inventory is reserved for sale at another time. As a result there are several factors that determine whether or not an item is eligible for sync.
Available Online - The product must be listed as available online in order for any product inventory to pull through the integration. You can set a product online by accessing their Catalog and navigating to the product in question.
In-stock - Inventory must be in-stock and have an available quantity above 0 to be eligible for the online menu.
Inventory Fields Explained
MJFreeway has many seemingly related inventory fields that can cause confusion when left undefined. Below is a list of inventory fields that are commonly referenced along with their explanations. All explanations come directly from MJFreeway’s API documentation.
Quantity Available - Amount at the facility available for sale
Quantity Available UOM - The unit of measure for the available quantity - ex: Gram
Quantity On Hand - Amount at the facility
In Stock - Is the product in stock at the currently active facility?
Pricing Type - The method used to the price the item. A value of unit means a simple price is used, i.e. $10/each. A value of weight means a pricing scheme is implemented using predefined weights.
UOM - Unit of measure for this item.
Product Pricing in MJFreeway
Products can be designated to one of two pricing types: unit or weight. Unit pricing means each item will have set price. MJF often refers to this as simple pricing. Weight pricing means that the price is determined based on the weight of the item. This allows clients to assign pricing schemes to products based on predefined weights. In practice, this is tiered or bulk pricing. For example, if the inventory had a weight of one gram, the predefined one gram price would be assigned to the product. Typically this is only used for flower products.
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