Why Integrate Blackbird with Treez?
If you use Treez 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 Treez to facilitate points per dollar loyalty. By pulling order information into Blackbird from Treez, 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 Treez 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 Treez at all times.
Additionally, orders placed online can be sent directly to the your Treez account with all the order information so there is no need to recreate orders (or customer profiles) that come in from the menu into Treez.
Information is shared between Treez and Blackbird in two ways: Blackbird either requests information from Treez and syncs and syncs it in Blackbird, or Blackbird pushes new information into Treez. Blackbird syncs customer, product and order information from Treez, and has the ability to push online order information into Treez.
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 Treez 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 Treez, we have to know who the customers are in Treez. By syncing this info, we can ensure Blackbird and Treez are sharing customer information to allow accurate assigning of points per dollar spent.
The following fields are pulled from the customer profile in Treez:
- 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 in Treez
Customer information synced through the integration comes directly from customer profiles in Treez. To access customer profiles, users will simply need to select Customer > Customer Management in the navigation bar to be taken to a list of customers. Below is an image of a customer profile in Treez and where to find the fields important for the integration: name, phone number and email address.
The order sync requests order information from Treez 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 Treez:
- Customer ID
- Order Subtotal
- 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 Treez 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 Treez. Order information is pushed to Treez in real time - as soon as an order is submitted on the menu, the info will be sent to Treez automatically. A customer record will be created along with the order, if the customer does not exist in Treez already.
To determine if the customer exists in Treez, the integration checks for one of the following things:
- Phone Number
If there are no customers with a phone number or email in Treez that match the customer information from the order, a new customer record will be created in Treez. The new customer profile will include the information from the customer’s BlackbirdGo profile.
Verifying New Customers in Treez
When a new customer record is created in Treez as a result of Blackbird pushing a new order, the customer record will require verification before the order can be processed. The customers will show up in the Customer Management Queue for verification from the Customer Management page, or they can be verified from the order itself. This verification process is only required the first time a customer submits an order online.
New Online Orders in Treez
New online orders are pushed in to Fulfillment in Treez. This can be found by opening the navigation bar, selecting Retail > Fulfillment.
From there, you will be taken to a dashboard that shows an order fulfillment workflow. Order will be pushed into the Pending Verification column the first time a customer places an order online. The customer record will have to be verified by dispensary staff before the order can be filled. Once a customer has been verified, the order (and any subsequent orders by the customer) will be moved to the Awaiting Processing column, indicating they are ready to be filled.
Order Notification Feature in Treez
Treez has a feature that allow you to set a configuration to get alerted with an audible sound when new orders come in or change statuses. To enable this feature, users can select the Settings icon in the upper right corner.
Syncing in products from Treez will be beneficial to those using an online menu through Blackbird. This functionality will allow inventory information already stored and maintained in Treez 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 you run out.
The following fields from inventory are pulled into Blackbird:
- Active True/False
- CBD %
- Classification (Strain type)
- Product ID
- Product Name
- Size (Weight)
- THC %
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).
Understanding What Inventory in Treez is Eligible for Product Sync
Not all inventory from Treez will pull through the integration. There are three conditions that must be met for inventory in Treez to be eligible to pull through the integration: the inventory must be active, it must be in stock and it must be in an inventory location that is available for sale. These conditions are used to ensure only inventory that is available to be sold online is available to be placed on a menu. Below describes how to find each condition on inventory from within a Treez account.
Active and In-Stock Inventory
Inventory must be set to active within Treez to pull through the integration, as well as have a quantity available for purchase. To determine if a product is available and in-stock, users can navigate to the Product Management page in Treez to check the status of each of these.
Inventory Locations in Treez
Treez allows you to create and manage different locations to organize inventory (also known as inventory rooms in other point of sale platforms). Inventory Locations can be designated as Sellable locations or Non-Sellable locations. The integration between Blackbird and Treez only pulls inventory through if it is in a Location that is Sellable.
To determine if a room is Sellable users will first want to navigate to Manage Locations.
From here, clients will see a list of their inventory locations, as well as if they are sellable or not.
Please Note on Medical vs. Adult Use Products in Treez
Treez allows their you to designate products as medical, adult use, or both at the inventory location level. This means that if the Inventory Location Front of House allows inventory types of medical, all inventory in that room will be medical only inventory. You will be able to tell which type of inventory the location supports by navigating to Location Management and viewing the Inventory Type column.
It is important to note that the integration does not distinguish between medical and adult use inventory. This section is only included for context.
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