Greenline POS - Divvy Digital

Why Integrate Blackbird with Greenline?

If you use Greenline as the point of sale software in your 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.

Key Features

An integration can provide valuable time saving work for those using a loyalty program or online menu through Blackbird. Below we will discuss the features that the integration can be used for in more detail.

Loyalty Program

You can use an integration with Greenline to facilitate points per dollar loyalty. By pulling order information into Blackbird from Greenline, 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.

Online Menu

Those using an online menu through Blackbird can find value in using the integration with Greenline 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 Greenline at all times.

Additionally, orders placed online can be sent directly to your Greenline account with all the order information so there is no need to recreate orders (or customer profiles) that come in from the menu into Greenline.

Functionality

Information is shared between and Blackbird in two ways: Blackbird either requests information from Greenline and syncs and syncs it in Blackbird, or Blackbird pushes new information into Greenline. Blackbird syncs customer, product and order information from Greenline, and has the ability to push online order information into Greenline. You will have the ability to determine what functionality is useful for your business application, and only enable relevant sync or push functionality. Below, each of the syncs and information pushes are described in more detail.


Customer Sync

The customer sync requests customer information from Greenline 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 Greenline, we have to know who the customers are in Greenline. By syncing this info, we can ensure Blackbird and Greenline are sharing customer information to allow accurate assigning of points per dollar spent.

The following fields are pulled from the customer profile in Greenline:

  • First Name

  • Last Name

  • Email

  • Phone Number

  • DoB

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 Greenline

Customer information synced through the integration comes directly from customer profiles in Greenline. To access customer profiles, you will simply need to select the Customers option in navigation bar to the left, and then select Customer List to be taken to a list of customers.

Order Sync

The order sync requests order information from Greenline 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 Greenline:

  • Customer Name

  • 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.

Order Push

This functionality sends online order information to Greenline 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 Greenline. Order information is pushed to Greenline in real time - as soon as an order is submitted on the menu, the info will be sent to Greenline automatically. A customer record will be created along with the order, if the customer does not exist in Greenline already.

To determine if the customer exists in Greenline, the integration checks for one of the following things:

  1. Phone Number

  2. Email

If there are no customers with a phone number or email in Greenline that match the customer information from the order, a new customer record will be created in Greenline. The new customer profile will include the information from the customer’s BlackbirdGo profile.

Please Note: Greenline does not currently allow integration partners to pull info on consumer govt. ID or medical card.

New Online Orders in Greenline

New online orders are pushed in to Parked Sales in Greenline. This can be found by selecting the Sales option in Greenline and then selecting the Parked Sales option just below that. From there, you will see all open orders to be processed, along with the order type (i.e. pickup, delivery). You can then select the order and update statuses to process the order in Greenline.

It is important to not that orders on this page cannot be marked as completed in Greenline until a payment has been processed for it in their POS. Any online orders from BlackbirdGo paid via Aeropay will come through as paid as well in Greenline.

Order Notification in Greenline

Currently the only order notification provided in Greenline is an audio alert, which can be enabled or disabled in Greenline on the Parked Sales page.

Product Sync

Syncing in products from Greenline will be beneficial to those using an online menu through Blackbird. This functionality will allow inventory information already stored and maintained in Greenline 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 fields from inventory are pulled into Blackbird:

  • Brand

  • Category

  • Classification (Strain type)

  • Description

  • Price

  • Product ID

  • Product Name

  • Quantity

  • Size (Weight)

  • THC%

  • CBD%

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 Greenline is Eligible for Product Sync

Not all inventory from Greenline will pull through the integration. Products must have attached inventory with a quantity & price available for purchase in Greenline in order to pull through the integration. To determine if a product is available and in-stock, users can navigate to the Inventory page in Greenline to check the status of each of these.

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