Ride the High of 4/20: Increase Efficiency & Productivity With These Time-Saving Features
Since ushering in adult-use in California, the annual 4/20 holiday will go down as one of the industry’s biggest retail days ever. In an effort to maintain the momentum gained, we’re excited to announce a variety of new features to help you work faster and provide your customers with an even better shopping experience.
Sell Treez Enhancements
Since POS functionality is central to a seamless retail operation, we’ve focused a lot of our attention here. While Sell Treez will ultimately look and act the same, you’ll be able to search for products by SKU—remember, SKU is case sensitive—select multiple line items you’d like to apply the same discount or custom pricing to at once (woo hoo!)—by tapping on multiple products to turn them in green—and you’ll notice the addition of a new “Pricing” button.
Name Your Own Price
The “Pricing” button allows you to name your own price in one of two ways. The first introduces the ability to create a ‘Fixed Price’ discount that can be applied to one or more items in your cart. This type of POS discount differs from your standard POS discounts by allowing you to adjust the price of the selected item(s) to a set dollar amount. For example, a $1 fixed price discount would alter the retail price of the selected items to be $1 each.
To create fixed price discounts, navigate to Retail Products > Discount Management > POS Discounts > Pricing. From here, you can name the discount and set the fixed dollar amount associated with it, as well establish permissions like requiring a manager’s PIN and/or the need to select a “Reason” when a coupon is applied.
The second name your price function provides sales associates with the ability to enter a ‘custom’ price for any selected items in the cart. Meaning, they can select one or more items simultaneously—thats right! You can select multiple line items at once now—and enter a new cumulative total for those products by tapping the “Custom Pricing” button. For example, if two items are selected and a $40 custom price is entered, this will adjust the price of both of the products to reflect a new total cumulative price of $40.
Bypass Intake, Check Customer’s In at the POS
For shops that serve adult-use customers, you can streamline your workflow by removing the need for Customer Intake. For medical-only shops, this configuration won’t apply to you, as you’re legally required to maintain Intake for recommendation verification purposes.
This efficiency-boosting feature encourages sales associates to check customer’s in by scanning their ID with the same barcode scanners being used at the POS terminal. Currently, foreign or military IDs, passports, and a handful of domestic IDs are unable to be scanned, so anyone with those ID types will need to have their customer info entered manually. We’re actively working on improving our ID scanning logic and will continue to add a variety of ID types to our system in the coming weeks and months.
Before implementing this workflow, it’s important for you to 1) configure your retail scanners to scan the 2D barcodes found on the back of driver’s licenses, and 2) select how you’d like to handle new customer sign-ups, which can be configured by navigating to Configurations > Config Page > Point of Sale > Customer Management.
Clear the Customer Queue
While we’re on the topic of the queue, we’ve also added a quick and easy way for you to clear it. By navigating to Configurations > Config Page > Patient Intake > Patient Sign-Up you can enable the “Show Clear Queue Button at Intake,” which will display a trash icon above the queue within the Customer Intake module. This component allows reception to “cut the line,” in the event it gets too long.
Adjust Inventory Directly from the POS Terminal
Another time-saving configuration that’s sure to supercharge your productivity, is the ability to make inventory adjustments directly from the POS.
Previously, if a miscount occurred—causing your inventory count to be inaccurate—sales associates would be blocked from ringing up those products until the appropriate adjustments had been made.
Going forward, our inventory adjustment configurations can be enabled to circumvent those laborious back of house actions, like creating a PO for found products. Once enabled, you’ll be prompted to adjust the live inventory count from within Sell Treez when attempting to ring up unavailable items. For accountability purposes, this function can be protected by a manager PIN, and can be established by going to Configurations > Config Page > Point of Sale > Inventory Functions.
Implement an Assumed Decimal Place at Checkout
It’s no surprise that when your shop gets crowded, your fingers sometimes move faster than your brain can keep up with. Occasionally, this results in incorrect amounts being entered on the keypad at checkout.
To avoid any mishaps, you can enable an assumed decimal place to be present in the checkout keypad of Sell Treez. This feature ensures that typing 5-0-0-0 into the keypad will be read as $50.00 (and not $5,000!) exactly like it does with a calculator. To enable this beauty, navigate to Configurations > Config Page > Point of Sale > User Interface > enable auto-decimal.
Print and Save with a Single Click
For shops that offer express, delivery, or pick-up, the need to both save an order and print a receipt in advance comes up pretty regularly. That’s why we’ve added yet another handy tool to your toolkit—a ‘Print & Save’ button that lets you take two actions with a single click.
After adding items to the cart, this button ensures that recently created orders don’t accidentally get abandoned for lack of saving the order. To add this button to Sell Treez, navigate to Configurations > Config Page > Point of Sale > Point of Sale.
If you haven’t noticed already, there are a ton of unique self-service customizations you can enlist to optimize the workflows in your shop. Go ahead and poke around in each tab of the Config Page to see what options are available to you.
Reprint EOS Receipt
Another highly requested change you’ll have access to is the ability to reprint the End of Shift receipt. When a shift is ended (via Sell Treez > Current Sale timer > End Shift), we’ll display a pop-up that asks if you’d like to “Reprint Receipt” or “Confirm” your end of shift action.
As expected, selecting “Reprint,” will print the receipt again, while “Confirm” will lock in your end of shift action and log you out of the Treez portal. Once confirmed the ability to reprint the receipt will go away, so make sure you print as many copies as needed before tapping “Confirm”.
It’s also worth mentioning that the end of shift receipt will now include more valuable information than ever before. In addition to showing the breakdown of payments by type, it will also display the breakdown of taxes, the number of completed transactions and payments, related employee and terminal information, and a few important shift details.
Purchase Order Refinements
Purchase Orders are the cornerstone of managing your inventory and working well with vendors. With this in mind, we spent some time overhauling the printable format—since previously the lack of formatting was less than ideal—and introduced the ability to delete an incorrectly posted final payment.
Alongside these changes, we also saw a need to address some of the more nuanced aspects of the purchase order process that came about when excise tax was introduced in California.
Manually Override Excise Tax
In lieu of this, we’ve introduced a manual excise tax slider that can be used to override the auto-calculations that you were previously locked into. This may be necessary if you encounter a situation where the excise tax being calculated on a PO shouldn’t be linked to the total PO amount. For example, if a distributor offers you a discounted price on certain items, but still needs the excise tax to be charged on the undiscounted amount.
In these situations, you’ll now be able to engage the ‘Manual Calculate’ slider, which disables the automatic excise tax calculation and permits you to enter an excise tax cost of your choosing.
As if all of these incredible improvements weren’t enough already, we have a few more changes that will address some consistent pieces of feedback we’ve been receiving—printing accessibility and account balance masking.
Printing Accessibility Improvements
With retail and batch labels being such an integral part of your business, we wanted you to be able to print these from as many intuitive places as possible. While you can find all the print locations for printing batch labels and printing retail labels on our help center, here are a few new locations where printing capabilities have been added.
Printing Batch Labels
The Inventory Control page has been equipped with a print button on the ‘Batch’ level. This means, once you’ve located a product and clicked through to the ‘Batch’ level (as can be seen by the yellow line above ‘BATCH’) you can print the batch label for selected products by tapping the ‘Print Label’ button on the bottom of the screen.
As a quick aside, we occasionally get questions about how to navigate between the different Inventory Control pages. If you weren’t already aware, the ‘Type’, ‘Shipment’, ‘Batch’, and ‘Retail’ (not shown) headers act as your main navigation tools. Whereas using the back button on your browser will return you to the main Inventory Control search page.
Another location where we’ve added the batch label printing functionality to is the ‘Stock Inventory’ view on the Inventory Count page. Here, you’ll notice the addition of a small printer icon next to each product, that when tapped will cause a batch label to print.
Printing Retail Labels
The Inventory Count page is also where you’ll find the new retail label printing location. The only difference between the printing of batch labels and the printing retail labels is that retail labels will be printed from the ‘Live Inventory’ view, whereas batch labels will be printed from the ‘Stock Inventory’ view. The view can be changed by clicking on the drop-down at the top of the page.
Elevated Security Around Account Balances
Last, but certainly not least on our list, provides operators with a way to protect sensitive information like account balances from those who shouldn’t have insight into those numbers. To do this, we’ve added a ‘Cash Manager’ user role that offers the highest level of permissions possible.
Users who’ve been assigned a ‘Cash Manager’ role will be able to view account balances in the Cash Handling module and when posting payments to a PO, and will be able to edit cash and charge actuals through the End of Shift report. This change makes it important to reassign users with a standard ‘Manager’ role to a ‘Cash Manager’ if they need access to this sort of information.
While we’ve covered a ton of changes that you can expect to see in your upcoming release, there are even more features, improvements, and fixes to sink your teeth into. To get a full rundown of any extras we didn’t have time to cover, read through our release notes, by clicking on the “What’s New” link at the top of your Treez portal.
We also have great resources that provide deeper insight into all of our knockout features, which can be accessed by clicking on the orange ‘Help’ tab from within the Treez portal. As always, if you have any additional questions that aren’t covered in our resources, we’re only a chat or email away. We’re looking forward to hearing from you, and hope you’re as excited as we are. Happy (almost) 4/20!