RELEASE NOTES


TREEZ 1.17.4

June 5th, 2018

NEW!

Cash Handling

  • When we gave our new Cash Handling module the modern upgrade it deserved, we went a step further and also gave it the downsize you’ve been asking for. Now, if you’re not interested in using Treez to track and manage your finances or pay vendor debt, we can enlist the help of a more basic Cash Handling module. If you’re interested, shoot us a note and we’ll set up a time to discuss it with you live.

Purchase Order

  • Metrc, Metrc, read all about it! As we draw nearer to Metrc being implemented in California, you’ll begin seeing more state-mandate fields popping up throughout the product to help you track your products from intake to sale. One new field you may notice on the PO is for the “State Tracking ID” number. Clicking into this field will allow you to scan the barcode provided by Metrc and capture the Package ID number associated with the shipment. Don’t worry, we haven’t implemented this requirement yet, but we will once Metrc goes live.

 

IMPROVEMENTS

Portal

  • It turns out that when you were accessing the ‘Edit Products’ page, you were most often interested in editing your live inventory. With this is mind, we’ve updated the default view to be live inventory—as opposed to stock inventory. 
  • When creating a new user and selecting a POS PIN code, you’ll now be able to choose one that’s longer than 4 digits.

Sell Treez

  • When there’s no customer attached to an order, the ability to refund the amount in points will no longer be available. Which makes sense, since we wouldn’t know who to refund the points to anyways.

 

FIXES

    Sell Treez

    • We made a “cents-less” error when it came to rounding out the Grand Total checkout, which caused the amount due to be off by a penny. We’ve rounded out the edges, so now the total will round to an even amount.
    • When processing refunds, we’ll base the refund amount on that which was paid as opposed to the amount tendered. Meaning, customers will no longer be given the opportunity to earn more money back than they actually spent to begin with. Phew.

    Purcahse Order

    • We squashed the bug that was causing excise tax to be calculated as $0 at checkout when the cost of a flower product had been changed on the PO after the product had already been made live.

    TREEZ 1.17.3

    May 22nd, 2018

    IMPROVEMENTS

    Cash Handling

    • We’ve made some color enhancements to the icons within the Cash Drop section of the Cash Handling module. Now, ‘Open’ shifts will appear with a blue icon, while shifts that are ‘Ended’ or ‘Closed’ will have a yellow icon. This update should help you differentiate between the shift statuses at a glance, so you’re never confused about which shifts are still active, and which have already been ended or closed.
    Screen Shot 2018-05-22 at 10.41.17 AM.png

    FIXES

    Cash Handling

    • We’ve polished up some of the new features within the Cash Handling module surrounding expense tracking, accurately reflecting closed shifts on the Daily Totals tab, and the printable format of the Cash Drop page.

    TREEZ 1.17.2

    May 20th, 2018

    IMPROVEMENTS

    Purchase Order

    • We’ve added “heartlet” to the size drop-down for ‘Flower’ products on a Purchase Order. We’ve also gone ahead and arranged the available options in alphabetical order to make locating the correct option easier. We hope you <3 it.

     

    FIXES

    Sell Treez

    • Cash drops have been restored on the End of Shift report.
    • We made a “cents-less” error when it came to rounding out the Grand Total checkout, which caused the amount due to be off by a penny. We’ve rounded out the edges, so now the total will round to an even amount.
    • Abracadabra alakazam! The issue that was causing your draft receipts to magically disappear has been snuffed out. Now, when a ticket is navigated away from mid-transaction, it will remain accessible within the ‘View Draft Receipts’ page up to 60 minutes (or for whatever custom timeframe you have enabled), until its auto-abandoned by the system.

    TREEZ 1.17.1

    May 18th, 2018

    NEW!

    Configurations

    • We’ve introduced a self-service upload and edit feature to the membership agreement, so you can make custom adjustments with a few swift clicks. This will provide an interim solution as we work on creating a more robust and customizable membership agreement tool. To upload a new agreement document or edit your existing one, navigate to Configurations > Config Page > Patient Intake > Patient Agreement Content.

    Intake

    • If you have multiple shops operating on the Treez platform, your customer directory’s will now be able to talk to each other. This means, if a customer signs up at one location, their information will auto-populate in the customer directory in every other one of your locations. Now, that’s what we call internal communication.

     

    IMPROVEMENTS

    Sell Treez

    • Who has fat fingers? We do, we do! Which is why we’ve moved the ‘Abandon Sale’ option further away from ‘Save Current Sale’ in the Current Sale timer drop-down. This should help reduce instances of orders getting accidentally removed when you were actually trying to save them. Note: Moving the ‘Abandon Sale’ option closer to the ‘End Shift’ button made our Spidey-Senses tingle. That’s why we’ve added a new end shift confirmation window, so you don’t replace accidentally abandoning a sale with accidentally ending your shift. Boo-yah.
    • Previously, there was no way to remove automatic discounts that were being applied to products in Sell Treez, which depending on how your discounts were set up, meant that some lucky customers may have been receiving a pretty hefty price break at checkout. From here on out, the odds will forever be in your favor as you’ll now have the ability to remove individual auto-discounts line-by-line. Note: If your automatic discounts are created as “stackable”, then all applicable discounts will be displayed on each line. If they’re not stackable, then only those discounts being applied will show. What determines if a non-stacking discount is eligible for a certain product or bucket? Well, this depends on whether you’ve elected to “favor the customer when applying discounts” within the ‘Discount’ configurations or not. 
    Auto-Patient-Group-Discount-Sell-Treez.png
    • We’ve made the Treez logo located in the upper left-hand corner of the customer queue within Sell Treez clickable. This will allow you to navigate back to the main portal page more easily.

    Purchase Order

    • A little-known fact about the ‘Misc.’ product category is that it’s reserved for miscellaneous cannabis products — like a transdermal patch or toothpaste — not assorted non-cannabis items — like batteries or paraphernalia (that’s ‘Merch’). To help make this distinction, we’ve renamed this category to “Misc. Cannabis” and as mentioned, should only be used for various cannabis-infused products that don’t fit comfortably in one of the other standard product buckets.
    Misc-Cannabis-Product_Type_Selector_Menu.png
    • For those of you who sell “heavy eighths,” we’ve added a 4.5g option to the ‘Prepack’ size drop-down on the Purchase Order. We've also added a 10g 'Prepack' option, a .75g 'Extract' option, a .8g size to the 'Preroll' category, and a .185g option to 'Cartridges', as well. Please consider this our formal request that the 4.5g “eighth” becomes an industry standard from here on out. 😉 

    Reports (Purchase Order)

    • With our enhanced return to vendor functionality, each time you return a product, a new RMA PO will be created with a negative balance. From within the PO report, RMA PO’s will be marked with a red truck icon, and clicking on it will link you back to the original PO the item is associated with. Also, if you've already sold some of the products from that batch, the system will now be able to recognize that, and will only return the actual number of units remaining in stock. Note: If you already have an open RMA PO for a particular vendor and you end up needing to return additional items to that same vendor, all products being returned will populate on the same open RMA PO. This should help make tracking your owed amounts easier and more efficient.

    Intake

    • When updating the expiration date on a customer’s profile, you can click the ‘Identification Exp Date’ icon located at the top of the screen. Doing so, will reveal a calendar next to the appropriate field, so you never have to wonder if you’re entering the correct date in the correct place again — you’ll just know!
    • When you asked to be able to apply multiple lifetime discounts — senior, employee, veteran, etc. — to a single customer, we listened. Now, you’ll be able to select as many discount groups as you’d like on a customer’s profile. Depending on how you have these types of discounts set up will determine how they apply and appear in Sell Treez.

    Cash Handling

    • Our in-house surgeons (who really know how to slice and dice some code) have given our Cash Handling module a gorgeous facelift. In addition to being revamped with a new, sleek look, we’ve also made massive improvements to the ‘Shift Report’ tab, which now includes separate tabs for viewing ‘Daily Totals’ — including ‘Actuals’ and ‘Expected’ cash by drawer — ‘Cash Drops’ performed during the day, and the same ‘Overview’ you’re used to seeing with a couple key enhancements. We’ve also introduced the ability to perform all End of Shift and Close of Shift functions from this page AND added the ability to reprint the end of shift receipt from here. As many times as you’d like, whenever you’d like! 

    User Management

    • Our code surgeons were busy this week! In addition to making our User Management interface look a lot different — think Nicholas Cage to John Travolta in Face/Off different — they’ve also equipped you with a scalpel of your own. From here on out, working with user groups and allocating page permissions (to said user groups) will be in your hands. This means you’ll no longer need us to make adjustments to what pages certain groups have access to and what user groups are available to you. Instead, you’ll be able to do it yourself.

    Discounts

    • This one’s a doozy, so listen up! We’ve updated the discount logic that’s being used when multiple discounts are applied to a single item. Previously, the way discounts were compounding was difficult to understand for both you and your customers. Going forward, you’ll know exactly how and why discounts are being calculated in the way they are and should have no problem explaining it to confused patrons. Check it out:

    Let’s say you had a $100 product that had both a 10% discount and a 20% discount being applied, here’s how the new retail price would be calculated:

    New-Compound-Discount-Calculation.png

    Configurations

    • We often get questions about taxes — How should they be set up? How does structuring them differently affect they way they compound together? How do I know if they’re set up properly? Well, since we’re not tax experts, and we want you to feel confident making these updates on your own, we’ve added a tax calculator to the side of the tax module. This calculator will update every time you save a change, so you can make adjustments to the layers and see exactly how those changes will affect the calculations. As a reminder, you should always consult a tax professional before making any changes to your tax structure. Rules, rates, and regulations are frequently changing, so it’s always better to measure twice and cut once when it comes to these kinds of things. Check it out: Configurations > Config Page > Tax Rates > Point of Sale Tax Set up.
    • With the appropriate doctor’s recommendation, medical patients who are younger than the standard 18 or 21 years old are approved to make purchases. That’s why we’ve updated the ‘Age Restriction’ configuration field to allow for freeform entry. This means you can choose for yourself what the minimum acceptable age is for both medical and adult-use customers should be in your shop. Try it out: Configurations > Config Page > Purchase Limits > Customer Restrictions > Age Restrictions and enter the minimum age your shop would like to cater to.

    Receipt

    • We’ve made the End of Shift receipt even more granular when it comes to displaying the breakdown of your taxes. This is especially great news for shops that serve both adult use and medical customers, as taxes relating to each customer group will be shown separately.

    Misc.

    • Need some help finding answers to your most pressing Treez questions? Once you’ve logged in, you can click on the orange ‘Help’ tab to search through our help center, read FAQs, send us an email, or chat with us directly. What’s that? You say this widget has been there this entire time? Well, you’re right! The only change here is that you’ll have to be logged in to be able to access it.

     

    FIXES

    Sell Treez

    • When pausing a shift or being logged out due to inactivity, we discovered the print location you had set before going on break wasn’t maintained when you logged back in. Now, the location you’ve selected before being logged out will be the same as when you log back in. Woohoo!

    Purchase Order

    • We squashed an excise tax bug that occurred when you altered the cost of a flower product on a PO after already going live with the batch. Now, excise tax will be properly calculated at checkout — no matter when or how many times you change the cost on a PO.

    • When printing a PO that had line items deleted from it, the printed page would contain the deleted items. Obviously, this isn’t quite what we were going for, so now, when printed, it will only display the items that are actually contained within it.

    Intake

    • When updating a customer’s driver license expiration date, the calendar would previously display in a place that would cover up the date entry line, whoops! We’ve knocked the calendar widget down a notch so the date selection process is even more seamless… so seamless, you probably won’t even notice the difference.

    Printing

    • When printing a large number of labels very quickly, sometimes, the printer gets stuck and requires you to manually clear the print queue. For those of you who’ve encountered this issue, it’ll be resolved once you update the Treez Hardware Agent. To update HWA, click on the orange 'Help' tab > Downloads & Tools > click on Treez Hardware Agent .44.msi to download the new file > Repair > follow the prompts to update.

    Devices

    • Speaking of printers, we’re now able to support a GK420d printer, if that’s your device of choice.

    Treez 1.16.6

    April 27th, 2018

    FIXES

    Sell Treez

    • Shortly after our last release, it was discovered that adding prepack flower to a customer’s cart would cause it to ring up as $0. Obviously, this was at least a few dollars short of the initial retail price you set. Now, the retail price for prepack flower is being accurately reflected in Sell Treez.

    Reporting

    • As we work to remove some underlying issues with the ‘Live Inventory’ report, we’ve removed the date filter—so only today’s data is available. We’ll be addressing the root cause of the problem in the coming weeks, but in the meantime, you’ll be able to access the same information through Metabase.

    Treez 1.16.5

    April 25th, 2018

    FIXES

    Online Menu / Intake

    • Squashed a couple of pesky bugs that were caught crawling around the online menu and in Customer Intake. As was the case before, flower residing in stock inventory won’t show up for sale online, and adult-use customers will once again be required to have a birthday entered on their profile to check in. Psst! They also have to be 21+, but you already knew that.

    Treez 1.16.4

    April 18th, 2018

    FIXES

    Sell Treez

    • We made a few adjustments to the logic accompanying our new “Go Live” from POS functionality. Yesterday, it was more of a ‘now you see it (go live), now you don’t (on your online menu)’. Going forward, making a product batch live from the point of sale will also cause it to properly display on your online menu and within Sell Treez. Ta-da!
    • We’ve restored the ability to search for products in Sell Treez. 

    Treez 1.16.3

    April 16th, 2018

    NEW!

    Sell Treez

    • Starting today, you’ll have the ability to name your own price at checkoutWith our new ‘Custom Pricing’ feature you can set fixed price discounts—did someone say $1 deals?—or enter a custom total price for any number of selected items in your cart. To set up fixed price discounts and enable ‘Custom Pricing’, navigate to Retail Products > Discount Management > POS Discounts > Pricing
    • To save you time at checkout, we’ve introduced the ability to apply a discount to multiple selected line items at once. Highlight 1+ products by tapping on them (to turn them green), then, choose the appropriate price break that should be applied to all highlighted items. Bing, bang, boom—just like that you’re able to apply a discount to multiple items faster and easier than ever.

    Purchase Order

    • (CA) We’ve introduced a “Manual Calculate” slider on the purchase order that can be used to override the auto-excise tax calculations you were previously locked into. When enabled, this slider lets you enter a custom excise tax amount that isn’t linked to the total cost of the product shipment. This feature makes it so a distributor can offer you a product at a discounted cost but is still able to collect an excise tax amount that’s separate from that. Learn more. 

     

    IMPROVEMENTS

    Reporting

    • We paid a little extra attention to the excise tax report this past week and made it more efficient, especially when collecting and displaying data over multiple months. We’ve also added some tooltips to help you better understand exactly what you’re looking at.

     

    FIXES

    Purchase Order

    • We heard the prorate slider was unintentionally causing some discrepancies between the total cost and outstanding balance reflected on the PO. We went ahead and (pro)rated that issue a 0 out of 10, and got it all fixed up.

    Sell Treez

    •  When searching for a customer in Sell Treez, cancelled sign-ups were populating in the search results. We’ve adjusted the logic so only valid customer profiles are returned.

    Treez 1.16.2

    April 3rd, 2018

    NEW!

    Configurations

    • If local regulations require you to affix customer labels to every purchased item, you can now specify which customer type (medical and/or adult-use) those labels should print for. Try it out: Configurations > Config Page > Point of Sale > Point of Sale > enable ‘Customer Label’ > select which customer type(s) the label should print for.
    • You mentioned the lines in your customer queue were getting a little long, so we’ve created a way to let you cut them. Once configured, you’ll have the ability to clear the customer queue from intake whenever you’re feeling devious. Try it out: Configurations > Config Page > Patient Intake > Patient Sign Up > toggle ‘Show Clear Queue Button at Intake’ to on > a trash can will display at the top of the customer queue in Patient Intake.
    • Guess what? If you want to have excise tax included in your product prices displayed online, you’re in luck! Enabling this configuration will bake the excise tax cost into your prices while disabling it will show the phrase “Plus Tax” below each product. Try it out: Configurations > Config Page > eCommerce > Display Preferences > scroll down to ‘Tax Display’ > enable ‘Post Tax’ toggle to include excise tax in your online menu prices. 

    Sell Treez

    • Because you’re now able to scan an ID at the POS to check a customer in, we’ve set up a few roadblocks to ensure no one is able to cruise through accidentally. When an ID is scanned for a returning medical customer with an expired rec or you attempt to check in a customer who’s aged 18-20, this will cause various notifications to display in Sell Treez. These blockers will direct sales associates to “convert the medical patient to an adult-use customer” or “update their recommendation information” before continuing. This is one kind of traffic jam we’re ok with. *Only applicable in shops that serve both customer types.

     

    IMPROVEMENTS

    eCommerce

    • The automatic texts sent through eCommerce were looking a little tired so we gave them a teensy-weensy facelift. Our surgeon was pretty good, so you’ll barely even notice the difference.

    Configurations

    • Last week, we announced the ability to scan a customer’s ID directly from the POS terminal, which was one small step for efficient workflows and one giant leap for Treezkind. As it turns out, the original landing site lacked a little gravity and that feature floated over to another location within the ‘Configurations’ tab. Don’t worry, it’s the same great feature, just in a swanky new home. Find it: Configurations > Config Page > Point of Sale > Customer Management.

    Sell Treez

    • If you check customers in at the POS, we’ll perform the same checks and balances that occur at Intake. This means you’ll be informed if someone is underage or if their license is expired, and will be unable to complete the order until that information has been updated.

     

    FIXES

    Sell Treez

    • We heard you didn’t like the way we were loading customer history, which is no shocker, we were loading it backward after all. So we’ve flipped the switch and made it so the most recent orders populate at the top of the list. Duh.
    • Previously, creating a ‘Delivery’ order and then changing the order ty to ‘Pick-Up’ would cause the delivery address and delivery tax rate to get stuck on the order. Luckily,  we found some Goo-Gone laying around the office and were able to wipe that problem away.

    Receipt

    • We were able to ‘shake’ the issue free that was causing incorrect product names to print on customer receipts.

    Daily Procedures

    • Regardless of how your float is configured for End of Shift procedures — “count cash first, then remove float” or vice versa — we’ll make sure the count accurately mirrors your desired setup when displaying your totals by register in your ‘Close Shift’ proceedings.

    Discounts

    • We’ve addressed the issue that caused the ‘Sign-Up Date’ discount to be applied to customers well after their sign-up date. Sorry, we thought this was a speed dating event.

    Treez 1.16.0

    March 27th, 2018

    NEW!

    Purchase Order

    • If you’ve posted an incorrect (final) payment to a PO, causing the status to change ‘Open’ to ‘Closed’, you can delete the payment to reopen the PO.

    Configurations

    • They say making assumptions is a bad thing, but when it comes to assuming a decimal in SellTreez, we think we’re right on point. Enabling an assumed decimal allows sales associates to type 5-0-0-0 on the checkout keypad and have the system recognize it as $50.00. Try it out: Configurations > Config Page > Point of Sale > User Interface > Auto Decimal.

    SellTreez

    • Reprinting your End of Shift receipt has never been easier! Each time you end your shift, we’ll trigger a pop-up asking if you’d like to “Reprint Receipt” or “Confirm” your end of shift action.
    • Here’s the SKUp. Now you can use the product SKU to perform a search in SellTreez. Note: the SKU is case sensitive. Try it out: SellTreez > Click into ‘Search Product’ bar > enter SKU.

    eCommerce

    • Customers can select whether they’re a Medical or Adult-Use customer when signing up through eCommerce. If ‘Medical’ is selected and a state ID is uploaded, Intake will need to enable the state med ID toggle (in the customer profile) and enter their MMID number on the line below. The customer’s selection will dictate which documents are required for sign-up and which membership agreement is shown to them. 

    User Roles

    • Managers who want elite access to cash insights now have their own “Cash Manager” role. Cha-ching! This means any non-cash managers will lose access to the Cash Handling module and won’t be able to see account balances. We’ll be removing Cash Handling access to those manager roles in the coming weeks — we didn’t want to rip the rug out from under you. Try it out: Configurations > Users > Edit/Create New User > Role > Cash Manager.

     

    IMPROVEMENTS

    Sell Treez

    • Enable the ability to scan a customer’s ID directly from the POS terminal. Check a customer in and complete their order in one fell swoop—no intake necessary! That’s what we call two birds, one stoned 😉 Try it out: Configurations > Config Page > Purchase Limits > Customer Management > Select scan at POS option that works best for you.
    • Checking in a medical patient by searching their name in SellTreez will verify their doctor’s recommendation before proceeding with the order. If it’s expired, we’ll prompt you to convert them to an adult-use customer or send them over to intake where they can update their information.
    • Say goodbye to creating time-consuming PO’s due to miscounts or remembering to make new product batches live in advance, and say hello to time-saving inventory adjustments made directly from the POS. If you’re ringing up an item and the inventory says you have ‘0’, but you have 1+ available, you can increase the quantity on the fly or make a product batch live directly from POS. Heck, you can even protect these functions with a manager PIN. Try it out: Configurations > Config Page > Point of Sale > Inventory Functions > Enable ‘Inventory Adjustments’ and/or ‘Go Live’ from POS.
    • The ‘Recent Receipt’ page is now stacked with transaction statuses to provide you with big insights at a tiny glance. Whether it’s a completed order, a full or partial refund, or some combination of the two, you’ll get the whole picture for every completed order directly from the main dashboard.  
    • The names you give your discounts will appear on the receipt below the items they’re applied to along with the percent or dollar amount off they’re providing. While intuitive names are typically best… feel free to let your freak flag fly (or use it as a branding opportunity, whatever works best for you).

    Purchase Order

    • Printing PO’s will no longer cause woes. The crazy formatting got nixed and the usable info’s been fixed. 

    Configurations

    • If you don’t want to hide your treasures behind an age gate, you can disable this feature on your online menu and make it accessible to all. Open sesame! Try it out: Configurations > Config Page > eCommerce > General Requirements > Age Gate > None.
    • A self-service tool that allows you to enable a manager PIN to approve refunds. Try it out: Configurations > Config Page > Payment Type > enable ‘Allow Return?’ > enable ‘Require manager PIN’?
    • Implement smoother workflows by reducing the number of steps required to save and prepare orders. By enabling the ‘Print and Save’ button in Sell Treez, sales associates can fill the cart, tap the button, and reap the benefits of printing a receipt and saving the order with a single action. A process so smooth, we can’t believe it’s not butter. Try it out: Configurations > Config Page > Point of Sale > Point of Sale > enable ‘Print & Save’

    Printing

    • We’ve jammed additional batch and retail label print functionality into every place we could think of… that’s one kind of printer jam we can live with.
      • Try it out (retail labels): 1) Daily Procedures > Inventory Count > select Live Inventory from drop-down > tap print icon next to live inventory item to print retail labels.
      • 2) Inventory > Inventory Control > Search product > click through to ‘Batch’ level > check the box > click pencil/edit icon to open product details > scroll to ‘Barcode’ card enter quantity > tap print to print retail labels.
      • Try it out (batch labels): 1) Daily Procedures > Inventory Count > Stock Inventory > tap print icon next to stock inventory item to print batch labels.
      • 2) Inventory > Inventory Control > Search product > click through to ‘Batch’ level > check the box >  tap print icon at the bottom of the screen to print batch labels.

    Receipt

    • We’ve upped the ante on the End of Shift receipt and added a bunch of highly requested information to the pot, including total sales, a breakdown of collected taxes, various payment type information, and shift/terminal details. We’re going all in on this one.

     

    FIXES

    Sell Treez

    • We’ve enhanced our purchase limit feature to have shake and crumb purchases count towards a customer’s limit.
    • Hello, my name is ________. For transactions made with a customer attached, we’ll display their name next to the appropriate receipt on the ‘Recent’ and ‘Draft Receipts’ pages within Sell Treez.
    • When making a partial refund, we’ll only display enabled payment types as a means to return the payment to.When a return is made, you’ll be able to leave a ‘Reason’ explaining why the refund occurred, regardless of whether a customer is attached to the order or not.
    • When a customer is attached to an order, all completed transactions will be displayed in the ‘Purchased’ tab from within Sell Treez. This will allow you to revisit their purchase history and remind them exactly what they had the last time they were there.
    • Checking in an adult-use customer through the POS will no longer comb their profile for a medical recommendation expiration date. Obviously, they don’t have one of those, so we’ll only check for a valid ID expiration date instead.
    • Even when all ticket lines are discounted 100%, we’ll display the refund button. Even though that’s crazy — who returns freebies!?

    Membership Agreement

    • Depending on which customer type is enabled, we’ll display the appropriate membership agreement to them. No more membership roulette.

    Receipts

    • We’ve gotten rid of the issue where multiple discounts were overlapping on the receipt. Instead of stacking them on top of each other literally, we’ll allow you to stack them figuratively, so, they can compound together and be legible.

    eCommerce

    • Pushing an order to “Out for Delivery” on the fulfillment dashboard won’t cause the order status to display as complete. A “completed” status will be reserved for orders that have had actually been completed and have had a payment processed on them.
    • If your store is configured to only accept adult-use customers, we’ll hide the “upload rec” requirements and only ask for a valid ID to verify their age and expiration date before serving up all your tasty online menu options. 

    Reporting

    • If you forget to enter a delivery date when taking an order, we’ll assume the customer wants it today and will display that information on the ‘Delivery Report’.
    • If your state or local tax rates change at any point. We’ll break each tax rate out as a separate line on your tax reports. This will allow you to see exactly how much tax you’ve collected at the various rates as opposed to seeing one lump sum made up of multiple rates.

    Purchase Order

    • Accepting a PO will change the status from ‘Draft’ to ‘Open’ and will prevent any changes from being made.
    • When creating a purchase order for prerolls, edibles, or topicals, you may notice an old field with a new requirement*. Now, ‘Total MG Per Unit’ is required so we can properly calculate and enforce purchase limits.

    Online Menu

    • We heard that online menu wasn’t displaying the proper dosage information, which was clearly a swing and a miss. We’ve tightened our game up and made sure the correct players are being called up to bat.

    Treez 1.15.16

    March 19th, 2018

    Fixes

    Sell Treez

    • Orders created through eCommerce will load quickly and clearly on both the fulfillment dashboard and within Saved Sales. 

    Treez 1.15.15

    March 15th, 2018

    Improvements

    Sell Treez

    • We’ve increased the amount time it takes for the transaction total to be calculated at checkout. While moving slower may not seem like an improvement, this extra second or two helps ensure purchase limits are properly measured and any discount calculations are taken into consideration before a customer can check out.  Cha-ching!

    Treez 1.15.14

    March 12th, 2018

    NEW!

    Configurations

    • Customize your receipt to match your company’s lingo. Whether you call it “Budtended by”, “Sold by”, or something entirely different — this is a BYO”By” type of party.
      • Try it out: Configuration > Config Page > Receipt > Receipt Footer > Enable ‘Show Cashier on Receipt’ > Configure your receipt!

     

    Improvements

    Configurations

    • Customize how loyalty points can be used to pay for purchases. Decide if points should be applied pre-tax to the Subtotal, and cannot be used to pay for tax or post-tax to the Grand Total, and can be used to pay for tax. (Arizona only)
      • Try it out: Configuration > Config Page > Rewards > Select ‘Subtotal’ OR ‘Grand Total’

     

    Fixes

    Sell Treez

    • When a customer returns a product, leave a ‘Reason’ to let management know what’s up. Your ‘reasons’ can be seen in the corresponding receipt in Sell Treez and will show up in reporting.

    Online Menu

    • Prepack is back and it’s better than eve… well, actually, it’s back to the way it was before — appearing grouped with other ‘Flower’ products on your online menu.

    Printing

    • The ability to print retail labels has been restored. Sorry about that, we mistakenly assumed you wanted it all for yourself.

    Purchase Orders

    • Adding prepack flower products to your purchase orders will no longer prevent you from posting a payment. Phew!

    Reporting

    • Even when an arm’s length product is purchased with a 100% discount applied, the taxable amount will be properly displayed on the POS Ticket report.
    • The Delivery Report will display the correct delivery address as opposed to the primary address on record.

    Treez 1.15.13

    1.15.13

    March 6th, 2018

    New!

    Purchase Order

    • For all the heavy hitters out there, we’ve added a 2.2g cartridge option to the ‘Size’ drop-down on the PO.

     

    Improvements

    Intake

    • You mentioned that you needed Samoa options for checking customers in at intake. Now you can scan driver’s licenses from all the U.S. Territories without issue.

    Configurations

    • What did one decimal say to the other? You have a point. Just like you did when you asked to specify tax rates up to three decimal places, which you can do now.
      • Try it out: Configuration > Config Page > Tax Rates > Update tax rates in any ‘Rate’ field up to 3 decimal places.

    Go Live

    • Printing labels after making a product Go Live would cause the status to revert back to ‘Ready’. This was a clear failure to launch, which was almost as annoying as the movie, but not quite. Luckily, we were able to resolve with one of those issues.

     

    Fixes

    Intake

    • We’ve restored the ability to paste information into the fields within Intake… and really all fields in Treez. We were just a little short on glue last week.

    Sell Treez

    • When using points to pay for purchases, customers will no longer accrue points on those same purchases. That’s what we call addressing the pain points ;).

    Purchase Order

    • Update product photos and descriptions for your online menu directly from the eCommerce section of the product card. It wasn’t saving properly before, but it promised to play nice from here on out.

    Reporting

    • Edit payment methods retroactively without having to worry about turning rewards points into debit transactions.
    • Updating the cost per unit on a PO will update the associated cost on the PO report as well. 

    End of Shift

    • Knock, knock. Who’s there? Cash drops linked to specific cash drawers on the End of Shift report.
    • We looked into why you weren’t able to read your End of Shift receipts, and it turns out the issue wasn’t so black & white… it was actually grayscale. Now, the font will print as dark as night.

    Fulfillment

    • Customers were reporting you were coming off as a little needy and sending them duplicate text messages during the order fulfillment process. Luckily, we got the hint and ousted that stage-5 clinger.

    Treez 1.15.12

    February 28th, 2018

    Fixes

    Intake

    • Mr. Fixit stopped by and hammered out the issue where scanning an ID at intake would cause the middle name to appear as the first name and expiration date not to register. I guess that answers the question, “Can he fix it?”

    Treez 1.15.11

    February 28th, 2018

    Improvements

    Online Menu

    • We’ve added some flexibility to the ch@racter$ you can use in the product descriptions for your online menu. So go ahead and $%^# to your heart’s content.

    Membership Agreement

    • Your membership agreement has been relocated to a much nicer neighborhood, and its new home won’t require renovations every time you receive an update. Moving is hard enough as is.

     

    Fixes

    Taxes

    • When intaking pre-pack flower, the excise tax will now be calculated on the appropriate jar/bag size. *Not to be confused with Jar Jar Binks, he’s something entirely different. 

    Treez 1.15.10

    February 26th, 2018

    New!

    Sell Treez

    • Clicking on ‘See contact info’ in Sell Treez will allow you to add a customer’s phone number to their profile on the fly. No quippy copy here, that’s just good UX.

    Reporting

    • Tired of waiting one whole hour for your data to display in Metabase? Us too. Now, you can access a bunch of your reports in real-time through the Metabase Live Feed. Thank you, almighty data wizards!

     

    Fixed

    Sell Treez

    • Noticed a few cents difference between the cart totals and checkout totals? We’ve made some sense of this cents-less error and now these totals will totally match.

    Printing

    • Some of you may have encountered an issue with your printer location not being properly stored, but we’ve cleared that paper jam for you. 

    Treez 1.15.9

    February 21st, 2018

    New!

    Sell Treez

    • Color-coded indicators attached to customer profiles that identify which customers are adult-use and which are medical. Just remember the rhyme: red is med and green is… awesome, too.

     

    Improvements

    • Customize your eCommerce fulfillment dashboard to only display the order types you have enabled — regardless of whether you’re utilizing all (or none!) of the delivery, express, in-store, or pick-up options available.

     

    Fixes

    Sell Treez

    • A warning pop-up will prevent you from being able to refund a ticket that’s already been refunded. Say goodbye to discrepancies on your POS report.
    • Complete partial refunds by tapping the ‘Refund’ button. Oh yeah, that works too now.
    • Refund items even if they have a 100% discount applied to them. Sounds like you’re giving this stuff away… can we have some?
    • Abandoning a sale will no longer hold your inventory captive. Once you abandon an order the products will be immediately released back to your live inventory. Phew!

    Intake

    • Shout out to FL, this one’s for you. We’ve gotten rid of the date parsing issue you’ve been encountering at intake. Now you can check everyone in lickety-split.

    Treez 1.15.8

    February 14th, 2018

    Portal

    • Cash drops can only be submitted for amounts less than the cash sales for the current shift
    • Fixed issue where the end of shift receipt for Sell Treez didn’t match portal

    eCommerce

    • Fixed an issue with reward dollars when merging patient profile

    Treez 1.15.7

    February 14th, 2018

    Portal

    • Cash drops can only be submitted for amounts less than the cash sales for the current shift
    • Fixed issue where the end of shift receipt for Sell Treez didn’t match portal

    eCommerce

    • Fixed an issue with reward dollars when merging patient profiles

    Treez 1.15.6

    February 9th, 2018

    eCommerce

    • Delivery notes added on the checkout page
    • Fixed checkout page alignment

    Patient Intake

    • Signups will block expired driver’s licenses

    Portal

    • Fixed issue with intercompany transfer where it was only showing the first batch
    • Will notify user if Treez hardware agent is not running

    Treez 1.15.5

    February 7th, 2018

    Sell Treez

    • Fixed tax calculations on refunds

    Portal

    • Excise tax will not be calculated for Merch

    Intake

    • Scan fix for new Florida driver’s license

    Treez 1.15.4

    February 5th, 2018

    Sell Treez

    • New pickup/delivery orders will have matching status in the fulfillment page
    • Fixed issue where pickup/delivery orders did not appear in the saved sales tab
    • Fixed issue where patient name and delivery address did not print on receipt if toggled on in the config page

    Portal

    • Fixed issue with restock and the flower prepack toggle

    Treez 1.15.3

    February 2nd, 2018

    Portal

    • PO number and name now displayed in cash handling for vendor payments

    eCommerce

    • Added purchases with reward dollars

    Treez 1.15.2

    February 1st, 2018

    Sell Treez

    • Purchase limit now calculates correctly after a refund is processed
    • Changes to fulfillment tickets will now update in sell treez and vice versa
    • Taxes are displayed in the same order as shown in the config page

    Portal

    • Fixed issue with cash drops not showing in the end of shift report
    • Inventory and tier discounts configurations added to config page
    • Fixed issue where total cost of purchase order was not updating when modifying the ‘excise tax included’ dropdown
    • Excise tax calculations will no longer apply to merch

    Treez 1.15.1

    January 30th, 2018

    Sell Treez

    • Allow pop drawer with print window
    • Added button to reprint refund receipt
    • Adding multiple ticketline items will scroll and show the bottom of the ticket
    • Unit-based products will no longer show as grams

    Portal

    • Custom tax name management added to config page

    Treez 1.15.0

    January 25th, 2018

    Sell Treez

    • Will now calculate taxes based on the new tax configurations section of the Config Page

    Portal

    • Added tax configurations to Config Page
    • Added Price & Cost card when adding a product in Purchase Order
    • Added Tax Report and Excise Tax Report