Follow these steps to give Leafly access to your Greenbits inventory.

  1. Create a new Role for Leafly
  2. Create a new User for Leafly
  3. Work with Leafly to set up your menu.
  4. If you have an existing Leafly menu feed set up, delete your previous Leafly menu.

Create a new Role for Leafly

Before you can set up your menu in Leafly, you'll need to provide Leafly access to your Greenbits inventory. The first step is to create a new Role with specific permissions.

  1. Go to Settings > Roles.
  2. Select Add Role.
  3. Give the new role a Name, such as "Leafly" or "Menu Feeds."
  4. Select only the following permissions:
    • Under Make Sales:
      • View products.
        make_sales.jpg
    • Access Backoffice.
           access_backoffice.jpg
    • Under Manage Inventory:
      • View product types
      • View brands
      • View strains
      • View suppliers.
        manage_inventory.jpg
    • Under Manage Pricing Tiers:
      • View tiered pricing models
        manage_pricing_tiers.jpg
    • Under Manage Menu Feeds:
      • Create menu feeds
      • Update menu feeds
      • View menu feeds
        manage_menu_feeds.jpg
  5. Save your new Role.

Create a new User for Leafly

Before you can set up your menu in Leafly, you'll need to provide Leafly access to your Greenbits inventory. The second step, after creating a new Role, is to create a new User profile for Leafly.

  1. Go to Settings > Users.
  2. Select Add User.
  3. If you see an Employee License Number field, leave this blank.
  4. Enter a Username that includes your company name and "leafly".
    • Example: greenbitsstoreleafly.
  5. Enter any First Name and Last Name.
  6. In the Email field, enter the email address of your company's primary point of contact for Leafly (such as a general manager, inventory manager, or marketing manager), followed by +1.
    • Example: marketingmanager+1@greenbitsstore.com.
  7. Enter a Password. You will provide this password to Leafly later.
  8. Select the Role that you created in the previous section.
  9. If you have multiple store locations, check the boxes in the Accessible Locations table to specify which locations you want Leafly to have access to. If you list each store's menu on Leafly, select all.
    accessible_locations.jpg
  10. Save the new user profile.

Set up your menu on Leafly

Contact Leafly support for further instructions on setting up your menu(s). 

Delete your previous Leafly menu

If you previously set up your Leafly menu using the Menu Feeds page in Greenbits, delete your existing Leafly menu.

  1. Go to Marketing > Menu Feeds.
  2. Unpublish your existing Leafly menu.
    unpublish_menu.jpg
  3. Select Edit.
    edit_menu_feed.jpg
  4. Scroll down to the bottom of the page and select Delete.
    delete_menu_feed.jpg

Which Products will show up on my Leafly menu feed?

Barcodes (SKUs) that have an inventory status of For Sale status in Greenbits will appear on your Leafly menu feed.

Take note: If you have a Product with an inventory status of Not For Sale, and some Barcodes (SKUs) for that Product have an inventory status of For Sale, that Product will still appear on your Leafly menu feed. If you don't want a Product to appear on your Leafly menu feed, mark the Product and all Barcodes (SKUs) as Not for Sale.

When you add an image to the Product Details page, Greenbits automatically posts them to your Leafly menu. Go to the Products page, select a Product, and scroll down the Details page to Menu Photo.