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Distru + Treez Integration Guide
Distru + Treez Integration Guide

How to set up and use the Distru + Treez integration

Sonya Lilienstein avatar
Written by Sonya Lilienstein
Updated over 2 months ago

PURPOSE: Save thousands of dollars in labor by streamlining your retail intake process! Use the Distru + Treez Integration to create new Products and Invoices in Treez as you send Orders to your own shops from Distru. This article will outline how to use the integration, what information syncs, and how to get it set up in your own account.

TABLE OF CONTENTS:

  1. How to Use the Integration

  2. What Information Syncs and When

    1. Products

    2. Invoices

    3. Inventory

  3. How to Set Up the Integration

  4. Checklist for Success and FAQs

How to Use the Integration in 4 Easy Steps!

Step 1: In Distru, create an Invoice to your integrated retail shop

Step 2: Map to/Create the Treez Products on your Order via the Distru Navigation Bar - the mapping will be retained for that shop's future orders!

Creating a Product in Treez from Distru

Step 3: Fulfill your order and accept the Manifest in Metrc, marking your Distru Sales Order Delivered/Complete

Step 4: Accept the automatically generated Invoice in Treez - and that’s all, folks!

Accepting an Invoice in Treez that came from Distru

How to Create and Map Treez Products from Distru Products

Save time in Treez by copying new Products from Distru! No more double entry!

  1. A notification on the Treez icon will appear on the Distru Navigation bar once an Invoice to an integrated shop is created

  2. Click to view a list of your queued Invoices and click in to view any Products on that order that still require mapping to Treez

  3. Click to “Select Product,” select “Create in Treez,” and click the “Save Mappings” button.​

How to Create Treez Invoice Drafts from Distru Invoices

Save time in Treez by copying outgoing Distribution Orders as incoming Retail Invoices! No more double entry!

  1. Create a Sales Order as usual in Distru

  2. Creating an Invoice will queue it to sync to Treez

    1. 🛑 It can take up to 3 minutes to validate the line items on your order. Refresh your page to view any required action items via the Treez Icon in the Distru Navigation Bar

    2. Address any action items listed for each Invoice in the queue

  3. Once the manifest has been received by the retail team, accept the API-generated Invoice in Treez to import your inventory… and that’s all, folks!
    ​

🧐 What Info Syncs and When

When Creating a Product from Distru to Treez…

Products

Distru

Treez

Name

Name

Brand

Brand

Unit Net Weight

Amount

UoM

SKU

External ID

Barcode SKU

MSRP

Pricing - Flat Price

Description

Product Description

Images

E Commerce Images

When Creating a Treez Invoice from a Distru Invoice…

Invoices

Distru

Treez

Due Date

Due Date

Invoice #

External Invoice ID

Message to Customer

Notes

Discounts

Invoice Discounts

Charges

Invoice Fees

Inventory

Distru

Treez

Package

External ID

Recipient License

Dispensary License

Harvest Date

Harvest Date

Delivery Date

Received Date

Expiration Date

Expiration Date

Quantity

Quantity

Sale Price

Base Cost

Sync Condition Requirements

  1. The Distru Sales Order must have at least 1 Invoice

  2. The Distru Products on the Invoice must be mapped to corresponding Treez Products

  3. The Distru Sales Order is in Delivered or Completed Status

👉👈 How to Set Up the Integration

Prior to setting up the Integration

  1. Ask your Distru Customer Success Manager to enable the Treez integration for your Distru account and discuss pricing

  2. Request API key for each shop you wish to integrate from Treez Support 2-4 days prior to desired integration date.

  3. Assess your Distru Product details to ensure all Product information required for Treez is included in Distru.

    1. See Checklist for Success for pro tips!

  4. Ensure there is one distributor profile in Treez with the same license as your distribution in Distru.

    1. Your Distru account will then be matched with the corresponding Distributor profile in Treez which will be listed as the distributor on your integrated Invoices.

Integrating a Shop

  1. From Distru’s Settings > Integrations > Treez, Click “Add a Retailer”

    1. Select the Company in your Distru CRM that represents your own shop.

      1. If you have multiple shops, each should be a separate Distru company

    2. Enter your shop’s name as it appears in Treez

    3. Enter the API key from Treez for your shop

      1. If you have multiple shops, each will have a unique Treez API Key

    4. Enter the first portion of the URL of the shop’s Treez account

      1. (i.e. myretailer.treez.io)

    5. If you have an active Product list in your Treez account, you can choose to automatically map your Products based on either an exact Name or SKU match.

Upon submitting the form, the system will check for a Distributor with your Distru License Number and will then prompt you to select a Default Intake Location for your inventory in Treez

Mapping your Product Categories

  1. Under the “Product Categories” section you will see your Distru Categories listed on the left. Click in to each to see a list of your Treez Categories and select the best match

  2. Once your category is mapped, click in to each Subcategory to map it to its best matching Subtype

    1. Ensure that you have Distru Subcategories to map to your Treez Subtypes. You can edit your Distru Categories and Subcategories via Settings > Customize Distru > Product Categories

Mapping Categories to Treez from Distru

✅ Checklist for Success

  1. Add retail-specific details to your Distru Products to further reduce data entry time in Treez

    1. Fields that are required in Treez will become required in Distru upon mapping that Product’s Category

    2. Fill out as much information on the Distru side as you can. Certain fields (see above) are not required but do communicate from Distru to Treez.

  2. Align your retail intake and distribution order fulfillment teams around their new workflow!

    1. Distribution team will be pushing new Products into the Treez Product list for each shop, the retail team does not need to spend time making Products to prepare for incoming orders anymore.

    2. Distribution team will be pushing new Invoices with Inventory details into Treez’s Inventory > Purchasing > Invoices list for the retail team to review and accept, the retail team does not need to spend time copying dates or pricing information from your Distro’s Invoices and Manifests anymore.

  3. Update your Distru Product Categories and Subcategories to mirror your Treez Product Categories and Subtypes

    1. It’s not required to make them match exactly, but using the same datasets across integrated platforms is easier on reporting

    2. You can delete and edit Distru Categories via Distru's Settings > Company > Company Settings > Product Categories

    3. Use our Bulk Uploader to update your Distru Data en masse via Settings > Import Data > Import Products

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