Chapter 1 Intro

That’s life, that’s what all the people say
You’re ridin’ high in April, shot down in May
But I know I’m gonna change that tune
When I’m back on top, back on top in June

This document provides information on how to effectively use Good Tree’s technology stack. It is divided into several important sections:

  • Sales: this section focuses on information dispatchers will need to process customers, and orders through Salesforce and FinancialForce. We will also explain tools our salesteam will use like Twilio Flex, Onfido, Weedmaps/Leafly, and Onfleet. It will also touch on our eCommerce website so dispatchers can help guide customers with online orders when necessary.

  • Driver Tools: this sections focuses on applications available to drivers to assist with the fulfillment of orders. It will cover Onfleet, debit card reader, the Good Tree drivers’ application, Fireking, and our bundle management workflows.

  • Inventory: this section focuses on supply chain management tasks such as adding new products and inventory, checking current inventory levels, creating purchase orders, generating receipts, creating production orders, and transferring inventory between Good Tree locations or 3rd parties. This section will also explain how product info in Salesforce connects to our eCommerce site, and how to configure pricing. We will also review METRC best practices, and Good Tree’s METRC integration. Future: RFID tools, Weedmaps integration

  • Bundles: managing driver bundles is so important we made a whole section for it. In this chapter we will explain bundle management on a high level, go through the bundle management application, and review the portions of the drivers’ application that relate to bundle management.

  • External Tools: this section focuses on tools outside of Salesforce that you will need to use such as Homebase, Gusto, Slack, Fireking, Paytender, Onfido, Weedmaps, Leafly, and others

  • Accounting and Reporting: this section discusses how to use the Financial Force accounting tools for basic reports. This section is mostly blank for now

  • eCommerce: this section explains the architecture behind our eCommerce site, and the tools our marketing team needs to manage it including: ButterCMS, Paytender, Segment, Google Analytic, Hotjar, Sentry, and Netlify. This section includes appendix with the gory details of the entire tech stack.

You should also checkout our interactive trainual available here.