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Good Tree Technology Master Document
1
Intro
2
Sales
2.1
Customers
2.2
Processing New Customers
2.2.1
Onfido
2.3
Processing Orders
2.3.1
Quotes
2.3.2
Sales Orders
2.3.3
Person Account
2.3.4
Quote
2.3.5
Sales Order
2.3.6
Onfleet
2.4
Twilio Flex
2.5
Weedmaps/Leafly
2.6
Get Good Tree eCommerce Website
2.7
Common Problems
2.7.1
Didn’t drop on Onfleet
2.7.2
I get error preventing me from adding address to order. What do I do?
2.7.3
The product I want to quote is not listed. What do I do?
2.7.4
The order didn’t drop on Onfleet
2.8
Related Reports
2.8.1
Dispatcher Report
3
Driving
3.1
Driving for Good Tree
3.2
Starting your shift
3.2.1
Homebase Clock-in
3.2.2
Get Your Bundle
3.2.3
Get Your Other Supplies
3.3
Delivering Orders
3.3.1
Onfleet
3.3.2
Driver App Orders
3.3.3
Communicating with Customers
3.3.4
Accepting Payment
3.4
SAFETY REMINDERS
3.5
Ending Your Shift
3.5.1
Returning Your Bundle
3.5.2
Fireking Deposit
3.6
Common Problems
3.6.1
Order isn’t appearing in Driver app
3.6.2
I can’t edit order
3.6.3
Debit card reading is bugging out
3.6.4
Customer won’t respond
3.6.5
I accidently completd order I meant to fail
4
Inventory
4.1
New Product
4.1.1
Items
4.1.2
Price Lists
4.2
Purchase Orders and Inbound Transfers
4.2.1
Creating a New PO
4.2.2
Adding and Approving Products in a PO
4.2.3
Linking a PO to a METRC transfer manifest
4.2.4
Receipt, Inspection, and Put Away Inventory
4.3
Inventory Reconciliation
4.4
Manufacturing and Production Orders
4.4.1
Create Production Order and Allocate Inventory
4.4.2
Repackage Bulk Inventory into Individual Units
4.4.3
Assign New Lot Number
4.4.4
Return Repackage Items into Inventory
4.5
Outbound Transfers
4.5.1
Internal Transfers Between Our Companies
4.5.2
Sending Transfers for Lab Testing
4.5.3
Sending Transfers for Wholesale Business Sales
4.6
Common Problems
4.6.1
Why is quantity off?
4.6.2
Why is product not showing up on website on while quoting?
4.7
Related Reports
5
Bundles
5.1
Sales/Onfleet Workflow Review
5.2
Bundle Assignments
5.3
Bundle Templates
5.4
Bundle Lifecycle
5.4.1
Assigning the bundle
5.4.2
Replenishing the bundle
5.4.3
Updating templates
5.5
Viewing Bundle Inventory Levels
5.6
Viewing Dated Templates
5.7
Common Problems
5.7.1
Inventory Levels Are Off
6
Other Tools
6.1
Homebase
6.2
Gusto
6.3
Slack
7
Accounting
7.1
Add Financial Force info
7.2
Salesforce data architecture overview or just integrated accounting side of FinancialForce data?
8
eCommerce
8.1
ButterCMS
8.1.1
Blog Posts
8.1.2
Pages
8.2
Netlify
8.3
Segment, Google Analytics, and all downstream data
8.4
Appendix: Architecture Overview
References
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Good Tree Technology Master Document
Chapter 6
Other Tools
6.1
Homebase
6.2
Gusto
6.3
Slack