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How Do I Prevent Adding Duplicate Profiles in Treez?

When adding new customer profiles into Treez, it’s important that partners perform checks to prevent adding any duplicate profiles. Creating multiple profiles for the same customer in Treez clutters the store's data and provides a less than ideal experience for our mutual clients and their customers. For example, duplicate profiles can cause the customer not to receive the discounts that they should. That’s why Treez has provided multiple endpoints for partners to utilize when looking for existing customer profiles. See below for all of the available endpoints:

How do I find all the banned patients in our system?

I'm trying to update our black list for the dispensary but cannot discover a way to filter our patients so I can find the banned members. Any advice would be great!

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How to I view Products in Specific Inventory Location?

If you would like to view only products that reside in a specific inventory location with Treez, you can use the sellable_quantity_in_location filter.

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How to determine a customers verification status?

When calling the Sell Treez Customer API (https://code.treez.io/docs/customer-apis), a value called verification_status will be returned. This indicates the customers current verification status within Treez. Additionally, a verification_reasons field will follow the verification_status.

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What is the Difference between MEDICAL and MEDICAL_MMID patient_types?

The MEDICAL patient type pertains primarily to medical patients in California and is for for medical patients who have a Physicians recommendation to use cannabis in their state but are not registered with the State Licensing agency. Patients using this type will be required to have the permit_expiration field filled out indicating the date their recommendation paperwork expires (typically 1 year from date of issuance). They are not required to have the state_medical_id value filled in. In California, the MEDICAL patient type allows for increased purchase limits but is not exempt from California State Sales Tax.

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Product Cost

Do any of the API's support COGS detail? On the Products Report_Product Summary report there are two fields: Cost Without Excise and Cost With Excise, I'm assuming these are COGS related. However, I don't see this kind of product cost information in the Treez API's.

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