Alleaves Knowledge Center

November 13th, 2025:

• Domo Reporting Suite Launch
  • Navigating Domo: User Guide linked here

September 24th, 2025:

• Integrations & Inventory
  • Improved inventory sync with Carrot to prevent negative counts and maintain accurate, compliant tracking.
  • Refined “Has Inventory” and “Has Available Inventory” filters for reliable item list searches.
  • Batch detail edits now persist as expected, streamlining inventory updates.
  • Cycle count filters (area, category, brand) load products reliably for smoother counts.
  • Inventory table on the manifest export page loads consistently for dependable exports.
• POS & Checkout
  • Cart item checks now honor the “Prevent Sales Limit” setting to support compliance.
  • Patient label printing from POS is consistent across locations.
  • Adding items to carts at test locations works for both cannabis and non-cannabis items.
  • Manager authorization now prompts when users without permission apply line-item discounts.
  • “Buy X Get X” discounts save reliably when taxes or other cart fields change.
• Transfers & Logistics
  • Return transfers now include an “In Transit” status, aligning with standard transfer workflows and improving tracking.
  • Enhanced error handling on transfer completion reduces workflow interruptions.
  • Vehicle records now require a Company field, improving data completeness.
• Staff & Timekeeping
  • Active and on-break team members display accurately on the Time Management page for better shift oversight.
  • Clock-in logic handles prior-day sessions smoothly, improving attendance management.
  • Driver and role search in user profiles is faster and more precise.
• Fees & Reporting
  • Added validation for the “Days” field in fee setup to ensure accurate configurations.
  • Access to view and create fees in System Data is fully available.
  • Reports now include all cancels, strengthening audit accuracy.
• Platform Quality
  • Completed terminal module refactor by removing deprecated code and increasing reliability.
  • Expanded backend logging within MCDMS for better traceability and supportability.

August 4th, 2025:

• New York PMP Integration:
  • Alleaves now supports full compliance with the New York Prescription Monitoring Program (PMP), including:
    • Pharmacy Mode: Enables pharmacy-specific configurations such as NABP, DEA, and RX number fields.
    • Prescriber & Pharmacist Details: DEA, NPI, and license fields now supported for accurate recordkeeping and validation.
    • Medical Sales Requirements: Prescription details, patient validation, and a pharmacist on duty are required for medical transactions.
    • POS & Label Updates: Prescription fields display during the sales process and appear on patient labels.
    • PMP Reporting Tools: Generate and export ASAP reports, including zero reporting. Order history now includes upload status and manual update functionality.
• Payments & Discounts:
  • Mosaic Payment Integration: Mosaic is now available as a payment method with support for QR code scanning and manual entry. Clear prompts and validation help guide the transaction process.
  • Ad Hoc Discount Button: A new, permission-based discount button allows teams to quickly apply custom promotions or loyalty discounts, with manager override and audit tracking.
• Security & Permission Enhancements:
  • Order Cancellation PINs: A manager PIN is now required to cancel orders, while cashiers retain the ability to suspend or modify.
  • Signature Capture for Deliveries: Customer signatures are now collected and stored securely on manifests in both the Go App and the Console.
  • User Role Enhancements: Expanded role-based access for pharmacist records, order history visibility, and user creation permissions.
• Reporting & Workflow Updates:
  
  • Inventory Reporting: Multi-location filters have been added to the Current Inventory Report, defaulting to the active location for improved usability.
  • Z-out Summary View: Columns are now fully filterable, and grouped totals have been added for clearer financial reporting.
  • Employee Login Activity: Employee sign-in and sign-out actions are now logged with user names and timestamps.
  • Delivery Time Windows: Delivery scheduling now requires defined time windows with error validation.
• System-wide Improvements:
  
  • Numerous system processes have been optimized to enhance performance and reduce friction:
    • Retail Discounts: Improvements to multi-set discounts and product filtering provide more consistent promotions.
    • Inventory Workflows: Item creation, batch saving, cycle counts, and raw material setup have all been refined.
    • Customer & Item Data: Attribute creation and editing are now more responsive and reliable.
    • POS Configurations: Donations and label data now display as expected in setup views.
    • Metrc Imports: Testing results and facility details now populate properly on imported batches.
    • User Management: Location assignment, user updates, and admin settings have been simplified for more intuitive use.

June 25th, 2025:

• Labeling Data Point Expansion
  • What’s Improved:
    • Ensures that all available labeling data points are now included across Patient, Deli, and Product label types.
    • This update helps maintain consistency and compliance while reducing the chance of missing information on printed labels.
• Vault Audit Trail Visibility & Cash Management Report Upgrade
  • What’s Improved:
    • Enhances the Cash (SAFE) Management Report to include a comprehensive audit trail for vault adjustments, including user, date, time, notes, and updated balance.
    • This report now supports filtering and Excel export via Kendo grid functionality, giving dispensary teams better visibility, traceability, and control over cash activity.

June 23rd, 2025:

• Remove Strain Selector from Batch Level UI.
  • What’s Improved:
    • Eliminates confusion by removing the strain selector from the batch level in the UI, ensuring users only see and manage the strain associated at the item level.
• Vault Adjustment Audit Trail with Required Notes.
  • What’s Improved:
    • Enhances vault security and accountability by adding an audit trail for all vault adjustments, requiring a note for each adjustment, and logging the user, date, time, and note.
      
• Synchronize Authentication State Across Browser Tabs.
  • What’s Improved:
    • Ensures that the authentication state (login/logout) is synchronized across all browser tabs for Alleaves, so that logging out in one tab immediately logs out all other tabs in the same browser session.
• Permission for ZOUT Print Function.
  • What’s Improved:
    • Enables clients to restrict access to the ZOUT Summary print function in the POS Menu based on user roles, enhancing control over sensitive end-of-day transaction data.
• Enable Strain Association for Non-Cannabis Items.
  • What’s Improved:
    • Allows users to associate strain profiles with non-cannabis items for use in manufacturing workflows or for tracking branded products.
• Resolves issue saving order payments for return order.
  • What’s Improved:
    • Resolves an edge case issue that causes payments to fail to save for a return, and then continues to display the ‘Order Completed’ modal, stating the amount of change due to the customer.
• Canceling a RETURN order will not cause an inventory discrepancy.
  • What’s Improved:
    • Resolves inventory discrepancies resulting from returns to locations other than the original sale location.
• Improvements to patient merging.
  • What’s Improved:
    • Removes an error that was occurring during patient merges.
• Inventory Item Location Permissions.
  • What’s Improved:
    • Allows users with location-specific permissions to re-enable (blue check) item availability for individual locations without requiring access to all locations, and preserve COGS/retail pricing data when toggling item availability.
• Add order types to the Location page: Kiosk and Drive Through.
  • What’s Improved:
    • Adds Kiosk and Drive Through checkboxes on the location page to indicate they are accepted order types.
• Discount Level Character Limit & Error Messaging.
  • What’s Improved:
    • Limits the character count of discount names to 25 characters and displays a clear error if exceeded.
• Discount stacking conflicts for Fixed-price discounts.
  • What’s Improved:
    • Resolves conflicts when applying multiple fixed-price discounts at the same time.
• ZOUT Printed receipt logic improvements.
  • What’s Improved:
    • Fixes printed receipt logic when a user starts an order on one register and completes it on another.
• Improvement to Salesperson order entry workflow.
  • What’s Improved:
    • Adds preferred delivery time selection.
• Improved driver routing for locations close to state borders.
  • What’s Improved:
    • Resolved to improve system behavior.
• Route map now updates correctly when adding or subtracting orders.
  • What’s Improved:
    • Resolved to improve system behavior.

June 11th, 2025:

• Manifest Creation Improvements:
  • Issue Resolved: Users previously received a “barcode already transferred out” message when attempting to add eligible items to manifests.
  • What’s Improved:
    • The system now properly verifies barcode transfer status.
    • Eligible items can be added to manifests without triggering transfer-related errors.
  • Why It Matters:
    • Enhances inventory accuracy.
    • Reduces interruptions when creating manifests.
  • Action Needed:
    • No user action required — this update is already live.
• Shipment Import Search Enhancements:
  • Issue Resolved: The shipment import search function did not filter results correctly or respond to the Enter key.
  • What’s Improved:
    • Search results now filter in real time as users type.
    • Pressing Enter also triggers the search, as expected.
  • Why It Matters:
    • Makes it faster and easier to locate specific shipments.
    • Improves overall workflow efficiency for inventory staff.
  • Action Needed:
    • No user action required — this update is already live.
• Item Import Data Transfer Fixes:
  • Issue Resolved: During item import, data for state sales limit categories, product descriptions, and SKUs did not consistently transfer over.
  • What’s Improved:
    • All relevant item data now imports correctly.
    • Manual entry and follow-up corrections are no longer needed.
  • Why It Matters:
    • Saves time during item setup.
    • Helps maintain compliance by preserving critical product details.
  • Action Needed:
    • No user action required — this update is already live.

June 5th, 2025:

• New Drive-Through Order Type:
  • Dispensaries can now offer drive-through ordering, which mirrors the pickup order workflow. Available for both integrators and in-store use.
• Improved Fee Application:
  • POS fees now apply correctly, regardless of whether tax is calculated pre- or post-sale, ensuring consistency and clarity for both staff and customers.
• Streamlined Item Imports:
  • Imports will no longer create duplicate categories or disrupt sales workflows—items now align properly with existing categories.
• Metrc API Key Validation Fix:
  • Validation now works smoothly for clients using the “no duplicate API key” setting.

June 2nd, 2025:

• New Features & Major Improvements
  • AIQ ECOMM Loyalty Integration: Loyalty points now automatically deduct when rewards are redeemed via AIQ’s e-commerce platform—no staff action required. Orders also now include an “aiq_discount” field for accurate loyalty tracking.
  • Real-Time Batch History Report: Easily track batch-level inventory changes with a new real-time reporting tool.
  • “Ready For Delivery” Status: Orders automatically shift to “Ready For Delivery” once all deliveries in the route are packed, simplifying dispatch workflows.
• Integrations & Reconciliation Enhancements
  • BioTrack Reconciliation Support: A dedicated SQL environment is now live to support BioTrack reconciliation processes better.
  • Invoice Sync for Cross-Instance Transfers: Payment statuses now sync in real-time across instances for NY-enabled sites, ensuring both sender and receiver invoices reflect current data.
  • BT Trace Inventory Alignment: Missing product names in BT Trace are now automatically matched to the custom names you’ve set in Alleaves, improving consistency and traceability
• Usability & Workflow Enhancements
  • Clearer Alpine Opt-In Error Codes: Alpine opt-in messages now provide clearer error codes for faster troubleshooting.
  • Weight-Based Returns: Returned items will now always appear on a separate cart line—even if they match existing items—to ensure clarity in transaction records.
  • Cashless ATM Drawer Behavior: Cash drawer only opens when change is due for manual cashless ATM transactions, cutting down on unnecessary drawer activity.
  • Manager PIN Requirement for Drawer Access: Added a security feature requiring a manager PIN to manually open the cash drawer.
  • Location-Based Authorization: Each UBI/location can now be authorized independently, allowing for more precise access control.
• System Optimizations & Stability Updates
  • Improved Area Deletion Workflow (Metrc-Integrated Sites): Areas can now be deleted immediately after creation for better flexibility.
  • Superadmin Role Restrictions: Only current superadmins can create new superadmin users; this role is now hidden from all other user types.
  • BioTrack COST Field Fix: Shipment exports now display accurate COST values for BioTrack-integrated clients.
  • Metrc Reconciliation Stability: Resolved timeout issues to ensure smoother and more reliable reconciliation sessions.
  • E-Comm Auto-Print Simplified: Auto-print functionality is now fully managed via the UI—no need to set API query parameters.
  • Low Quantity Threshold Emails: Low inventory alerts now send as expected to help you stay ahead of stock issues.
  • Payment Entry Safeguards: Only “Change” payment types can be entered as negative values, reducing entry errors and improving data accuracy.
• Other Notable Updates
  • GO App Now Live: The Alleaves GO App is officially released to production and ready to support your delivery operations.

May 28th, 2025: System Update – Enhanced Patient Limit Accuracy

• Overview
  • We’ve enhanced how the system applies Metrc patient limits, ensuring a more precise distinction between infused and non-infused products during checkout.
• What’s Improved
  • Our latest update refines how patient purchase limits are applied, preventing non-infused items from being mistakenly restricted under infused product limits.
• User Impact
  • There are no changes to your workflows. This improvement was deployed automatically and requires no action from your team.
• Reminder
  • If you observe any unexpected behavior related to sales limits or product categorization, please reach out to Support for assistance.

May 19th, 2025:

• Improved POS Barcode Scanning Performance:
  • Faster Barcode Scanning: We’ve optimized the process that creates orders when scanning barcodes at the POS. This means product scanning is now quicker and more efficient, helping you serve your customers even faster
    • What’s Changed?
      • Behind-the-scenes updates to reduce delays when starting an order with a barcode scan.
      • No changes to the user interface or your daily workflow.
    • Do I Need to Do Anything?
      • No action is required on your part. These improvements have been applied automatically.
      • Additional Information:
        • There is no impact on your existing orders or historical data.
        • We’ll continue to monitor performance to ensure you receive the best experience possible.

May 12th, 2025:

• General Enhancements:
  • BioTrack Access Stability:
    • We’ve resolved an issue where access tokens could expire unexpectedly, causing errors when starting tasks in BioTrack locations. You should now experience smoother, uninterrupted access.
  • Accurate Tax Updates in Pricing
    • The retail price and “Out-the-Door” (OTD) fields now update tax values correctly when you toggle tax settings or the “Use OTD Price(s)” option.
  • Trace Transfer Reliability for NY
    • Fixed an error that prevented Trace transfers from completing if the transfer amount was zero. Transfers should now process as expected.
  • Strain Search Improvements
    • Newly created strains are now immediately searchable, regardless of filter status, making it easier to find and manage your inventory.
  • POS Cashout Function Update
    • The deprecated cashout alert has been removed from the POS, so register closeouts now complete smoothly and orders are properly closed.
  • Batch Inventory Actions
    • The “Move” and “Adjust” buttons on the Batch Inventory tab now work consistently for all batches.
  • Easier Sales Group Searching
    • Searching for Price Groups on the Sales Group page is now faster and more reliable, returning results even for partial or case-insensitive searches.
  • Split Payment Accuracy
    • Split payments using cash and store credit now display the correct tendered amount, ensuring payment totals are always accurate.
  • Driver Management Enhancements
    • Only drivers assigned to your specific location are validated, and editing driver details no longer causes errors.
  • Metrc Import Improvements
    • The Category field is now always required when adding new items, helping you avoid import errors.
  • Age Verification Clarity
    • POS age verification error messages are now displayed in red for better visibility and compliance.
  • Potency Display Consistency
    • THC potency values entered during inventory intake now appear immediately throughout the system.
  • Sale Group Price Calculations
    • Addressed discrepancies in retail and OTD price calculations for percentage-based and fixed OTD pricing. Sale Group pricing is now more reliable.

• Improvements and New Features:
  • Order Merging Stability
    • Merging orders no longer causes negative inventory issues.
  • Discount Logic Enhancements
    • Buy X Get Y discounts have improved logic to ensure “Y” products are excluded from “X” eligibility, making promotions work as intended.
  • Clearer Inventory Alerts
    • When scanning an item with insufficient inventory, the alert now clearly states “Insufficient Inventory.”
  • Negative Inventory Controls
    • Admins can now block scanning into negative inventory by default. Managers can override this with a PIN, providing more control and oversight.
  • Batch History Usability
    • The batch history page now displays all filtered records on one page; no more scrolling in small windows.
  • Go App Messaging Update
    • The confirmation message for undoing an in-transit order now reads “Route undone successfully,” providing clearer feedback.
• Other Notable Updates:
  • Order Voiding Reliability
    • Voiding orders in the Happy Days QA environment now works as expected. In Alabama, refund orders can no longer be voided when TRACE integration is enabled, ensuring compliance.
  • Precise Fee Calculations
    • Fees now support decimal percentages (e.g., 10.5%) for more precise calculations.
  • Category Edit Reliability
    • Category edits now save and display correctly in the user interface.

No action is needed; updates are live and ready to use. For questions or support, please contact your Alleaves representative.

May 1st, 2025:

• New Feature: Improved Reporting for Cancellations
  • You can now track all types of transaction reversals, including cancellations that occur before a sale is completed.
  • Benefit: Easily monitor, audit, and review all reversal types for better operational oversight. No action needed – this feature is available now.
  • A new report is available under INSIGHT > Retail > Voids, Returns & Cancels with three easy-to-navigate tabs:
    • Voids: All voided transactions
    • Returns: All returned items and transactions
    • Cancels: Now includes cancellations made before a sale is finalized
• Improvements:
  • Simple Z-Out Report for POS Register Close
  • Benefit: Improves cash management and auditing with focused, actionable data. No action needed – try the new report today.
    • Streamlined for essential cash management metrics
    • Flexible filters for register, employee, and date range
    • Designed for quick, at-a-glance financial summaries
• Enhanced Discount Product Selection:
  • Building coupons is now faster and more flexible!
  • Benefit: Reduces coupon setup time by over 80% and improves accuracy. No action needed – live now in the coupon workflow.
    • Mix and match brands, products, vendors, categories, and weights with new hierarchical filters
    • Easier bulk selection and context-aware dropdowns
• Improved Messaging in Go App
  • When undoing an in-transit order, the confirmation message now reads “Route undone successfully” (previously: “Ride aborted successfully”) for a clear user experience.

April 30, 2025: System Update

• Overview
  • We’ve implemented a backend improvement to enhance inventory accuracy when merging orders.
• What’s Improved
  • The system now ensures inventory is properly released during the merge process, keeping totals accurate and preventing internal inconsistencies.
• User Impact
  • No changes to your workflows. This update runs automatically in the background and does not require any action from your team.
• Reminder
  • If you notice any unexpected inventory behavior when merging orders, please reach out to Support so we can continue to optimize performance.

April 21, 2025:

• General Enhancements
  • Product search on the Discount page now recognizes exact matches for quicker filtering.
  • Users can set a default pick ticket printer directly from the cart buildout screen.
  • Auto-print functionality for SHOP orders has been improved for better consistency.
  • Batch logs now display in a clearer, more intuitive order.
  • Strain creation flows have been strengthened for smoother entry.
  • New option to generate barcodes tied to individual discounts.
  • “Area” field added to the NiceLabel Master List to reflect product storage locations.
  • Microsoft SSO login options can now be hidden from the UI.
  • Summary API can now generate reports without additional validation requirements.
  • Area View has been simplified by removing the location picker.
  • Medicated inventory uploads now process immediately when added.
  • “Location ID” label updated to “License” for improved clarity in user management.
  • Accessible Locations page received UI updates for easier navigation.
  • New Z-Out style register reporting now available in real-time at close.
• POS System Updates
  • Categories without associated items or batches are now hidden from view to streamline navigation.
• Metrc API Enhancements
  • Support added for closing multiple items in a single batch API call.
  • Admin setting now available to prevent reuse of duplicate user Metrc API keys across locations
• Alleaves NY Trace Integration Improvements
  • Improved logic in user management to streamline location access control.
  • Manifest import flow has been optimized for greater stability.
  • Uploads now include pagination for faster performance with larger datasets.
  • Sync logs now display a clear breakdown of successful and unauthorized UBIs.
  • Sync processes continue even if one or more locations are unauthorized.
  • Export page now processes all manifest data formats more reliably.
• GO App Enhancements
  • Routing now avoids travel into neighboring states near borders for delivery compliance.
  • Customer signatures are now captured and stored directly on delivery manifests.
  • Route times now reflect local time zones for improved route planning.
  • Driver profiles can now be created and updated with improved consistency.
  • Initial inventory uploads are now fully supported with fewer input restrictions.
  • Room creation now includes added state validation checks for greater accuracy.
  • GO App delivery pickups now flow more smoothly for end users.

April 1, 2025:

• Sales Limits – Equivalency Compliance
  • Strengthened daily sales equivalency enforcement for better regulatory adherence.
• User Management – Single Driver Assignment
  • Streamlined driver assignments to one per user profile for clearer management.
• Time Clock Enhancements
  • Notifications now clarify permissions when modifying settings.
  • Employee names standardized as “First Last.”
  • Simplified editing of individual shifts, especially across midnight.
  • Added location filtering capability.
  • Limited time clock visibility to employees’ own entries.
• POS System Improvements
  • Improved accuracy for returns and discounted receipt totals.
  • Enhanced OMMU customer balance visibility and caregiver selection.
• GO App & Driver Management
  • Expanded driver information management features.
  • Streamlined GO App deliveries, including customer signature capture.
  • Enhanced route creation safeguards and compliance for New York-specific routing.
  • Improved visibility for evening deliveries.
• Inventory & Sales Groups Management
  • Refined accuracy for OTD pricing and introduced new inventory fields (expiration date, costs, retail price).
  • Enhanced sales group management usability and display functionality.
• Compliance & Regulatory Improvements
  • Increased reliability of New York-specific transfer processes.
  • Improved caregiver assignment workflows and traceability integrations.
• Loyalty & Payment Experience
  • Upgraded accuracy for loyalty discounts and store credit handling.
  • Provided clearer breakdowns of merchant fees on receipts.
• Backend & Data Optimization
  • Optimized data management and backend job processing.
  • Enhanced reliability of data imports and integrations.
• Miscellaneous Improvements
  • Improved UI for processing jobs and route time estimations.
  • Streamlined product linking, master template imports, and label printing.
  • Enhanced payment and gift card transaction experiences.

March 11, 2025:

Optimized Workflows:
We’ve made improvements to several key areas, reducing friction and ensuring smoother operations for:

• Delivery Management – Enhanced workflows for third-party deliveries, driver assignments, and route management.
• Transfers & Inventory – Improved transfer workflows, inventory tracking, and order search functionality.
• Loyalty & Payments – Updates to loyalty points, store credit, returns, refunds, and shopping cart transactions.
• E-Commerce & State Compliance – More efficient order processing, improved categorization UI, and state notification enhancements.

New Features:

• License Filtering for NY Transfers – Additional flexibility in managing B2B and B2C transfers.
• Undo ‘In Transit’ for Transfers – Greater control over transfer status adjustments.
• Saved ‘Items per Page’ Preference – Customization for a more efficient user experience.
• Expanded Order Summary Data – Now includes patient limits for better tracking.
• Permission-Based Receipt Printing – Receipts for incomplete orders can only be printed if enabled.
• Early Password Reset Notifications – Proactive alerts to keep your account secure.
• Price Group Management – New tools to help manage pricing more effectively.
• New ‘Adjust Store Credit’ Permission – A new permission has been added under Role Management to control store credit modifications.
  • Located in Customers > Customer Types > ‘Adjust Store Credit’.
  • Users will not be automatically assigned this permission. To allow users to modify store credit on customer profiles, an admin must manually enable this setting.

If you’re experiencing issues scanning New York State (NYS) IDs with your Zebra scanner, please follow the steps below. These troubleshooting steps have resolved the problem for many clients. We recommend completing these steps before reaching out to support.

Step 1: Check Your Zebra Driver Version

• Go to Start > Settings > Apps > Installed Apps.
• Look for Zebra CoreScanner Driver in the list.
• Check the version number.
  • You should see v3.08.0004(H).
  • If you have this version, skip ahead to Step 4.
  • If not, continue to Step 2.

Step 2: Open the Zebra 123Scan App

• Click the Start menu and type 123Scan.
• Click to open the Zebra 123Scan app.

Step 3: Update the Driver

• Simply opening the 123Scan app should automatically update your Zebra CoreScanner Driver to the latest version (3.08.0004(H)).
• Wait a moment for the update to complete, no further action needed in the app.

Step 4: Reconnect and Test Your Scanner

• Open the Alleaves Terminal app.
• Plug in your Zebra scanner.
• Try scanning an NYS ID to confirm the issue is resolved.

Still Having Trouble?

If you are still having trouble after the driver update, restart your computer to ensure the changes take effect.
If you continue to experience issues after following these steps, please contact Alleaves Support for further assistance.

Tip: These steps are specifically for resolving NYS ID scanning issues, but may also help with other Zebra scanner problems.

Please note that if you see a login error, you will want to select Reset Password.

If you continue to receive an error after resetting your password, please contact Support or your Account Manager.