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Metrc Retail ID introduces a new system where vendors affix unique QR codes to each individual cannabis product unit. These QR codes serve as a comprehensive identifier throughout the product's journey, from intake to check out. For cannabis retailers using Dutchie, Metrc Retail ID is designed to simplify inventory management, streamline sales, and boost compliance. By leveraging unique QR codes on individual product units, it eliminates tedious manual tasks and provides instant access to crucial product information.

Table of contents

• How Retailers Leverage Metrc Retail ID with Dutchie

  • Receiving Inventory

  • Scanning QR Codes at the register

• What Dutchie retailers need to do

  • Enable settings in Dutchie POS

  • Configure user permissions

  • Acquire a 2D Scanner

• New functionality for Metrc retail ID users

  • QR code icons in Dutchie

  • Inventory and receive tables

  • Inventory actions

  • Check QR codes

  • Fetch QR IDs

  • Returns

How retailers leverage Metrc Retail ID with Dutchie

Metrc Retail ID integrates seamlessly with Dutchie Backoffice and Dutchie Register, offering a more efficient workflow.

Receiving Inventory

The process of receiving inventory becomes much faster and more accurate with Metrc Retail ID.

Steps to Receive Inventory

1. Navigate to Inventory: In Dutchie Backoffice, go to Products > Inventory.
2. Initiate Receive: Click the Receive Inventory button.
3. Select Manifest: Choose the relevant manifest from the Pending transfers dropdown.
4. Identify retail ID packages: In the "Items received" section, items with a QR code icon next to the package indicate the package has Retail IDs.
5. Complete Receiving: Once all items are scanned and show a green checkmark, click Receive.

Scanning QR Codes at the register

Metrc Retail ID streamlines the checkout process, making it quicker and more accurate for budtenders.

Steps to Scan QR Codes at the register:

When using Retail ID, Dutchie automatically sends the QR ID to Metrc upon sale completion, ensuring real-time compliance reporting.

1. Select Customer: Select the customer's card from the Guestlist page.
2. Add Items to Cart: Scan each Metrc QR code (or a barcode printed from Dutchie POS if needed) to add items to the customer's cart.
3. Complete Transaction: Tap the Checkout button and finalize the transaction as you normally would.

What Dutchie retailers need to do

To enable and fully utilize Metrc Retail ID in your Dutchie operations, follow these setup steps:

Enable settings in Dutchie POS

1. Go to Settings > Integrations > Metrc > Settings.
2. Set the following options to Yes:
   • Use Metrc V2 (This may be enabled by default or not appear in states that require it.)
   • Use Retail ID
3. Click Save.

Configure user permissions

Ensure your inventory managers have the necessary permissions:

• In Dutchie POS: Enable the Manually Fetch QR IDs permission within the Integrations section.
• In Metrc: The Product Labels permission should be set to Manage.

Acquire a 2D Scanner

A 2D scanner is essential for efficiently scanning QR codes. Dutchie provides recommendations for compatible barcode scanners.

New functionality for Metrc retail ID users

QR code icons in Dutchie

QR icons appear in several places in Dutchie Backoffice to help retailers identify packages that have Retail IDs. 

Inventory and receive tables

In the inventory and receive inventory tables, a package that has Retail IDs will have a QR code icon next to the package ID.

On the inventory package details page, a package that has Retail IDs will have a QR code icon next to the name. 

Inventory actions

In inventory, there is a page-level action called “Check QR codes”, prompting users to scan any Retail ID QR code.

Check QR codes

We are adding a Check QR codes option to the Actions' dropdown in inventory. This action prompts users to scan any Retail ID QR code. 

Successful scan: If the QR code belongs to one of our package groups, it will display in a table on the modal with additional options to “scan another”, “open package details”, or “preview Metrc ID”.

Failed scan: If the QR code DOES NOT belong to one of our package groups, users will be given troubleshooting steps. If you click “Preview Metrc ID” and it belongs to a package that has not been received, contact the supplier for guidance to send it back or adjust the package.  

Fetch QR IDs

When you click the three dots next to the package, you'll see a new action called 'Fetch QR IDs.' This action will fetch and re-sync QR codes from Metrc. This is helpful if the supplier generated more QR codes in Metrc after the package was already received. 

Returns

When returning a package with Retail IDs, users can Scan to Return. If they scan a QR ID that did not belong to the transaction, they’ll get an error message.

Things to know

• This requires the View Multi-Location Sales Reports user permission found in the POS section.
• The sales summary and overview can both be exported to a .CSV file using the Export button. 

Overview

Go to Reports > Sales > Overview to:

• See how different payment types are used at your store.
• Show all of your stores' sales data in one place.
• View and export reports to see a summary of data from multiple time periods including yesterday, last week, last month, the latest quarter, or a custom date range.
• Track financial data for all of your locations from one view.

Multi-location reporting 

Use the Location dropdown to select one or more locations:

Sales summary

The top section shows a Sales summary for all selected locations, including: 

• Gross sales
• Discounted amount
• Returned amount
• Net sales
• Tax amount
• Fees/donations
• Total income

Click View report to see a location-specific breakdown and additional information including tip and loyalty as payment totals.

Sales breakdown 

Scroll down to the Sales breakdown section, where you can view gross sales, net sales, or total income broken down by:

• Payment type (cash, Pay by Bank, etc.)
• Customer type (medical, recreational, etc.)
• Product master category (flower, edibles, concentrates, etc.)
• Order source (walk-in, Dutchie E-Commerce, third-party menu integrations, etc.)
• Order type (in-store, delivery, etc.)

Hover your cursor over any total to highlight it in the chart, and click to view further details and a location-specific breakdown.

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• What kinds of reports can I run in Dutchie POS?
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Workflows can be built around specific customer actions like products added to cart, post purchase, new customer, and more. Once the workflow is built, messages are automated and responsive to customer behavior.

To create a campaign workflow, go to Marketing > Workflows:

1. Click Create workflow.
2. Enter a Campaign name and click Next.
3. Build your Trigger by selecting and Event, Segment, and Time of day to send. 
   Example: In a workflow to win back a dormant shopper, your trigger can be built with the win back customer segment.
4. Click the plus + button on the workflow to add an Action.
5. Select the type of Action, such as Send email. Enter a Subject and Preview text in the applicable fields.
6. Click Open editor to build your email. 
   Note: Templates make is easy to build out an email.
7. Click Close editor to add Conditions, Time delays, and further actions to your email as needed.
8. Click Activate workflow to activate your campaigns and start sending messages to customers that trigger these events. 

Building workflows with limitations

There is no limit on the amount of workflows you can create in the Backoffice, however there are limitations around nodes, conditions, and time delays. Limitations are as follows: 

• No more than 10 nodes.
• No more than 10 conditions.
• No more than 90 days worth of delays down any given path.
• No more than 4 messages down any one given path.

Relate articles

• Workflow management: How to build campaign workflows that engage loyalty customers and drive revenue
• Create campaigns and view analytics with Dutchie POS Loyalty and Marketing
• Dutchie POS marketing and loyalty program quick start guide

This guide serves as an introduction to Dutchie's new enhanced marketing and loyalty features built to empower dispensaries with tools to enhance customer engagement and drive sales through targeted marketing and loyalty programs.

Customer segments and segment-based discounts are available to all locations; other loyalty and marketing features are available to Loyalty + Marketing customers.

Table of contents

• Introduction
• Creating Customer Segments
• Building Marketing Campaigns
• Setting Up Discounts and Loyalty Programs 

Introduction

Dutchie POS offers robust Loyalty and Marketing features designed to help dispensaries create targeted marketing campaigns, manage customer segments, and implement effective loyalty and discount programs. By leveraging these tools, you can enhance customer engagement, encourage repeat business, and boost overall sales.

Creating customer segments

Customer segmentation allows you to group customers based on shared behaviors and characteristics, enabling personalized marketing efforts through campaigns, loyalty, and discounts, see Use customer segments with Dutchie POS Loyalty and Marketing program.

Steps to Create a Customer Segment

1. In Dutchie Backoffice, go to Customers > Segments.
2. Click on Create Segment and enter a descriptive name for your segment.
3. Define segment criteria:
   • In the Add customers who meet the following conditions section, set the parameters that define your segment (e.g., customers with a last purchase date over 30 days ago for a "Win-Back" campaign).
4. Click Save to create the segment.

Note: Dutchie provides 11 default segments for common scenarios, which can be customized to fit your needs.

Check out this segment builder walkthrough for a visual on how you can use segments in Dutchie POS: 

Analytics

Monitor your segment performance by viewing metrics such as average order value, total spend, segment demographics, and more by opening the segment.

Other notable segments

Outside of the 11 default segments, you can create below or some notable segments you can create and leverage at your store:  

Senior segment 

Benefits: Target any customer above the age of 55 with campaigns, discounts, or loyalty.

Locals segment 

Benefits: Target customers that reside in surrounding zip codes with campaigns, discounts, or loyalty. 

Win back first-time shopper 

Benefits: Target customers who processed their first transaction before a specified date to win back their business and loyalty. 

Discount lover 

Benefits: Target customers that use discounts regularly at your dispensary.

Customer spend segments 

Benefits: Target customer that have spent a certain dollar amount in a threshold of time. 

Building marketing campaigns

With the Campaign feature, you can design, schedule, and send targeted email marketing campaigns to your customer segments or entire customer base. Note that you can set up permissions around who can build, view, and send campaigns at your store, see Dutchie POS marketing and loyalty campaign builders and analytics.

Steps to Build an Email Campaign:

1. Go to Marketing > Campaigns in Dutchie Back Office.
2. Create a New Campaign:
   • Click on Create Campaign.
3. Campaign Setup:
   • Enter the campaign name.
   • Select the recipient segment.
   • Provide email details, including subject line, preview text, and sender reply email address.
4. Choose a Template:
   • Select a curated template or start from scratch.
5. Build the Email:
   • Use the drag-and-drop email editor to design your email. You can add:
     • Text to communicate your message.
     • Images to make the email visually engaging.
     • Buttons for calls to action (e.g., "Shop Now").
6. Review and Send:
   • Review your email content.
   • Click Schedule send to choose a send time or send immediately.

Check out this campaign builder walkthrough for a visual on how you can use campaigns in Dutchie POS: 

Analytics:

After sending, monitor your campaign's performance by viewing metrics such as open rates, click-through rates, sales generated, and more by opening the segment.

• Go to Customers > Campaigns.
• Select the campaign you want to see. 
  Note: Sent campaigns are indicated as ‘Sent’.
• On the Overview tab, access campaign insights. 

Campaigns to consider 

Discounts for All Customers

Benefits: Run a campaign for any discount that you offer to your customers. 

Discounts for Segments

Benefits: Run a campaign for a targeted audience. 

Loyalty Programs 

Benefits: Run a campaign for your loyalty program, and/or discounts created for loyalty.

Set up discounts for segments and campaigns 

Dutchie’s Discounts feature makes it easy for dispensaries to create targeted promotions that boost sales and reward customers. With flexible settings for eligibility, rewards, and scheduling, you can quickly set up, test, and launch discounts for campaigns and segments. 

Access Discounts

• Navigate to Marketing > Discounts in Dutchie Back Office.

Create a New Discount

• Click “Create Discount” to start a new discount.

Discount Setup

• Configure discount details and how the discount will be applied.
• Define eligibility customer criteria, duration, and application method.
• Set conditions or filters to determine who qualifies.
• Choose the reward type for your customers.
• Enter online display details for consumer visibility.
• Review and confirm the summary before publishing.
• Test your discount to ensure proper configuration.

Loyalty programs for segments and campaigns 

Dutchie POS supports two types of loyalty programs: Loyalty as Cash and Loyalty as a Discount. 

Configure Loyalty 

• Determine what type of loyalty program you would like to offer to your customers Loyalty as Cash or Loyalty as a Discount.
• See Set up a Dutchie POS loyalty program for configuration steps.

Build Loyalty Campaign 

• Create a campaign for your loyalty customers, creating long-term brand engagement for your entire customer base or specified segments.

Build Loyalty as a Discount 

• If you are using Dutchie Loyalty as a Discount, these discounts can be configured and used in your marketing campaigns.

View Loyalty Points Online 

• Your customers can now view their loyalty points when they log into your online menu!
• Create a campaign to encourage your customers to see how many points they have accumulated on your online menu.

Creating an Organization Apple Developer Account for your organization allows you to publish apps on the App Store under your company's name and leverage features essential for business app development. This article provides a step-by-step guide on creating your account to publish apps on the App Store.

Prerequisites

Collect and prepare the following information:

1. Apple ID with Two-factor authentication:
   • If you don't have one, create a new Apple ID. It's highly recommended to use an email address associated with your company's domain (e.g., info@yourcompany.com) that multiple people can access.
   • Ensure Two-Factor Authentication (2FA) is enabled for this Apple ID.
2. D-U-N-S® number:
   • Your organization must have a D-U-N-S Number. This is a unique 9-digit number assigned by Dun & Bradstreet, used by Apple to verify your organization's identity and legal status.
   • If you don't have one, you can look it up or request one for free on Dun & Bradstreet's website (Check your organization’s D-U-N-S® Number). Receiving timelines vary, so it's best to apply early.
3. Legal entity status:
   • To enroll in a developer program, your organization must be a legal entity so that it can enter into legal agreements with Apple. We do not accept DBAs, fictitious businesses, trade names, or branches. The legal entity name must correspond with the tax ID you plan to use and will appear on your product page for apps you may distribute on the App Store and Mac App Store. Example: Seller: ABC Company, Inc.
4. Legal binding authority:
   • As the person enrolling, you must have the legal authority to bind your organization to legal agreements with Apple. This usually means being the owner/founder, an executive team member, a senior project lead, or an employee with explicit legal authority granted by a senior employee.
5. Company website:
   • Your organization's website must be publicly available, and the domain name must be associated with your organization.
6. Headquarters phone number:
   • A valid phone number where Apple can reach your organization for verification.
7. Payment method:
   • The annual fee for the Apple Developer Program is currently $99 USD (prices may vary by region).

Step-by-step instructions

Instructions are broken out into four parts. By following these steps, you can successfully create an Organization Apple Developer account and begin your journey of developing and distributing apps for Apple platforms. For more information, please refer to Enrollment - Membership - Account - Help - Apple Developer.

• Part 1
• Part 2
• Part 3
• Part 4

Part 1: Create or Prepare Your Apple ID

1. Go to the Apple ID creation page. If you don't have an Apple ID, you can create one on the Create your account page.
2. Fill out the form. Use your company email address. This will be your new Apple ID.
3. Verify your email. A 6-digit verification code will be sent to your email. Enter this code to complete your Apple ID creation.
4. Enable Two-Factor Authentication. If not already enabled, ensure 2FA is turned on for this Apple ID. This is a mandatory security requirement.

Part 2: Enroll in the Apple Developer Program

1. Go to the Apple Developer Program Enrollment page. Visit https://developer.apple.com/programs/enroll/.
2. Click Start Your Enrollment.
3. Sign in with your Apple ID. Use the Apple ID you created or prepared in Part 1.
4. Agree to the Apple Developer Agreement. Read the terms and conditions carefully, then click Submit.
5. Select Entity Type. On the welcome page, click Join the Apple Developer Program, then Enroll.
6. In the I develop apps as field, select Company/Organization as your Entity Type. Click Continue.
   
7. Enter Organization Information:
   • Legal Entity Name: Enter your company's full legal name exactly as it appears in your official registration documents (including Inc., Corp., LLC, etc.).
   • D-U-N-S® Number: Enter your organization's 9-digit D-U-N-S Number.
   • Website: Provide your company's public website URL.
   • Headquarters Phone Number: Enter a phone number where Apple can reach your organization for verification.
   • Verification Contact: If you are not the owner/founder with direct legal authority, you'll need to provide contact information for a senior employee who can verify your authority to bind the organization to legal agreements. Apple will likely call this person.
   • Work Email: This should be an email associated with your organization's domain.
8. Review and submit. Carefully review all the information you've entered. If everything is correct, click Submit.

Part 3: Verification and Payment

Apple's verification process

Apple will begin a verification process to confirm your organization's identity and your legal authority. This typically involves them contacting your designated Verification Contact or the Headquarters Phone Number you provided. This processing times vary, so be patient and ensure the contact person is aware they might receive a call from Apple.

Confirmation and payment

Once your enrollment is verified with Apple, they will send a confirmation email to your Apple ID email address. This email contains a link to complete your purchase. Follow these steps to complete payment.

1. Click the link in the email, sign in with your Apple ID, and review the Apple Developer Program License Agreement.
2. Accept the agreement and proceed to the payment screen.
3. Enter your credit card details to pay the annual membership fee. 
   Note: You'll typically have an option for auto-renewal. We recommend auto-renew to avoid your apps being removed from the App Store due to an expired membership.
4. Follow the on-screen instructions to complete the payment.

Part 4: Account Activation

After successful payment, you'll receive welcome emails from Apple confirming your membership. You'll now have access to your Organization Apple Developer account, including App Store Connect, where you can manage your apps, users, and certificates.

Dutchie is adding new capabilities for Loyalty and Marketing users, giving you the ability to create and send SMS/MMS campaigns from Dutchie Backoffice. You can create a one-time SMS campaign using blank templates, providing flexibility in message content. The configuration of landing pages allows for a tailored customer journey, where customers can follow a text message link that takes them to a campaign landing page curated in Dutchie Backoffice.

How do I create an SMS campaign?

SMS campaigns are created similar to standard email campaigns. Go to Marketing > Campaign, click Create campaigns, and select One-time blast. From there, you can follow the steps to create an SMS campaign with a template that links to a landing page when your text is sent. When creating an SMS campaign, you have the option to enable the MMS toggle to make your message an MMS that includes media such as your logo. For step-by-step guidance on creating SMS campaigns, see Create and send an SMS Campaign with Dutchie Loyalty and Marketing.  

What is required for me to send SMS messages to my customers?

In addition to Loyalty and Marketing permission, you will need to complete the 10 digit long code (10DLC) registration process. 10DLC is the process of verifying and registering a business's 10DLC phone number with The Campaign Registry (TCR). This registration is required to ensure compliance with carrier regulations and reduce spam for businesses that use 10DLC numbers for texting campaigns. Learn more about 10DLC registration in our Help Center.

What do my customers see on the receiving end? 

Customers who receive your messages will see a snippet of your message and a link to the landing page you created. Land pages are created using campaign templates in the Backoffice. To help you remain compliant and adhere to carrier rules, your customers will be sent to a Customer verification page to ensure they are the intended recipient of the message.  

What is customer verification?

Consumer verification is the process of making sure that the person receiving the link is the intended recipient. When a recipient clicks the link in a message, they will be brought to a page to verify their DOB. If their profile already exists in Dutchie Backoffice, the entry should be consistent with the Patient DOB field. 

If the recipient does not have a profile in Dutchie Backoffice, or we don’t have their DOB on file, then they’ll be sent to a pin login page, where they will be sent a second text message with a PIN. They’ll have to log in with that PIN in order to see the landing page.  

How do I create a landing page?

Landing pages for SMS messages are created similarly to campaign templates in the Backoffice. You can start from a blank or use a populated template and edit it to fit your campaign. Templates are customizable to include links to menus, exclusive products, and websites. The template is included as a link in your SMS message that customers can access.    

SMS campaign analytics

You can access metrics on SMS messages from campaigns performance view. SMS analytics include data such as delivered messages, clicked links, and verified birthdays for customers who complete customer verification. Learn more about Campaign Analytics in the help center. 

Tips for effective SMS messaging

• Send messages that are personal and attached to an event. Birthdays and New Loyalty sign-ups are great entryways to introduce your customers to SMS notifications.
• Treat SMS campaigns differently from email campaigns. Though they are created similarly in the Backoffice, SMS messages are a separate campaign channel. SMS messages are instant and real-time, so it's important to make the most of your SMS messages.
• Advertise and opt-in. Make sure your customers know they can opt in to receive discounts and perks via SMS. A customer who knows they gave you permission to text them is more likely to engage with your messages.