You can view, manage, edit, and delete manifests and create and print manifest invoices from the Manifests tab of the Dutchie POS Backoffice.

Important

There is no reject manifest or cancel manifest option in Dutchie POS. To reject a manifest in Dutchie POS, you must delete it.

Things to consider

• Your state integration system (Metrc, Biotrack, CCRS, etc.) must be enabled to manage manifests.
• You can create wholesale distributors, retailers, cultivators, processors, etc., in the Customers section. Make sure to enable the appropriate customer types.
• To reject a manifest in Dutchie POS, it must be deleted.

Go to Products > Manifests to access Manifests and perform action such as:

• Edit manifest details
• Add notes to a manifest
• Print a manifest
• Create, print, and send invoices
• Edit driver details
• View manifest history
• Delete a manifest

Edit manifest details

1. Select the manifest you want to edit.
2. Click the Actions drop-down.
3. Select Edit Details.
4. Make the changes as needed in the Edit Details window.
5. Click Save.

Add notes to a manifest

1. Select the manifest you want to edit.
2. Click the Actions drop-down.
3. Select Notes.
4. Add notes to the applicable fields.
5. Click Save.

Print a manifest

1. Select the manifest you want to print.
2. Click the Actions dropdown.
3. Select Print Manifest to download a PDF.
4. Open the downloaded PDF to print.

Create, print, and send invoices

Note: Invoices serve as receipts to send with orders.

1. Select the manifest invoice you want to print.
2. Click the Actions drop-down.
3. Select Print Invoice to download a PDF.
4. Open the downloaded PDF to print.

Edit driver details

1. Select the manifest you want to add a driver to.
2. Click the Actions dropdown.
3. Select Edit Driver.
4. Fill out the driver details in the Edit Driver Details window.
5. Click Save.

View manifest history

1. Select the manifest you want to view.
2. Click the Actions dropdown.
3. Select History.

Delete a manifest

There are a number of reasons a client may want to delete a manifest they received. A couple of examples would be if they received a manifest that was supposed to go to another location, or if all products didn’t come through on the manifest originally and it needs to be re-received. There are some important things to be aware of in these situations:

1. You can't delete a manifest from the receive history if ANY changes are made to the packages received on that manifest. If packages that were received on a manifest are moved, adjusted, sold, etc., the “delete” option on the received manifest is no longer available.
2. If you receive a manifest that was supposed to go to another location, the best process to fix this is to manifest those items back out of your facility instead of deleting the history. This ensures a full history can be tracked through state systems as well as in Dutchie.

What’s next?

• Resolve missing or incorrect customer information on a Dutchie POS manifest
• Create a manifest for a vendor return or internal transfer in Dutchie POS