This article overviews how to configure, receive, and manage inventory in Dutchie POS Backoffice.
Note!
Inventory management is a nuanced topic. The information here is meant to help you understand general workflows and how to use the tools available in Dutchie POS. Specific workflows may vary depending on your operation and whether you are integrated with a state traceability system such as Metrc or BioTrack (sometimes referred to as being integrated or non-integrated).
Things to know
- This page provides an overview of actions and workflows that you can take with Dutchie POS. You can learn more about managing inventory by exploring our full collection of Inventory documentation.
Inventory Module Dutchie POS Backoffice
Configure
Before receiving inventory, you should set up your product configurations. If you are doing this for the first time, you may want to work with your Implementation specialist or CSM to assist with specific questions about your operation.
- Set product configurations to prepare for receiving inventory - Go to Products > Inventory > Configure to set up your operation to receive inventory.
Receive
There are 4 ways to receive inventory in Dutchie POS Backoffice. The following articles explore each method:
- Use the the Pending Transfer Tool - Receive your inventory from a state traceability system (Metrc or BioTrack) or internally between your locations.
- Bulk upload via CSV - Receive inventory in bulk from your vendor or your state traceability system.
- Manually from Dutchie POS Backoffice - Receive inventory manually from Products > Inventory > Receive inventory in Dutchie POS Backoffice.
- Use purchase order to request inventory from a vendor - Receive inventory from a purchase order (PO) request.
Manage
Use Dutchie Backoffice to manage your inventory
- Inventory management actions- Learn more about the inventory management actions available to you.
- Upload a CSV file using the Lab Data Wizard - The lab data wizard allows you to upload lab data in bulk saving time while also ensuring your lab data is accurately reported and stored.
- Manage lab results - You can add Lab Results through any Package associated with the tested Batch.
Inventory Audits
Learn more about auditing and reconciling inventory
- Reconcile inventory in total by Room, Category, and Master Category - Learn how to run inventory audits.
- Add a new inventory audit - Count and compare the inventory you have on hand versus what the system says you have.
- Add shipping charges to a transfer manifest - Add shipping charges to a transfer manifest.
Reporting tools
Discover how to run reports about your inventory with Dutchie POS.
- Inventory reports - Learn about the reports you can run about inventory in Dutchie POS.
Traceability
Need information about receiving and managing inventory with state traceability systems?
- State traceability - Find additional articles related to Metrc, BioTrack, and CCRS.