• Add or edit customers
  • Customer profile fields
  • Customer types
  • Customer statuses
• Merge customer profiles
• Search and filter customers
• View customer product and purchase history

Add or edit customers

1. On the Customers page, click the Add customer button or select a customer to edit
2. Enter or edit the customer's details. When you're finished, click Save.

Customer profile fields

Fields marked with an asterisk are required. Admins can control which fields are shown, hidden, and required on customer profiles by going to Customers > Configure > Fields in the Backoffice. Learn more.

Customer types

Admins can also control which options are shown under the Type dropdown by going to Actions > Manage customer types in the Backoffice. Learn more.

Customer statuses

Status defaults to Active for all new customers. You can also choose from the following:

• Archived removes the customer from your Registers and from the customer list in Backoffice. Archived customers do not appear in search results.
  • You can only archive a customer in the Backoffice. This status is not available to select in the Register.
  • Check the box for Show archived customers to expose customer profiles that have been archived.
    
  • Archived customers are not considered in duplicate customer checks when creating a new customer profile in the Register.
  • You can also set a customer's status to Archived by selecting the ellipsis next to a customer in the list and selecting Deactivate. You can only deactivate one customer at a time. Note that Archive is different from the Inactive status.
  • You can un-archive a customer by opening their profile and changing their status back to Active.
• Banned - if a customer is no longer welcome to shop at your dispensaries, you can set the customer’s status as Banned so employees know they shouldn’t serve that customer or accept orders from them. You can also enable a setting to prevent check-in for banned customers. Learn more.
• Cancelled or Hold customers will appear in search results but can't be checked in at the Register.
• Inactive customers can be checked in, but a warning message will inform users that the customer is inactive.

Merge customer profiles

If you’ve identified a customer who has more than one profile in Dutchie POS, you can merge them into one profile while preserving the sales history of both profiles.

1. Go to Customers > Customers.
2. Select the checkbox next to the customers you want to merge.
3. Click the Bulk actions dropdown and select Merge Customer. 
   • Note: You can merge multiple customers at one time.
4. Select the most current profile from the Surviving entity dropdown.
5. Click the Merge customers button.
   

Search and filter customers

Search for customers

• In the search bar, enter the customer name, email, phone number, or id you want to search for. 

Filter for customers

Customers can be filtered by Status (Active, Inactive, Banned, etc.) or Type (Medical, Recreational, Caregiver, etc.)

To filter the customer list:

1. Select the status you want to filter for from the Status dropdown. 
   OR
2. Select the type of customer you want to filter for from the Type dropdown.

View customer product and purchase history

Customer details allow you to view your customers’ product history and transaction history and to edit customer information. 

View product history 

1. Select the customer you want to view details about.
2. Click the Product History button.
3. The customer’s product history shows a list of all the products they’ve been associated with.   

View transaction history

1. Select the customer you want to view details about.
2. Click the Transaction History button.
3. The customer’s transaction history shows a list of all the transactions the customer has made at your dispensary. 

What's next?

• Learn how to manage customer groups.