Configure cars, drivers, zones, and other delivery settings in Dutchie POS

Learn how to set up your dispensary to offer customer delivery of cannabis products. All delivery settings and configurations are location-specific.

Table of contents

You can also view video walkthroughs of these settings and related delivery workflows:

Enable delivery and set delivery options

You can enable Dutchie POS's delivery features for both consumer delivery and wholesale operations in the Backoffice under Settings > Location:

  • If your location offers cannabis delivery to consumers, check the box for Enable Delivery in the Delivery section.
  • If your location does not offer consumer delivery but you need to configure vehicles and drivers for wholesale operations, check the box for Enable Cars and Drivers for Wholesale in the Inventory section.

If you use a tablet device as the point of sale for deliveries, you may also want to enable

  • Require Signature in POS for Delivery or
  • Require DL Image in POS for Delivery.

If you use a third-party integration such as Onfleet for last-mile logistics, you can also set Placeholder Directions that will be added to each delivery manifest instead of turn-by-turn directions (e.g., "See Onfleet for detailed route").

In the Point of Sale section, we recommend enabling the Roll Up Pre-Orders setting, which automatically combines multiple orders from the same customer into one cart. Not only can this improve workflow efficiency, it may also help you catch attempts by customers to exceed purchase limits by placing separate orders.

If you use Mobile Checkout on a smartphone as the point of sale for deliveries, scroll down to the Mobile Checkout section to enable:

  • Require Signature In Mobile Checkout or Require DL Image in Mobile Checkout.
  • Show Cart in Mobile Checkout
  • Learn more about other Mobile Checkout settings.

Remember to click Save at the bottom of the page.

Delivery configurations

Delivery vehicles

BioTrack states except Florida: Set up your delivery vehicles in BioTrack first. Then, you can follow the steps below to add a "test" car in Dutchie POS, which will trigger an automatic import of your vehicle records from BioTrack. You can then delete the "test" car.

Metrc states: Set up your delivery vehicles in Metrc first, then set up matching vehicles in Dutchie POS using the steps below.

Florida: Refer to this article instead.

Though not all fields are required, the best practice is to provide as much information about your vehicles as possible.

  1. Go to Delivery > Configure > Cars.
  2. Click Add car, or click the 3 dots next to a car to edit it.
  3. The Name should easily identify the vehicle.
  4. Enter the vehicle Make (e.g., Honda) and Model (e.g., Civic).
  5. Enter the License plate number and License state.
  6. Provide the vehicle’s VIN, Year, and Color.
  7. If you’re integrated with BioTrack and adding another car after your initial setup, enter the BioTrack vehicle ID.
  8. Click the toggle to turn on Mobile checkout. This enables the driver to tender and close out orders delivered with this vehicle out in the field.
  9. When you turn on Mobile checkout, Dutchie automatically creates a new Register that the driver will use to tender and close orders delivered with this vehicle. The vehicle model and license plate are used as the default register name. This register will automatically appear in Settings > Devices > Registers.
  10. Click Add.

Delivery drivers

If you’re creating a driver who will also use the Register or Mobile Checkout, be sure to create a user profile for the driver first. 

BioTrack states except Florida: Set up your delivery drivers as Employees in BioTrack first, then set up matching drivers in Dutchie POS. Be sure to use the exact same name, license number, date of birth, date hired, and state ID number to ensure the driver records sync properly between BioTrack and Dutchie POS. Though not all these fields are required in Dutchie POS, they are required for proper syncing with BioTrack.

Metrc states: Create drivers in Metrc, then create matching drivers in Dutchie POS using the steps below. It's important that the driver information in Dutchie POS matches driver information in Metrc, though this information does not need to sync between the two systems in the same manner as with BioTrack.

Florida: Refer to this article instead.

  1. Go to Delivery > Configure > Drivers to manage delivery drivers.
  2. Click Add driver, or click the 3 dots next to a driver profile to edit it.
  3. Enter the driver’s:
    • Name
    • License number (driver’s license number, not a cannabis license number)
    • Date of birth
    • Date hired
    • State ID number
      • This is typically an additional ID required in your state, such as a cannabis worker or delivery permit.
      • If you're integrated with Metrc, this is typically the employee's agent or badge number.
    • Phone number
    • Email
  4. Click the toggle to turn on POS / Mobile checkout access so the driver can tender and close out transactions with the Register or Mobile Checkout.
  5. Click Linked user and choose the user profile the driver will use on the Register / mobile checkout. 
  6. Copy the Mobile checkout URL and provide it to your drivers. Drivers will use this URL to access the Register and tender and close orders out in the field. This URL is not driver-specific.
  7. Optional: upload a photo of the driver under Identification image.
  8. Click Add.

Delivery zones

This feature is only available with Enhanced Delivery.

Go to Delivery > Configure > Zones to define the regions where taxes (either origin-based or destination-based) and delivery fees apply.

  1. Click Add zone, or click the 3 dots next to a zone to edit it.
  2. Enter a descriptive Name and Note for the zone.
  3. Select a Zone type.
    • Radius: a circle centered around your store location. Enter the number of miles from the store that the zone should cover.
    • Zip code: enter a zip or postal code, then click Add. Repeat for any additional zip or postal codes that you want to include in the delivery zone.
    • County: choose from a list of counties and other local government regions. Repeat for any additional counties/regions.
    • City: enter a city (or town/municipality) name, then click Add. Repeat for any additional cities that you want to include in the delivery zone.
  4. Click Save.

Once you've created your zones, you can link them with delivery fees and taxes according to your local regulations.

Vehicle inventory thresholds

This feature is only available with Enhanced Delivery.

Go to Delivery > Configure > Thresholds to set the maximum value and quantities of different types of inventory allowed in a delivery vehicle at a time based on your own policies or local regulations. These thresholds apply to all vehicles in your fleet.

  • Max. ordered value is the maximum retail value the vehicle can carry in ordered cannabis products.
  • Max. unordered value is the maximum retail value the vehicle can carry in unordered cannabis products (Michigan and California only).
  • Max. total value is the maximum retail value the vehicle can carry in total (both unordered and ordered) cannabis products.
  • Max. total weight is the maximum total weight of all cannabis products the vehicle can carry based on flower equivalents.
  • Max. concentrate is the maximum weight of cannabis concentrates the vehicle can carry (must be less than the maximum total weight). Applies only to inventory without a flower equivalent.

The Fleet screen in the Register and View Route screen in Mobile Checkout show each vehicle's current inventory and whether it exceeds a threshold, but they do not prevent deliveries when a threshold is exceeded.

Delivery order naming formats

Go to Delivery > Configure > Formats to configure how titles for delivery orders should be formatted. These can be based on a combination of variables (or “tokens”) such as the date, transaction reference number, customer details, etc.

Select tokens from the list in the order you want them to appear in your delivery order IDs.

You can also edit the Format field to add characters such as hyphens or space within or between tokens to make the IDs easier to read, or directly edit the tokens themselves.

The Output field shows an example of how your delivery order IDs will appear based on your selections.

Click Save when you’re finished.

Delivery times

By default, when a customer places an online order without specifying a delivery time window, Dutchie leaves the departure and arrival times blank on the Register/Mobile Checkout, delivery manifest, and in Onfleet (if integrated), allowing you to enter or edit a time window if needed.

Optionally, you can set your default delivery time window:

  1. Go to Delivery > Configure > Delivery times.
  2. Click the toggle to enable a default delivery time window.
  3. Choose a start time and end time.
  4. Click Save. 

The default delivery time window will be reflected on the Register/Mobile Checkout, delivery manifest, and in Onfleet (if integrated) for all future orders where the customer doesn't specify a delivery time window.

Guestlist statuses for delivery

Create delivery-specific guestlist statuses under Registers > Configure > Guestlist status.

By creating guestlist statuses for delivery, you can set automatic status updates so delivery orders can automatically progress through the guestlist status columns based on established events:

  • The Delivery orders placed online status is triggered whenever a new delivery order is placed via Dutchie Ecommerce.
  • The Skipped delivery order status is triggered whenever a driver skips a delivery in the Dutchie Register or Mobile Checkout, such as when the customer doesn't answer the door, can't pay in full, or can't show an acceptable ID.
  • The Ready for delivery button status is triggered when a dispatcher clicks Ready For Delivery when managing routes at the Register.
  • The Start delivery route button status is triggered when a driver starts a route in the Dutchie Register or Mobile Checkout.
  • If you're using the Onfleet integration, you can also designate a guestlist status for Onfleet delivery completed.

Delivery fees

Configure delivery fees under Settings > Fees & Donations.

Mobile Checkout settings

If your delivery drivers use Mobile Checkout, there are additional important settings to learn about under Settings > Location.

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