This article explains how standard (or "pizza-style") delivery operations work in Dutchie POS.
This article is for standard (or "pizza-style") delivery operations where orders are received and fulfilled at a dispensary before being packaged and assigned to a driver and route.
Mobile Checkout also supports Dynamic Delivery, or the "ice cream truck model," where delivery vehicles are stocked with unsold inventory so drivers can receive and fulfill orders in the field. See Fulfill Dynamic Delivery orders in Mobile Checkout for information about this workflow.
Dutchie Mobile Checkout allows drivers to view their assigned delivery orders, collect customer signatures or ID photos, view digital manifests, and close sales in the field using their mobile device.
Before you begin
In addition to delivery settings and configurations, be sure to take a look at these Mobile Checkout settings in the Backoffice under Settings > Location > Mobile Checkout:
- Round transactions down to nearest fiver
- Prevent cash transactions (for states that require cannabis products to be paid for before they leave your location)
- Show Cart In Mobile Checkout
- Verify Age In Mobile Checkout
- Require Signature In Mobile Checkout
- Require DL Image In Mobile Checkout
- Set Manifest Arrival Time On Mobile Checkout Tender
Accessing Mobile Checkout
Drivers access Mobile Checkout via a URL copied from the Backoffice:
- Go to Delivery > Configure.
- Select Drivers.
- Select a driver.
- Scroll down to Mobile checkout URL and click Copy URL.
- Send the URL to the driver so they can paste it into a browser on their mobile device.
Note: Both drivers and cars need mobile checkout enabled in order to have routes show in the mobile app.
Managing delivery orders
- Sign in to Mobile Checkout with the same username and password that you use for the Dutchie Register.
- On the Select Register screen, choose the car you're driving for the route. These are configured under Delivery > Configure > Cars, and are considered "registers" for Mobile Checkout purchases.
- The Select Cart screen show the delivery orders assigned to the driver as part of their route. Select Start Route, then select a cart to view the delivery details.
- When you complete a delivery:
- If required, tap Customer Signature to have the customer sign for the delivery on the screen (this works best if you rotate your device horizontally).
- If required, tap Take Photo to take a photo of the customer's ID.
- Tap View Manifest if the customer wants to review what they're signing for.
- Collect payment. You should see the same payment options in Mobile Checkout as the in-store Register.
- Optionally, tap Email Receipt.
- If integrated, the delivery task will be automatically completed in Onfleet, and the closed sale will be updated in Metrc.
Skipping deliveries
If you're not able to complete the delivery for any reason, tap Skip and select a reason. These reasons are configurable in the Backoffice under Registers > Configure > Cancellations.
Skipping a delivery will also update the delivery task in Onfleet (if integrated) and log the reason in the Register. When the dispatcher checks the status on the Delivery tab, they will see an Undeliverable status.
Skipped deliveries are not automatically canceled to give you options on the next steps with the order. The skipped delivery will remain on the guestlist until it is canceled or successfully tendered if you're able to complete it later. If preferred, skipped deliveries can be moved to a dedicated column in the guestlist when configuring guestlist statuses for delivery.
Wrapping up your route
When you return to the dispensary:
- At the Register, select Delivery from the left-side menu.
- Find the route you just completed, click the 3 vertical dots, and select End route. This changes to the route status to Delivered.
- Complete the Return to Store Checklist with the dispatcher and ensure everything is aligned including the optional photo, the cash expected to return, etc. This page can also be used to cancel transactions, drop cash and add additional notes.
- Click Complete All to end the route.
What next?