Things to know

• Manual delivery operations can benefit dispensaries with high and low volumes of deliveries.

Dispensaries with low-volume delivery operations can manually create a delivery order, assign a driver and vehicle, save route details, and generate a manifest at the Register.

Those with a higher volume of delivery orders and multi-stop routing can use Enhanced Delivery integrations to receive online delivery orders and streamline delivery operations.

Table of contents

• Manually create a delivery order
• Manage delivery orders and routes
  • View, sort, and filter delivery orders
  • Assign orders to a delivery route
    • Important notes about optimized directions
  • Print manifests
• End a route
• Delivery and route statuses

Manually create a delivery order

Manually create delivery orders if you accept orders via phone or email. If your POS automatically receives online orders through the Dutchie Ecommerce integration or another e-commerce platform, skip to the next section.

1. Add items to a cart.
2. Click the Delivery button.
3. Fill in the delivery details:
   • Title is auto-generated based on your delivery order naming format.
   • Departure and arrival time are based on the delivery time window the customer requested when they placed their order online. If the customer didn't request a delivery time window, these fields are blank or reflect your default delivery time window. You can enter or edit these times as needed.
   • The Address dropdown menu includes the address from the customer's profile in Dutchie POS and also any other address(es) the customer entered when placing and order in Dutchie Ecommerce. The system stores up to 5 addresses per customer.
   • Get Directions imports turn-by-turn directions from an integrated mapping service.
     
4. Note that entries in the Comments field are posted to state traceability platforms. If you want to include a note that will only be visible internally, add it to the Notes on the customer profile or as a Journal entry on the transaction.
5. Click Ready For Delivery to mark the order ready for a driver or dispatcher to assign to a delivery route. Click Save to come back to this order later. This also generates a delivery manifest and reports it to Metrc, if integrated.

Manage delivery orders and routes

Whether created manually or received through the Dutchie Ecommerce integration or another e-commerce platform, delivery orders appear in the Guest list and are fulfilled like any other order.

From the left menu, click the Delivery icon and then Routes or Fleet to manage delivery orders and:

• Create delivery routes and assign one or more orders to the route.
• Assign deliveries/routes to a driver, who can view each of their orders and stops using Mobile Checkout.
• Create delivery manifests in bulk and group them into routes.
• Export delivery/route information to integrated systems including Metrc and Onfleet.

View, sort, and filter delivery orders

Click the filter button in the Guest List to filter orders based on Rooms, Status, or Source.

You can also sort orders based on the time expected. Orders expected soonest are listed first. Orders with no specified time window appear further down the list in the order they were received.

Select Routes from the Register navigation menu to view all delivery orders.

Use the search field to search for an order by customer name or address.

Use the buttons at the top to refresh; filter orders by Vehicle, Delivery Status, or Time Window; or show and hide the map. Note that if you sort by time window, you will only see orders that haven't yet been assigned to a route. Unassigned orders are grouped together.

Assign orders to a delivery route

1. Use the checkboxes to choose deliveries to assign to a route.
   • You can also drag and drop deliveries onto an existing route.
   • If you set up thresholds, the Selected Inventory Threshold bar shows how much of the vehicle’s maximum inventory value the selected deliveries represent.
2. Click Create Route.
   
3. Set an estimated Departure and Arrival Time.
4. Unless you’ve set up placeholder directions, choose one of the following to import turn-by-turn directions from an integrated mapping service:
   • Get Existing Directions uses the order of stops that you’ve set.
   • Get Optimized Directions automatically sets the order of stops to create the shortest possible route. See the notes below for more information.
      

     You can click cancel to go back to the Deliveries screen and drag and drop deliveries to change the order of stops or assign them to different routes. If you do this, be sure to go back and click Get Existing Directions again to update directions on the manifests.

5. Choose a Driver, Car, and (if applicable) Secondary Driver. You can assign the same driver to more than one future route, even if they are currently out fulfilling deliveries.
6. Optionally, add Comments about the route, which will be included on the manifest.
7. Click Print to print a single manifest for the entire route, individual manifests for each delivery, or customer receipts. You can also print manifests later from the Delivery screen.
8. Click Ready For Delivery.
   • This updates the status of assigned deliveries to Ready and pings integrated systems such as Onfleet or Metrc. If integrated with Onfleet, you should see a "Onfleet task generated" confirmation message.
   • You can also click Save and mark the route ready for delivery later.

Print manifests

1. Print manifests using the Print button in the Create Order window, or click the three vertical dots next to a route on the Delivery screen.
2. Select Print manifests to create PDFs of each individual delivery manifest or Print route manifest to create a single PDF containing each delivery manifest in the route.

If you’re integrated with Metrc, you can access the Metrc manifest for each delivery by clicking the three dots next to a delivery and selecting Edit delivery.

End a route

1. Click the three vertical dots next to a route and select End route.
   
2. The driver and dispatcher should review the information on the Return to Store Checklist, which provides a summary of the deliveries, expected cash, tips, etc.
   • If necessary, you can drop cash directly from this screen.
   • Click the three vertical dots next to each delivery to either cancel it (if it couldn’t be completed) or finish the sale.
3. Optionally, add Notes about the route or specific deliveries.
4. Click Complete All.

Close out each order

Depending on your workflow and what payment methods you offer, payment may be collected and orders completed by the driver while out on their route using a tablet or mobile device, or you can complete each order at the point of sale when the driver returns from their route.

In any case, be sure to select each delivered order from the Out for Delivery swimlane in the Guest list, enter payment, and complete each one as you would for in-store orders.

Delivery and route statuses

The delivery workflow includes the following statuses. Note that these are not the same as guestlist statuses.

Delivery statuses

Route statuses

What next?

• Learn more about managing delivery in Dutchie POS