Manage inventory records in Rooms and Subrooms in Dutchie POS

Move inventoryLearn how to assign, manage, and move rooms and subrooms in Dutchie POS.

Things to consider

  • Some Room settings require additional features or options to be enabled. Please reach out to Support or your Customer Success Manager to learn more.
  • Ensure that your user role has the necessary permissions to view and move products to different rooms.
  • If you manage multiple locations, ensure that the room settings are configured correctly for each location.
  • A room can be set as both an Inventory Room and a POS Room, depending on your operational needs.
  • Rooms and Subrooms can also be assigned and moved from Cultivation > Plants.
  • Subrooms do not appear in reports. For instance, inventory reports will reflect an item's main Room location but not its Subroom (if applicable).

Rooms

From Rooms, you can create rooms and subrooms and assign plants, inventory, and customers to them.

Different kinds of facilities require different kinds of rooms. Most retail facilities require a sales floor room, inventory rooms, and waiting rooms. Cultivation facilities require plant rooms and inventory rooms. Production facilities require inventory rooms.

Go to Settings > Rooms

Add a room button highlighted on Rooms section of Settings module.

Add a Room

  1. From Rooms click Add room button.
  2. Fill out settings in the New Room window.
  3. Click Add.

Update a Room

  1. From Rooms click the room you want to update.
  2. Make changes to the settings.
  3. Click Update.

Room types and settings

The types or rooms you create depend on your facility and its needs.

Room type or setting Requirements Facility Type Notes
Quarantine room Is Inventory Room must also be set. Retail Create at least one Quarantine Room that you can assign returned inventory to.
Waiting room   Retail Create at least one Waiting Room that you can use to check in customers.
Sales floor Is Inventory Room must also be set. Retail Inventory in Sales Floor rooms is visible and can be sold at the Register. Inventory in non-sales floor rooms is hidden from all registers. You should have at least one Sales Floor.
POS room   Retail Create POS rooms to assign customers to when your facility has more than one customer service area.
Inventory room   Retail and Cultivation

Represents any Room that can house Inventory Packages.

Create at least one Inventory Room to house curing inventory in cultivation facilities.

Create at least one inventory room to assign harvests.
Vault Is Inventory Room must also be set. Retail Used as a place to hold inventory. It's is important this is not set as a Sale Floor option. 
Pre order room   Retail Create PreOrder Rooms to route preorders and pickup orders to.
Ecommerce room   Ecommerce Create at least one Ecommerce room along with an Inventory Room to enable menu integrations. To enable, set the Assign Rooms to Menu option from Settings > Location > Options.
Cultivation Stage Requires additional feature:AssignCultivationStageToRooms. Work with Support or your Customer Success Manager. Cultivation Create Cultivation Stage rooms for plants in the cultivation stage.
External ID     This field previously displayed an ID number for a linked room in Metrc or BioTrack but is now defunct for most operators and should be disregarded.
Linked Registers     Set Linked Registers when you create a Sales Floor room if you want to set up budtender stations.
Room Area, Area Units, and Room Purpose     Used for reporting.

 

Subrooms

Subrooms are sublevels of Rooms. Subrooms can be used to represent subsections, such as a table or specific area within an inventory room.

Subrooms are associated with Rooms, but they can move independently from Rooms in plant management workflows.

Note!

Some management of Subrooms can be done from Cultivation > Plants.

Add a room button highlighted on Subrooms section of Settings module.

There are two ways to create a Subroom.

  1. From Settings > Rooms, choose the Room you want to create a Subroom for.
  2. Click the Add a Subroom button.
  3. Fill in the name of the Subroom.
  4. Use the dropdown field to choose the Room you want to associate the Subroom with.
  5. Click Add.

Or

  1. From Rooms > Subrooms click the Add a Subroom button.
  2. Fill in the name of the Subroom.
  3. Use the dropdown field to choose the Room you want to associate the Subroom with.
  4. Optionally, choose the dimensions of the Subroom.
  5. Click Add.

Assign plants or inventory to Rooms and Subrooms

You can assign inventory to a Room when receiving, or you can Move inventory to a different Room or Subroom.

bo_inventory_select three dots in inventory.png
bo_inventory_move.png

Plants are assigned to a Room when you add them to Cultivation and can also be moved to a Room or Subroom later.

bo_cultivation_plants_move plant.png

Assign Rooms to menu

You can assign a menu system (Dutchie, Leafly, Weedmaps, etc.) to your Rooms by enabling the Assign Rooms to Menu option in Settings > Location > Options.

To enable menu integrations, your location will need to have at least one Ecommerce Room that is also set as an Inventory Room. If you a using an integration you'll need to make sure the Room the inventory is in is accessible by the integration. To do this, go to Settings > Rooms:

  1. Select the Room.
  2. Click Rooms accessible by menu.
  3. Select the Menu/Integration.
  4. Click Save. 

What’s next?

Learn about additional features you can set to customize your operations.

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