Location settings in Dutchie POS allow you to add and adjust functionality for your location. In this article, learn about different settings and how to implement them.

Things to consider

  • Only users with the Admin permission set can see the Settings module.
  • Some options are associated with additional User Permissions. If you enable a new option make sure users have the correct permissions to use it.
  • Please reach out to Support or your Customer Success Manager with questions about additional features.

Location settings

If you want to customize system functionality to enhance your location’s operations, location settings is a great place to start. Location settings offers a menu of additional features that you can manage on your own.

Go to Settings > Location.

Under the Security tab, you can set a Password length requirement and Password expiration interval (for example, set passwords to expire after 365 days).

All other location-specific settings are under the Settings tab and organized in the following sections:

Delivery

Explore options related to delivery.

Option Use Notes
Enable Delivery Add delivery information to one order at a time.  
Require Signature in POS for Delivery Require customer signature at checkout. Only supported on tablet devices.
Require DL Image in POS for Delivery Image of identification required for delivery. Only supported on tablet devices.
Use Placeholder Directions Set placeholder directions for delivery routes.

Use this setting if your delivery directions are generated by an integration such as Onfleet.

Example: See Onfleet for detailed route.

 

Cultivation

Explore options related to cultivation.

Option Use Notes
Track Immature Plants Individually Create immature plants as individual plants. When enabled, clones, seeds, and seedlings each have their own serial number instead of being bundled together.
Create waste on plant retirement Log an entry in Waste Manger when retiring plants. Many states require documentation when plants are retired. Not to be used for Metrc destruction integration.
Require all plants in a plant group to be of the same strain Requires that all plants added to a plant group be from the same strains. Required by any state where information is shared through an integration like Metrc and BioTrack.

 

Point of Sale

Explore options related to the Register.

Option Use Notes
Restrict voids Restrict voids to the same day as the sale.

This setting helps to prevent a short drawer and potential compliance issues.

When enabled, no user can void a transaction from a past day even with a valid manager PIN and the required permissions.

This setting is recommended for locations integrated with BioTrack, which requires voids be processed on the same day.
Apply Loyalty as a Discount Apply loyalty pre-tax and spread the discount across all items in the cart. Learn more about Loyalty.
Require Manager PIN for Returns Require a manager PIN to accept a return. Learn more about PINs and manager PINs in User management.
Require Valid Driver's License Requires valid driver's license for check-in and blocks check-in for customers with expired driver's licenses.  
Allow Backdated Register Transactions Add a Transaction Date field to the checkout screen to backdate register transactions.  
Allow Invalid Customer Check-In Bypass validation when checking in guests.  
Mask Driver's License ID Mask the driver's license ID number in the customer profile.  
Allow Med Customers Allow check-in for medical customers at this location.  
Allow Rec Customers Allow check-in for recreational customers at this location.  
Block Banned Customers Block banned customers from checking in. See Ban a customer from your dispensary
Collect demographic data about anonymous customer. Collect DOB, postal code, and gender when starting an anonymous recreational sale. Some states require written permission from the customer to collect/keep their data.
Apply Loyalty Points Automatically to Cart Automatically apply available loyalty points to cart. This prevents customers from banking too many points.
Check Expiration Date Check the expiration date on item(s) in a cart in the POS.

Checkout will be blocked if a cart has any expired items.

A valid manager PIN is required to override this.

Screen reader support enabled.
Block Minors From Check In with Default Minor Age Automatically block minors from checking in by setting a default minor age.  
Apply Loyalty as Cash Value Adds option in the POS cart sidebar menu to apply loyalty directly to the selected cart.  
Enforce Purchase Limit Prevent checkout at POS for patients over their purchase limit.  
Enforce Days Supply Limit (OH State) Prevent checkout at the POS if the patient is over their day's supply limit. Applies to dispensaries in Ohio.
Notify Patient ID 30 days away from expiration Notify patient when their ID has 30 days or less before expiration.  
Only Discount Cannabis Items to a minimum of $0.01 This setting prevents discounts that reduce the cost of cannabis items to $0.00.  
Require Birthdate Check on Checkout Require customer birthdate during checkout.  
Require Birthdate Check on Checkin Require customer birthdate during check in.  
Bypass Birthdate Check for Medical Customers Overrides Require Birthdate Check on Checkout and Require Birthdate Check on Checkin when the Customer type is medical, while still enforcing birthdate checks for other customer types.  
Roll Up Pre-Orders Merges open pre-orders from the same customer into a single cart.  
Allow Hemp/CBD Customers Allow hemp/CBD customers at this location.  
Only Discount Items to their Cost Do not allow discounts to reduce the item price below its original cost.  
Print 0.00 on labels for N.D. and <LOQ lab result values When printing lab results with the value N.D. or <LOQ, this feature will display 0.00, instead of N.D. or <LOQ respectively  
Allow Check-In From Customer Search Allow users to check in customers from the customer search page, in addition to the Guest List.  
Receipt Subtotal Includes Discounts Discounts will be included in the Subtotal line of customer receipts.  
MMJID expires at the end of day

When enabled, a patient's MMJID is considered valid in Dutchie POS until 11:59 pm on the expiration date entered in the patient's customer profile.

Otherwise, the MMJID is considered expired at 12:01 am on the expiration date.

 Check your local regulations to determine if enabling this setting is appropriate for your location.
Auto check in with ID scan When enabled, a successful ID scan will automatically check in the customer. See Manage check-in settings for scanned IDs for more information.
Auto create profile with ID scan When enabled, a successful ID scan will automatically create a new profile for the customer if a profile doesn't already exist. See Manage check-in settings for scanned IDs for more information.
Show error modal in cart if package not found

When enabled, if a scanned package is not found in the system or the scanner did not recognize the barcode, a Scan failed warning appears and the user cannot continue scanning until they dismiss the warning.

When disabled, a Package not found warning appears but does not prevent the user from continuing to scan.

 This setting is meant as an additional safeguard to reduce the chances of inventory discrepancies, compliance concerns, and missed revenue due to unsuccessful barcode scans. Learn more.
Auto-Adjust Weight Override When enabled, if the weight of a tier-priced product falls within the dispense weight vs. actual weight threshold, the item's price will be automatically adjusted accordingly. When disabled, the user must adjust the price manually. Related resources:
Start new cart after checkout For anonymous recreational transactions, skip the guest list and automatically start a new cart after finishing a transaction. You can still manually access the guest list as needed. See Anonymous cart workflow
Redeem Loyalty Discounts from Cart Action Menu

When this setting is disabled:

  • In the Register, Redeem AIQ and Redeem SB options appear under the item-level ellipsis.
  • In the Backoffice, when editing or creating Alpine IQ or Springbig discounts, the configuration options match Manual discounts (in addition to the existing loyalty-specific fields).

When this setting is enabled:

  • In the Register, Redeem AIQ and Redeem SB options appear under the cart-level ellipsis.
  • In the Backoffice, when editing or creating Alpine IQ or Springbig discounts, the configuration options match Automatic and Code discounts.
  
Change customer type in cart Adds an option to change customer type within an active cart. This is only recommended for dual-license operators. See Change customer type in an active cart in Dutchie Register
Require Manager PIN to cancel orders When enabled, the Register will require a manager PIN to cancel an order. Learn more about manager PINs
Require Manager PIN to remove items from the cart When enabled, the Register will require a manager PIN to remove an item from a cart. Learn more about manager PINs

 

Admin

Explore options related to Admin.

Option Use Notes
Round Percent Discounts Round percentage-type discounts to the nearest dollar. This setting rounds discounts to the nearest dollar and may impact discounts and how they appear at the register. To disable this setting, go to Settings > Location and uncheck the Round Percent Discounts in the Admin section.
Show Option to Bypass State System (Metrc, BioTrack, etc). Show the option to bypass the state system.  
Show MJ State ID Start Date Field Enable MJ State ID start date field in the customer profile. Required in some states.  
Show Product Auto Discount Setting Adds option in Product Master to control which products can receive auto-apply discounts.  

 

Inventory

Explore options related to inventory.

Option Use Notes
Inventory Audit Update in Bulk Allows you to bulk confirm counts and bulk add notes to multiple packages when conducting an inventory audit.  
(Canada Locations) Use OCS SKU/UPC Allow LSP (CANADA ONLY) to use the OCS SKU and UPC fields on the Product Master. This applies to Canada only.
Require Inventory Costs Requires the user to input a cost for every package received.  
Allow Use of SKU as a Batch ID Token Enable use of SKU in batch ID where applicable.  
Use Bulk Upload Lab Data Option When enabled, you can bulk upload lab testing data from CDX Analytics files or .CSV files. under Products > Inventory > Actions button.  
Use Lab Package Date Update the inventory package date when saving lab data. This adds the inventory package date to the lab data. Screen reader support enabled.
Default use same product on create package If enabled, when creating packages the new package will default to the same product as the original package. If disabled, you can freely choose which product to associate the new package to. Applies to Massachusetts and Ohio.
Enable Cars and Drivers for Wholesale Enable this setting so you can create Cars and Drivers (otherwise used for delivery) for use in wholesale operations and vendor returns in Washington state.  
Retain Uploaded Product Details During Receive Prevents auto-fills and overwrites from occurring when editing and uploaded receive.  
Populate Receives from Purchase Orders When a user selects a purchase order in Receives, populate the receive line items from the purchase order.  
Prevent receiving credits from creating $0 unit costs for cannabis products. Enabling this setting will enforce a lower limit of $0.01 on the unit costs of cannabis products when credits are applied to unit cost in receiving.  
Populate receives with shipping charges from transfer manifests Shipping charges entered on transfer manifests will automatically populate into the Shipping charges field in Receive inventory.  
Use return manifests Enables the Return manifest type when creating manifests  
Show Product Tax Preview Show a preview of the price including applicable taxes on product detail pages. When used with out-the-door pricing, the Taxed Price is used instead of the Unit Price. See Base price, taxed price, and tax breakdown on products and packages
Show Inventory Tax Preview Show a preview of the price including applicable taxes on package detail pages. When used with out-the-door pricing, the Taxed Price is used instead of the Unit Price.
 		 See Base price, taxed price, and tax breakdown on products and packages
Auto-map products during Receive When receiving new inventory for a product you’ve received in the past, automatically match packages with the the product that you assigned last time. You can always select a different catalog product if needed.  

 

Integrations

Set options related to integrations.

Note! These options are set up during implementation. To enable and configure integrations, contact your onboarding partner or customer support.

Option Use Notes
Enable Metrc Tag Control Enable the Metrc Tag Control for the Tag Manager. Control Metrc tags through Dutchie POS. Customers can upload a spreadsheet with Metrc tags to Dutchie POS to decrement and report on. Screen reader support enabled.

Schedule QBO Sales Receipts

NOTE: Setting functionality is currently limited

 Automatically pushes Daily Sales Receipt Rollups to QuickBooks Online. If enabled, you can schedule the push to QuickBooks. See the QuickBooks Online Integration article for more information.

Enable QBO Manifest/Invoices Push

NOTE: Setting functionality is currently limited

 Enables the automatic push of invoices to QuickBooks Online when a manifest is created.  
Assign Rooms To Menus Assign ecommerce rooms to menu integrations to segregate inventory.  

 

Mobile Checkout

Explore options related to mobile checkout.

Option Use Notes
Round transactions down to the nearest fiver (Mobile Checkout) Round Mobile Checkout transactions total down to nearest five dollar increment.  
Prevent cashless transactions (Mobile Checkout) Prevent cash transactions in Mobile Checkout app. Useful in states that require products to be paid for before leaving premises. Screen reader support enabled.
Show Cart In Mobile Checkout Allows users to view the items in the cart in mobile checkout.  
Verify Age In Mobile Checkout Require customers DOB during mobile checkout.  
Require Signature In Mobile Checkout Requires customer signature during mobile checkout.  
Require DL Image In Mobile Checkout Require a driver license image to checkout in mobile checkout.  
Set Manifest Arrival Time On Mobile Checkout Tender When enabled, the arrival time on a delivery manifest is automatically updated to reflect the time that the order was completed in Mobile Checkout. By default, arrival times on delivery manifests are based on the requested delivery time that the customer entered when they placed the order or an estimated delivery time that a dispatcher entered in the POS. This setting provides a more accurate reflection of the arrival time. Learn more.

 

Item Pricing

See Base price, taxed price, and tax breakdown on products and packages for more information about these settings.

Option Use Notes
Treat Pricing as Tax-Inclusive (Out the Door Price) Configure item prices as tax-inclusive. The price set for a product is the final amount customers pay.

Because customers in some markets aren’t used to paying sales taxes, and because cannabis taxes are often higher than standard sales taxes, some operators use a tax-inclusive or “out-the-door” pricing model to avoid customer confusion and “sticker shock” at the register.

 When enabled, the Taxed price is listed first on the product and package detail pages and is displayed as the item price in the Register and online menus. When disabled, the Base price is listed first on the product and package detail pages and is displayed as the item price in the cart, with taxes added separately. 

See Base price, taxed price, and tax breakdown on products and packages in Dutchie POS for more details.
Dual Pricing Set separate pricing for medical and recreational customers. If you are integrated with Dutchie Ecommerce, contact support to ensure Dual Pricing is also enabled in Dutchie Ecommerce before enabling this setting in Dutchie POS.
Med and Rec Share Base Price Keep the base prices for medical and recreational the same when you change a base price or taxed price.  
Apply Alpine IQ and Springbig Discounts Last Makes Alpine IQ and Springbig discounts apply after all other discounts based on the item's new, post-discount net price.  

Reporting

Option Use Notes
Enable AGCO Report Enable AGCO report for Ontario Specific to Ontario, Canada.

 

Compliance

Option Use Notes
New York only: Cannabis Fee Tax Exemption  Exempt any applicable fees from sales and use tax on transactions that include only cannabis items. Required in New York. Not applicable in other markets.

 

Session timeout

Session timeout is a security feature that automatically logs users out of the Backoffice and/or Register after a specified period of inactivity. Learn more.

 

Defaults

Explore default numerical values for measurements, costs, and ages.

Option Use Notes
Cannabinoids Lab Results Unit Set unit used to measure cannabinoid lab results. mg, %, mg per g
Create Batches Automatically

Always: automatically create batches when receiving all inventory.

Only if Cannabis: automatically create batches when receiving only if the user assigns the inventory to a cannabis product.

Never: don't automatically create batches when receiving.

  
Terpenes Lab Results Unit Set unit used to measure terpene lab results. mg, %, mg per g
New Customer Default Loyalty Points Assign default loyalty points to new customers.  
Default Medical Minor Age Set a minimum age for medical customers.  
Default Recreational Minor Age Set a minimum age for recreational customers.  
Guest List Refresh Rate(seconds) Set how often the guest list refreshes.  
Online Order Expiration Time Set an expiration time for online orders. 12, 24, 36 hours
Plant Serial Number Length Set default length for plant serial number.  
Default Conversion Multiplier Determines what factor to use to calculate the output quantity when converting or creating packages  
Which Unit Cost Affects how cost is determined for outputs when converting/creating packages and for recipe batches:
  • None - use inventory cost
  • Product - use product Catalog cost
  • Calculated - the cost will be calculated based on the cost of the input package(s)
  • Other - provides a free text input to enter a variable cost 

 

 
Dispense Weight vs Actual Weight Threshold For locations that sell bulk / deli-style flower at the POS. The value you enter here is the maximum allowable difference between the Weight/price and Weight override fields when adding bulk flower to a cart. Example: If you set the threshold to 0.2g, a budtender could weigh up to 3.7g of flower and enter a weight override of 3.5g so the customer pays the standard 3.5g price.
Invoice Prefix Add a prefix to invoices.  
PO Approval Threshold Set a threshold for purchase order approvals.  
Of Age Dutchie POS automatically reviews customer dates of birth on a nightly basis and updates customer types when they reach the age specified in this field so you don't have to manually update customer types as they come of age.

Example: If this field is set to 21, a medical customer who is between 18 and 21 is automatically assigned the customer type Medical - Underage.

On the customer's 21st birthday, their customer type is automatically updated to Medical.
Default customer type    
Printed Label Lab Result Decimal Precision Set the number of decimal places for printed lab results  
Default Payment Terms Set default payment terms. Free text field
Invoice Static Text Set default text for invoices. Free text field