Learn how to assign customer types in Dutchie POS.

A customer type (medical, recreational, caregiver, etc.) must be assigned to each customer so the Dutchie Register can correctly enforce purchase limits and patient allotments, apply the right tax rates, report sales accurately, and more according to your location's configuration and your state's cannabis regulations.

Note: Customer types are used for compliance purposes and are different from customer groups, which you can customize to control which customers are eligible for certain discounts.

Available customer types

Customer types are not customizable. You must choose from the following list of customer types available on Dutchie POS.

  • Medical 
  • Recreational 
  • Processor 
  • Distributor 
  • Retailer 
  • Cultivator 
  • Retailer - tax exempt 
  • Processor - tax exempt 
  • Distributor - tax exempt 
  • MMIC 
  • Micro business 
  • Manufacturer 
  • Recreational - tax exempt 
  • Medical - tax exempt 
  • Lab 
  • Caregiver 
  • Minor 
  • Non-cannabis 
  • Recreational - out of state 
  • Terminal patient 
  • Medical - out of state 
  • Affiliate 
  • Hemp/CBD only 
  • Medical - underage 
  • Tribal medical member 

Manage customer types in Dutchie POS

Assign a customer type to a customer

Assign a customer type in either the Backoffice or the Register when creating a new customer or editing an existing customer by selecting the appropriate option from the Customer Type dropdown (Register) or the Type dropdown (Backoffice).

pos-register-customer
pos-backoffice-customer

Manage available customer types for your location

You can control which customer types appear in the dropdown so users can only select from relevant options:

  1. In the Backoffice, go to Customers.
  2. On the Customers page, select Actions > Manage customer types.
    pos-backoffice-customers-manage
  3. In the list of available customer types, choose Show for the customer types that are relevant to your location, and choose Hide for the rest.
    pos-backoffice-customers-manage
  4. Click Save.

Set a default customer type for your location

  1. Go to Settings > Location.
  2. Near the bottom of the page in the Defaults section, choose Medical or Recreational from the Default customer type dropdown.
    bo_settings_location_default
  3. Click Save.

Learn more