Welcome to Dutchie! We hope that your implementation and onboarding experience have been seamless and productive. As you prepare to go live and interact with your customers through transactions, it's important to have a strong understanding of key core competencies within our system.
To facilitate this, we encourage you to engage in the following role-playing scenarios that mirror real-world situations. This proactive approach will contribute to a successful launch, and help ensure a smooth and efficient experience for both you and your customers.
Here's to the continued success of your dispensary!
How to Use the Help Center: Navigating Resources
- Scenario: You're preparing to go live on Dutchie and you notice some items from your POS Inventory are not displaying on Dutchie E-Commerce. You remember your Implementation Strategist mentioning this might be related to configuring quantity thresholds on e-commerce, but you can't remember how to adjust those settings.
- Learn More: How to use search for support.dutchie.com
Traceability Settings: Understanding the Impact
Metrc
- Scenario: You'd like to do a quick audit of your inventory in Dutchie to compare it to your inventory in Metrc every other day. Someone on your team has both Dutchie and Metrc open in separate tabs and is manually comparing product stock levels while visually matching the Metrc tag numbers to confirm. However, you know there is a faster way to do this right in Dutchie Backoffice by performing an Integration Audit- let's show them how it's done!
- Learn More: Perform an Integration Audit
BioTrack
- Scenario: You tried to move or transfer a partial package in Dutchie, but it doesn't seem to be working quite right. The Sublot function allows retailers integrated with BioTrack to split one package into one or more smaller packages. You cannot move or transfer packages in halves BioTrack. For instance, if you have 50 items in a package and you wanted to move them to the sales floor, all 50 would have to be moved unless you sublot the package. Try sublotting an item and then moving it to a new room.
- Learn More: Sublot a package in Dutchie POS (BioTrack)
Drawer Discrepancies
- Scenario: You keep a starting balance in all your cash registers to make change for customers throughout the day. However, when you close the registers at the end of the day, that number is not reflected anywhere in Dutchie Backoffice. Try setting a starting balance on all registers. Once set, the system will remember this value and automatically deduct it from your deposit each day so it can remain in the cash drawers.
- Learn More: Growing Together: Unlocking the Power of Cash Management for Retail Growth
Discount Creation
- Scenario: You're using both Dutchie POS and Ecommerce and you remember hearing that when making a discount, many of them only need to be created once. Then, the system will sync the information from POS so it will automatically display to customers placing an order on Ecommerce. Create a discount in the system that will work with discount sync.
- Learn More:
Catalog versus Inventory: Understanding the Distinction
- Scenario: You navigated in Backoffice to Products>Catalog and you can see items listed as in stock, but you don't seem to have access to any of the inventory actions you remember seeing in your recent Inventory Training. This is because the Catalog is more like a dictionary of all items you've had in the past, have currently, and will have in the near future while Inventory is a snapshot of items you have on hand right now. To access inventory actions, you'll need to navigate to Products>Inventory. For practice, try creating a new catalog entry and then receive that item into inventory. Once received, move it to a different room in the system.
- Learn More: Add products to Catalog
Onfleet x Dutchie Delivery Integration (If Applicable)
- Scenario: If you will be processing delivery orders on Dutchie with an Onfleet integration, it's important to run practices transactions in the system prior to transacting with customers. Place a test order on Dutchie Ecommerce and fill the order on Dutchie POS. Your workflow might be to fill these orders in the store, or to fill them from inventory in a delivery vehicle via the mobile URL or with a tablet. Once filled, notify the customer their order is ready and assign a driver and car to the order. Confirm the driver was assigned automatically if using an Onfleet POS integration, or assign the driver again in OnFleet if using an Ecommerce Onfleet integration. Capture a photo of the customers license as well as their signature and tender the sale on POS to finalize.
- Learn More: Growing Together: Delivering Orders With Onfleet