#2 Growing Together: Implementation Overview

 

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Welcome to Growing Together, a video compilation of integral Dutchie concepts that we’ve organized into thorough yet digestible tutorials. 

 

We recommend bookmarking this page and referencing it when you have a question regarding any of the topics covered, both during the implementation process and after you’re live on the system.

If you are a Dutchie customer utilizing the manufacturing/processing and/or cultivation products, feel free to skip the registers, fees and donations, receipts, and purchase limits sections of the video as they will not be part of your daily workflow. 

Once you have watched the overview, test your knowledge by:

  • Setting up and verifying taxes
  • Setting up and verifying purchase limits
  • Building strains, vendors, brands, categories
  • Building product catalog (or build data import sheet, if applicable)
  • Building pricing tiers (if applicable)
  • Verifying location settings
Action Required: In order to proceed as planned with your upcoming training session on Inventory Functions, it is necessary to create the following: taxes, purchase limits, vendors, categories, at least two catalog entries, and at least one new user account.

Failure to create these items will result in the rescheduling of Training 2: Inventory Functions. 

 

Growing Together: Implementation Overview chapters and help articles

Below you will find links to each chapter of this video as well as links to related help center articles. Explore all of the Dutchie POS Backoffice articles.

0:16 User Group Permission Overview Report
1:21 Add User


3:01 Assign Permission Groups

5:03 Configure Taxes


8:56 Quickbooks Online Integration


9:40 Purchase Limits


10:49 Add Categories


12:56 Traceability- Metrc

14:52 Traceability- BioTrack


15:27 Integration Audit


17:33 Receipt Audit & Logs - Metrc


18:14 Add Strains, Brands & Vendors

21:37 Pricing Tiers


25:01 Build Catalog Entries 


28:32 Non-Cannabis Inventory Receiving


30:39 Cannabis Inventory Receiving w/ Traceability 


32:54 Build Cars, Drivers and Business Customers


35:04 Manifests and Transfers


37:54 Inventory Actions: Move


38:48 Inventory Actions: Adjust


40:31 Inventory Actions: Convert


42:06 Inventory Actions: Combine


43:03 Inventory Actions: Destroy


44:18 Create Purchase Order


46:02 Receiving Purchase Order


47:00 Product Journal


48:23 Audit


51:09 Configure Home Screen & Closing Report


52:06 Add Registers


52:48 Vault Registers


53:29 Cash Management: Close Out, Drop Cash, Transfer, Deposit, Withdraw


55:52 Merge duplicate Customers


56:15 Reports


57:39 Customer Groups


58:03 Build Discounts


1:02:32 Configure Loyalty


1:03:32 Fees & Donations


1:04:55 Access The Help Center

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