Complete Dutchie Implementation setup guide for POS, E-Commerce and Payments

Help Desk Article Banner.gif

Below, you'll find a checklist outlining the order of events and tasks necessary for a successful launch on Dutchie POS and E-Commerce. This checklist can act as an additional resources and a roadmap, allowing you to track your process with the Implementation journey and ensure that all essential steps are completed in the correct order. 

From configuring Dutchie POS, integrating payment options, prioritizing your E-Commerce environment and successfully configuring hardware, each item on the list corresponds to crucial aspects of your setup. 

You'll notice most checklist items are hyperlinks- these links are a curated collection of learning resources including articles, videos, and interactive tutorials to provide you with comprehensive support and guidance throughout every step of the process. 

Please feel free to save a digital version of the list, or print a copy to track your progress and refer back to as needed. We are here to support you as you onboard with Dutchie.

Looking for the Full Stack Implementation Guide? Click here. 

1.png

To Be Completed Before Training 1:

  • Complete Configuration Checklist Form 
  • Build user profiles and apply permissions 
  • Login to your Dutchie accounts (POS & E-Commerce; these will be two different logins on different platforms)
  • Collect Payments documentation & complete Payments application, if applicable.

API Configuration:

  • Request necessary API keys 
  • Connect API keys (Metrc, BioTrack, Onfleet, Springbig, AlpineIQ and others)

Purchase or collect existing hardware: 

  • POS: computers/tablets; customer facing displays; printers; barcode scanners; scales; & cash drawers – Dutchie’s hardware recommendations outlined here.
  • E-Commerce: you will need to purchase an iPad + receipt printer to support E-Commerce functionality; this is separate from your POS hardware needs. If using an iPad, ensure it is up-to-date with the most current iOS.
  • Payments: your selected Payments hardware will ship within 48 business hours of your Payments application being submitted.

Here is a helpful instructional video that allows you to visualize the general printer setup process, even if you are not using the exact same printer.

To Be Completed During Training 1 [Self Guided]:

Training 1 Recap:

To reinforce the material reviewed in the Site & Navigation Overview, please review and bookmark the following Help Center tutorials:  

2.png

To Be Completed Before Training 2:

  • Setup and verify taxes (POS & EComm) 
  • Setup and verify purchase limits
  • Build strains, vendors, brands, categories, if applicable
  • Build product catalog (or build data import sheet, if applicable)
  • Build pricing tiers (if applicable)
  • Verify location settings (i.e. age verification; lab test format, customer types)
  • Submit Payments application, if applicable
    • To complete the application, you will need to collect the following documents: 
      • Information for any person/entity with over 25% ownership in the entity
      • Cannabis License
      • Signed bank letter or voiced check 
      • Signed & dated W9
  • Set up one full setup of hardware:
    • POS: Computers/tablets; customer-facing displays; printers; barcode scanners; scales; cash drawers. 
    • E-Commerce: iPad & receipt printer (if applicable)

To Be Completed During Training 2 [Live]:

Training 2 Recap:

3.png

To Be Completed Before Training 3:

  • Set up digital registers (in backoffice of Dutchie)
  • Set starting cash balance for registers, if applicable
  • Set up discounts & Dutchie internal loyalty (if applicable)
  • (If delivery) Set up cars, drivers, zones, fees, and taxes (Retailer is responsible for adding taxes)
  • Verify labels are configured correctly Configure which fields are visible on receipt 
  • Set up remaining hardware:
    • POS: Computers/tablets; customer facing displays; printers; barcode scanners; scales; cash drawers. 
    • E-Commerce: iPad & receipt printer (if applicable)
    • Payments: PAX A920PRO or PAX Aries8 (if applicable)
  • Here is a helpful instructional video that allows you to visualize the general printer setup process, even if you are not using the exact same printer.
  • Configure Dutchie ID Scan: Use this guide to reset or configure DPOS for ID Scanning (If Applicable) 
  • Configure VeriScan ID Scan: Use this guide to reset or configure your Dutchie POS for ID scanning. (If Applicable)

To Be Completed During Training 3 [Self Guided]:

Training 3 Recap:

Our Growing Together videos are also a great resource to bookmark. The following pages are some applicable examples: 

4.png

To Be Completed Before Training 4:

  • ReviewFOH Retail Training video
  • Adding test inventory into DPOS in preparation for the E-Commerce training 
  • If your Payments application is rejected, correct errors and resubmit immediately

         E-Commerce Action Items:

        You'll receive an email with the subject titled, 'Welcome to Dutchie' for any new users added during the         kickoff call. Open the email once you receive it, and click on the blue "Get Started" button. 

        NOTE: The invite link within the 'Welcome to Dutchie' email will expire within six hours if not accessed             before. Please reach out to your Implementation Strategist if you need a new invitation. 

        Once logged in, you will be redirected to your Dutchie admin account. Bookmark this page for quick               access to your Dutchie admin account moving forward! 

        Once you're in feel free to start creating users; this article explains the process. 

To Be Completed During Training 4 [Self Guided]:

Please note that you need to have inventory added into Dutchie before proceeding to the E-Commerce training.

Training 4 Recap:

To reinforce the material reviewed in the E-Commerce Training Session, please review and bookmark the following Help Center tutorials:  

5.png

To Be Completed Before Payments Training:

  • At this point, your Payments application has been submitted and approved. 
  • You are ready for Training 5: Payments.
  • Review the Payments video tutorials so that you know how to set up your hardware and utilize the Payments product before attending the live session and come prepared with questions.

To Be Completed During Training 5 [Live]:

  • During the live Training 5 session, your trainer will go over thePay By Bank Help Center Articles on the call, including the customer sign-up process (enrollment) and how to run test transactions. 
  • Note: You must complete at least 5 test transactions before moving on to the next step in the implementation journey.

Payments Training Recap:

Start transacting! 

If there are additional users that need access to the payments portals, they should provide their Payments contact with their first name, last name, and email.

Help Desk In Article Banner.png

To Be Completed Before Go Live:

  • Share API keys with third-party partners and test all integrations
  • Test all physical hardware & print receipt and labels to ensure successful operation 
  • Ensure all discounts have been created and tested
  • Review all workflows and practice transactions
  • Schedule the Joint session to review outstanding questions
  • E-Commerce online menu is visible on website
  • Setup E-Commerce billing
  • Receive/import inventory data
  • Import customer data, if applicable
  • Verify loyalty points, if applicable
  • Review and validate built/imported data
  • (If using BioTrack) Check the location number for wholesale customer profiles 
  • Confirm POS & E-Commerce taxes are setup and configured via email to your IS
    • Note: Retailer is responsible for adding taxes & the taxes should be matching between the two platforms

Help Desk In Article Banner.png

Additional Resources: 

Front Of House Resources

E-Commerce Setup

Create Taxes & Verify Settings

Create Purchase Limits (Settings>Taxes and Compliance>Purchase Limits)

Build Out Registers (Settings>Devices)

Enable Customer Types (Customers>Actions>Manage Customer Types)

Build Product Catalog  & Discounts (Catalog Not Applicable If Data Is Migrated)

Payments, Hardware & Delivery

Confirm System Functionality

  • Confirm receipt printer, label printer, barcode scanners and cash drawers are working as intended
  • Confirm payment hardware is functioning by running a test sale (If Applicable)
  • Enable Payment Fees in Backoffice (If Applicable- Settings>Fees and Donations) 
  • If using integrated software like Onfleet for delivery  run a test transaction through both systems
  • Receive test inventory into the system
  • Move test inventory to the sales floor
  • Check a new guest into the POS & sell an item of the test inventory to the new guest
  • Create a sale in the preview store on E-Commerce & cash the order out on POS
  • Finalize the sale by printing a receipt
     

Related to

Was this article helpful?