Dutchie POS | Dutchie Ecommerce - Process Pay by Bank orders
This article applies to Dutchie Ecommerce.
If you have Order Sync enabled, you can have your online Pay by Bank sent to Dutchie POS. Orders are managed and executed in Dutchie POS.
Pay by Bank Pickup order workflow
- When a consumer places a Pay by Bank order through Dutchie Ecommerce, the order will appear in your Current Orders tab.
- Click Confirm to confirm the order.
- The order will then show as confirmed and managed in Dutchie POS.
- In Dutchie POS, you’ll find the order in the Guest List section with a status that says Pay by Bank to indicate that it is a Pay by Bank order.
- Click on the order to start fulfillment.
Note: You will also see a REF # of your order, this is the associated Dutchie Order ID so you can match each order seamlessly between your POS and your Ecommerce Fulfillment lanes. - To fulfill the order, go to the Dutchie POS Pre-Orders Cart. The products should be populated. Add a lot or batch to each item.
- When the order is ready, Select ‘Notify’. This triggers a text or email notification to the consumer to let them know their order is ready for pickup.
- In Dutchie Ecommerce, the order will automatically move to the Past Orders section and be in the Closed status.
- When the customer arrives, complete the checkout process in Dutchie Register to complete the sale.
Pay by Bank Delivery order workflow
- When a consumer places a delivery order in Dutchie using Pay by Bank, the order will appear in your Current Orders tab in Dutchie Admin or on your Dutchie Terminal.
- Click Confirm to confirm the order. This will send a text message to the consumer saying that their order has been confirmed.
- The order will then show as confirmed and managed in Dutchie POS.
- In Dutchie POS, you’ll find the order in the Guest List section. The order will say Delivery in the delivery New Delivery Order swimlane and a Status of Pay by Bank to indicate it is a Pay by Bank order.
- Click on the order card to start fulfillment.
Note: You will also see a REF # of your order, this is the associated Dutchie Order ID so you can match each order seamlessly between your POS and your Ecommerce Fulfillment lanes. - Go to the Dutchie POS Pre-Orders cart to customize the order and assign products to the order.
- When the order is ready, select Notify. This triggers a text or email notification to the consumer to let them know their order is on the way and will also mark the order as In Transit in Dutchie.
- In Dutchie Ecommerce, the order will then automatically move to the Past Orders section and be in a Closed status.
Delivery manifest
- Click on the Delivery button to create the Delivery Manifest and assign a Driver and Click Save.
- Click the side rail to navigate to the Delivery tab.
- Toggle the checkbox next to the order you wish to assign to the route and click Create Route.
- If adding to an existing route that has not yet been started, click Add to Route.
- If the driver isn't ready to deliver the order, you can choose to click Save.
- If the driver is ready to have this appear on mobile checkout, you can click ready for delivery.
- When you are ready for the order to appear in your driver’s queue, click the three dots next to the order and choose Edit Delivery and select Ready for Delivery.
- Click the three dots next to the new route and choose Start Route to dispatch your driver with the order.
Processing Payment
- Driver will deliver the orders per the route assigned. Once at the customer’s location, the driver will proceed to the next step which is dependent on dispensary workflows to collect payment and finalize the order.
- When the order is delivered to the customer, complete the checkout process in Dutchie Register to complete the sale, see Manage delivery orders at the register.
Important Pay by Bank Delivery notes
At this stage, you will want to determine how your dispensary prefers to process the payment via the DPOS. There are two options for collecting payment on a Dutchie Pay Delivery order when not using our Mobile Checkout feature.
- The driver should have order in hand while at the store, click Pay on DPOS to finalize the sale and ensure funds are available to cover the final cost of the order. This way if there is a decline, the store can contact the customer to have an alternative payment ready upon delivery.
- Alternatively, the driver can also arrive at the customer location with order and contact the store to finalize payment before handing the product to the customer.
- At the time payment is finalized, a final balance check is completed to ensure the customer has funds available.
- The funds will be removed from their account once the batch is closed, batch time is 6:30pm ET. If a transaction is completed after this time, it will be part of the next day's batch. At this moment, the batch time cannot be changed.