Dutchie Pay is now Pay by Bank, powered by Plaid!
Dutchie Pay is now called Pay by Bank.
We are in the process of changing the name throughout our documentation. Some articles or screenshots may still use Dutchie Pay as we work to change it throughout our help center. Pay by Bank, powered by Plaid is the same great product, with the same great features, just with a new name!
Notice
If you are a dispensary customer looking for answers to questions about Pay by Bank, please see our consumer help center.
STEP 01
Placing an order
- Consumers shop online via a Dutchie ecomm menu, then tap the Pay Now tab to use Pay by Bank (Dutchie Pay) at checkout.
- When the customer is ready, they click Place Order to finalize their purchase.
- A balance and fraud check is completed to confirm they have funds available for their order. No funds are held or withdrawn at this time.
STEP 02
New delivery order
- The Pay by Bank order creates a cart in DPOS with the customer’s profile attached.
- Depending on the Dispensary setup in Dutchie POS, this will be assigned to the guestlist status that the dispensary has been designated for New Delivery Order.
STEP 03
Fulfill order
- Next you will need to select the cart and assign products to the order.
STEP 04
Delivery manifest
- Click on the Delivery button to create the Delivery Manifest and assign a Driver and click Save.
Note
This step is only required if the order is created on the DPOS, as selecting the delivery options will classify the order as a delivery order.
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STEP 05
Delivery route
- 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.
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STEP 06
Add delivery details
- Add the following details as needed to the order:
- 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.
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STEP 07
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.
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STEP 08
Start route
- Click the three dots next to the new route and choose Start Route to dispatch your driver with the order.
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STEP 09
Sign in to mobile app
- The delivery driver will deliver the orders per the route assigned.
- Once at the customer’s location, the delivery driver will open the Mobile Checkout App on their mobile device to bring up DPOS.
- They will sign in to Mobile Checkout App, using the credentials that you assigned to them.
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STEP 10
Select register
- Next they will select Delivery as Select Use.
- On the Select Register screen, choose the car you're driving for the route.
- These are configured under Delivery > Configure > Cars and are considered the registers for Mobile Checkout purchases.
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STEP 11
Select route and cart
- The Select Route screen shows the routes assigned to the driver.
- Select Cart is where they can view the details of the delivery.
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STEP 12
Complete transaction
- The driver brings the order to their customer and clicks Pay to complete the transaction with Dutchie Pay.
- Next they select Done to finalize the delivery order.
Note
There is an option to email the receipt to the consumer if they want one.