Configure Dynamic Delivery staging rooms, inventory kits, and packing lists in Dutchie POS

Before you begin

• Note that some of these features require additional subscription fees. Contact Dutchie Support or your CSM to learn more and get started with Dynamic Delivery.
• Complete the initial setup steps for Dynamic Delivery before configuring staging rooms, kits, and packing lists.
• Users must have the View Inventory Kits and Edit Inventory Kits user permissions to access these features.

Create delivery staging rooms and inventory kits

When you configured your delivery vehicles, a corresponding inventory room was also created for each vehicle. 

Depending on your workflow, you can create an intermediary staging room from which you can restock inventory kits (subrooms) for each vehicle, or you can skip the staging room and associate kits directly with a vehicle's inventory room.

Add a staging room

1. Go to Settings > Rooms.
2. On the Rooms tab, click Add room.
3. Enter a room name.
4. Under Room type, check the boxes for Inventory room and Delivery inventory room.
5. Click Save.
   

Add subrooms for kits

1. Go to Settings > Rooms.
2. On the Subrooms tab, click Add subroom.
3. Enter a subroom name and select either your staging room or a vehicle room from the dropdown.
4. Optionally, select a Length and Width of the assembled kit and select a unit of measure from the dropdowns.
5. Click Add. 

Create tags for kit inventory

To start, evaluate your existing tags in Configure > Tags. You may need to create new tags based on how you will structure your inventory kit, see Create tags in the Backoffice. 

• Example: Edibles, Pre Packed Flower, Live Resin etc.
• Consider what variety of products you want to provide while staying within vehicle inventory thresholds.

Create packing lists for rooms and restocking

Packing lists allow you to determine the inventory you need to fill a kit. Creating packing lists helps fulfillment teams understand inventory allocation for kits. To create a packing list:

1. Go to Products > Configure.
2. Select the Packing lists tab.
3. Click Add list.
4. Enter a List name and click Add items to add to the packing list. Select a tag and a quantity for each tag.
5. Click Save.
   

Stock kits with inventory

Once you have set up kits and packing lists, you are ready to allocate inventory to your kit for the driver.

1. Go to Products > Inventory.
2. Click the Actions dropdown and select Restock room.
3. Select a Packing list.
4. Select which room you are moving inventory From.
5. Select a To room. This would either be a staging room or vehicle room.
6. Select a kit from the To subroom dropdown.
7. Scan packages and enter a quantity from each package.
8. The Status column indicates
   • Green check: Proper inventory quantities allocated
   • Yellow caution: Not enough inventory available; threshold not met
   • Red error: Too much inventory; threshold exceeded.
9. Click Restock.

What's next?

Once your kits are stocked, you can print QR codes that drivers will scan to assign a kit to their vehicle.