Below, you’ll find a checklist outlining the order of events and tasks necessary for a successful launch with Cultivation on Dutchie. This checklist is a dedicated resource for cultivation teams, acting as a roadmap to guide you through your implementation journey and ensure all essential, cultivation-specific steps are completed in the correct order.
From configuring Dutchie's cultivation workflows to prioritizing compliance with state traceability requirements, each item on the list corresponds to crucial aspects of your cultivation setup. We emphasize the importance of managing plant batches, tracking growth stages, and ensuring compliance at every step.
Most checklist items are hyperlinks, leading to curated learning resources—including articles, videos, and interactive tutorials—that provide comprehensive support throughout the process.
Feel free to save a digital version of the list or print a copy to track your progress. We’re here to support you every step of the way as you onboard with Dutchie.
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To Be Completed Before Training 1:
- Complete Configuration Checklist Form
- Login to your Dutchie account (Backoffice)
- Setup and verify taxes (If Applicable)
- Build strains, vendors, brands, categories
- Build product catalog (or build data import sheet, if applicable)
- Ensure all cannabis products have strains
- If applicable, ensure there are catalog entries, tags, inventory statuses and categories for:
- Nutrients
- Packaging
- Labor
- Build inventory statuses (if applicable)
- Build pricing tiers (if applicable)
- Build product catalog (or build data import sheet, if applicable)
- Verify location settings (i.e. age verification; lab test format, customer types)
- Verify room settings (i.e. rooms, sub-rooms, plant stages)
- Set up one full setup of hardware:
- Cultivation: Computers/tablets; printers; barcode scanners; scales etc
- Request and connect necessary API key (i.e. Metrc, BioTrack and other compliance tools)
To Be Completed During Training 1 [Self-Guided & Live]:
- Review Backoffice Training video
- Review Growing Together video
- Training Topics: Receiving inventory, adjustments, room moves, tracking plant movement, monitoring plant lifecycle
- Training Length: 60-90 minutes
- Attend live Inventory training
- Confirm product catalog is built into Dutchie
- Confirm all cannabis items intended to be harvested have strains associated in the catalog
- Confirm inventory statuses are built (if applicable)
- Confirm tags are built (if applicable)
Training 1 Recap:
To reinforce the material reviewed in the Backoffice & Inventory Configuration Session, please review and bookmark the following Help Center tutorials:
- Receive Inventory Manually or Bulk Upload Through CSV, Adjustments, Room Moves
- Product Inventory Help Center
- Inventory Coordinator Training Path
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Data Migration Process (If Applicable)
- If your business uses Metrc for state traceability and you are not opting for data migration, please coordinate your Go Live date with your Implementation Strategist so a Plant Pulldown can be scheduled with at least two weeks notice.
To Be Completed Before Training 2:
To Be Completed During Training 2 [Live & Self Guided]:
- Process a test batch through the plant lifecycle from clone to harvest
- Transfer a test harvest from Cultivation to Backoffice Inventory
- Build at least one recipe in the system (if applicable)
- Test the recipe to generate a sample output (if applicable & before enabling state traceability)
- Convert one product in backoffice to a new type of product (if applicable)
- Understand the difference between Plant Batches & Plant Groups
- Determine an SOP for your business workflow
- Download and upload plant templates (if applicable)
Training 2 Recap:
To reinforce the material reviewed in the Backoffice & Inventory Configuration Session, please review and bookmark the following Help Center tutorials:
- Cultivation Overview
- Plant Batches & Plant Groups
- Download and upload plant templates (if applicable)
- Convert Inventory
To Be Completed Before Training 3:
To Be Completed During Training 3 [Self Guided]:
- If data migration is applicable, your Implementation Strategist will be in contact with specifics related to your businesses' launch
- If your business is on Metrc and are not opting for data migration, please coordinate your Go Live date with your Implementation Strategist so a plant pulldown can be scheduled with a minimum of two weeks notice
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
- Review all workflows
- Schedule the Joint session to review outstanding questions
- Receive/import inventory data
- Review and validate built/imported data
- (If using BioTrack) Check the location number for wholesale customer profiles
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Confirm taxes are setup and configured via email to your Implementation Strategist (if applicable)
- Note: Retailer is responsible for adding taxes & the taxes should be matching between the two platforms