Customer or vendor information that appears on printed manifests comes from the corresponding customer profile. If a delivery or transfer manifest printed from Dutchie POS is missing information, such as the recipient's license number or address, this is usually due to missing information on their customer profile or incorrect information on an archived customer profile.
To resolve these issues:
- In the Backoffice, go to Customers.
- Select the profile of the customer, vendor, or other entity that will receive the delivery or transfer.
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In the Identification section, verify that all information is present and accurate. This may vary by state, but the key fields are usually:
- Code/license number (for vendors or other licensed cannabis operations receiving inventory transfers)
- MJ state ID (for medical patients receiving retail deliveries)
- Drivers license (for recreational customers receiving retail deliveries)
- Address 1, Address 2, Address 3, City, State, and Zip.
- Click Save.
- Back on the customers list, click the Status filter and select Archived.
- Check to see if the customer/vendor also has an archived profile. If so, you can update the information on the archived profile and change its status back to Active, leave it archived and delete any outdated or incorrect information, and/or update it to make it clear that employees should not use that profile in the future.