I need help setting up mobile checkout for my delivery drivers

What is the issue?

You want to transition from a manual delivery process to a digital, on-site transaction model. This involves configuring your back office settings to allow drivers to verify identities, accept payments, and provide receipts directly from their mobile devices.

What’s causing the issue?

This is typically a first-time configuration requirement for dispensaries expanding into delivery services. It requires specific permissions, plan support, and hardware synchronization to function correctly.

How do I solve the issue?

1. Ensure all required Settings > Location Settings are enabled for your organization. Key flags include:
2.   VerifyAgeInMobileCheckout (ID verification prompt)
3.   RequireSignatureMobileCheckout (signature capture)
4.   RequireDLImageMobileCheckout (driver's license photo capture)

Additional Dutchie Enabled Settings: 

1.   Add Items in Mobile Checkout / Remove Items in Mobile Checkout (order modification at door) 
   • Request Dutchie Support to enable Add/Remove items (if applicable) 
2. If your organization uses SSO, update your SSO provider to include the Mobile Checkout URL.

How do I configure Mobile Checkout? For Administrators (Backoffice Setup):

1. Log into the Dutchie POS Backoffice.
2. Navigate to Settings to configure delivery-related options (rooms, registers, cars, and driver profiles).

Set up a driver profile:

Create or Verify a Car (Vehicle) Entry

1. In the Backoffice, navigate to Delivery > Configure > Cars tab
2. Click to add a new car or edit an existing one
3. Fill out the required fields: Name, Make, Model, License Plate, License State, Year, Color
4. Mobile Checkout, toggle "Mobile Sales Unit" (MSU) to Yes and link it to a delivery room
   • Note: Some states (e.g., NY BioTrack) also require VIN
5. Click Save

Create or Verify a Room & Register Entry

1. Navigate to Settings > Rooms
2. Create a delivery room linked to your register
   • If using Dynamic Delivery with Inventory Kits, set "Delivery Inventory Room" to Yes and create subrooms as needed

Create a Driver Record

1. Navigate to Delivery > Configure > Drivers tab
2. Click to add a new driver
3. Fill out the required fields: Name, Date of Birth, Date Hired, State ID Number (driver's license #), License State, Email
4. Click Save

Link a User Account to the Driver 

1. This is the critical step. Within the driver record, associate an existing Dutchie POS user account with that driver entry
   • This linkage is what allows the system to know which logged-in user corresponds to which driver
2. Configure payment methods: Go to the appropriate payment/integration settings in the Backoffice. Payment methods are managed through POS payment configuration, not within a Mobile Checkout-specific menu.

For Drivers (Accessing Mobile Checkout):

1. Open a browser on your mobile device (phone or tablet).
2. Navigate to https://[servername].mobile-checkout.dutchie.com (your admin will provide the specific server name).
3. Log in with your Dutchie user credentials.
4. You will see orders assigned to your driver profile, as well as any unassigned delivery orders.
5. Follow the on-screen prompts to verify customer ID, collect payment, and complete the transaction.

Commonly asked questions

• How do I set up Mobile Checkout for my delivery drivers?
• How do drivers access Mobile Checkout? Do they need to install an app?
• Why can't my driver see their assigned delivery orders in Mobile Checkout?
• How do I enable ID verification and signature capture for Mobile Checkout?
• How do I add or update a delivery vehicle (car) for Mobile Checkout?

Additional resources

• Manage standard delivery orders in mobile checkout