Washington | Identify and resolve CCRS reporting issues in the Dutchie Backoffice

Dutchie’s CCRS validation tool flags specific issues that impact CCRS reporting. Washington operators can use these insights to resolve issues and keep reporting up to date.

Things to know

This feature requires the user permission View CCRS Integration. Find it under Users > Permission Groups > Integrations.

How it works

In the Dutchie Backoffice, go to Settings > Integrations > CCRS

The Validation tab shows all issues that will block CCRS reporting, organized into sub-tabs for issues related to Rooms (Areas), Strains, Products, Packages (Inventory), and DoH approved products.

Rooms, Strains, Products, and Packages tabs

If a tab is empty, it means there are no issues to resolve all data for that section has passed validation.

bo_ccrs_validation_rooms.png

 

An alert at the top of a column means there is at least one issue to resolve in that column. Each row shows the room, strain, product, or package with an issue. Hover your cursor over the alert icons to see what specifically needs to be resolved for each row, such as a product missing a value in the regulatory category field.

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If you don’t see any alert icons but also don’t see a “no issues found” message, alerts may be hidden because the relevant data columns are also hidden. Click the cog wheel and then check the boxes in the column configuration to show any hidden columns that may contain alerts.

bo_ccrs_validation_cog wheel.png

 

On the Products tab, you can the toggles to view all products or only products with inventory, and include or exclude retired products.

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On the Products and Packages tabs, clicking a row will take you directly to the product or package’s detail page in a new tab where you can resolve the issue, such as adding a missing field value or 

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Strain-related errors may be due to a missing a Strain value on a product in your Catalog:

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Or an issue with the strain itself that you can resolve in Products > Strains.

bo_products_strains_select strain.png

 

DoH approved tab

The DoH approved tab shows a list of products that may cause errors based on inconsistencies that Dutchie has identified between the product name, assigned tax category, and whether the DoH approved and/or High CBD options are set to Yes on the product detail page. This tab is intended to flag potential issues with DoH-approved and High CBD products that may need to be updated or assigned to a different tax category to avoid errors.

bo_ccrs_validation_doh approved.png

For example, products will be listed here when:

  • Product name contains "doh" (not case-sensitive) but the DoH approved setting on its product detail page is set to No.
  • Product is assigned to a tax category with "doh" (not case-sensitive) in its name but the DoH approved setting on its product detail page is set to No.
  • Product is set as DoH approved but its assigned tax category's name does not include "doh" (not case-sensitive).

Auditing and verifying DoH-approved product and tax settings

The fact that a product appears in this list does not necessarily mean that it is DoH-approved, nor does it necessarily mean there are errors associated with it; rather it just means you may need to check these products to make sure they're set up correctly. Learn more about how to configure DoH-approved products, tax categories, and tax rates.

For example, the following products all contain "doh" in their names, but none are set as DoH-approved.

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Assuming these products are in fact DoH-approved (which should be verified by the vendor or testing lab), you can use the multi-select checkboxes to set them to DoH-approved = Yes via the Bulk actions menu.

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After correcting the DoH-approved setting, two products remain in the list because they are also assigned to a "Cannabis" tax category when they should be assigned to the "DoH Approved" tax category.

bo_ccrs_validation_doh approved_tax category column.png

To correct tax or product categories, go to Products > Catalog, select the product, and update the Category and/or Tax categories dropdowns on the product detail page.

Filters

Note that including "doh" in DoH-approved product names and tax categories is recommended but not required, and your location may have multiple custom tax categories for DoH-approved products. For this reason, this page includes filters for Status (whether the product is marked DoH-approved or High CBD) and DOH tax category (so you can filter based on your location's configured tax categories). 

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bo_ccrs_validation_doh approved_tax category filter.png

 

Once you've resolved all identified issues, automated reporting to CCRS will be unblocked.

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