Learn how to control which products Register Co-Pilot recommends, and how its cards read, using Dutchie POS Backoffice.
Register Co-Pilot suggests products to budtenders in the Dutchie Register as they are building a cart. In Dutchie POS Backoffice, you decide what Register Co-Pilot promotes, what it never recommends, which kind of upsell it favors, and how the cards sound.
You can use these settings to:
- Promote a brand, category, master category, or product, and add a short note that tells the budtender why the product appears, such as a time-limited deal.
- Keep specific products off every Register Co-Pilot card.
- Set company defaults so recommendations work the same way at every store, then override them for an individual store.
- Guide the tone and wording of Register Co-Pilot cards with your store’s own voice.
If you oversee multiple locations, you can use company defaults to keep recommendations consistent across stores. You can adjust the settings for the store they run. Budtenders see the resulting cards in the cart.
Before you begin
- Company defaults apply to every store. If you sign in to a single store, you can override or disable inherited company rules for that store only.
- Recommendation rules save right away. Upsell and Card wording changes do not save until you select Save at the bottom of the page.
- If a product matches both a Promote rule and a Never recommend rule, Never recommend wins.
- Register Co-Pilot no longer uses free-text custom prompts. If your store used one, you will need to re-create its instructions as recommendation rules and store voice guidance
Open Register Co-Pilot settings
- In Backoffice, go to Registers > Configure.
- Select the Register Co-Pilot tab.
- Under Apply changes to, use Scope to choose Company defaults (all stores) or the store you're signed in to.
The Register Co-Pilot tab with Company defaults selected and three recommendation rules.
How company defaults and store settings work together
Company defaults apply to every store. When you select a single store, company rules appear as inherited. A store can override or disable an inherited rule, add its own rules, and set its own Upsell and Card wording. To go back to the company settings, select Use company defaults (Upsell) or Use company voice (Card wording).
Add a recommendation rule
Rules tell Register Co-Pilot what to promote and what to keep off the cards. Each rule targets one brand, category, master category or product.
- In Recommendation rules, select Add rule.
- Under Rule, choose Promote or Never recommend.
- Under Applies to, choose Brand, Category, Master category or Product, then search for and select the target.
- For a Promote rule, choose a Strength (see the table below).
- Optional: set a Start date and End date. Leave both blank to run the rule until you disable it. Expired rules stop automatically.
- Optional: add a Budtender note of up to 60 characters, such as "20% off through Sunday". It appears under the card headline so the budtender knows why the product is being suggested.
- Select Add rule. Rules save right away; you don't need to select Save at the bottom of the page.
A Promote rule for a brand with the Always feature strength and a budtender note.
Rule targets
| Applies to | What it matches |
|---|---|
| Brand | Every product from that brand. |
| Category | Your own product categories, as set up in your catalog. |
| Master category | Dutchie's standard product groups, such as Tincture or Pre Rolls. Use these for rules that should work the same way at every store. |
| Product | One specific catalog product. |
Promote strengths
| Strength | What it does at the register |
|---|---|
| Always feature | Guarantees one card at every checkout, labeled Store Pick, while a matching product is in stock and not already in the cart. Register Co-Pilot chooses the matching product that best fits the cart, then the lowest price. If several Always feature rules are active, they take turns day by day. Use this strength sparingly. |
| Prefer | When it's relevant, a matching product beats the customer's past favorites and cart pairings for the Upsell card. Not guaranteed on every cart. |
| Suggest | Adds matching products to the pool of options Register Co-Pilot can choose from. There's no guarantee they appear. |
Never recommend
Products covered by a Never recommend rule can't appear on any Register Co-Pilot card, even if they're in the customer's purchase history. If a product matches both a Promote rule and a Never recommend rule, Never recommend wins.
Manage existing rules
Use the “...” menu on a rule to edit, disable, enable or delete it. When you're viewing a single store, inherited company rules offer different options: override the rule for that store, or disable it for that store only. Deleting a company rule removes it for every store, including any store overrides of it. The Schedule column shows Not active today for rules that are outside their dates.
Choose how Register Co-Pilot picks the Upsell
Register Co-Pilot shows one regular Upsell card per cart. When several add-ons are possible, the Upsell section decides which kind wins.
The Upsell and Card wording sections.
| Setting | What it does |
|---|---|
| Source order |
Drag the rows to rank the four sources, or select a row's handle to choose its position. Register Co-Pilot uses the first source that has a match for this cart.
|
| Add-on price ceiling | The most an Upsell add-on can cost, as a percentage of the typical item already in the cart, so the suggestion stays an easy "yes". Enter 25–100%. The default is 50%. Always feature Store Picks aren't limited by this ceiling. |
Select Save at the bottom of the page to apply Upsell changes, or Cancel to discard them.
Set the card wording
The Card wording section controls how cards read, not which products appear.
| Setting | What it does |
|---|---|
| Show budtender note | Shows each rule's budtender note under the card headline at the register. Turn this off to hide all notes. |
| Store voice | Up to 500 characters of tone and wording guidance, for example: "Friendly and brief. Greet returning customers by first name. Call our rewards program 'Rewards Club', not 'loyalty'." Don't use this field to promote or hide products; use Recommendation rules instead. |
Select Save at the bottom of the page to apply Card wording changes.
If you used a custom prompt before
If your store had a free-text Register Co-Pilot prompt, it's shown under Previous custom prompt in the Card wording section for reference. Register Co-Pilot no longer uses it. Re-create any product instructions as Recommendation rules, and copy any tone or wording guidance into Store voice.
Register Gamification and the preview
Register Gamification nudges budtenders when a cart is close to a discount threshold. This toggle applies only to the store you're signed in to, and it saves as soon as you switch it.
Preview at the register shows illustrative cards based on the rules in effect for the selected scope, and lists anything excluded there. Real cards depend on the customer and on live inventory.
Card wording, Register Gamification, and the register preview with a Store Pick and an excluded master category.
What budtenders see at the register
In the cart, Register Co-Pilot's suggestions appear under Cart Opportunities (AI). A Store Pick card shows the brand or product from your Always feature rule, with the budtender note underneath when notes are turned on. Budtenders select + Add to put the suggested product in the cart.
A Store Pick card for a promoted brand, showing the budtender note "New Gron drop this week".