DATE:
AUTHOR:
Dutchie Product Team
TABLE OF CONTENTS:
    Dutchie POS

    Dutchie POS: Holiday campaign templates, streamlined user and permission management, bulk product import, fixes, and more

    DATE:
    AUTHOR: Dutchie Product Team
    TABLE OF CONTENTS:

      Here’s what’s new and coming soon to Dutchie POS. Subject to change.

      Enhancements

      Loyalty & Marketing

      Holiday marketing campaign templates: Launch timely, high-impact campaigns for Thanksgiving, Black Friday, and Cyber Monday with pre-built, customizable templates. Designed to save setup time, maintain brand consistency, and drive holiday foot traffic, templates can be accessed directly from the Message templates dropdown in the campaign builder.

      Customer Management

      PDF upload for policy agreements: You can now upload a PDF directly when editing patient and customer policy agreements in Backoffice (Customers > Actions > Edit policy agreement). Dutchie POS automatically converts the document into formatted rich text, eliminating the need to manually retype or reformat agreements.

      Register

      Merchandising rules for Register Copilot: Tailor Register Copilot product recommendations by inventory batch tag (such as Clearance or Short-Dated). Configure batch-level rules to Promote specific inventory to move aged stock, or select Never Recommend to exclude items from automated suggestions. Configured budtender-facing guidance displays directly on the register screen.

      Settings

      Out-the-Door pricing notice: When enabling Treat Pricing as Tax-Inclusive (Out the Door Price) in Location Settings, Dutchie POS now displays a clear confirmation notice reminding you that existing catalog and package prices are not retroactively recalculated.

      User management

      Streamlined user management interface. We’re making user and permission management in the Backoffice is now faster, more intuitive, and less error-prone by overhauling the Settings > Users experience with a tabbed user workspace, an uninterrupted "Add User" workflow, and account readiness alerts that prevent new hires from getting stuck before their first shift.

      What’s new:

      • Uninterrupted "Add User" Onboarding: When you create a new user, you will no longer be dropped back into the main user list to search for their name. Dutchie POS will automatically direct you straight into the new user’s profile so you can immediately configure locations, assign groups, and finish onboarding in one smooth flow.

      • Redesigned Tabbed Workspace: Each user profile will be organized into a clear, dedicated workspace with five tabs:

        • Summary: A centralized overview will show account status, location assignments, group memberships, and account health warnings.

        • Details: Essential profile and contact fields will be protected with unsaved-change warnings so you won’t accidentally lose your work when switching views.

        • LSPs (Locations): You will be able to quickly assign and remove accessible dispensary locations in place (available to administrators).

        • Groups: You will be able to easily search, view, and toggle permission group memberships.

        • Permissions: A unified list will show all direct and effective permissions at a glance, complete with Source Badges that will show whether an access right is inherited from a group or granted directly.

      • Account Readiness Warnings: This will take the guesswork out of troubleshooting login issues. If a user will be unable to sign in because key setup steps are missing, an Account setup incomplete banner will appear on their Summary tab with one-click shortcuts to fix it:

        • Missing Locations: This will alert you if the user is not assigned to any locations/LSPs, with a direct link to Assign LSPs.

        • Missing Permissions: This will alert you if the user has no permission groups or direct access assigned, with a direct link to Assign groups.

      How to use it

      1. Navigate to Settings > Users.

      2. Click Add User, enter the user’s core profile details, and click Add. You will immediately land on the user's Summary tab.

      3. If either the location or permissions warning banner is displayed, click the action button (Assign LSPs or Assign groups) to jump directly to the relevant tab and complete setup.

      4. Account readiness alerts: Proactive warning banners highlight incomplete setup items on the Summary tab, complete with one-click shortcuts:

        • Missing Locations: Alerts you if a user has no assigned dispensary locations, with a direct link to Assign LSPs.

        • Missing Permissions: Alerts you if a user lacks assigned groups or direct access, with a direct link to Assign groups.

      Products & Inventory

      • Self-serve bulk product import: Create catalog products in bulk directly from Products > Catalog in Backoffice. Select Actions > Bulk import products, download the CSV template, upload your completed file, and review products before confirming the import.

        • Safety checks: Bulk imports are create-only; existing products are never modified or overwritten. Duplicate or invalid rows are flagged and skipped automatically during the preview step.

        • Access control: Manage access via the new Bulk Catalog Import user permission.

      • Metrc Total Cannabinoids detection: Lab result syncs from Metrc now automatically detect and map Total Cannabinoids labels (such as for solvent-based concentrates) into the corresponding product field rather than leaving it blank.

      • Metrc trade sample tracking & checkout validation:

        • Automated intake & sync: Dutchie POS automatically captures the Metrc Trade Sample designation on incoming packages during intake and sync. You can also edit this designation in the receiving flow.

        • Backoffice visibility: View and update trade sample designations on package detail pages or during receiving.

        • POS compliance gate: The Register now validates package status at checkout, preventing non-designated packages from being distributed as vendor samples or testers.

      • Integration audit discrepancy filtering: The Integration Audit page now includes configurable columns for Use By Date and Package Expiration Date, and filters the view to show only packages with confirmed date discrepancies against your state traceability system.

      Reporting & Reconciliation

      • E-Commerce order numbers in POS: POS Transaction History and Backoffice transaction details now display the associated Dutchie E-Commerce order number, making it easy to reconcile online order confirmations with in-store receipts.

      Compliance

      New Mexico (NMS2S) inventory management: New Mexico dispensaries can now perform key inventory and compliance tasks directly in Dutchie Backoffice without switching systems:

      • Adjust Inventory: Log inventory adjustments directly within Backoffice.

      • Split Packages: Create packages seamlessly.

      • Sync Plants: Access plant data through read-only sync.

      • Fetch Lab Results: Retrieve and attach lab results through the integration.

      Searchable Metrc error logs: The Metrc error log in Backoffice (Traceability > Logs > Metrc Errors) now includes a searchable Transaction ID column, allowing you to quickly trace sync errors back to the originating sale.


      Fixes

      We're releasing fixes for the following issues:

      Inventory & Manufacturing

      • Completing an assembly could fail with a "no conversion ratio between units Grams and Each" error.

      • The Categories column on the Inventory Audit History report could show only one category for an audit that actually spanned multiple categories.

      • A product with "()" characters in a flagged SKU could throw an "invalid character" error in Batch Mode/Metrc.

      • A product's "Available For" inventory-level detail could show different information than the actual inventory details until it was saved a second time.

      • A product could stay hidden from the online menu after being archived and restocked, even with units available, if it had been archived previously.

      Compliance

      Updates to Florida's Alternative MMUR form weren't saving.

      Users

      Saving a change to a permission group (e.g., Manager, Store Manager, Budtender) could fail with a "Permission group failed to update" error, blocking the change entirely.

      Discounts & Promos

      Editing the eligible items on a bundle discount's requirement side, while keeping the reward set to "same products as requirement," could leave the saved reward still pointing at the old items behind the scenes.

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