Table of Contents:

• Introduction
• How to Set Up the Integration
  • Connecting the Integration
  • Associating Dutchie Users to Canix Users
  • Assigning Canix Permissions
• Receive Dutchie Inventory from Canix Purchase Orders
  • Receive Products to Update Dutchie POS Listings
  • Displayed Errors
• Create New Dutchie Vendors from Canix
• Create New Dutchie Products from Canix
• Map Dutchie Products to Canix Items in Facility Data
• Syncing Details
  • Creating Dutchie Products from Canix
  • Receiving Inventory on Purchase Orders
  • Creating New Dutchie Vendors

Introduction

Canix integrates with Dutchie POS to streamline ordering and inventory management across facilities. Canix Purchase Orders can update Dutchie POS product listings with quantities and packages received on the PO.

Connecting your Retail license to Canix provides other teams visibility into inventory levels at the retail facility to assist with production scheduling for products selling quickly. Your retail facilities can now view inventory in your other licenses when ordering for their facility, reducing communication in the ordering process rather than managing menus.

Additionally, Canix's integrations with other softwares, like Sage Intacct, allows your business to process Purchase Orders placed through Canix just like your other facilities with the same SOPs. 

How to Set Up the Integration

1. Connecting the Integration

Before beginning, you must first request your API key from Dutchie. API keys must be requested from your Dutchie CSM or support if you do not have one already. 

Once received, you can continue on with the remaining steps.

In Canix, navigate to Admin > Integrations > Dutchie POS - paste your Dutchie API key & select Update Dutchie API Key

Continue onto the next section to provide users access to use the integration once connected here.

Receive an error message when adding your API key? Contact Dutchie Support with the endpoint mentioned in the error message to be added to your key.

2. Associating Dutchie Users with Canix Users

A Canix user must be mapped to a Dutchie User in order to use the integration. After assigning a user, go to the next section to assign the correct permissions.

• Navigate to Admin > User Management
• Select a user's name who should have access to send received product to Dutchie (permissions will be managed in the next section)
• Associate a Dutchie User with the Canix user
  Note - the Canix user can be mapped to any Dutchie user. The received product will show as received by the Dutchie user, not the Canix user, in Dutchie.

3. Assigning User Permissions

Once the integration is connected, every Full Access default permission group automatically has access to this integration. However, a Dutchie User must be associated in User Management in addition to these permissions before any inventory will be sent to Dutchie (see section above).

Give the following permissions Edit Access in permission groups to provide access to users not in the Full Access permission group:

• • Sales > POS Receive Inventory
    • Edit access allows the user to match Dutchie POS products to Canix Products in the Purchase Order > Receive Product workflow, and update Dutchie POS product listings with the received inventory on the PO.
    • View or No Access will not allow the user to select Dutchie POS products in the PO Receive Product process, or send those receive products to Dutchie POS.
  • Integrations > POS
    • Edit access allows the user to update the API key for the Dutchie POS integration in Canix, but does not give them access to send received product to Dutchie.
    • View Access allows the user to see this integrations page, but does not allow them to edit

A user who has Dutchie POS integration enabled in permission groups in Canix, but does not have a Dutchie User assigned will encounter errors when using Purchase Orders in Canix, and will not be able to send products received to update product listings in Dutchie POS.

Receiving Inventory in Dutchie from Canix's POs

Receive Products to Update Dutchie POS Listings

Packages must be Active packages in your Canix facility once receiving an incoming transfer before you can begin.

• In Canix, navigate to Purchase Orders > select the order products are being received against > select Receive Products button on the PO
• Associate the Dutchie Vendor by selecting the red No Vendor Associated text in the top left below the Vendor Details 
  • If a Dutchie Vendor has been associated with a Canix vendor on previous POs, the vendor will be prefilled in blue text. Select the blue prefilled Vendor to change the Vendor if needed.
    
  • If this is a new vendor that needs to be created in Dutchie, select the Create New option in the dropdown and fill in the vendor details 
    Note: Canix prefills the Dutchie Vendor details with the Canix vendor details, but can be edited before submitting to Dutchie if needed.
    
    
• Select the checkboxes next to each product in the Inventory Received section below to populate the product information on the right side
  
  
• Select the Add Packages button to select packages received against this PO
  Note - the packages and their quantities will be sent to Dutchie POS to update the product listing quantity and available inventory for sale
• If no Dutchie products have been associated with the Canix product before, select the red No Dutchie Product Associated text to select from your existing Dutchie POS product catalog
  Note - new products can be created from Canix by selecting the first option in the dropdown "Create new"
  
• If a Dutchie product has been associated previously, this association will be remembered for the next order and prefilled with the previously used Dutchie product.
  • To change the association, select the blue product name and select a new name from the dropdown
    
    
• Once all Canix items have a Dutchie product associated (all text is blue in Inventory Received), and all selected items have packages associated with them, select Accept Inventory
  

Displayed Errors

Errors will display when trying to accept inventory on a purchase order with the following missing information:

• An error occurs when the user receiving inventory on the PO does not have a Dutchie user associated with their Canix user in User Management.
  • If the user has Edit access to Sales > Receive POS Inventory in Permission Groups, they will see the Dutchie POS information on the Canix PO, but will not have access to connect to Dutchie without an assigned Dutchie user.
    
• An error occurs when receiving cannabis items on purchase orders without a package assigned to the line item. A package must be associated with the line item to receive products against the PO when sending inventory to Dutchie.

Create New Dutchie Vendors from Canix

New Dutchie Vendors can be created when receiving products on a PO.

• Select the red No Vendor Associated text if no Dutchie vendor has been associated with the Canix vendor before. If a Dutchie vendor has been associated previously and is prefilled, select the blue vendor name in Vendor Details.
• Start typing in the Vendor field in the modal that appears > Select the Create New option in the dropdown
• Fill in the required Dutchie Vendor details
  Note: information will prefill from Canix's vendor information, but can be edited before submitting.
• Select Create to submit the new vendor to Dutchie
  

Create New Dutchie Products from Canix

Canix's Dutchie POS integration provides the ability to create new Dutchie POS products to receive inventory against. 

When receiving products in Canix Purchase Orders, select the red No Dutchie Product Associated text, or the blue Dutchie product name text.

• Begin typing in the Dutchie POS Product field to see the option for creating a new product > Select "Create New"

• Select categories from your Dutchie instance in the Category field

• Select a brand from your Dutchie brands in the Brands field

• Select a strain from your Dutchie strains in the Strain field

• Select Create to send the new product to Dutchie
  Note: no inventory will be sent to Dutchie yet. This product will now be available to submit received product against using these steps.
  
  

Map Dutchie Products to Canix Items in Facility Data

If your facility has enabled the Dutchie Integration by connecting the API key under Admin > Integrations, the Dutchie field will be enabled. Select existing Dutchie Products, or create new Dutchie Products from the dropdown.