Dutchie POS

about the aiq <> dutchie pos integration review our docid\ lmkd0mbha4ssqe8ii9mz for supported features how to connect aiq to dutchie pos aiq setup reach out to and request aiq to be enabled as an integration your dutchie pos api keys ensure permissions for customers , transactions , products , and inventory is enabled on the api key multiple locations if you have multiple locations, you will have one api key for each location in some markets, you will also have a different api key for medical or recreational menus navigate to settings > integrations , search for dutchie pos and click the green connect button add your store name (as provided by dutchiepos) and your api key in the key fields and click the green add credential scroll down to the loyalty section bottom and check off all users are age compliant with my industry? click the green update connection and your dutchiepos integration will start pulling data! note do not touch any other settings in this integration card without consulting an onboarding specialist or customer success manager as they can affect your data and the customer's opt in status dutchie pos setup in aiq, navigate to settings > docid\ admvg 5nabuuyljhlhu3 to obtain your uid and api key provide these to your dutchie pos representative in order for them to activate discount syncing once enabled you can optionally configure 2fa settings by going to your dutchiepos settings > integrations > alpine iq disabling 2fa will bypass the need to send a code to the customers phone this can be overriden a master pin code in docid\ hk fhezgyqvf5cquhro9y how to map a store navigate to settings > company account > retail store click edit on the store you wish you map under store mappings you'll see the dutchiepos symbol click on the empty field to the right of the symbol and a dropdown will appear to "map" the key click save settings and you are done mapping the store keep in mind this must be repeated for any additional stores that you add to the account aiq x dutchiepos user guide in aiq, navigate to settings > docid\ admvg 5nabuuyljhlhu3 to obtain your uid and api key this will need to be provided to your dutchie pos representative in order for them to activate discount syncing how to setup aiq integrated discounts in dutchie create a discount inside aiq set redemption type to n/a in the 'redemption settings' of your discount deals, change the redemption type to 'n/a' the 'trigger a partner platform reward' option is not required for the dutchie integration and can cause issues if enabled fill out all other required fields and save copy the discount id found on your discounts page (left column) replicate discounts in dutchie, navigate to marketing > discounts in the "application method" select "by alpine iq" add the aiq discount id to the "alpine iq discount id" field in dutchiepos this step ensures that the customer facing cart in dutchie correctly applies the discount, while aiq handles loyalty point deductions when the discount is redeemed avoid end date issues if you need discounts to be continually available, ensure no end date is set in the discount configuration repeat for additional discounts verifying discount setup after configuring discounts, verify the setup to ensure accuracy perform these steps check discount display verify that the discount appears correctly in the dutchie system and is linked with the aiq id test discount application add the discount during checkout using a loyalty profile in aiq to confirm the following the discount is applied to the cart correctly in dutchie aiq deducts the appropriate number of loyalty points upon application purchases can be completed and canceled afterward to test functionality without completing a real transaction sync verification discounts created in aiq should sync immediately, ensuring instant reflection on your website and integration platform if syncing does not occur, double check the configuration settings signing up new loyalty members during checkout you are able to sign customer up for aiq loyalty directly in the checkout flow in dutchiepos with the customers cart open, you will see a "register for loyalty" button on the top right if you do not see the register for loyalty button on a guests profile, contact dutchie support to enable redeeming discounts if the customer placed their order through dutchie ecommerce and selected their own reward on the checkout screen, it will appear on the right sidebar click redeem to apply it to the order otherwise, you can browse and apply an available reward manually click the button and select redeem aiq enter the customer’s phone number and click get code the customer will receive a code via text enter the code and click open wallet (these steps do not apply if you set bypass 2fa to yes) select an available reward to apply to the transaction get points balance to see a customer’s points balance, click the button and then redeem aiq a pop up window will appear that shows the available points, the points redeemed, and the points remaining add loyalty indicator to customer cards to help budtenders quickly identify customers enrolled in alpine iq loyalty, update your customer cards to include a loyalty indicator icon go to settings > registers select configure select the cards tab check the box for loyal vs non loyal click save a yellow star icon will now appear on the guest list card and cart view for customers enrolled with alpine iq creating audiences in aiq from dutchie pos's discount groups first, create your discount group in dutchie pos then in aiq, navigate to customers > audiences > create new build the following audience custom brand traits discount groups contains {{discount group name}} save note once the audience is created in aiq, any persona/contact that gets added to the discount group in dutchie pos will automatically be added to the audience in aiq mirror archives mirror archives is a dutchie pos–specific feature that ensures order counts remain consistent between your pos and aiq, even when profiles have been archived or merged on the pos side when to use it enable this setting if your pos has many archived profiles with historic sales attached, or if your team frequently archives or merges customer profiles in dutchie pos mirror archives helps maintain a consistent relationship between orders in dutchie pos and personas in aiq, ensuring historic orders are not lost when profiles are archived how it works by default, aiq integrations pull order and customer data for a limited historical period (typically about one year prior to integration setup, unless otherwise configured) when mirror archives is enabled, aiq extends the data lookback period to include the full available history in dutchie pos, instead of only recent data when profiles are archived or merged in dutchie pos • aiq creates mirrored archived profiles so historic orders remain connected • orders attached to archived or merged profiles continue to exist in aiq • order counts stay aligned between dutchie pos and aiq because older historical data is now included, personas who have not purchased in over a year may appear in aiq for the first time mirror archives is retroactive, so historic sales attached to archived profiles are also reflected once enabled can mirror archives create duplicates? mirror archives itself does not intentionally create duplicate personas however, enabling it can introduce additional personas from older historical data in some cases, customers may have older accounts with different personal information, such as • old email addresses • old or changed phone numbers • slight name differences • missing or incomplete contact information if this older data does not match existing personas in aiq, the system cannot automatically merge them, and they will appear as separate personas if matching pii (such as phone or email) is present, normal persona merging rules apply and duplicates will merge automatically as a result, clients may see an increase in persona counts after enabling mirror archives these are typically older customers being pulled into aiq rather than newly created duplicates points adjustments if a persona redeemed inflated points before being removed or archived, they may temporarily appear with a negative points balance after mirror archives syncs historic activity in most cases, the system automatically reconciles the balance so customers can continue earning points normally going forward faq's why is my customer not tagged as a loyalty member in dutchie pos? a loyalty tag will appear on the customers profile in dutchie if the customer was signed up in dutchiepos what fields do we sync with? name, phone, email, gender, birthdate, address, medical id, discount groups, sales since you sync these fields, how can i lookup a customer in dutchie pos? you can only lookup aiq members in dutchie pos via phone number how long does it take before i start to see my pos data in aiq? within 24 hours, you should see data populating in aiq how can i confirm that the integration is active and signups are being sent? look under your personas page in aiq the integration is functioning properly if you see "leaflogix" under the sourced from column i am getting an account notification that i have unmapped stores, how can i fix this? once you see data coming through aiq, you must "map" the api key to the store(s) to assign a "favorite store" to the customer see how to map a store above for directions on how to accomplish this help, i read this entire document and still need assistance! you can read dutchie's https //support dutchie com/hc/en us/articles/13554958406547 alpine iq integration guide for dutchie pos for enabling aiq can i create audiences in aiq from dutchie pos's discount groups? yes, see steps above creating audiences in aiq from dutchie pos's discount groups are there any additional settings i can enable? see docid\ u8beizkxh83tipi2sw1rz for more optional settings why are discounts applying to multiple items? if this is not desired, you can update the discount settings within dutchie pos navigate to discount > options > rewards > options > discount method if a transaction is completed and then a budtender needs to do a refund, do loyalty points used on the purchase get automatically refunded? this functionality is controlled by dutchiepos at this time, they do not support this and refunds must be completed in aiq