[Indica] [POS] [Potify] Differential Pricing Per Patient Type
We implemented Differential Pricing Per Patient Type, which allows
setting up and using different prices for the same product for different
Patient Types. Differential Pricing Per Patient Type is useful when
Users want to set out the door pricing, in which tax amount is included
in the final price.
Each Product Price has a Default Price and a Price Patient Type Designation. A single product can have different sets of prices for Recreational and Medical (Caregiver) Patient Types.
Default Price is a price set for a product without any differentiation by Patient Type.
Price Patient Type Designation is a Patient Type to which the price corresponds.
To use Differential Pricing Per Patient, Users can go to Config → Settings → Inventory Settings and click on the "Setting Up Prices Per Patient Type" checkbox.
Also, marking "Setting Up Prices Per Patient Type" checkbox allows Users to:
Please note, that each time Users enable/disable the "Setting Up Prices Per Patient Type" setting, all product prices are synchronized with Potify, and as a result Potify prices may be displayed incorrectly for several hours. If during this time Users place orders, the shopping cart will be recalculated with the correct prices from IndicaOnline web app.
"Setting Up Prices Per Patient Type" setting is available only for USA.
For more information, see this article.
[Indica] Pending Packages Removal Flow
Now Users are able to remove Pending Packages that were transferred from the facility.
Removed packages will be deleted only from the list on IndicaOnline, not from Metrc.
For more information, see this article.
[Potify] Passwordless Login using Face ID/Touch ID
As of this release, Potify Patients with completed profiles can set up their devices' native Face ID/Touch ID authentication in order to be able to log in without receiving a code by SMS.
For more information, see this article.
[Indica] [POS] [Driver App] Order Flow Statuses Update Release
The Order Flow Statuses update has been released! As mentioned in our announcement earlier, new statuses simplify and clarify order management process for all the platforms and Order types without changing the Order Flow.
To use new statuses on Indica POS, please update it to version 8.9.
We are pleased to announce an upcoming Order Flow Statuses update.
New
statuses will be implemented in order to simplify and clarify order management process for all platforms and all Order types.
Please note, that the actual Order Flow is not changing and will remain the same.
To get acquainted with new statuses and get ready for the upcoming update in advance, see this article with descriptions of statuses.
[Indica] [Potify] Discounts enhancements
We implemented multiple enhancements to Discounts, such as:
For more detailed information on discounts, follow the corresponding articles:
[Indica] [POS] Cockpit (Beta) optimization and Pending Orders Reassignment Implementation
Cockpit is becoming better and faster with new optimizations of loading and response time, and implementation of Pending Orders Reassignment functionality.
Now Users are able to reassign Pending Orders from Hub and On-Demand to On-Demand offices.
For more information, see this article.
[Indica] [POS] [Potify] Shipping Method for Mail Orders (Canada)
As of this release, Users from Canada-based companies are now able to assign different Shipping Methods for Mail and Delivery Orders within one Office.
We added a new "Mail" option, which Users can select when creating a new Shipping Method (Config → Shipping Methods → Add New Shipping Method). Then, to add this newly created shipping method to the required office, User can go to Config → Offices & Storages → select the required office → Marketplace Settings → Potify Orders→ enable the "Allow Mail" toggle → specify the desired Mail Shipping Method in the multiselect field. It is also possible to add new mail shipping method by clicking the "Add New Mail Shipping Method" button right under the "Allow Mail" toggle. Please note that "Allow Mail" toggle is unavailable for On-Demand offices, and mail shipping method is unavailable for US-based companies.
For more information, see this article.
[Indica] Payment Method on Daily Sign-In Sheet
We added Payment Method filter and column to Daily Sign-in Sheet report and rewrote its logic to help you control various types of cash inflow statistics. Depending on Company setting, there are several types of Payment Methods available: Cash, Credit Card, Check, CC Terminal, Store Credit, Potify Credit, DC Terminal. For more information, see this article.
A massive amount of data is currently being processed to reflect the new report structure in your IndicaOnline account, where each line will show calculations based on the payment method used for the order. For the next couple of days the report may not be available or show inconsistent data. We apologize for the inconvenience and will update as soon as data regenerating is complete.
[Indica] Brand Property Type
Users are now able to change Brand Property Type to differentiate Internal Brands from External Brands on the Company level by selecting Brands and using "Change Brand Property Type" bulk action.
For more information, see this article.
[Indica] [POS] Multiple Refund Processing
As of this release, POS Users are now able to process multiple refunds (instead of either Partial or Full as before). Items within one product can be returned as many times as User needs, a refund can be processed until Items quantity within one Product becomes 0.
[Indica] [POS] [Potify] "Include Taxes for Minimum Order calculation" setting
We added "Include Taxes for Minimum Order calculation" setting, available at Config → Tax → General Tax Settings, which compares Minimum Order for Delivery with Subtotal + Taxes - Discounts if enabled, and compares Minimum Order for Delivery with Subtotal - Discounts if disabled.
For more information, see this article.
[Indica] [POS] [Potify] "Include Taxes for Free Delivery calculation" setting
We added "Include Taxes for Free Delivery calculation" settings, available at Config → Tax → General Tax Settings, which compares Free Delivery for Delivery with Subtotal + Taxes - Discounts if enabled, and compares Free Delivery for Delivery with Subtotal - Discounts if disabled.
For more information, see this article.
[POS] "Display Total Number of Items" setting
We implemented "Display Total Number of Items" setting which displays the total number of items in the "Total Number of Items" field on Order screen. The setting is located at Menu → Settings → Inventory → Order Settings.
[Indica] [POS] [Potify] Display Custom Categories on POS and Potify's Promo and Dispensary Profile pages
Users are now able to rearrange Custom Categories and add Custom Categories to Default System Categories/Sub-Categories, and sync them to Product Caterogies on POS and Promo and Dispensary Profile pages on Potify. When User creates new Custom Categories (they will be highlighted in green), edits the existing ones, or reorders the Categories (by using the Drag&Drop), then all changes are instantly synchronized with POS and Potify. Also, Custom Categories that do not have Parent Category are placed as Subcategories of "Other" Category.
Product categories may not be displayed on Potify as we are currently updating our database to reflect the changes. It should not take more than a couple of hours.
For more information, see this article.
[Indica] [POS] UPC Field format changes (Canada)
As of this release, UPC Field for Canada-based companies supports alphanumeric characters with the size of up to 48 characters.
[Indica] [POS] [Potify] Setting Taxes for Product Categories in the State of Maine
We added the Product Category dropdown to Custom Tax tab on IndicaOnline web app, which displays Product Categories of 1st level and allows Users to select multiple Product Categories and save Tax Tier with input tax rates for selected Product Category. Input tax rates are applied to selected Product Category of 1st level and its Sub-Categories and Products on POS and Potify.
We’ve
listened to your suggestions, taken them into account, and created
something that will exceed all of your expectations. Delivery Cockpit
and its advanced set of handy features will help you increase your
delivery capacity, manage any orders with ease, and avoid delayed
deliveries and customer complaints.
Our
preliminary customer test has already shown that by using Delivery
Cockpit within On-Demand delivery model you are able to increase the number of orders per hour up to 75%! And here’s why it’s possible.
Real-time cockpit view of everything
Now
you have a precise real-time cockpit view of your shipping zones,
On-Demand and Hub offices, and their orders. Every single detail is in
check.
Order Reassignment
You
can reassign orders to other On-Demand and Hub offices if some of them are more loaded than others. Strike the right balance and revel in an increased number of orders per shift.
Interactive map
Effortlessly
streamline your deliveries. Cockpit’s interactive map ensures you see where your drivers are, how many orders they have, and which ones are behind time. If some orders are being processed for longer than expected, they are highlighted. So you can reassign them to other drivers, On-Demand offices, and Hubs.
Order Delivery Sequence
It’s
also possible to edit Order Delivery Sequence to put problematic orders
forward. Drivers get updated Routes as soon as Order Delivery Sequence is changed. Your clients will be agreeably surprised to see that
everything is delivered much faster and without any delays or problems.
Detailed order information
See
the detailed order information (fulfillment status, ETA, processing
time, etc.) to predict and eliminate any issues in advance. You won’t
miss any tricks.
No expensive external software
You can protect your budget as there’s no more need for any external software to manage your fleet. Delivery Cockpit has it all!
Please note that Delivery Cockpit is currently available in Beta. We would really appreciate your feedback!
For more information, see this article.
Driver App is a convenient application that allows to deliver the ordered goods in compliance with federal and state legislation alongside thorough monitoring of the deliveries. On top of that, it will make Delivery Process easier for both Drivers and Dispensary Staff. Let's dive deeper into the impressive functionality of the Driver App.
Driver App supports Order delivery for both Hub and On-Demand models. Order Delivery process relies on performing a Run. Run is a set of Orders, that should be delivered within one trip from the Licensed premises (Dispensary or Hub) with an inevitable return to such premises. Driver App supports full control over creation, monitoring, and proper completion of Runs.
Each Run includes a Ledger, a Route, and a Log on the Orders in it.
Ledger is designed to provide extensive information on the Status of Orders (Delivery Pending, Delivered, Cancelled or Not at Home). It provides overall info on Orders, Item quantity and price, taking into account controlled substance transportation limits commanded by BCCC. One can always grasp an understanding of what Orders or Items are onboard or already delivered.
Route displays the planned and actual delivery path that Driver has already traveled through or just plans to cover in course of Order Delivery Process. Failed and successful Deliveries are shown on the Route screen, allowing to easily trace the Driver's journey to a point at any time. In case some unexpected occurrences happen throughout the Route, Driver is able to report them using BCCC-recommended Stop Reasons, which are automatically recorded into the Run Log.
Run Log allows backtracking of all the notable events that took place while performing the Run from Starting the Run and up to Run Completion. No matter what happens to the Order or Delivery Process — Log will record all of it and display it in a sequential manner with all timestamps and events captured. Those events are available for further export into a Record Book Report on your Web App.
All the above Ledger features will be of significant use for the cases when a BCCC agent or any other law enforcer performs a casual delivery check on route. Driver App will help to provide all the required information (Ledger, Route and Log) in a simple and understandable way.
All well-known features of trusted Delivery App, such as: Call Client, Order Check Out, Receipt Printing, Marking Not at Home Orders, Managing Order Delivery, Mileage Calculation, Shifts, Print X Report on Shift closure, Safe Drops and On-Demand Model Orders Fulfilment are supported by Driver App.
On top of that, there are some new perks that you might like to exploit to enhance your Delivery experience:
[Indica] [Potify] Collections
As of this release, Users are able to promote their products on Potify Promo page by using the Collections feature. Collections allow to specify the conditions, apply discounts, and set schedules for displaying on Potify. Collections must be linked to a Collection Group, which is a list of Collections that can be assigned to many Offices (but one Office can only have one Collection Group), where Users are able to set the displaying order of Collections on Potify. Collections can be found on IndicaOnline web app at Marketing → Discounts → Discount Profile (or New). Working with Collections requires the same permissions as for Discounts. For more information, see this article.
[Indica] [POS] Exchange action during return process
We implemented the Exchange action for Orders in the Completed/Partially Paid/Unpaid status. When POS User navigates to Order in one of the said statuses and taps "Exchange" button, they are able to select Items to be Exchanged. Exchanges are only available for the same Items. When Users select at least one Item for Exchange, they can tap the "Tap to Scan Barcode" button to scan the barcode of Items that are going to replace defective Items. Once Exchange is finalized, the Exchange Activity is added to Order Activity Log on IndicaOnline web app and POS. For more information, see this article.
[Indica] Visibility Threshold on Leafly Integration page
Users are now able to set a Visibility Threshold for Leafly, which allows to hide product from marketplace pages when that product stock reaches the set amount. To set the Visibility Threshold, go to Config → Leafly → Synchronization → Visibility Threshold field under the product's LMID field.
[Indica] [POS] "Decline sales on exceeded Purchasing Limit" setting
We added the "Decline sales on exceeded Purchasing Limit" setting, which prevents the possibility to commit a sale in case any Purchasing Limit is exceeded in the Cart. This setting can be found on IndicaOnline web app at Config → Purchasing Limits, and on POS at Settings → Patients.
Please note, that if this setting is on, then a Manager's PIN will be required to disable the setting. For more information, see this article.
[Indica] Accounts View limited by Office access
As of this release, Staff members are restricted from seeing accounts that are not associated with the offices that Staff members have access to. Access can be provided by setting "Selected offices" at the "Shelf Access" section, and by selecting offices at the "Shelf List" section on the already existing or newly added Staff member profile.
[Indica] Updated filters in the Sales by Category report
We removed Category level filter and added a field for finding categories to "Product Category" filter. Moreover, the "Gross Sales" column in Grid and Export files now displays the value for the products that are in the specified category without the products in the subcategories. Data is displayed only for those products that are in the category.
[Indica] [POS] "Self Distributed By Default" setting
As of this release, Users are able to save their time when creating a new product by checking the "Self Distributed By Default" setting, which sets the "Self Distributed" toggle to Yes by default on a New Product page.
Average Delivery Time field updated
As of this Update Release, Average Delivery Time field on IndicaOnline Web App on Office -> Marketplace Settings -> Potify Settings will display this Time in minutes. Please make sure that your set Average Delivery Time Setting has a valid value set (in minutes).