Dutchie POS + VeriScan ID Scan integration guide, the VeriScan ID Scan integration allows you to check in existing customers and create new customer profiles in Dutchie POS by scanning the 2D barcode on a customer’s ID.

• Integration requirements
• Register a VeriScan account
• Enable VeriScan ID integration in Dutchie POS
  • Create a waiting room
  • Complete the setup in VeriScan cloud
  • VeriScan webhooks setup
• Setting up additional devices under the same account for other locations
  • Switching registers
• Install VeriScan on a PC
  • Install the VeriScan Desktop app
  • Set up and connect the VeriScan desktop app
  • Using VeriScan on a PC
• Install VeriScan on iOS or Android
  • Standard workflow

Integration requirements

• In order for the VeriScan ID integration to work you need to Create a VeriScan account. Go to Settings > Devices and create logins for each PC or tablet you plan to use with IDScan.
• ID Scan is compatible with Windows, Android, and iOS. Contact your sales representative for information about alternative ID scanning solutions for macOS.
  • IMPORTANT: You can only be logged in on one device at a time. We recommend logging in on the device you are using for scanning. You will get an error if you are logged in on multiple devices. To add two devices, your account needs to be configured for an additional device.
• If you have separate medical and recreational locations and want to use ID Scan for multiple unique guest lists (Adult Use vs. Medical in the same location, or different store locations) you’ll need separate PCs or tablets for each guest list and an ID scanner for each PC or tablet. If the one location sells both recreational and medical cannabis, you cannot set a default per device. This default can be set in the Backoffice per location by navigating to Settings > Location > Default customer type.
• In order for scans to get routed to the correct guestlist in the POS, you need to setup ID Scan, webhook in DPOS, and have separate logins for each device.
• If you don’t already have ID Scan-compatible scanners, you can order them from IDScan.net.
  • The standard M280 ID scanner works for most state IDs.
  • Colorado IDs require the M500 ID scanner.
• You do not need to purchase any software from ID Scan.

Register a VeriScan account

1. Create your VeriScan account online.
2. Go to Settings > Devices and create logins for each PC or tablet you plan to use with IDScan.
3. Open a ticket with Dutchie POS Support to have the integration activated and provide your VeriScan organization name and account email address.

Enable VeriScan ID integration in Dutchie POS

1. After Dutchie POS Support has activated the IDScan integration for you, go to Settings > Integrations > IDScan in the Backoffice.
2. Click Generate.
   Note: Copy or write down the auto-populated URL as you’ll need to paste this URL in VeriScan later.
3. Select Yes from the Enabled dropdown field.
4. Enter your Location Name as you want it to appear in VeriScan.
   Note: You’ll enter this same location name into VeriScan later.
5. Click Update.

Create a waiting room

1. Go to Settings > Rooms.
2. Click Add room.
3. In the Room Name field, enter the waiting room.
4. From the Is Waiting Room dropdown, choose Yes. Leave all other dropdowns set to No.
5. Click Update.
6. Go to Registers > Configure > Guestlist status and make sure you have a Default status set.

Complete the setup in VeriScan Cloud

1. Log in to the VeriScan Cloud Portal at veriscancloud.com.
2. Go to Locations.
   
   
3. Click the Edit icon next to the location.
4. Enter the same Location Name you entered in the Dutchie Backoffice and click Update.
   

VeriScan webhooks setup

1. In the sidebar, click Integrations > Webhooks.
   
   
2. Check the Enable Webhooks checkbox.
   • Ensure that Sign Agreement, Create Card, Update Card, and Complete Scan are enabled.
3. Click the Add Endpoint button.
4. Copy and paste your Webhook URL from the Dutchie Backoffice in the Link field.
5. Check the Active checkbox.
6. Click the Create Endpoint button to save.
   

If you change your Location Name, be sure to

• Update it in both the Dutchie Backoffice and in VeriScan Online.
• Generate a new Webhook URL in the Backoffice and paste it into VeriScan Online.

Setting up additional devices under the same account for other locations

Contact Dutchie Support to have additional devices set up. Once your representative has confirmed your subscription and you have generated a Webhook URL:

1. Go to Settings > Settings > Locations.
2. Click add.
3. Type in Location Name as it appears in Dutchie POS Backoffice under Settings > Integrations > IDScan > Location Name.
4. Confirm Active is selected.
5. Click Save.
6. Go to Settings > Settings > Devices.
7. Confirm your login for this new device is set up here.

Delete/disable a duplicate device

Due to historical data associated with the device log in. Devices can’t be deleted, only Disabled. We recommend editing the Device Name to ‘DO NOT USE’ and having it disable.

Install VeriScan on a device

VeriScan has 3 different softwares that can be installed on Windows, iOS, or Android. Each device has its own software. You only need to have one software installed on the device that is being used to scan. For instance, if you have a PC and are using iOS for scanning, you only need to be logged in on the iOS device. Below are instructions on installing on the different devices:

Install the VeriScan Desktop app

The Window App only needs to be installed if you are using a desktop scanner.

Skip this section if you’re using a Panasonic TOUGHBOOK FZ-N1

1. Go to IDScan.net’s Downloads Page and click Download VeriScan for Windows to download the latest version. If you are installing Classic VeriScan instead, please note the following:
   • Do not check the Install VeriScan as a Service box.
   • You do not need to register the software.
   • Click VeriScan Desktop Manual to download the software manual for reference.
2. Run the installer and follow the installation steps.
3. Install the necessary drivers from the IDScan.net Drivers Download page.

Set up and connect the VeriScan desktop app

1. Open VeriScan Desktop and go to Settings > License.
2. Enter your Device Login and Password and click Verify.
   Note: You can view and update your device logins and passwords in VeriScan Online by going to Settings > Devices and clicking the Edit icon.
3. Go to Settings > Devices and click the Add button to add a new device.
4. Select Reader and select your device from the list of devices.
   

Using VeriScan on a PC

The ID Scan integration is now set up, and you are ready to test.

• The VeriScan Desktop app needs to be running but does not need to be open and visible.
• Open the Dutchie POS Register and click on Guest List (do not use Security Check-In)
• Use the Top Down Insert with a Driver’s License. If you hear a beep, the ID was scanned successfully.
• When you scan the ID of a customer whose Dutchie POS profile information is an exact match to their ID, the customer is automatically checked in.
• When you scan the ID of a customer who does not have a matching profile in Dutchie POS, ID Scan automatically inputs and parses their ID information to create a new customer profile.

Install VeriScan on iOS or Android

If you are using iOS or Android for scanning this is the only app you need to install.

1. Download the VeriScan Cloud app:
   • iOS/iPadOS version
   • Android version
2. Launch the app and navigate to Settings.
3. Click Login/Sync and enter your device login and password.
   Note: Download a PDF guide for using VeriScan on an iPad.

Standard workflow

1. Navigate to the Scan page by clicking the first icon on the bottom of the app.
2. Click the camera scan button to access the camera.
3. Place the barcode of the ID being scanned into the camera frame.
4. The data will be populated into Dutchie POS.
5. Any optional comments, groups, or tags can be added to the profile.

Videos

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