Support

Get started with Choco as a Distributor

In this article, you will find the steps to log in to and out of Choco.

Log in and log out

Your company profile is what your customers will first see from your business on Choco. Make sure you have a complete and professional profile to improve your visibility and image…

Set up your company profile

Managing delivery days, cutoff times, minimum order value and exceptions

Manage your order preferences

Easily manage your team in Choco by controlling user access, customer visibility, and permissions.

Manage your team and permissions

Choco integrates directly with QuickBooks Online (QBO) and QuickBooks Desktop (QBD) so that orders placed through Choco are automatically sent to your ERP system. This article explains the most common…

Troubleshooting Your QuickBooks Integration with Choco

Customer support for Distributors

In this article, you can find the steps to add and invite your customers to Choco.

How to add your customers

The customer import allows you to upload a csv template to add multiple customers in one go.  You’ll receive an email summary once the processing has finished with an overview.

How to bulk create customers

This step-by-step guide will show you how to add or remove a user of your customer to their buyer account.

How to add and delete a user for your customer

This article explains how you can access, add or remove products from the Order Guide of a buyer.

How to edit an Order Guide for a customer

How your customers use the barcode scanner to find products in your catalogue and place orders.

Finding Products Using a Barcode

Assign a teammate as the account owner for any customer. Use this to make follow‑ups clear and keep your pipeline organised.

How to assign an account owner to a customer

Labels are a great way to categorize your customers in different groups or segments. These can be locations, categories, assortments or any other way you'd like to group your customers.

How to create Customer Labels

In this article, you will find out how you can easily delete your customers and archive chats.

How to delete customers

You can manage negotiated prices with your customers from the Choco mobile app. This feature simplifies the process for Sales Reps by eliminating the need for manual price adjustments and…

How to add negotiated prices with customers

In this article you will find out how to enable/disable price-overrides for individual customers.

How to enable/disable price-overrides for customers

This article will explain where you can see who is in a customer chat.

How to view who is in a Chat

The AI Insights feature is a valuable tool for sales reps keep track of ordering trends of their customers.

How to check customer AI Insights

In this article you will learn how you can export your customers.

How to export your customers

In this article you will find out how to create a magic code for your customers

How to create a magic code for your customers - E-commerce

In this article you will see how to update a product in your integrated or non-integrated catalog

How to create and edit catalog products

This step-by-step guide will show you how to perform changes in your custom catalogs and assign them to your customers.

How to manage your custom catalog

This step-by-step guide will walk you through the process of adding picture to a catalog product.

How to add or edit picture to a catalog product

SalesHub is Choco’s powerful sales CRM built specifically for food distributors.

Get started with SalesHub

Use tasks in the Sales Hub to organize and track your sales activities. Create tasks to set reminders, follow up with leads, and stay on top of your goals. Tasks…

How to create a task

From the customer opening your e-commerce app to the order arriving in your ERP.

Get started with E-Commerce

If you have an integration your orders can be edited on your ERP. If you don't have an integration with our system then you can edit the quantities, and add…

How to edit orders

If you have an integration, your orders will go through your ERP without the need to be confirmed. If you don't have an integration with our system this article will…

How to confirm orders

This step-by-step guide will show you how place orders on behalf of your restaurants from your account.

How to place an order for a customer

If you don't have an integration with our system, this article will explain how you can export orders on Choco.

How to export orders

PromoHub is Choco’s built-in marketing tool designed to help distributors promote products, drive demand, and stay top of mind with their customers. It’s like having a digital marketing assistant that…

Get started with PromoHub

In this article, you can find the steps to send promotions and upsell your products from Choco Web.

Manage Promotional Campaigns

This article deep-dives into how to read the analytics for your campaigns on Choco.

Marketing Analytics

Get started with OrderAgent

This guide will walk you through the steps to access and manage your orders effectively.

How to review OrderAgent orders

This step-by-step guide will teach you how to merge orders for the same buyer with Order Agent.

How to merge orders with OrderAgent

Distributor

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.