From Choco App
In the chat section, select the customer
Click on Start Order
Click on the 3 dots at the top right corner
Select Edit Order Guide. You can browse the products in your catalog by name or by category.
Select the product you want to add and click on the blue icon in the top right corner to add the catalog product to the customer's Order Guide
If your customers has categories in their Order Guide, you'll be asked to choose the categories for the new products.
A pop-up message will confirm the changes: "✅ Changes Saved"
From Choco Web
How to access an Order Guide for a customer
Click on the Chats tab in the left side menu and select the customer
Click on Edit order Guide in the top-right corner
How to edit an Order Guide
Click on + Add Product, on the top right, select Catalog Product or Custom Product (If you don't have a catalog or the product is not in your catalog).
Search products by name or ID within your Catalog
Select the products using the ⭐️ star on the left
Uploading an Excel file
Once inside the order guide page of the buyer, click on the 3 dots More, on the top right
Select the option Download Template to get the Excel template with the existing items in the order guide
When you have added or deleted the products you can click on Upload Excel File or drag and drop the file
How to edit the Excel template
💡 Make sure when adding a catalog product you copy the same product ID and Unit. Only products that correctly match to your catalog will be successfully imported.
Fill out the Excel file
Save the Excel file (or download the file to xlsx. format if using Google Sheets like in the example below)
Below are all the current product information fields that you can include on your excel template.
Information field | Excel tag | What it refers to |
Product name (Mandatory) | product_name | The name of the product that is sent along with your orders to the supplier. |
Unit (Mandatory) | unit | The quantity and measurement at which each product is sold. |
Product ID | externalId | The numeric code identifying the product in your supplier’s catalog. |
Product display name | display_name | The product’s name in your order guide. Only visible to you and your team. |
Price* | price | The product’s custom price to be written as a number without the currency. Only visible to you and your team.
*Price format: you can either enter the price without decimals (eg 30) or with decimals (eg 30,00) |
Currency | currency | The price currency. This should be written as EUR, USD or GBP. |
Par | par | The minimum amount at which a product should be on-hand in your inventory at all times. Only visible to you and your team. |
My category | category | The product’s category in your order guide. Only visible to you and your team. |
*The price must be entered in cents, without dots or commas (e.g. €50 should be written as 5000), and without including the currency symbol.
Uploading an invoice
Once inside the order guide page of the buyer, click on More, on the top right
Select the option Import past invoice to upload an invoice to the buyer that contain the list of products to be uploaded to the order guide
The invoice can be in PDF or xlsx. formats
The request can take up to 24 hours to be processed. After that you'll see the products in the order guide
💡 Note that only products that correctly match to your catalog will be successfully imported.
