Reviewing your orders on Choco AI is simple and straightforward. This guide will walk you through the steps to access and manage your orders effectively.
Order Review: Step by Step
1. Log into your Choco Web and click to the Orders tab, where you'll directly land in the Pending orders tab.
2. Here you'll find all your new incoming orders pending to be reviewed. Click on the Review button for one order to start your order review.
3. Once in the order review page, you'll see the order in the right and the information extracted by Choco AI in the left. You can easily review if everything has been extracted correctly:
Customer
Delivery date
PO number (in case there is one)
Product name and quantities
4. In case you see any inaccuracies, you can directly edit the order yourself.
Edit the Customer: in case the wrong customer has been selected, click on the customer name and all your customers will appear as a dropdown to be selected.
Edit Products: in case the wrong product from your catalog was selected, click on the product name and the list of products from your catalog will show in the dropdown to be selected.
Edit Quantities: in case the wrong quantities have been transcribed, or you don't have that many items available, you can manually edit them directly before accepting the order.
5. Once the order is accurate and ready to be processed, click on "Accept and Exit". Once accepted, the order will be sent to your ERP and will be available under the Accepted tab on Choco Web.
💡 The order review will look slightly different on email, pdf or voice orders. In all cases you'll find the same process and editing features.
Troubleshooting Potential Issues
During the order review process some issues can arise. This is how you can troubleshoot the most common ones:
1. You've received an order by email but it's not appearing on Choco Web
That's probably because you have an Allow List in place and it doesn't contain this email address. You can add it doing the following:
Go to the 'Settings' tab in the left side menu.
Click on the third option 'Choco AI email forwarding'
Here you'll find your Allow list.
If the email address from your missing order is not in the list --> add the email address to the allow list
If the email address from your missing order was already on the list, reach out to Support.
if the allow list is empty, it means you don't have an allow list in place. In this case reach out to Support.
2. You have a pending order on Choco Web which is not an actual order
In case the email is coming from a domain where you usually receive orders:
Enter the order review page of the order by clicking on the 'Review' button.
once in the order review screen, click on 'Delete' in the bottom right side
Select 'Not an order' as a reason
In case the email is coming from a domain where you don't receive any orders get in touch with Support so we can block that domain from the order review.
3. The customer is not found by Choco AI or available in the dropdown
This probably happens because this customer hasn't been added to Choco yet. In that case, you can create a new customer directly from the order review page.
Click on the Customer field to open the dropdown
Select 'Create Customer' in the bottom of the dropdown list
Add the three required fields to create a new customer:
Business Name
Delivery Address
Customer Number
You can also add a new customer from the Customers tab, following the instrictions described in the article Onboard your customers to Choco.
4. Your Choco AI orders have a high matching inaccuracy
We apologize upfront if you're experiencing with matching inaccuracy. Choco AI should accurately categorize all order items.
Inaccuracy with new customers or products: Choco AI may take some time to accurately match products or documents it hasn’t encountered before. However, it learns quickly from manual adjustments, which helps improve its matching accuracy. By manually correcting mismatched items, Choco AI will be able to match them correctly in the future.
Ongoing inaccuracies: in case you're experiencing matching errors with the same products recurringly, reach out to Support providing a specific example (with a URL link) and we'll investigate the issue.