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Confirm, edit and export orders
Confirm, edit and export orders
Giovanni Giorgi avatar
Written by Giovanni Giorgi
Updated over a week ago

As a vendor, you can use Choco to receive and confirm orders from your customers to notify them that you received their order.

Note: you can receive or confirm orders via other channels email, SMS or Whatsapp, however, these topics aren’t covered in this article.

How to confirm orders via chat

Depending on your settings, you can confirm orders via SMS, email or WhatsApp. Please reach out to Customer Support if you would like to make changes in the way you receive orders via these platforms.

You can use the chat on Choco web or in the Choco app to inform your customers that they will receive their orders.

With Choco Premium you can quickly confirm orders through a tab directly on the order on Choco web or via the Choco app. This action changes the order status changes into Confirmed for you and your customers. A confirmation message is also sent automatically to notify your customers.

If you do not confirm your order, the status will change once your customer marks it as Delivered through the delivery-check feature in the Choco app.

Here’s how it works:

  1. Select Chats from the side menu

  2. Select the customer and find the order in the chat

  3. Check the order details

    • You can edit product quantities, add and remove products by following the process below

  4. Select Confirm or message your customers to notify them that you received their orders

How to confirm multiple orders at the same time

You can confirm multiple orders at the same time by clicking on Orders in your side menu.

After sending an order confirmation, the order status changes into Confirmed for you and your customers. A confirmation message is also sent automatically to notify your customers.

If you do not confirm your order, the status will change once your customer marks it as Delivered through the delivery-check feature in the Choco app.

Here’s how it works:

  1. Select Orders from the side menu

    • Search orders through the search bar (🔍) by typing your customers’ names or products or scrolling through your list

    • Sort the orders by using the filters

      • Order date allows you to filter by orders placed by customers today, in the last 7 or 30 days or within a custom range

      • Order status allows you to filter orders that are unconfirmed or confirmed by you or marked as delivered by your customers

      • Sort by allows you to filter by latest or oldest order received, alphabetical order, latest or oldest delivery date, number of products ordered (from smaller to largest amount and vice-versa)

      • You can apply more filters at the same time

  2. Check the order details

  3. Select and unselect orders by checking the boxes under the left column W

    • You can edit product quantities, add and remove products by following the process below

  4. Select Confirm at the top

    • You can also confirm orders one by one by selecting Confirm in the order list

How to edit orders

You can edit orders via chat or through the Orders tab. This will allow you to edit quantities, add and delete products. If you want to inform your customers about any other change (e.g. delivery day), you can use the chat to inform them.

Note: You can edit an order until your customer performs a delivery check on their app.

Here’s how it works:

  1. Find your order in the chat with your customer or by selecting Orders in the side menu

  2. Open the order details

    • If you are viewing the order in the chat, select View details from the order card

    • If you are viewing the order from your full order list select the order row

  3. Edit the order

    • You can change quantities under the Edit quantity column

    • You can delete products from the order by selecting the trash option

    • You can select Add products to include a substitute or a gift

    • You can restore the initial quantities requested by the customer by selecting the circular arrow

  4. Select Confirm with edits or Update

    • When you edit the order for the first time you can send edits by clicking on Confirm with edits

    • You can make further edits and automatically inform your customers by clicking on Update

    • You can add a comment along with your order update

    • You can edit an order as many times as you want until your customer performs a delivery check on their app

    • Every time you edit an order, an automatic message is sent to your customers

How to export orders

You can export a document containing multiple orders from the Orders tab.

You can also export individual orders, either via chat or the Orders tab

How to export multiple orders

Here’s how it works:

  1. Select Orders from the side menu

  2. Select and unselect orders by checking the boxes under the left column

  3. Select Export at the top

Orders will be exported within one single document.

How to export one order

Here’s how it works:

  1. Either select View details from the order card in the chat or select the order from the Orders tab

  2. Select Export at the top

What to know when using an ERP integration

Using an ERP integration with Choco enables you to sync information about orders and deliveries across platforms and avoid manual information entry.

To ensure optimal order transmission, we recommend:

  • Adding the customer number on Choco and making sure that it matches the one in your ERP system

  • Adding the product ID to products in your catalogue on Choco and making sure that it matches the one in your ERP system

  • Editing customer information or product information directly in their ERP system

  • Editing delivery preferences such as delivery days and cutoff times on Choco. This information may or may not be synced depending on the type of ERP system or your setup preferences in it.

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